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Job DescriptionCompany Description Christian Brothers Automotive Benefits: • *Up To $65K for Highly Qualified Candidates, • Closed Every Weekend To Spend Time With Family & Friends, • Employer-paid Financial Wellness Program and App, SmartDollar & EveryDollar, • Paid Vacation & Paid Holidays, • Healthcare Benefits Available, • Matching Retirement Plans, • On-Going Training & Career Advancement, • Team Member Celebration Program - Recognizing Employees' Birthdays and Achievements Throughout the Year, • On-Going Training & Career Advancement, • Rewarding Great Work, The Annual Review Process provides opportunities to share goals and earn pay increases based on performance., • Wellness Program Offering Chaplain Care Support, • Locally Owned and Operated, • Employee Point Store Access - Redeem Your Training Points For Awesome Swag & Rewards, • Continuous Training Available Through The CBA Flywheel Learning SystemJob Description Job Title: Automotive Service Advisor / Writer Location: 4606 Charlestown Rd., New Albany, United States, 47150 Job Overview: As an Automotive Service Advisor/Writer with Christian Brothers Automotive, you are the trusted professional our guests rely on for assistance with their vehicles. Your role is crucial in building lasting relationships, as you are the face they see every time they invest in their vehicle. Service Advisors guide our guests through the entire repair process, keeping them informed about the status of their vehicles and ensuring their satisfaction before they leave our facility. Responsibilities include, but are not limited to: • Greet every guest that enters our facility with hospitality and respect, • Present the best solution to properly repair our guest vehicle in a way that is easy for them to understand, • Manage the store’s workflow in an effective and efficient manner, • Consistently and effectively sell our services without jeopardizing honesty and integrity, • Maintain a positive attitude and team atmosphere at all times, • Communicate on the phone in a clear professional manner, • Build long-term relationships between the store, yourself and our customer, • Directs, coordinates, and participates in performing customer service activities, • Shuttle guest as needed in CBA branded vehicle, • Ensure that all repairs are performed to proper specifications., • Work together as a team and assist other employees as needed, • Other duties as assignedQualifications Qualifications: • Current driver’s licenses, • Driving record acceptable to our current insurance carrier, • Proficiency in Windows based computer software and automotive store applications, • Experience in an Automotive Customer Service role or Automotive Service Write/Advisor/Sales role Physical Requirements: • Being dependable and reliable for a position that is scheduled for Monday – Friday, 7am – 6pm, • Being on your feet the majority of the workday (standing, walking, coordinating parts, etc.), • Occasionally lifting and carrying objects over 50 lbs., • Keeping a brisk work pace in a high-volume environment Additional Information Christian Brothers Automotive (CBA) began in 1982 with the simple premise of providing precision auto repair with transparency, integrity and a philosophy of people first. All 300+ CBA locations offer a modern facility equipped with manufacture-level diagnostic equipment and the latest factory scan tools. CBA shops also offer their technicians a consistent workload, free training, full-time live technician support and access to our private Technician Assistance Center. Thank you for viewing this opportunity! This job posting is for an opening at a Christian Brothers Automotive location that is independently owned and operated by a local licensed franchisee. Your application and any information included with it will be submitted to the franchisee for further handling. Christian Brothers Automotive Corporation ("CBAC") is a separate business entity. No CBAC employee will be involved in any decisions regarding your employment application. If you are hired for this position, you also understand and acknowledge that the local franchisee will be your employer and that CBAC will not be your employer. The local franchisee is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling and supervision. All of your information will be kept confidential according to EEO guidelines. Christian Brothers Automotive is an Equal Opportunity Employer. Christian Brothers Automotive locations practice "At-will" employment practices.

Job Description Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development. As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm. You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. Requirements • Minimum of 3 years of experience in financial services with a growing personal practice, • Active Life and Health License required, • FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held), • Demonstrated success in client development, planning, and relationship management, • Leadership ability with a strong interest in mentoring and building high-performing teams, • Business-driven mindset with a long-term vision for growth, • Must be authorized to work in the United States Benefits • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support.

Job DescriptionCompany Description Veolia Group is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specializing in water, energy, and waste management, Veolia Group designs and implements innovative solutions for decarbonization, depollution, and resource regeneration, supporting communities and industries in their ecological transformation. Why Veolia? At Veolia, we don’t just offer a job. We offer a platform to solve the world's most complex water scarcity and sustainability challenges. As part of our Chemical Solutions and Monitoring (CSM) division, you will join a global community of innovators backed by world-class technical training, clear career advancement, and a collaborative culture. Become one of our 218,000 team members dedicated to resourcing the world. We Support Your Success Day 1 Health Benefits: Full Medical, Dental, Vision, and Prescription coverage. 401(k) Retirement: 3% default employer contribution plus company matching. Time Off: Generous Paid Time Off (PTO), Paid Holidays, and Parental Leave. Financial Protection: Life, AD&D, and Short-/Long-Term Disability Insurance. Tax Savings: Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA). Tuition Reimbursement: Full program to keep your skills moving forward. Perks: Company vehicle provided for work and personal travel. Job Description As a trusted technical advisor, you will build deep relationships with industrial and commercial clients, engineering creative chemical water solutions that protect high-value assets and improve energy and water sustainability. Key Responsibilities: Technical Optimization: Design and manage chemical treatment programs for Cooling, Boiler, Wastewater, and Memchem Applications. Consultative Problem Solving: Conduct onsite testing and deliver Technical Service Reports to improve customer operations. Value Generation: Execute Account Management Excellence Programs to demonstrate measurable ROI and sustainability metrics. Revenue Growth: Manage a healthy sales funnel, secure recurring profitable business, and handle commercial negotiations. Safety First: Adhere strictly to all Environmental Health and Safety (EHS) policies. Qualifications Education & Experience: Technical Background: Bachelor’s Degree in Chemistry, Engineering (Chemical, Industrial, Mechanical), Environmental Science, or Biology is preferred. (OR 8+ years of direct industrial water treatment experience + High School Diploma/GED). Sales Track Record: 4+ years of successful technical sales or account management experience with a focus on consultative selling. Field Capability: Demonstrated mechanical/electrical aptitude for monitoring water treatment equipment and instrumentation. Mobility: A valid, full driver’s license (Learner’s permits/restricted classes do not qualify) and willingness to travel locally. Key Professional Attributes: Strong proficiency in basic chemistry and mathematical calculations. Exceptional communication, active listening, and interpersonal skills. Comfort working independently in fast-paced, industrial environments. Ability to safely lift and carry up to 50 lbs. Additional Information Ready to Make a Difference? We realize diverse teams make smarter decisions, deliver better results, and build stronger communities. Veolia champions diversity and inclusion at every rung of the ladder and is proud to be an equal opportunity workplace. Compliance notice: Applicants must be currently authorized to lawfully work in the United States immediately; employer sponsorship (e.g., H-1B visa) is not available for this opportunity. Veolia does not accept unsolicited resumes from external recruiting firms without a fully executed MSA on file. Disclaimer: Salary, compensation incentives, and benefits information are accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law. As an inclusive company, Veolia is committed to diversity and gives equal consideration to all applications, without discrimination.

Job Description Outside Sales Executive - Freight Forwarding Industry Are you a dynamic sales professional with a proven track record in freight forwarding? Do you have the drive to build lasting client relationships and expand business opportunities? Join OEC Group and make a meaningful impact in global logistics! What we're looking for • Experienced Sales Leaders: 5+ years of freight forwarding sales / business development experience, • Industry Knowledge: A well-established book of business in international ocean, air, customs brokerage, and domestic trucking, • Proactive Go-Getters: A hunter mentality with a relentless drive to bring in new business opportunities What you'll earn • Base salary: $70,000-$100,000 annually based on experience and book of business, • Uncapped commission: Sky's the limit - your success directly impacts your earnings, • Car Allowance: $800 monthly, • Company cell phone & laptop: Stay connected and ready to close deals anytime, anywhere, • Expense account: Take your clients to lunch and build strong business relationships Perks you'll receive After successfully completing and passing a standard 90-day introductory period the employee is provided with the following benefits package. This includes: • Comprehensive Health Insurance: Medical, Dental & Vision for the individual, • Life & Accidental Insurance Coverage: For added security, • Generous PTO plan: 10 vacation, 7 personal, and 3 floating days, • 401k plan: With up to a 3% company match for your financial future, • Company Culture: Enjoy team outings, holiday parties & more What you'll do • Drive business growth: Generate new business through cold calling, on average 40 calls per day., • Build and maintain a customer base: Recognize freight forwarding opportunities and deliver tailored solutions., • Master the logistics industry: Partner with internal subject matter experts to master OEC Group's full suite of global shipping services., • Offer customized solutions: Consult clients on optimizing their supply chain using ocean, air, warehousing & distribution, LTL & FTL transportation, cargo insurance and customs brokerage., • Achieve & exceed goals: Hit monthly sales quotas and set new benchmarks for success., • Leverage cutting-edge tools: Utilize Sugar (CRM) to track client's information, manage your sales pipeline, and measure success using actionable KPIs., • Collaborate for success: Work closely with our sales support team to ensure quotes align with each client's requirements., • Be a trusted advisor: Conduct in-person meetings with existing and prospective clients in your designated territory, strengthening relationships and securing long-term business., • Stay competitive: Keep a pulse on global freight forwarding trends, ensuring our strategies align with industry shifts and emerging opportunities., • Work cross-culturally: Maintain open communication with departments and oversea offices to ensure seamless global logistics. Work Schedule Louisville Office: Monday - Friday | 9:00 am – 6:00 pm EST Qualifications • Freight forwarding sales experience, • Knowledge of Microsoft Office, • Reliable transportation required to drive to client meetings About OEC Group Established in 1981, OEC Group is a leading NVOCC freight forwarding company providing import/export logistics solutions worldwide. From ocean and air freight to warehousing, trucking, and customs brokerage, we deliver efficiency, reliability and innovation to our partners. Company Culture At OEC Group. we believe in a family-oriented, and growth-driven culture. We invest in our people, offering incredible career development and team-building experiences. Whether it's holiday gatherings, company outings, or professional networking, we cultivate an environment where success thrives. OEC Group is an Equal Opportunity Employer. #LI-Hybrid Powered by JazzHR PstJOFfVSc

Job Description Fulltime Professional Are you a bold and humble leader, a strategic thinker and financial execution planner, looking to partner with others to steward God’s resources in support of the church’s mission flourishing - both today and for generations to come? Why Southeast? Southeast Christian Church is a dynamic, growing church where staff are encouraged to lead boldly, care deeply, and live authentically. What You Will Be Doing: Strategic Leadership and Execution Planning: enable vision through well informed financial leadership • Serve as strategic advisor to Elders, Lead Team, and other leaders, • Translate vision into financially sustainable plans, • Wisely evaluate new ventures/campuses, leases, and major initiatives Team Leadership and Development: coach, develop and guide a healthy, cohesive, high-capacity finance team • Lead all financial functions including finance, accounting, contributions and treasury, • Develop future leaders and scalable structures, • Model servant leadership and spiritual maturity Financial Stewardship and Sustainability: ensure long-term financial health while honoring donor trust • Lead annual and multi-year financial planning, • Align financial resources with ministry priorities, • Monitor campus and ministry spending plans and actual expenses; explain variances, • Lead annual audit Central and Multi-Site Financial Operational Excellence: consistency, clarity and scalability across campuses and teams, ensuring the financial structure supports the whole body rather than individual entities • Lead all financial reporting and analysis; clearly communicate key data and insights, • Direct all financial procedures; integrate continuous improvement, • Leverage technology to support growth and accuracy; ensure processes scale with growth, • Partner with the HR Team to negotiate benefits; monitor/forecast payroll and other employment expenses Donor Confidence and Transparency: build trust through clarity and transparency • Lead giving systems and reporting; ensure appropriate transparency, • Partner with the church’s stewardship ministry and campus leaders on generosity discipleship strategies Governance, Controls and Compliance: protect the church through strong internal controls and transparency • Maintain strong internal controls and segregation of duties, • Partner with external auditors, financial institutions, vendors and legal counsel, • Lead elder finance committee reporting, • Effectively manage business risks and secure insurance coverage; negotiate and approve key contracts What We Are Looking For: • Significant (10+ years) management experience in accounting/finance leadership, preferably within a large multi-site nonprofit, church, or mission-driven organization., • CPA with Accounting or Finance degree; MBA preferred., • Solid knowledge of all aspects of generally accepted accounting principles (GAAP)., • Proven ability to lead teams, cultivate a healthy culture, build trust, and influence leaders. Strong team builder and team player., • Credible, humbly confident and inspirational executive leader; highest level of integrity., • High emotional intelligence with strong relational skills – ability to lead up, down and sideways with humility., • Ability to work collaboratively in a fast-paced, complex environment. Steady demeanor under pressure. Bold and decisive., • Critical thinker who effectively challenges assumptions and quickly identifies root causes., • Strong strategic thinking and planning skills., • Exceptional written, verbal and interpersonal communication skills; able to communicate complex financial information in simple terms., • A student of the Word, who has an intimate walk with the Father, who is Spirit-led, and who is grounded in and living out a gospel-centric life Our Requirements: • Engaged member of Southeast Christian Church or willing to become one., • A commitment to live out our seven staff values: Honor, Care, Accountability, Grit, Authenticity, Humility, and Fun, • Leads by example fulfilling the staff expectations of groups, inviting, serving, worship and giving., • Agree with the *Statement of Faith, submit to the leadership established by the church, and live out our church Mantras in tangible ways. *Please read our Statement of Faith that is attached below. You will be asked if you agree with our Statement of Faith within the application process.

Job DescriptionCompany Description Arvato is an innovative and leading global 3PL service provider in supply chain management and e-commerce. With 20,000 team members at over 100 locations, we focus on the Consumer Products, Tech, Healthcare, Automotive and Publisher industries. You will work in an environment built on collaboration, respect, commitment and curiosity, where you can grow, contribute your ideas, and make an impact. Be part of the team that delivers logistics excellence and shapes supply chains globally. Working at Arvato means: Together, we’re on it. Job Description Arvato is seeking an Account Director, Data Center Logistics to lead and scale complex logistics operations supporting critical data center infrastructure globally. Reporting to the VP of Data Center Services, this role combines strategic leadership, operational execution, and customer-facing engagement across North America, EMEA, and APAC. This role requires 25–50% travel to customer sites, partner facilities, and operational locations globally. YOUR TASKS • Develop and execute the strategic vision for data center logistics and 3PL services, aligning capabilities with business growth objectives across global regions, • Lead large-scale programs supporting data center deployments, operations, and asset lifecycle management, • Establish KPIs, SLAs, and governance frameworks that drive operational excellence and scalability, • Build and maintain trusted advisor relationships with enterprise customers and executive stakeholders across regions, • Develop and present proposals, business cases, and service offerings that address complex, cross-border customer requirements, • Lead executive business reviews and strategic planning sessions with global customers and partners, • Oversee global relationships with manufacturers, transportation partners, and logistics providers; drive vendor performance and contract compliance, • Lead strategic sourcing, inventory management, and supply chain planning for data center operations, • Identify and mitigate operational and supply chain risks across multiple geographies and regulatory environments, • Build, lead, and mentor high-performing teams across logistics, operations, and customer-facing functions, • Influence organizational decision-making through data-driven insights and executive-level communicationQualifications, • 10+ years of progressive leadership in logistics, supply chain, or operations, • Significant experience managing complex 3PL operations and logistics providers, • Proven ability to develop executive-level proposals and lead customer-facing organizations, • Willingness to travel 25–50% across NA, EMEA, and APAC, • Experience supporting data center infrastructure, cloud, or mission-critical technology environments preferred, • Knowledge of data center equipment, asset lifecycle management, and associated logistics requirements is a plus, • Prior experience scaling operations in high-growth environments across multiple regions preferred Additional Information • Medical, Dental, Vision, Life Insurance, and Disability Pay., • 401(k) with company matching up to 6%., • Paid Time Off, including paid holidays., • Flexible Spending Accounts., • Voluntary benefits such as legal and financial assistance, pet insurance, and more., • Employee Assistance Program., • Ongoing employee development opportunities including tuition reimbursement, scholarships, and training., • Commuter benefits., • Employee engagement activities. Disclosure requirements pertaining to the collection of your personal data: Responsible for processing the information provided in your application is the company specified in the job advertisement, with its registered office as indicated. The company processes your data for the purpose of establishing an employment relationship on the basis of Art. 6 (1) b GDPR / Section 26 (1) sentence 1 BDSG. The retention period for your data is determined by the statutory time limits applicable in the respective country, beginning upon completion of the recruitment process. You can find these here. You can contact the company’s Data Protection Officer at the above-mentioned postal address. Further information on data protection and your rights can be found here. We strive to be an equitable and inclusive workplace for our employees and value their diverse perspectives, which contribute to the diversity of our company. Therefore, we welcome applications from people who enrich our company with their identity, background and personal experience. We want to keep the application process as simple as possible for you: focus on a meaningful resume; we do not require an elaborate cover letter. Please know that we can only accept your application through our online application portal. Recruiting-Platform powered by SmartRecruiters.

Job DescriptionSalary: Company Description: 100 years strong, Monroe Shine is one of the largest, most respected independent CPA & Business Consulting firms in the region. Monroe Shine is committed to serving private businesses, their owners, individuals, and nonprofit entities through our mission to help every client achieve their highest level of success. We set ourselves apart from other firms by providing customized CPA solutions, friendly and responsive customer service you deserve. Summary: Our Monroe Shine offices are growing! We are looking for an experienced [Tax Senior Fiduciary Income Tax for Administrative Trusts & Estates] Professional to manage and execute these day-to-day responsibilities for the firm including client interviews, staff supervision, research, planning, execution. This position offers full benefits, competitive compensation and a strong opportunity to advance your career at a firm that believes in and respects a work-life balance. Duties & Responsibilities: • Report to Director of Tax, • Prepare and review complex federal and state fiduciary income tax returns (Form 1041) for administrative trusts and estates, as well as estate tax returns (Form 706), gift tax returns (Form 709), and related filings, • Serve as the primary advisor and point of contact for clients regarding estate and trust tax matters, • Provide tax planning and compliance guidance to trustees, executors, attorneys, and high-net-worth individuals, • Interpret and apply trust instruments and estate documents to determine proper tax treatment and reporting, • Conduct research on tax issues related to trust and estate taxation, including income allocation, DNI calculations, and portability elections, staying up to date on tax technical developments, • Collaborate closely with estate planning attorneys and financial advisors to support clients' long-term financial strategies, • Proactive communication with management regarding client solutions, • Review and supervise the work of staff accountants and junior team members, providing technical guidance and mentorship, • Recognize opportunities to provide additional services to existing clients, • Ensure compliance with current IRS regulations, tax law updates, and industry best practices, • Assist with any IRS and state tax audits or notices related to fiduciary returns, • Utilize ProSystems Tax and Engagement software to prepare, review, and document tax workpapers., • Participate in client onboarding and engagement planning, • Maintain the highest standards of client confidentiality and professional ethics. Qualifications: • CPA license in good standing required, • Strong interpersonal and communication skills, with proven client service capabilities, • Minimum of 5 years of experience in public accounting, with a strong focus on estates and trusts, • Demonstrated expertise in fiduciary tax return preparation (Form 1041), with experience in Forms 706 and 709 preferred, • Proficiency with ProSystems Tax and Engagement software, • In-depth knowledge of trust instruments, estate administration processes, and applicable tax laws, • Experience supervising and mentoring junior tax staff or team members, • Ability to manage multiple client engagements and deadlines efficiently, • High attention to detail and accuracy in complex tax matters, • Bachelor's degree in Accounting, Finance, or related field, • Masters in Taxation is a plus Monroe Shine prides itself on fostering a team-oriented environment where every employee works for the firm, not just a particular supervisor. Accordingly, we ask all employees to act in the best interests of the firm, even if doing so requires actions or responsibilities not listed in the above job description. We look to our employees to take the initiative so that we always serve our clients and each other to the best of our abilities.

Job Description About Us Join a talented team of engineering professionals at Vogt Power International Inc. Vogt is based in Louisville, KY and specializes in the design, manufacture and supply of equipment and solutions to the power generation industry. We are an industry leader in heat recovery steam generators (HRSGs) with both domestic and international customers. Job Summary Assists Project Managers in the management of global contracts to design and build HRSGs at values up to and exceeding $20 million. Essential Functions/Responsibilities · Develops the overall Project Quality Plan and assures compliance throughout the Company. · Generates monthly Project Reports for submittal to the Customer. · Assists in the development and monitoring of the overall project schedule through the Project Planner. · Writes the requisitions for and administers subcontracts for large, engineered equipment. · Reviews and approves vendor invoicing ensuring that values are correct, all deliverables have been received, and any back-charges or disputes have been resolved. · Facilitates and publishes minutes for (on an as needed basis) weekly project team meetings with team members for the purpose of coordinating and updating the status of all project-related activities required to fulfill the Company’s contractual obligations. · Assists in the coordination of all project related field activities to include interface with Vogt-Power site construction and start-up personnel, resolution of Non-Conformance Reports from the field and tracking of costs of NCR’s and field-related extra work orders. · Facilitates communication with the Vogt Power Technical Field Advisor to ensure timely responses from the office to field questions and coordinates lessons learned into process improvement. · Assists the Project Manager in gathering all information and costs required to develop change order requests to the client. · Assuming other duties as assigned by the Project Manager or VP of Project Management. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Requirements Qualifications · Bachelor’s Degree, preferably in Engineering. A minimum of three (3) years’ experience in a Project Management/Engineering environment responsible for the design and supply of complex large ($2 million or greater) custom engineering equipment. · Excellent verbal, written, and interpersonal communication skills. · Must exhibit a knowledge and understanding of contracts (legal and financial aspects), cost control and scheduling. · Must be organized; thorough; able to process, absorb and transfer information expediently; and be able to work under pressure in order to meet deadlines. · Requires competency in MSEXCEL, WORD and other relevant software. · Must have a valid passport and be willing to travel as required. To provide greater transparency to candidates, we include base pay ranges for all US-based job postings that encompass all potential locations and levels for the open position. Our base pay ranges are set based on the function, discipline, level and regional location and are benchmarked against companies in the same or similar industry. Final offers may vary based on multiple factors, including; education, depth and relevance of work experience, relevant licenses and certifications, and may vary from the amounts listed in the job posting. The base pay range for this Assistant Project Manager role is $95,00 - $110,000 annually.

Job DescriptionDescription: AAF International offers the most comprehensive clean air solutions available across the globe. Selling under the American Air Filter® and the AAF International® brand names, AAF International has been an industry pioneer since 1921 with manufacturing operations in 22 countries with over 6000 employees globally. Our products are the industry benchmarks for quality and performance. Our applications include commercial, industrial and residential solutions from the filters used in your home to the most critical cleanroom and power generation applications. We are a member of the Daikin Group, the world's largest air conditioning provider with $30 billion in revenue and over 75,000 employees worldwide. Founded in 1924, Daikin has grown into a diversified industrial manufacturing company offering solutions in clean, air, air conditioning, refrigeration, chemicals, oil hydraulics, defense systems and electronics. Our culture of continuous improvement, safety, and world class operations is driven by our people-centered management philosophy. This philosophy is built around mutual selection: that while AAF seeks top talent people to join and deliver on our team, we also want each team member to receive job satisfaction, growth & development, and continued happiness in being a long-term member of the AAF family. This is fueled by our belief in treating our people, our supply partners, our customers and our environment with the trust and respect we each require, and our passion to give back to our community for our success. Read more about our philosophy at: http://www.daikin.com/about/corporate/philosophy/index.html AAF International is an Equal Opportunity Employer M/F/Disability/Veteran. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, citizenship, veteran status, uniform servicemember status, age, disability or any other legally recognized protected personal characteristics. Position Objective: The Applications Engineer - Air Filtration achieves annual bookings, revenue, and margin targets for Regional Retrofits, and Aftermarket business, completes technical engineering development and cost estimating of retrofit equipment for the AAF Energy Business and provides Project Engineering support of live contracts. Key Accountabilities: • Working with the Sales team proactively develop aftermarket opportunities for upgrade, retrofit, and filter replacement, • In conjunction with Director Engineering and Service, RSM’s and subcontractors, provide technical and commercial assistance on proposal development for filter outages and retrofits as needed, • When applicable, perform Inlet inspections and diagnostics of air intakes and support systems, • Become the trusted advisor for key accounts with the RSM’s. Develop, Retain, and Nurture key customer relationships and become a strategic partner and advisor to key accounts, • Recommend solutions by identifying new product opportunities, and/or product, packaging, and service changes; surveying consumer needs and trends; tracking competitors., • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks., • Review RFQ documents providing technical and commercial solutions based on AAF’s capabilities, • Liaise with subcontractors to develop costing solutions, • Prepare tender and contract documents, • Identifies and recommends product/system improvements or additions to meet customer satisfaction and financial goals, • Participate in technical meetings and direct communications with customers or field sales offices, • Prepares and distributes literature, technical data and promotional material to customers and sales offices., • Maintains a teamwork philosophy with other departments to facilitate problem solving and provide good customer service., • Post contract award project engineering support to project manager. Includes design, drawing approval, BOM creation, quality requirements definition, and interaction with customer and suppliers post award., • Additional duties as assignedRequirements: Position Requirements: • Bachelor’s degree in Engineering or equivalent experience;, • Experience in technical industry desired; machinery/engineering preferred;, • Must articulate a full understanding of filtration on rotating equipment;, • Exhibit solid business acumen including the ability to interpret and analyze blueprints, estimate preparation, presentation and proposal;, • Experience with filtration product in a Sales, Estimating, or Project Management capacity;, • Exhibit solid business acumen including the ability to interpret and analyze blueprints, estimate preparation, presentation and proposal;, • Excellent time management skills and ability to multi-task;, • Strong organizational skills with aggressive follow-through and closing skills;, • Excellent communication and presentation skills;, • Must have strong interpersonal skills, maturity and good judgment and be capable of communicating with a diverse range of individuals;, • Excellent, proven interpersonal, verbal / written communications and organizational skills;, • Demonstrated ability to multi -task and work in a fast - paced setting.

Job Description Hadley Energy Solutions is a growing family owned and operated commercial and industrial electrical contractor located in Louisville, KY. We are in search of an experienced Project Manager to join the team. We are looking for someone that is ambitious and wants to join a team that is looking to grow in the market. The position requires a minimum of 3 years Project managing experience with a commercial electrical contractor. You must have experience with either management software. Must be meticulous, organized and thorough. The estimator is required to be able to fully manage a project from pre bid walk through to substantial completion. The Project Manager is required to maintain a good working relationship with all employees, customers, and contractors. BENEFITS OF WORKING WITH US • Joining a young and growing company with unlimited potential., • Health, Dental, Vision and Life Insurance plans for you and your family., • Paid time off is provided for vacation, sick days, and holidays., • 401(k) Savings Plan with company provided Financial Advisor., • Competitive Salary with opportunity for advancement., • Employees are eligible for annual pay increases and bonus., • You will be part of a team with a great reputation in the industry. WHAT YOU WILL DO • Request clarification and additional information during project., • Update costs as necessary based on new information and project scope changes., • Collect and analyze all project costs, including material, labor, equipment, and tooling to ensure estimates are accurate., • Identify and quantify potential cost uncertainties to ensure costing models capture the full range of potential costs., • Additional duties as assigned., • Have a positive attitude and contribute to a positive work environment., • Accurately track and submit change orders WHAT YOU NEED TO JOIN OUR TEAM • 3+ years experience as a Project Manager, primarily in the electrical field., • Electrical Experience in Construction Management, Architecture, engineering, or equivalent trade experience., • Ability to interact professionally and effectively with all levels of the organization, customers, contractors, and other business partners., • Experience using Excel, Word, and with project manager software., • Ability to prioritize and execute multiple tasks effectively with a proven track record of success in a busy, deadline-oriented environment., • Strong organizational, interpersonal and communication skills. Salary offered will be dependent on experience and qualifications. Master Electrical license or construction management, is preferred. To learn more about Hadley Energy Solutions family visit our websites at www.Hadleyenergysolutions.com. Company DescriptionWe are a family owned and operated company. We have consistently improved our customer base. We perform all aspects of the electrical industry including healthcare, education, heavy and light industrial, and all other forms of commercial and industrial electrical and controls. We have recently invested in a new facility along with new project management/accounting software, and bidding software.We are a family owned and operated company. We have consistently improved our customer base. We perform all aspects of the electrical industry including healthcare, education, heavy and light industrial, and all other forms of commercial and industrial electrical and controls. We have recently invested in a new facility along with new project management/accounting software, and bidding software.

Job Description Overview New Hope Services (NHS) is proudly celebrating 65 years of service to Southern Indiana and our extended service area. NHS has built the capacity to provide a full continuum of human services from child and family support through ability services. Our unique expertise in developing affordable housing allows us to also partner with the communities we serve to have an even greater positive economic and community development impact. Job Purpose The Chief Financial Officer (CFO) is responsible for directing the fiscal functions of the corporation in accordance with Generally Accepted Accounting Principles (GAAP), as issued and enforced by the Financial Accounting Standards Board (FASB), Governmental Accounting Standards Board (GASB), Securities and Exchange Commission (SEC), and other regulatory or advisory organizations. The CFO performs tasks as requested by, and is held directly accountable to, the President/CEO. Essential Duties and ResponsibilitiesFinancial Leadership & Oversight • Plan, develop, organize, implement, direct, and evaluate the organization’s fiscal performance., • Monitor all corporate accounting and financial functions to ensure accurate financial data and recordkeeping., • Lead the development and implementation of the organization’s financial strategies and plans., • Coordinate annual preparation and consolidation of operating and fixed asset budgets for fiscal year., • Lead the organization’s budgeting process, including forecasting, analysis, and education for managers., • Review grant proposal budgets., • Advise leadership on the financial impact of long-range planning, strategic programs, and regulatory actions., • Develop departmental credibility by providing timely, accurate analysis of budgets, financial reports, and trends to the President/CEO, Board, and senior leaders., • Prepare monthly reports including:, • Income Statements, • Balance Sheets (debt and reserves), • Cash Flow Statements, • Accounts Payable/Receivable Aging Analysis, • Review and analyze requests for corporate financial resources; make recommendations to the CEO and Finance Committee. Compliance, Audits & Controls, • Develop, implement, and enforce fiscal policies and procedures to ensure operational effectiveness., • Oversee annual audits for both companies conducted by independent auditors., • Ensure adherence to fiscal policies across all departments., • Maintain confidentiality in all financial and personnel matters., • Provide strategic financial insight for major decisions (e.g., partnerships, mergers, investments, pension funds)., • Optimize banking and deposit relationships; implement strategies to enhance cash flow., • Develop and manage a reliable cash flow projection system with defined thresholds and intercompany loan tracking., • Serve as financial advisor in the evaluation and execution of contracts., • Evaluate the fiscal department structure; implement improvements and promote staff development and leadership growth., • Review and approve monthly reconciliations, reports, and analysis prepared by the Controller. HR & Payroll Coordination, • Collaborate with Human Resources to prepare the annual 401(k) allocation spreadsheet and calculate matching funds., • Review property tax filings, IRS Form 990s, and tax returns for both non-profits and all partnerships., • Ensure compliance with annual reporting requirements for all corporate entities., • Review tax credit projects for cash flow and financial viability in housing development., • Ensure accurate submission and approval of payroll tax reports via ADP., • Coordinate biweekly payroll fund transfers for NHS and NHDS; serve as backup payroll processor when HR staff are unavailable. IT Collaboration, • Coordinate with the IT Systems Administrator to:, • Assess and manage organizational data security risks., • Plan for current and future IT needs related to financial operations and reporting. General Duties • Perform all tasks as assigned by the President/CEO., • Authorize checks as appropriate., • Support divisions with financial inquiries or assistance., • Directly supervise the Controller and IT Systems Administrator; support the accounting team., • Maintain current knowledge of corporate policies and procedures and GAAP., • Support the team effort to accomplish the mission of New Hope Services and its divisions. Qualifications • Bachelor’s degree in Accounting or related field required., • Minimum 7 years of progressive financial leadership experience, with at least 3 years in a senior-level role., • Master’s degree in Accounting/Finance or CPA preferred. What We Offer • Competitive salary,, • Performance-based bonus opportunities, • Comprehensive benefits package, including:, • Company-paid health, dental, and vision insurance, • Life insurance, LTD, and EAP, • 401(k) with company match, • Generous paid time off and holidays, • Phone and auto allowances, • Continuing education, license renewal, and professional development support *Equal Opportunity Employer

Job Description Job Title: Sales Enablement & Trainer Reports to: Head of Sales Operations & Enablement Location: Louisville, KY highly preferred; Remote considered for right candidate POSITION OVERVIEW The Sales Enablement & Trainer is responsible for onboarding, training, reinforcement, field readiness, and ongoing advisor and seller effectiveness across the revenue organization. This is a new headcount role built to ensure every member of the sales team - from day one onward - has the knowledge, tools, and confidence to perform at the highest level. The ideal candidate is a high-energy builder who thrives creating scalable programs in fast-moving environments. This role requires someone who can move quickly from concept to execution, build from a blank page without waiting for perfect conditions, and continuously iterate based on field feedback. Wealth management, financial services, or advisor-facing experience is a meaningful advantage. WHAT YOU WILL OWN New Hire Onboarding • Own end-to-end onboarding for all new sales and advisor-facing hires, • Design structured onboarding programs that accelerate time-to-productivity and reduce ramp time, • Ensure new hires are fully prepared across products, positioning, systems, sales process, and advisor conversation frameworks before they hit the field, • Continuously improve onboarding based on cohort performance data and manager feedback Training & Continuous Learning • Build and maintain training curriculum covering products, investment positioning, sales methodology, platform usage, and compliance requirements, • Run recurring enablement sessions, field communications, and reinforcement programs, • Create scalable learning pathways for different roles, tenure levels, and development needs, • Track completion rates, knowledge retention, and field application metrics to continuously improve program effectiveness Playbooks, Battlecards & Field Resources • Build and maintain sales playbooks, competitive battlecards, objection-handling guides, and advisor conversation frameworks, • Ensure all field resources are current, accessible, and aligned with current messaging and positioning, • Partner with Marketing and Product on launch readiness materials and field communication rollouts Field Readiness & Coaching Support • Gather continuous feedback from the field to identify training gaps, messaging inconsistencies, and development opportunities, • Partner with sales leadership and RVPs to support individual and team coaching priorities, • Support launch readiness for new products, campaigns, and go-to-market initiatives, • Help improve seller and advisor confidence, consistency, and client engagement quality WHAT WE ARE LOOKING FOR Required • 3–8 years in Sales Enablement, Training, Learning & Development, or Sales Support, • Experience building onboarding and training programs - not just delivering existing curriculum, • Strong communication and facilitation skills; able to hold a room and drive engagement, • Ability to simplify complex products and concepts into clear, actionable learning programs, • High execution velocity - must move fast and build without waiting for perfect conditions, • Demonstrated comfort operating in growth-stage, high-ambiguity environments Preferred • Financial services, insurance, fintech, or wealth management experience - particularly advisor-facing or distribution environments, • Familiarity with LMS platforms and sales enablement technology, • Experience building investment or product training programs for field distribution teams, • Track record creating playbooks and competitive resources used and adopted by the field COMPENSATION Competitive base salary and performance bonus. Compensation commensurate with experience. Job Posted by ApplicantPro

Job DescriptionDescription: Reporting directly to the President & Chief Executive Officer, the Vice President of Finance serves as a key member of Derby's executive leadership team and is responsible for the Company's overall financial strategy, accounting, financial reporting, treasury, budgeting, forecasting, business analytics, internal controls, and financial governance. This individual provides strategic leadership while remaining hands-on in the daily financial operations of the business and serves as a trusted advisor to the President & CEO. The Vice President of Finance partners closely with Hoffmann Family of Companies to support growth initiatives, operational excellence, acquisitions, and long-term value creation. Requirements: • Serve as the Company’s senior financial leader and trusted business advisor to the President & CEO, • Partner with the executive leadership team to provide financial insight and strategic recommendations, • Drive profitability and EBITDA improvement through financial analysis and cross-functional collaboration, • Lead all accounting, finance, treasury, budgeting, forecasting, financial reporting, and cash management functions, • Manage relationships with banks, lenders, auditors, tax advisors, and other key financial partners, • Develop annual operating budgets, monthly forecasts, and long-range financial plans, • Lead cash flow forecasting and working capital management, • Ensure compliance with GAAP, internal controls, and corporate policies, • Partner closely with Operations, Sales, Purchasing, Human Resources, and Quality to improve profitability and operational performance, • Support acquisition evaluations, financial due diligence, integration activities, and post-acquisition reporting, • Develop, mentor, and build a high-performing finance organization DESIRED SKILLS AND EXPERIENCE • Minimum 15 years of progressive financial leadership experience, including experience leading the finance function within a manufacturing organization, • Strong knowledge of manufacturing cost accounting, inventory management, budgeting, forecasting, cash flow management, and financial reporting, • Strong ERP, manufacturing systems, financial systems, and business intelligence experience, • Experience supporting leveraged organizations and managing banking and lender relationships, • Demonstrated success partnering with executive leadership to drive profitability and business performance, • Experience supporting mergers and acquisitions, financial due diligence, and post-acquisition integrations preferred, • Experience working with private equity or privately held manufacturing companies preferred, • Experience as the senior financial leader of a $50M to $250M manufacturing company preferred, • Proven ability to develop and lead high-performing teams, • Bachelor's degree in Accounting, Finance, or Business required. CPA strongly preferred; MBA a plus Please include salary requirementseoe

Job DescriptionSenior Tax Advisor - Dental Practice Specialty Location: Fully Remote Compensation: $110,000+ base salary plus performance-based bonus Job Type: Full-time About the Opportunity A growing boutique CPA firm focused on helping dental practice owners make smarter financial decisions, reduce tax exposure, and build long-term wealth. Our clients include dentists, orthodontists, oral surgeons, and other high-net-worth business owners who need more than annual compliance work - they need a proactive advisor who understands their business. This is a true advisory role for someone who enjoys both the technical side of tax and the client-facing side of helping business owners understand and act on strategy. The Role As a Senior Tax Advisor, you will serve as the primary tax advisor for a portfolio of dental practice and high-net-worth clients. You will lead proactive planning conversations, develop and present strategies, build projections, and coordinate internally to ensure recommendations are implemented effectively. This role is not centered around simply managing tax return production. The preparation team handles much of the compliance work so you can focus on strategy, relationships, planning opportunities, and delivering a high-level client experience. What You’ll Do Serve as the trusted tax advisor for a portfolio of dental practice and business-owner clients. Lead quarterly check-ins, mid-year planning discussions, and year-end tax strategy meetings. Build and present multi-year tax projections, scenario models, and tax-saving strategies. Review individual and business tax returns, projections, and related planning opportunities. Research and implement advanced tax strategies involving entity structure, owner compensation, retirement planning, equipment purchases, real estate, multi-state matters, and business transitions. Coordinate with internal preparers and bookkeepers, along with outside attorneys, financial advisors, and bankers when needed. Stay current on tax law changes and proactively communicate relevant planning opportunities. Mentor tax staff and review analytical work completed by team members. Maintain strong client relationships through responsiveness, clear communication, and reliable follow-through. What We’re Looking For CPA required; EA with a Master of Taxation may also be considered. 5+ years of public accounting tax experience. Strong background in individual, business, and high-net-worth tax planning. Experience working with dental, medical, professional service, or closely held business clients is highly preferred. Comfortable leading client conversations and explaining complex tax concepts in a practical way. Strong technical tax research skills and the ability to identify planning opportunities. Organized, deadline-driven, and able to manage multiple client priorities. Strong written and verbal communication skills. Interest in growing as a tax advisor, mentor, and future leader within the firm. Why This Opportunity Stands Out Real advisory work rather than being buried in compliance production. Direct ownership of client relationships and planning conversations. Flexible remote or hybrid work environment. Busy season hours designed to stay around 50 hours per week. Base salary of $110,000-$130,000+ plus bonus potential. Health, dental, life insurance, 401(k), and paid time off. CPE, licensing fees, advanced tax strategy training, and continuing education support. Clear opportunity to grow into a Director, Practice Leader, or long-term ownership role. This is an excellent opportunity for a tax professional who wants to build deeper client relationships, become a more strategic advisor, and grow beyond the traditional public accounting track. Confidential inquiries encouraged. If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. joey@solidrockrecruiting.com (605) 601-4597

Job Description Be the Face of Our Business! Counter Sales Associate at Plumbers Supply Co – Clarksville, IN! Are you a customer-focused professional with a passion for sales and a knack for providing expert solutions? Plumbers Supply Co, a reputable family-owned business with over a century of service, is looking for a dynamic Counter Sales Associate to be a key member of our Clarksville Indiana branch. If you thrive on helping customers and want to build a career with a stable and respected company, we want to talk to you! YOUR OPPORTUNITY TO SHINE IN CLARKSVILLE: At Plumbers Supply Co, our success is built on a foundation of exceptional service and a supportive team environment. We are deeply committed to our customers and to each other. As the first point of contact at our counter, you are not just a salesperson; you are a trusted advisor and a vital part of our continued success in the community. ARE YOU THE CUSTOMER-FOCUSED PRO WE'RE LOOKING FOR? You're passionate about: Directly assisting customers with their plumbing needs, providing knowledgeable advice, and ensuring they leave with the right solution every time. You're energized by: A fast-paced, customer-centric environment where you can build relationships and solve problems on the fly. You thrive on: Constant customer interaction and are dedicated to delivering a level of service that turns first-time visitors into lifelong clients. YOUR KEY ROLE AS A TRUSTED ADVISOR: As our Counter Sales Associate, you'll be the expert our customers rely on. Your daily impact will include: Customer Engagement: Promptly and courteously greet and assist all walk-in and telephone customers, providing a welcoming and professional experience. Solution-Based Selling: Utilize your technical knowledge to confidently recommend and sell plumbing products that perfectly meet customer requirements. Operational Excellence: Efficiently and accurately process all customer orders, quotes, and returns. Logistical Support: Diligently monitor shipment schedules to ensure timely delivery of products and expedite orders as necessary to meet customer deadlines. Product Expertise: Serve as a go-to resource, providing detailed product information, suggesting alternatives, and offering technical support to enhance customer satisfaction and build trust. Professional Representation: Maintain a professional appearance and demeanor at all times, reflecting the high standards of Plumbers Supply Co WHAT YOU BRING TO OUR CLARKSVILLE TEAM (ESSENTIALS FOR SUCCESS): High School Diploma or GED Equivalent. A minimum of 2 years of experience in a similar sales or customer service position is preferred. A highly motivated, competitive spirit, and a strong drive to excel in a sales-focused role. Excellent verbal and written communication skills to clearly interact with customers and team members. The ability to thrive and take initiative in a fast-paced, self-directed customer service environment. The physical ability to routinely lift up to 50 lbs and stand for up to 8 hours daily. THE PLUMBERS SUPPLY CO ADVANTAGE: REWARDS & SUPPORT: We believe in taking care of our team. Plumbers Supply Co offers a competitive salary and a comprehensive benefits package designed for your well-being and future: Competitive Pay Excellent Health Coverage: Medical, dental, and vision insurance. Generous Time Off: 10 paid holidays plus paid vacation and sick time). Peace of Mind: Life and disability insurance. Focus on Wellbeing: A robust wellness program with exciting incentives. Secure Your Future: 401K with a company match. Financial Guidance: Support through our partnership with Cerity Partners. Ready to build your sales career with a company that values your contribution? Apply now! Powered by JazzHR c4bwyrqXHp

Job Description Job Title: Sales Technology Administrator Reports to: Head of Sales Operations & Enablement Location: Remote or Louisville, KY preferred POSITION OVERVIEW The Sales Technology Administrator owns the sales technology ecosystem end-to-end - from CRM administration and workflow automation to platform integrations, data quality, and user adoption. This is a new headcount role built to give the sales organization the technical infrastructure it needs to operate at scale. This is not a traditional CRM ticket-taker. The ideal candidate operates as a strategic systems owner who identifies operational bottlenecks, builds scalable automations, and ensures every platform in the stack is working together to support seller productivity. Must be comfortable working independently in a fast-moving, lightly structured environment. WHAT YOU WILL OWN Salesforce Administration • Administer and continuously optimize Salesforce - user management, workflows, dashboards, page layouts, validation rules, opportunity management, and automation, • Maintain sales process governance and CRM data integrity across the full pipeline, • Improve pipeline visibility, forecasting workflows, and operational reporting infrastructure, • Build and maintain KPI dashboards that support sales leadership and management accountability Sales Technology Stack Ownership • Own and optimize the full sales technology ecosystem: Salesforce, Salesloft, Gong, ZoomInfo, Outlook integrations, and reporting/BI tools, • Manage integrations and data flow between platforms to ensure clean, connected workflows, • Troubleshoot platform issues and coordinate vendor support when necessary, • Evaluate and recommend new tools and process improvements that drive seller efficiency Workflow Automation & Process Improvement • Build scalable automations that reduce manual work and improve the advisor and seller experience, • Identify and systematically resolve operational bottlenecks across platforms, • Support launch execution for new workflows, campaigns, and go-to-market initiatives Reporting, Training & Adoption • Build and maintain dashboards and operational reporting tied to pipeline, activity, onboarding, and productivity metrics, • Partner with FP&A and Sales Ops on reporting consistency and leadership visibility, • Drive platform adoption and best practices across the sales organization, • Create documentation, process guides, and deliver onboarding and ongoing system training for field users WHAT WE ARE LOOKING FOR Required • 3–7+ years in Sales Operations, Revenue Operations, or Sales Systems Administration, • Strong, hands-on Salesforce administration experience - must be able to build, not just manage, • Direct experience administering Salesloft and Gong, • Demonstrated experience with workflow automation and operational reporting, • Ability to problem-solve and execute independently without heavy oversight, • Comfort operating in evolving, entrepreneurial environments with limited structure Preferred • Salesforce Administrator certification, • Financial services, fintech, insurance, or wealth management experience, • Experience supporting advisor-facing or B2B distribution sales organizations, • Familiarity with ZoomInfo, BI/reporting tools, and RevOps ecosystems COMPENSATION Competitive base salary and performance bonus. Compensation commensurate with experience. Job Posted by ApplicantPro

Job DescriptionDescription: Position Overview This position leads, manages and holds accountable a team that directs and coordinates activities nationally for assigned accounts relative to creating and administering charitable trusts, personal trusts, IRAs and investment management accounts. About Us New Covenant Trust Company (NCTC) empowers churches, church institutions and church members to create and sustain healthy and vibrant ministries through faithful stewardship of their investments. A subsidiary of the Presbyterian Foundation — America’s second-oldest charitable foundation, founded in 1799 — NCTC was established in 1998 to offer full-service financial planning, investment management and trust services. Our purpose is driven by the shared faith, values and integrity of the Presbyterian Church (U.S.A.). We are passionate about taking exceptional care of each and every client while advancing the mission of the church. As a limited purpose national bank federally regulated by the Office of the Comptroller of the Currency (OCC), we are the trusted fiduciary partner our clients rely on. We’ve experienced tremendous growth over the past decade, with assets under management increasing from $47 million to over $900 million. NCTC is now focused on future expansion of our services to help even more churches thrive. Scope & Breadth of Position This position reports directly to the VP, Director Trust Relationship Services. The Senior Trust Officer & Team Lead has direct leadership responsibility for Trust Officers and oversees trust administration activities across assigned accounts nationwide. Salary & Hiring Bonus • $125,000-$135,000 annually, • Candidates holding an active LLM or CPA designation are eligible for a hiring bonus. Accountabilities • Provide leadership, supervision and accountability for Trust Officers., • Establish team and individual performance goals; partner with direct reports to track progress and outcomes., • Collaborate with the Client Engagement Team and the VP, Director Trust Relationship Services on decisions related to the acceptance of new business., • Assign Trust Officers to new accounts and ensure new business is accepted and onboarded in accordance with Board-approved policies., • Works closely with the VP, Director Trust Relationship Services on decisions impacting account administration, as well as the development and operation of internal infrastructure supporting those services., • Support the development, implementation and execution of operational policies, procedures and special projects as needed. Major Duties & Responsibilities This leadership role is a critical component of NCTC’s organizational structure. The Senior Trust Officer & Team Lead sets and aligns team and individual goals with NCTC’s mission, vision and strategic objectives and ensures the effective and efficient operation of trust services. Core responsibilities include building and sustaining a collaborative, high-performing team, overseeing acceptance of new business, and ensuring consistent, high-quality trust administration across the organization. The Senior Trust Officer & Team Lead must possess extensive knowledge of trust accounting, trust and estate law, regulatory requirements, and the administration of trusts, IRAs and investment management accounts. Relationships The Senior Trust Officer & Team Lead works closely with the VP, Director of Trust Relationship Services to cultivate strong working relationships across NCTC and the Presbyterian Foundation. This role serves as a key liaison, coordinating efforts among legal, investment, tax, client engagement and operations teams to support the creation and administration of trust and investment management accounts. The Senior Trust Officer & Team Lead also serves as an alternate point of contact for clients and may independently manage select client relationships. Experience & Job-Related Requirements • Juris Doctor (JD) required; LLM or CPA preferred but not required, • Certified Trust Financial Advisor (CTFA) certification desirable, • Minimum of five years of experience in trust company environment or trust and estate planning practice preferred, • Demonstrated strategic vision and leadership capability, • Extensive knowledge of law and regulations governing trusts, IRAs and investment management services, • Expertise in estate planning, trust taxation and charitable giving strategies, • Strong interpersonal and relationship building skills, • Ability to manage multiple priorities, respond to evolving needs, and collaborate across diverse teams, • Excellent written and verbal communication skills, • Proven organizational, research, administrative and financial competency, including familiarity with planned giving vehicles and tax implications of both outright and deferred gifts, • High attention to detail and commitment to accuracy in legal, tax and charitable giving matters, • Dedication to thorough analysis and sound legal and business decision making related to trust acceptance and administration, • Ability to effectively engage with internal and external clients using clear and professional communication Physical Requirements • Ability to communicate effectively in one-on-one and group settings with management, colleagues, constituents and the public, • Frequent use of telephone and email communication, • Ability to sit for extended periods of time, • Normal hearing and vision required for verbal communication and document review, • Minimal physical exertion required; occasional lifting of up to 10 pounds, • Manual dexterity sufficient for regular use of office equipment including computers, telephones and copiers. Work Environment • The job is performed indoors in a traditional indoor office setting., • Activities include extended periods of sitting and frequent use of computers and other office equipment. The Presbyterian Church (U.S.A.) Foundation, along with its subsidiary New Covenant Trust Company (NCTC), are Equal Opportunity Employers. We provide equal opportunities in all employment positions, regardless of age (as defined in the Age Discrimination in Employment Act), disability, sex, national origin, race, color, creed, religion, sexual orientation, gender identity, gender expression, or veteran status. Requirements:

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 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

Regional Firm with National Reach This Jobot Job is hosted by: Emily Bohanon Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $135,000 - $160,000 per year A bit about us: We are a nationally recognized public accounting and advisory firm that has built a reputation for delivering exceptional client service while maintaining a people-first culture. Our professionals work with privately held businesses, closely held companies, nonprofits, and middle-market organizations across a variety of industries, providing assurance, tax, and consulting services that help clients navigate complex business challenges. Our firm combines the resources and technical expertise of a larger organization with the collaborative culture, accessibility, and career growth opportunities often found in smaller firms. We believe in investing in our people, fostering meaningful client relationships, and creating an environment where professionals can build rewarding, long-term careers Why join us? Meaningful Client Relationships Work directly with business owners, executives, and finance leaders rather than being siloed into a narrow role. You'll serve as a trusted advisor and play a visible role in client success. Career Growth Without Limits Our managers are empowered to take ownership of engagements, mentor developing staff, and contribute to business development initiatives. We offer a clear path for advancement and leadership opportunities. Diverse and Challenging Work Engage with clients across multiple industries and organizational structures, allowing you to continually expand your technical expertise and business acumen. Collaborative Culture Join a team that values mentorship, knowledge sharing, and professional development. Leadership remains approachable and invested in employee success. Flexibility and Balance We recognize that great work happens when professionals have the flexibility and support they need to succeed both personally and professionally. Job Details Assurance Manager Position Summary We are seeking an experienced Assurance Manager to lead audit and assurance engagements for a diverse portfolio of privately held and middle-market clients. This individual will serve as a key advisor to clients while managing engagement teams, ensuring technical excellence, and contributing to the continued growth of the practice. The ideal candidate is a collaborative leader with strong technical accounting and auditing knowledge, exceptional client relationship skills, and a passion for developing staff. Key Responsibilities Client Service & Engagement Management Lead assurance engagements from planning through completion Serve as the primary point of contact for assigned clients Identify and communicate accounting, financial reporting, and operational risks Provide recommendations to improve internal controls, processes, and financial reporting practices Review financial statements and related disclosures for accuracy and compliance Manage engagement budgets, timelines, and profitability Team Leadership Supervise, mentor, and develop senior associates and staff accountants Review workpapers and provide constructive feedback Facilitate technical training and on-the-job development Assist with staffing, scheduling, and workload management across engagements Technical Expertise Apply and interpret U.S. GAAP, GAAS, and other applicable professional standards Research and resolve complex accounting and auditing issues Ensure engagement quality and compliance with firm methodology and professional standards Stay current on emerging accounting and regulatory developments Business Development Develop and maintain strong client relationships Identify opportunities to expand service offerings Participate in networking and business development activities Support the firm's growth initiatives and community presence Qualifications Bachelor's degree in Accounting required CPA license required or actively pursuing completion of licensing requirements 5+ years of progressive public accounting experience with a focus on audit and assurance Prior experience supervising and developing professional staff Strong knowledge of U.S. GAAP and auditing standards Excellent communication, leadership, and client service skills Proven ability to manage multiple engagements and competing deadlines Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. 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Job Description Member Relationship Advisor Are you ready to join a team that is committed to hardworking Kentuckians? If so, Abound Credit Union might be the place for you! We are driven by our selfless dedication to members and community. We create a connected, learning-driven, and fun environment that fuels our passion to inspire financial wellness. We do that by sharing our knowledge, strength, and accessibility to provide market-leading value that makes more possible for our members. Here at Abound Credit Union, culture is a big deal. We roll up our sleeves each day to make this an awesome place to work. We want to bring great things to our communities, be awesome to each other, ready for whatever comes our way, and are hungry to learn and grow as people and professionals. Our best is built from the inside out. Abound Credit Union is now hiring friendly, enthusiastic, and just overall awesome personalities to serve as a resource for our member’s financial needs. What You’ll Do: • Promote Credit Union products and services based on member needs., • Open member accounts, resolve issues, and handle the member’s daily needs., • Provide loan processing, closing, and disbursal services to members., • Meet monthly goals. **Full job description will be provided if you are selected for an interview. What We Need: • Minimum of a high school diploma or equivalent., • Ability to effectively communicate Credit Union products and services., • Self-motivated and enthusiastic with a willingness to support others on your team., • Maintain a professional and friendly demeanor., • Maintain a professional appearance., • Ability to proficiently operate a computer, calculator, and copier., • Customer service experience and specialized financial courses a plus! Our Benefits: • Great Salary, • Pension, • Health, Dental, Vision and Other Insurance Coverage, • Paid Personal Time Off, • Paid Holidays, • Life Insurance, • Short and Long-Term Disability, • 401(k) with matching funds, • Tuition Reimbursement, • HSA, FSA, and Dependent Care Spending Accounts Salary Info: $22.26 / hour

Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings., • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office., • With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports., • Opens new client accounts and researches client and security information using internal databases and other technologies., • For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion., • Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients., • Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor., • Creates and maintains records and files utilizing Client Relationship Management (CRM) software., • Assists Financial Advisors with marketing efforts including seminars and other client-facing events., • May enter orders at the direction of the Financial Advisor., • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures., • Performs other duties and responsibilities as assigned. Knowledge of: • Company's working structure, policies, mission, and strategies., • General office practices, procedures, and methods., • Investment concepts, practices and procedures used in the securities industry., • Financial markets, products and industry regulations. Skill in: • Client Relationship Management (CRM) software, or similar contact management software., • Excel, including developing spreadsheets as needed and for ongoing reporting., • Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Ability to: • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases., • Analyze and research account information., • Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment., • Identify time sensitive items and assess competing priorities., • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns., • Handle stressful situations and provide a high level of customer service in a calm and professional manner., • Analyze problems and establish solutions in a fast paced environment., • Use mathematics sufficient to process account and transaction information., • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually., • Work both independently and as part of a cohesive team., • Provide a high level of customer service. Education/Previous Experience: • High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Education: High School (HS) (Required) Work Experience: General Experience - 0 to 3 months Certifications: Travel: Less than 25% Workstyle: Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same, • Work with and through others to achieve desired outcomes, • Make prompt, pragmatic choices and act with the client in mind, • Take ownership and hold themselves and others accountable for delivering results that matter, • Contribute to the continuous evolution of the firm At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Be part of an amazing story Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores and irresistible products…about the excitement of the Macy's 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We've been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. Job Overview As a Cosmetic Sales Colleague - also known as a Beauty Advisor - you are the trusted expert our customers turn to for all things beauty. Passionate about both products and people, you play a key role in creating a personalized and inspiring shopping experience that builds confidence and drives sales. You'll serve as both an educator and a beauty expert - offering expert advice, conducting product demonstrations, and providing tailored consultations that may include makeup application and skincare recommendations. Your deep product knowledge and ability to stay current on trends allow you to introduce customers to new items and innovations that match their unique needs and style. Building lasting client relationships is at the heart of your role. You'll proactively grow and manage a loyal client base through consistent follow-up, virtual outreach, and personalized service - always with the goal of exceeding expectations and achieving sales goals. By combining genuine hospitality, strong product knowledge, and a passion for beauty, you'll help every customer leave feeling confident, cared for, and excited to return. How our Beauty Colleagues spend their day… Our colleagues begin each day energized and ready to make an impact. They wear their name badge with pride, greet teammates with a warm hello, and help ensure the sales floor is clean, organized, and prepared for customers. Before getting started, they review their sales goals, learn about new arrivals and top-selling items, and stay up to date on current trends and promotions - so they're fully informed and ready to engage, educate, and sell with confidence. On the floor, they focus on the customer - offering a warm welcome, making eye contact, and creating friendly, personal conversations to create customer relationships to bring the customers back. Throughout the day, they maintain a shoppable space by maintaining the counter and sales floor, refresh signage and pricing, and assist with merchandise moves as needed to support a seamless customer experience. .They always Finish Strong - sharing our Loyalty program benefits, making sure customers have all they need, and ending with a sincere thank-you, often walking the package around and using the customer's name. We believe service starts with each other - supporting one another with honesty, care, and collaboration so we can better serve our customers and communities. And we know that excellence is a journey - we strive to improve every day, take pride in our work, achieve sales goals and learn from each other to deliver individual and store results. Full-time colleagues are typically scheduled to work 30 or more hours per week, while part-time colleagues are typically scheduled 12-24 hours per week. All schedules contain weekend shifts as part of the requirements. Hours are dependent on business needs and colleague availability. Information regarding hours per week needed for benefit eligibility purposes can be found here. Who You Are Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality Must be able to: Understand and communicate effectively with customers, co-workers, and supervisors Read and understand employment policies and safety rules/procedures in English Deliver personalized beauty experiences by building relationships with customers, uncovering their needs, demonstrating product application, and educating them on the benefits and use of beauty products. Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education. Meeting and surpassing daily sales goals by delivering exceptional service Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits Effectively use point-of-sale technology and digital tools to streamline transactions and enhance the shopping experience At least 1 year of customer service or selling experience required Essential Physical Requirements You Will Perform This position requires talking, lifting, constant moving, standing, and reaching with arms and hands. Standing for at least two consecutive hours, lifting at least 25lbs., stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level Requires close vision, color vision, depth perception, and focus adjustment Frequent use of computers and other technology, necessary to perform job functions, including handheld equipment, cash register and ability to process register transactions What We Can Offer You Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities. Some additional benefits we offer include: Merchandise discounts Performance-based incentives Annual merit review * Employee Assistance Program with mental health counseling and legal/financial advice Access the full menu of benefits offerings here. About Us This is a great time to join Macy's! Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Join us and help write the next chapter in our story - Apply Today! This job description is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to an inclusive work environment. BEAUTY00

Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! Essential Duties and Responsibilities + Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. + Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client accounts and researches client and security information using internal databases and other technologies. + For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. + Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. + Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with marketing efforts including seminars and other client-facing events. + May enter orders at the direction of the Financial Advisor. + Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. + Performs other duties and responsibilities as assigned. Knowledge of + Company's working structure, policies, mission, and strategies. + General office practices, procedures, and methods. + Investment concepts, practices and procedures used in the securities industry. + Financial markets, products and industry regulations. Skill in + Client Relationship Management (CRM) software, or similar contact management software. + Excel, including developing spreadsheets as needed and for ongoing reporting. + Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Ability to + Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Analyze and research account information. + Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. + Handle stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze problems and establish solutions in a fast paced environment. + Use mathematics sufficient to process account and transaction information. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. + Work both independently and as part of a cohesive team. + Provide a high level of customer service. Education/Previous Experience + High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

ADP is hiring a Digital Sales Associate. Are you ready for your next best job where you can control your financial future -- and achieve that perfect work-life balance you've been searching for? Does access to the latest tools and technology to assist with sales excite you? Are you looking to join a dynamic, inclusive team environment with a culture of collaboration and belonging? Yes? We had a feeling this could be a perfect match. Don't just take our word for it... read on and see for yourself! As a Digital Sales Associate, you will sell ADP solutions, including payroll, tax, human resources, and benefits to new and existing clients using the latest digital technology. You will serve as a consultative business partner introducing ADP's leading solutions to Chief Financial Officers, Human Resources and Payroll Administrators, Small Business Owners, and more at companies ranging from Fortune 100 organizations to small, innovative businesses. You'll provide expert guidance and use your entrepreneurial spirit to build your book of business. In addition, we are known for our high-quality sales training and will teach you how to use the latest technology to set you up for success. To start, your leader will provide daily goals around the number of dials, talk time, and appointments set -- all to get you off to the best start possible. As you prove yourself and settle into the role, you'll find autonomy, flexibility within your daily schedule, work-life balance (a set schedule Monday -- Friday, no weekends!), and virtual appointments in a role that does not require travel. Let's also not forget the uncapped commission, incentive trips, and promotional opportunities in a fun and friendly environment -- all while gaining serious credibility as part of an industry-leading sales team in a stable and a highly respected tech company. Ready to make your mark? Apply now! To learn more about Sales at ADP, watch here: http://adp.careers/Sales_Videos What you'll do: • Grow Our Business While Growing Yours. You will work independently and collaboratively as part of various teams within your assigned geography to close sales, win business, and reach sales goals., • Turn Prospects into Loyal Clients and Raving Fans. You will implement a sales strategy targeted at decision-makers and business owners to build a network and capture new business., • Deepen Relationships Across the ADP Family. In addition to selling cloud-based human resources solutions, you will strategically cultivate additional business within existing accounts., • Collaborate Daily. You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards. To succeed in this role: • Acumen Using New Tools. You are a quick learner when it comes to learning new tools and technology. You believe in the power of leveraging insights and real-time data to assist clients and prospects throughout their buying journey., • Positive Self-Starter. You have an upbeat, persistent style and the ability to make a proactive, strategic outreach without fear of rejection. Ability to manage your time and present your ideas in a clear professional manner while leveraging go-to-market technology throughout the sales process., • Continuous Learner. You're always learning, growing, and questioning what was done in the past to make things better. A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience includes: Two or more years of previous sales experience or completion of a sales internship Military experience -- skills including teamwork, resilience, negotiation, trust-building, and a never lose mentality will help you build team and client relationships, identify solutions, and achieve success.

Job Description Summary Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! Essential Duties and Responsibilities Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. Opens new client accounts and researches client and security information using internal databases and other technologies. For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with marketing efforts including seminars and other client-facing events. May enter orders at the direction of the Financial Advisor. Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. Performs other duties and responsibilities as assigned. Knowledge of Company's working structure, policies, mission, and strategies. General office practices, procedures, and methods. Investment concepts, practices and procedures used in the securities industry. Financial markets, products and industry regulations. Skill in Client Relationship Management (CRM) software, or similar contact management software. Excel, including developing spreadsheets as needed and for ongoing reporting. Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Ability to Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Analyze and research account information. Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Identify time sensitive items and assess competing priorities. Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Handle stressful situations and provide a high level of customer service in a calm and professional manner. Analyze problems and establish solutions in a fast paced environment. Use mathematics sufficient to process account and transaction information. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. Work both independently and as part of a cohesive team. Provide a high level of customer service. Education/Previous Experience High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Education High School (HS) (Required) Work Experience General Experience - 0 to 3 months Certifications Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AC1

You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire, • Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs, • Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up, • Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity, • Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!, • You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each, • Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations, • You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment Note: Fidelity will not provide immigration sponsorship for this position. Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future. Please note this role requires in-person attendance in the assigned Branch location. Note: Fidelity will not provide immigration sponsorship for this position. Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. Series 07 - FINRA, Series 66 - FINRA Sales Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice and partnership with specialists supporting the portfolio investment strategy, objectives, and health of the strategy. Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. Maintains expert level knowledge of complex investment and asset management strategies. Responsible for maintaining and growing assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client. Executes risk management practices through the adherence to PNC's policies and procedures. May help provide direction to investment professionals. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management Competencies Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling Work Experience Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com . Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNCCCPAPrivacyDisclosureEmployee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Cornerstone Senior Account Manager, Strategic Accounts The Cornerstone Senior Account Manager, Strategic Accounts owns the overall relationship and revenue growth within a book of Cornerstone's largest, most complex enterprise clients. This is a quota-carrying role with a blended mandate: 85% expansion within the existing client base and 15% net-new logo acquisition. The Account Manager pairs deep account stewardship with an active hunting mindset - proactively identifying and closing new opportunities within their accounts, not just managing renewals. The successful candidate will partner closely with Sales leadership, Customer Excellence, Customer Engagement, and Customer Support, while serving as the client's primary strategic, commercial, and executive relationship owner. In this role you will... Own a book of strategic enterprise accounts, carrying a quota split ~85% expansion/cross-sell and 15% net-new development. Own and cultivate C-level relationships (CHRO, CFO, CIO, etc.) as the primary trusted advisor and executive escalation point. Hunt for whitespace within accounts - new business units, subsidiaries, or use cases not yet leveraging Cornerstone. Expand Cornerstone's footprint across products (learning, performance, talent acquisition, AI-driven workforce solutions). Build and execute strategic account plans mapping org structure, executive stakeholders, budget cycles, and competitive exposure. Drive and defend renewals, protecting and growing ARR. Lead discovery workshops and executive business reviews that position Cornerstone against competitors. Manage and forecast a pipeline of expansion and net-new opportunities across Commit, Probable, and Upside stages. Maintain account intelligence - org charts, sponsor mapping, competitive landscape, renewal timing - to inform strategy and forecasting. Travel regularly for in-person executive engagement, including QBRs, briefings, and on-site strategy sessions. You've got what it takes if you have... 5+ years in strategic account management or enterprise sales, with a quota track record spanning both expansion and new business. Demonstrated success building and owning C-level relationships, not just practitioner-level ones. Proven success hunting new opportunities within an existing client base. Ability to build and execute account plans for complex, matrixed organizations. A consultative approach - diagnosing business needs and mapping them to multi-product solutions. Strong forecasting discipline in a metrics-driven environment. Excellent discovery, negotiation, and closing skills. Willingness to travel regularly for executive relationship-building and on-site engagement. Extra Dose of Awesomeness if you have... Experience selling into large, matrixed enterprises (healthcare, financial services, retail, or similar). Familiarity with AI-driven workforce/talent solutions and the competitive landscape (Workday, SAP SuccessFactors, Docebo, ServiceNow). An existing network of C-level relationships in healthcare, life sciences, or another relevant vertical. Equal Employment Opportunity has been, and will continue to be, a fundamental commitment at Cornerstone OnDemand. All qualified applicants are given consideration regardless of race, color, gender, age, sexual orientation, national origin, marital status, citizenship status, disability, veteran status, or any other protected class as provided in applicable Federal, State, or Local fair employment laws. If you have a disability or special need that requires accommodation, please contact us at careers@csod.com

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings, • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests, • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk, • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA, • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results, • Demonstrates a client-centric mindset, always acting in the best interest of the client, • Has the ability to learn and adapt to new information and technology platforms Desired Qualifications: • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66), • Possesses industry knowledge and an understanding of investment products, • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience, • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities, • Is detail oriented, • Demonstrates a commitment to continuous learning and professional growth, • Exhibits sound judgment and discretion when handling sensitive information, • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce, • Demonstrates professional verbal and written communication skills Skills: • Account Management, • Client Management, • Customer and Client Focus, • Issue Management, • Oral Communications, • Business Development, • Client Solutions Advisory, • Pipeline Management, • Prioritization, • Administrative Services, • Emotional Intelligence, • Referral Identification, • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 37.5

Spalding University in Louisville, KY is seeking a Financial Aid Coordinator to assist students and faculty with financial aid inquiries.This role involves advising on eligibility and application processes, as well as managing financial aid packaging.The ideal candidate will possess a bachelor’s d

Job Description WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Private Wealth Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Requirements • Bachelor's degree in finance, accounting, or a related field., • Experience in financial consulting or a similar role is preferred., • Strong analytical and problem-solving skills., • Excellent communication and interpersonal skills to effectively connect with clients., • Demonstrated ability to build and maintain client relationships., • Licenses or certifications in financial planning are a plus. Benefits • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support

Job Description Your ideal sales career is waiting. If you are outgoing, entrepreneurial, and motivated, it’s time to find your calling with Aflac. Enjoy unlimited control, flexibility, and earning potential while representing one of the world’s most ethical companies and a leader in helping people with expenses health insurance doesn’t cover. We’re an unconventional company looking for unconventional people. Are you one of them? Be an advisor to business owners. Aflac benefits advisors work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources, and trust of a well-known and reputable brand. And you’ll have the personal reward of helping to provide financial security and added peace of mind to clients when they experience a covered health event. Prior sales experience is welcome, but not necessary. Principal Duties & Responsibilities Responsibilities include: • Sales - including presentations, B2B management, enrollment, guidance, and education on insurance products, • Entrepreneurial ambitions – including providing strategic and executable solutions to clients, • Marketing strategy and lead generation, • Customer/client/business owner (relationship, service, management), • Leadership and management of customer relationships, • Benefits expertise (as an enroller, counselor, worksite liaison, communication preferences), • Maintaining state licensing (may include Life and/or Health, other)Preferred Skills, • Entrepreneurial ambitions, • Ability to work well on teams, • Skilled at time management, • Interest in helping others, • Positive attitude, • Great work ethic, • High level of integrity Be your own boss and reap the benefits of your hard work. As a benefits advisor, you determine how much you want to make and go for it: With Aflac, you’re in charge. There are no ceilings to break through and no set hours. You decide how, when, and where you work – whether from the local coffee shop, an outdoor café, or the comfort of your home. It’s your trajectory on your terms. Top-Notch Benefits Benefits include stock bonus program, bonus rewards, and exotic trips. Compensation is discussed in detail with the hiring manager during the interview process. However, it is a combination structure that includes Commission, Residuals, Bonuses, and Stocks. We will provide you with the resources to become a licensed agent. On-the-job training is built into our onboarding process. Give us a look – or a second one – to create your future, your way. Ratings refer only to the overall financial status of Aflac and are not recommendations of specific policy provisions, rates, or practices. Benefits advisors are independent agents and are not Aflac employees. Aflac's family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Job Types • Full-time, • Part-time, • InternshipSchedule, • Monday to FridayWork Location, • Multiple Locations This is not a salaried position. Aflac sales agents earn commissions, bonuses, residual income, and stock. Aflac’s affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. The content within is for recruiting purposes only. This information is not approved to distribute to prospective insureds, to prospective accounts, or to use as a solicitation. Aflac sales agents are independent agents and are not Aflac employees. Aflac’s family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999. Continental American Insurance Company | Columbia, SC.

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 DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance At the Louisville Group of Northwestern Mutual, we are dedicated to helping good people experience a great quality of life through strong, properly funded financial plans, which are the cornerstone of financial security. Our team is guided by the values of courage, character, and a commitment to excellence, and we strive to create an environment that celebrates recognition, impact, interdependence, and opportunity for income growth. Beyond our work in financial services, we are deeply committed to giving back to our community, supporting organizations such as West End School, Pediatric Cancer Research via Norton Children’s, B&B, and Heal Dog Heal. Our offices are located at: • 140 Whittington Parkway, Louisville, KY 40299, • 400 E Market Street Louisville, KY 40202 Ste. 200Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual: https://www.youtube.com/watch?v=tar1BSa7Gaw 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” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Sophia Fischer – District Director and Chief Development Officer: • Time with NM: 9 years., • Prior Experience: Began her career with Northwestern Mutual as an AFR supporting a successful female advisor. She has also held a role on the Network Office team and now operates with both an advisor and leadership contract. Prior to NM, Sophia worked for three years at the University of Louisville College of Business after completing her MBA, and before that served as a Surface Warfare Officer in the Navy., • Passionate About: Sophia enjoys spending time with her close family and being outdoors. A farm girl at heart, she has a deep love for animals, especially dogs, cats, and horses, and enjoys working outside, hiking, and spending time on the farm. She also has an adventurous side and loves traveling and trying new experiences, including skydiving, scuba diving, hang gliding, parasailing, snowmobiling, and skiing.Cory Thorne – Financial Advisor and District Director (DTO):, • Time with NM: 16 years., • Prior Experience: Began his professional career with Northwestern Mutual as an intern during his junior year of college and has built his entire career within the organization., • Passionate About: Cory is passionate about his family, his wife Kathryn and daughters Emma and Hannah. He enjoys spending time outdoors, including mountain biking and hiking. His hobbies include woodworking, photography, and golf.Anthony Mosley – Chief Recruiting Officer:, • Time with NM: 1 Year., • Prior Experience: Brings 13 years of experience in recruitment operations, talent attraction, and leadership. Prior to joining Northwestern Mutual, Anthony worked with companies including Facebook, Congo Brands, and Aerotek., • Passionate About: Anthony is a devoted husband and father and enjoys spending time with his family. He loves college football and spending time outdoors in the sun.About the Financial Representative Role: As a Financial Representative 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: A bachelor's degree is strongly preferred., • 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. Anthony Mosely is a Chief Recruitment Officer of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionFinancial PlannerPosition Overview Join a collaborative, growth-focused team where you'll receive hands-on mentorship, work directly with clients, and follow a clear path toward becoming a lead advisor. This full-time, hybrid opportunity is ideal for motivated financial professionals who thrive in a client-facing environment and are committed to delivering comprehensive financial guidance while driving business growth. Key Responsibilities • Provide financial planning, retirement, and investment recommendations to clients., • Build, manage, and strengthen long-term client relationships., • Lead client meetings, present financial strategies, and convert opportunities into new business., • Partner with senior advisors through mentorship and ongoing professional development., • Support business development, succession planning, and client experience initiatives., • Apply tax-aware planning, estate coordination, and regulatory compliance best practices.Qualifications, • 1–10 years of financial planning or advisory experience., • Active Series 7 and Series 66 licenses required., • CFP exam passed or progress toward certification preferred., • Strong communication and relationship-building skills, both virtual and in person., • Demonstrated ability to generate business and close opportunities., • Self-motivated, growth-oriented professional with high ethical standards and personal financial responsibility., • Existing client relationships or portable business is a plus, but not required., • Willingness to travel periodically and relocate if needed.Compensation & Benefits, • Base salary: $75,000–$95,000., • Performance-based bonuses, sign-on incentives, and profit sharing., • Covered licensing, training, and professional development., • Significant long-term earning potential and clear career advancement opportunities.Additional Requirements, • U.S.-based candidates only., • Successful completion of background, credit, and compliance checks., • Ability to confidently discuss personal financial goals and habits.

Job DescriptionRole: Financial Advisor – Growth & Client Strategy Work Setup: Hybrid / Remote Compensation: Up to $100K base + incentives + equity track The Opportunity Join a rapidly expanding financial services platform built for advisors who want scale, support, and ownership. This role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients. What You'll Do • Expand and manage a high-net-worth client portfolio, • Provide advanced financial planning, portfolio reviews, and investment guidance, • Partner with internal specialists to win and service sophisticated relationships, • Contribute to growth strategy and market expansion initiatives, • Position yourself to lead or launch a branch in a growth marketWhat You Bring, • 1–3 years as a licensed Financial Advisor, • Active Series 7 & 66, • $250K+ trailing 12-month revenue, • $25MM+ AUM, • At least 10 HNW client relationships ($1MM+ households), • 10+ completed financial plans in the last year, • Strong communication skills and a business-building mindsetCompensation & Advancement, • Base salary plus performance-driven upside, • Equity participation opportunity within 6–12 months, • Full operational and administrative support, • Shift to production model in years 1–2, • Defined 3–5 year growth path with 15–25% annual targets, • Additional rewards tied to branch leadership and revenue milestonesWhat Makes This Different, • Advisor-first structure with shared success, • Clear path to ownership, • Team resources for complex cases, • Freedom to focus on client growth, not back-office tasks

Job Description One of the largest and oldest financial institutions in The Ohio Valley has an opening for a Private Wealth Advisor (PWA). This is an exclusive opportunity with a top-rated financial institution, offering unparalleled resources and on-site back-office support. We are inviting you for a conversation about this role. As a Private Wealth Advisor, you are part of the organization's Private Wealth Management team, helping clients identify and achieve all their financial objectives. We advise clients holistically on wealth and estate planning, investments, banking, credit, real estate, insurance, charitable giving, and fiduciary administration. In addition, we have specialized capabilities in business-sale advisory and pre-transaction planning. The PWA is responsible for identifying, closing, and deepening client relationships. Your familiarity with client circumstances, alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services will help frame, acquire, and retain relationships. The Private Wealth Advisor is responsible for growth through internal and external sales and the development of new client relationships within the Wealth Management branch. You will have access to a complete team of specialists, who support you and your efforts by providing deeper knowledge in their respective areas of expertise. Your role is to act as a conduit within the Private Wealth Management team's strategic partners in the region. Key Responsibilities • Conduct comprehensive, in-depth client financial assessments to determine financial goals, risk tolerance, and investment preferences., • Design and implement customized wealth management strategies, including investment management, estate planning, tax optimization, and retirement planning., • Monitor financial plans and investment portfolios, making key adjustments based on market trends and client needs., • Collaborate with internal teams, including tax specialists, estate planners, and legal advisors, to offer holistic financial solutions., • Identify new business opportunities and expand the client portfolio through networking, referrals, and strategic partnerships., • Ensure compliance with regulatory requirements and maintain ethical financial practices., • Stay informed about industry trends, market developments, and financial products to provide the best advisory services. Qualifications • Bachelor's degree in finance, Business, Economics, or equivalent work experience in this field., • Established network with strong relationship management, networking, and business development skills., • Experience profiling clients and formulating customized strategies to address their needs., • Experience in a similar professional role in the Greater Cincinnati region, with a title such as a PWA, Senior Wealth Manager, Private Client Advisor, or similar, interacting with High and Ultra High Net Worth clients., • Demonstrated success in specific client segments or verticals, especially among individual accounts which have investible assets of $3-500 Million, per client, and the ability to manage numerous clients of that size., • A holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists., • Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication., • Professional designations, such as CFA or CFP, are highly preferred. Also helpful is National Mortgage Licensing System (NMLS) registration., • Established local network of clients with strong relationship management, networking, and business development skills., • A passion for problem-solving and acting as a strategic advisor., • Ability to make critical decisions independently and act as a business owner., • Sophisticated knowledge of investment strategies, financial planning, estate planning, and risk management. Benefits This position offers best-in-class resources and guidance to suit client needs, provide flexibility in your practice, and the tools you need to as a financial professional to reach the next level. By extending this to you, we hope you will at least explore a conversation with us. • Hybrid/flexible work schedule with the expectation of being in-office 3 or more days per week but the flexibility to work outside the office location for the other days., • Generous compensation package and transition package., • Exclusive high-net-worth client platform and tailored investment solutions., • Cutting-edge wealth management tools to enhance your practice., • A collaborative, client-first culture that fosters success., • Healthcare (medical, dental, vision), • Basic term and optional term life insurance, • Short-term and long-term disability, • Pregnancy disability and parental leave, • 401(k) and employer-funded retirement plan, • Paid vacation (from two to five weeks depending on salary grade and tenure), • Up to 11 paid holidays per year, • Adoption assistance, • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law.

Job Description WealthBridge Financial Group is seeking a results-oriented Experienced Financial Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Experienced Financial Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Requirements • Bachelor's degree in finance, accounting, or a related field., • Experience in financial consulting or a similar role is preferred., • Strong analytical and problem-solving skills., • Excellent communication and interpersonal skills to effectively connect with clients., • Demonstrated ability to build and maintain client relationships., • Licenses or certifications in financial planning are a plus. Benefits • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support

Job Description Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. Opening Summary: The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Louisville market through CPA partner channels, combining deep planning expertise with disciplined business development. This role owns the full lifecycle of client development—from building a proactive pipeline to converting opportunities into long-term client relationships—while establishing Choreo as a trusted advisor brand in the local high-net-worth ecosystem. This is a highly visible, growth-oriented role that requires strong ownership, market presence, and the ability to translate relationships into measurable business outcomes. Primary Responsibilities: Client Acquisition & Pipeline Development: • Build and maintain a consistent pipeline of high-value client opportunities;, • Source opportunities through CPA partners, networks, and referrals;, • Drive opportunities from introduction to close;, • Maintain CRM discipline. CPA Partner Activation: • Develop relationships with CPA partner firms;, • Translate relationships into referrals;, • Establish consistent engagement cadence;, • Position Choreo as a strategic partner. Client Leadership & Conversion: • Lead high-conviction conversations;, • Diagnose complex needs;, • Deliver wealth strategies;, • Close and onboard new clients. Integrated Solution Delivery: • Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations. Market Development: • Establish presence in Louisville;, • Build COI relationships;, • Expand local brand visibility. Basic Qualifications: • Bachelor's degree required., • 10+ years of experience in wealth management or advisory., • Proven ability to originate and close business., • Experience with CPA or professional services networks., • Strong financial planning expertise., • CRM experience. Preferred Skills: • CFP, CFA, CPA preferred., • Existing Louisville network is strongly preferred., • Experience scaling a market., • Strong HNW client experience. Employee Benefits At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: • Competitive salary and bonus plan, • Competitive medical, dental, and vision plans, • Basic life and disability coverage, • 401(k) matching program, • Financial support for approved designations and courses, • Technical, leadership, sales training opportunities, • Unlimited, discretionary time off, • Paid parental leave Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

Job Description Business Insurance Account Executive Our firm is rapidly expanding and we are seeking a self-motivated person who wants to join a dynamic, growing company. We are currently seeking to fulfill a full-time position in Louisville, KY. Our Business Insurance Account Executive will be responsible for the strategic management and execution of client service, marketing, risk management, and sales initiatives for an assigned book of business. This role ensures compliance with industry and company standards, maintains a high level of quality and accuracy, and minimizes exposure to errors and omissions liability. The Account Executive serves as a trusted advisor to clients, proactively managing relationships, driving account retention, identifying growth opportunities, and resolving complex service and coverage issues in the best interests of both clients and carrier partners. In addition, the Account Executive provides technical expertise and guidance to Advisors and service team members regarding insurance solutions and client-specific needs. The position requires a strong understanding of commercial insurance products, risk management principles, and alternative risk financing strategies, including captive insurance programs, as well as a current Property & Casualty license. Please visit our website to apply directly: https://sterlingthompson.com/careers/ Benefits Paid Time Off (PTO) Flexible Schedule Health Insurance Dental Insurance Vision Insurance Life Insurance Disability Insurance Parental Leave Mon-Fri Schedule Paid Holidays Career Growth Opportunities Hands on Training Responsibilities • Manage assigned client relationships in partnership with Advisors and Account Managers, including conducting client meetings, leading renewal and stewardship discussions, preparing and presenting account reviews, recommending coverage enhancements, and negotiating new and renewal business., • Serve as the primary liaison between Advisors, clients, carrier partners, and the service team to ensure clear communication and timely execution of client service strategies., • Coordinate and oversee service activities for assigned accounts by prioritizing work, delegating tasks as appropriate, and ensuring service standards, deadlines, and client expectations are consistently met., • Analyze client exposures and risk profiles to develop and recommend insurance, risk management, and risk financing solutions. Advise clients on coverage options, policy changes, and strategies for mitigating and transferring risk., • Partner with Advisors to develop, market, and secure new business opportunities, including preparing marketing strategies, negotiating with carriers, and assisting with proposal development and presentations., • Utilize agency management systems, workflows, and operational processes to maintain data integrity, support client service excellence, and comply with company standards and industry best practices., • Develop, implement, and monitor customized client service plans to support retention, account growth, and overall client satisfaction., • Identify opportunities to expand existing relationships through cross-selling, upselling, referrals, and proactive prospecting activities., • Evaluate and advise clients on alternative risk financing solutions, including captive insurance programs, group captives, and other loss-sensitive structures. Collaborate with carrier partners, captive managers, actuaries, and client leadership teams to support program evaluation, implementation, and ongoing stewardship., • Monitor account performance, loss trends, and emerging client risks to provide strategic recommendations that support clients' business objectives and total cost of risk management., • Recommend and implement improvements to departmental workflows, processes, and service delivery standards to enhance operational efficiency and client experience., • Perform additional duties and special projects as assigned by management. Requirements • Bachelor's degree or equivalent combination of education and commercial insurance experience., • Active Property & Casualty insurance license., • Proven client relationship management and business development skills with a consultative, sales-oriented approach., • Strong knowledge of commercial insurance coverage, risk management principles, insurance carrier operations, and brokerage practices, with the ability to analyze client exposures and recommend appropriate risk management and insurance solutions., • Experience with alternative risk financing strategies, including captive insurance programs, group captives, and other loss-sensitive structures, is strongly preferred., • Ability to analyze loss history, total cost of risk, operational exposures, and financial considerations to evaluate risk financing alternatives and captive program suitability., • Demonstrated ability to manage multiple priorities, meet deadlines, and maintain accuracy while working independently in a fast-paced environment., • Strong analytical, critical thinking, and problem-solving skills, with the ability to research complex issues and develop practical solutions., • Excellent verbal and written communication skills, including the ability to explain complex insurance concepts and risk management strategies to clients, colleagues, and carrier partners., • Proficiency with agency management systems and insurance technology platforms., • Advanced working knowledge of Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook., • Professional insurance designations such as CPCU, CIC, CRM, ARM, AAI, or ongoing pursuit of such designations are preferred.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance At the Louisville Group of Northwestern Mutual, we are dedicated to helping good people experience a great quality of life through strong, properly funded financial plans, which are the cornerstone of financial security. Our team is guided by the values of courage, character, and a commitment to excellence, and we strive to create an environment that celebrates recognition, impact, interdependence, and opportunity for income growth. Beyond our work in financial services, we are deeply committed to giving back to our community, supporting organizations such as West End School, Pediatric Cancer Research via Norton Childrens, B&B, and Heal Dog Heal. Our offices are located at: • 140 Whittington Parkway, Louisville, KY 40299, • 400 E Market Street Louisville, KY 40202 Ste. 200Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual: https://www.youtube.com/watch?v=tar1BSa7Gaw 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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Sophia Fischer District Director and Chief Development Officer: • Time with NM: 9 years., • Prior Experience: Began her career with Northwestern Mutual as an AFR supporting a successful female advisor. She has also held a role on the Network Office team and now operates with both an advisor and leadership contract. Prior to NM, Sophia worked for three years at the University of Louisville College of Business after completing her MBA, and before that served as a Surface Warfare Officer in the Navy., • Passionate About: Sophia enjoys spending time with her close family and being outdoors. A farm girl at heart, she has a deep love for animals, especially dogs, cats, and horses, and enjoys working outside, hiking, and spending time on the farm. She also has an adventurous side and loves traveling and trying new experiences, including skydiving, scuba diving, hang gliding, parasailing, snowmobiling, and skiing.Cory Thorne Financial Advisor and District Director (DTO):, • Time with NM: 16 years., • Prior Experience: Began his professional career with Northwestern Mutual as an intern during his junior year of college and has built his entire career within the organization., • Passionate About: Cory is passionate about his family, his wife Kathryn and daughters Emma and Hannah. He enjoys spending time outdoors, including mountain biking and hiking. His hobbies include woodworking, photography, and golf.Anthony Mosley Chief Recruiting Officer:, • Time with NM: 9 months., • Prior Experience: Brings 13 years of experience in recruitment operations, talent attraction, and leadership. Prior to joining Northwestern Mutual, Anthony worked with companies including Facebook, Congo Brands, and Aerotek., • Passionate About: Anthony is a devoted husband and father and enjoys spending time with his family. He loves college football and spending time outdoors in the sun.About the Financial Representative Role: As a Financial Representative 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: A bachelor's degree is strongly preferred., • 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. Anthony Mosely is a Chief Recruitment Officer of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Job Title: Head of Sales Operations & Enablement Reports to: Chief Distribution Officer Direct reports: Sales Technology Administrator, Sales Enablement & Trainer Location: Remote or Louisville, KY preferred POSITION OVERVIEW The Head of Sales Operations & Enablement serves as the operational backbone of the revenue organization and Chief of Staff to the Head of Sales. This is a critical backfill hire responsible for building and maintaining the processes, systems, and infrastructure that allow the sales organization to scale - while managing leadership through KPIs and operational cadence. This role is designed for a builder. The ideal candidate has thrived in smaller, entrepreneurial company environments where they have created structure, process, and operational discipline from scratch. Candidates who have only operated inside large, structured organizations will not succeed here. WHAT YOU WILL OWN Sales Operations & Process • Build and maintain the sales operating rhythm - QBRs, pipeline reviews, forecast cadence, and field accountability structures, • Own CRM governance, pipeline stage discipline, and process compliance across the sales organization, • Drive consistency in sales execution across regions and advisor-facing teams, • Identify and eliminate operational bottlenecks that slow advisor productivity and revenue execution, • Partner with leadership on territory planning, headcount modeling, and capacity planning Chief of Staff - Leadership Management Through KPIs • Serve as Chief of Staff to the Head of Sales, owning the operational cadence that keeps leadership aligned and accountable, • Build and maintain the KPI dashboards and reporting infrastructure that allow the sales leader to manage the business by the numbers, • Run the leadership operating calendar - agenda management, cross-functional alignment, strategic project execution, and meeting discipline, • Act as proxy for the Head of Sales on operational and cross-functional matters, • Ensure leadership has clean, timely visibility into pipeline, production, advisor activity, and team performance Sales Enablement Strategy • Develop and execute the sales enablement strategy across onboarding, continuous learning, and field readiness, • Build and iterate on training programs covering products, positioning, systems, and sales methodology, • Partner with Sales Enablement & Trainer on program design and execution, • Align field messaging with marketing and product through launch readiness programs Cross-Functional Coordination • Serve as the central operational liaison between Sales, Marketing, Product, Operations, Compliance, and Technology, • Lead cross-functional initiative coordination and ensure field readiness on all product and process launches, • Own sales communications strategy and internal field engagement WHAT WE ARE LOOKING FOR Required • 7–12+ years in Sales Operations, Revenue Operations, Sales Enablement, or Commercial Strategy, • Demonstrated experience thriving in a small company or early-stage growth environment - this is non-negotiable, • Proven ability to build sales process, forecasting infrastructure, and KPI frameworks from the ground up, • Strong CRM and sales technology expertise; Salesforce experience strongly preferred, • Executive presence and communication skills - comfortable presenting to and managing senior leadership, • Strong analytical mindset combined with hands-on execution capability Preferred • Financial services, fintech, insurance, wealth management, or advisor distribution experience, • Experience serving in a Chief of Staff, Head of RevOps, or VP Sales Operations capacity, • Familiarity with Salesloft, Gong, and ZoomInfo ecosystems, • Track record managing KPI governance and leadership accountability structures The right candidate can point to a specific company where they joined with minimal structure and built the operational foundation that allowed the sales organization to scale. COMPENSATION Competitive base salary and performance bonus. Compensation commensurate with experience. Job Posted by ApplicantPro

Job Description WealthBridge Financial Group is seeking a dynamic, strategic, and visionary leader to serve as the Regional Vice President (RVP). In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching responsibility of driving growth, enhancing advisor development, and expanding the firm’s presence in the market. The ideal candidate will be a proven leader in the financial services industry with a passion for building high-performing teams, fostering a culture of excellence, and executing long-term strategies that deliver measurable results. This role is critical to the execution of WealthBridge’s regional growth strategy and plays a key role in shaping the future of our organization. The RVP will collaborate closely with executive leadership to align regional objectives with firmwide priorities. By focusing on recruiting top talent, mentoring leaders, and elevating advisor performance, the RVP will build a sustainable and scalable business model in the market. This is a unique opportunity for a growth-minded professional to make a lasting impact through strategic leadership, relationship development, and a commitment to excellence in financial planning. Requirements • Proven experience as a senior leader in the financial services industry, preferably in a regional or multi-office leadership role., • Prior success as a financial advisor or in leading advisor teams., • Demonstrated ability to recruit, coach, and lead high-performing professionals., • Strategic thinker with the ability to translate vision into action., • Strong understanding of compliance, financial planning, and wealth management practices. Benefits • Top-tier health coverage, including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support

Job Description Regional Vice President, Enterprise Partnerships (Investments) Location: Remote / Hybrid Employment Type: Full-Time Reports to: SVP, Advisor & Firm Growth Role Overview DPL Financial Partners is seeking a senior, externally facing Regional Vice President to lead enterprise relationship development and drive growth across the largest RIAs in the industry. This individual will operate as a strategic investment partner to advisory firms, combining deep investment expertise with a consultative sales approach to accelerate adoption of fee-based annuity solutions. This is a high-impact, quota-carrying role focused on building C-suite relationships, influencing portfolio construction decisions, and driving large-scale enterprise partnerships. Key Responsibilities Enterprise Sales & Relationship Management • Own and grow relationships with large RIA firms ($1B–$50B+ AUM) within an assigned territory, • Develop and execute a targeted business plan to drive membership adoption and product flows, • Establish credibility as a trusted investment resource to CIOs, Heads of Investment, and Financial Planning leadership, • Lead complex, multi-stakeholder sales cycles from initial engagement through close and onboarding, • Drive asset conversion opportunities (e.g., 1035 exchanges, new allocations) into fee-based annuity solutions Investment-Led Consulting • Serve as a subject matter expert on portfolio construction, retirement income strategies, and annuity integration, • Position annuities within broader investment frameworks (e.g., alternatives, fixed income replacement, income sleeves), • Partner with firms to solve for client outcomes: income, downside protection, tax efficiency, and diversification, • Deliver investment-focused presentations to investment committees and advisor teams Business Development & Market Presence • Proactively source and engage new enterprise opportunities through networking, referrals, and industry presence, • Represent DPL at industry conferences, events, and executive meetings, • Identify and capitalize on trends across the RIA and wealth management landscape Strategic Influence & Leadership • Provide field insights to senior leadership on product gaps, competitive dynamics, and advisor needs, • Contribute to go-to-market strategy, including messaging, segmentation, and enterprise engagement models, • Mentor and support internal sales team members on advanced sales strategies and investment positioning Qualifications Experience • 7–12+ years of experience in financial services, asset management, or annuity distribution, • Proven success in enterprise or institutional sales, particularly within the RIA channel, • Demonstrated ability to build and close large, complex deals with senior stakeholders, • Strong background in investments, portfolio construction, or retirement income strategies Technical & Professional Expertise • Deep understanding of:, • Annuities (RILAs, fixed indexed, advisory solutions), • Investment portfolios and asset allocation frameworks, • Retirement income planning and tax-aware strategies, • Ability to translate complex investment concepts into clear, compelling client solutions Licensing & Education • Bachelor's degree required (Finance, Economics, or related field preferred), • FINRA Series 6/7 and 63 (or ability to obtain), • Life & Health Insurance licenses required, • CFA, CFP, or CAIA designation is a strong plus Key Attributes • Executive presence with the ability to engage C-suite and investment committees, • Highly self-motivated with a "must win" mentality and ownership mindset, • Strong communicator with the ability to influence both technical and non-technical audiences, • Strategic thinker who can operate at both enterprise and tactical levels Travel • Travel required up to 30–40%, focused on client meetings, conferences, and key events What Success Looks Like • Consistent achievement of sales and asset growth targets, • Expansion of DPL's footprint within top-tier RIA firms, • Recognition as a go-to investment partner for advisors and home offices, • Measurable impact on enterprise adoption and long-term revenue growth Job Posted by ApplicantPro