Client advisor work from home jobs - 289 jobs

We are seeking a Financial Professional, Part-Time or Full-Time to join our team immediately! Our firm is rapidly expanding across North America. Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry. This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within). You DO NOT need to quit your EXISTING CAREER. NO experience is necessary for the right candidate. FULL world-class training is provided. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance). Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you! OUR COMPANY OFFERS: Full, In-Depth Training Program Flexible Schedule Part-Time and Full-Time Positions Available Exciting Work Environment Unlimited Growth Potential Work From Home KEY RESPONSIBILITIES: Study, learn, and execute with on-the-job training Shadow client meetings, plan designs and presentations Analyze client financials to determine their needs and risk tolerance Review available options for clients Recommend which areas or services fit the client's need Participate in marketing and expansion strategies and efforts QUALIFICATIONS: Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Valid US government issued ID Soft background check required No criminal history/record A working laptop and internet connection Able to complete licensing requirements within 30 days Accountable with a high level of integrity PREFERRED QUALITIES: We are looking for individuals that have the following qualities and mindset: Honesty and integrity are characteristics you live by. You value and believe in our mission and cause. You have an entrepreneurial spirit. You are constantly looking for personal growth. You are a leader or want to learn to lead. You are a self-starter and goal-oriented. You can work independently and work well as a team player. Sports/Club/Team Background, Sales, and Teaching experience is always a plus. INCOME MODEL: 1099 Contractor Commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000) Residual income per annual client contract anniversary Passive income base for agency development Equity asset and full business ownership Bonuses World travel ENVIRONMENT: Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals: retirement planning, college, life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business-minded individual is motivated to invest their time to help others. Commission-based position (1099). NO prior certification, experience, or education is necessary. Work from home or remote. We have a strong and resilient history working with students, graduates, military, professionals, and diverse ethnicities to develop high-touch financial professionals and leaders in a professional and lucrative industry. Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa.

JD with contracts, compliance or law firm conflicts experience? Client Agreements Advisor - REMOTE - for top tier global law firm. This position is in the Compliance department. **Prior experience working with outside counsel guidelines and fee agreements is required. This is a high visibility role that involves reviewing client agreements according to outside counsel guidelines. JD is a hard requirement. This position is responsible for leading analysis of/response to client terms of engagement. This analytical role ensures that agreements to non-standard terms are consistent, mitigate risk, and to the extent possible reflect business interests of the firm. Candidate will advise and work with the Client Agreements Manager and senior attorneys to manage the review, response and implementation of non-standard terms. Duties: Develop/maintain knowledge of business policies and practices, legal and ethical considerations, insurance requirements and guidance relating to firm agreements. Assess outside counsel guidelines and other non-standard terms to identify potential issues. Draft internal assessments and proposed approaches based on evaluation. Lead senior attorneys in discussions of issues, considerations, and proposed approaches. Prepare client-facing comments and responses to terms. Coordinate with senior attorneys regarding discussions and negotiations with clients. Respond to due diligence questionnaires. Manage outside counsel guidelines database and share key information with all necessary stakeholders. Conduct extensive research using firm databases, business research resources and discussion with internal subject-matter experts. Position Requirements: JD required. Two or more years of law firm or equivalent experience in a legal setting. Must have experience in and enjoy reviewing/retaining/comprehending large volumes of information (contracts). Demonstrated ability to process, organize and assess complex information to determine logical conclusions and effective solutions. Demonstrated ability to clearly and concisely synthesize complex business and legal concepts verbally and in writing. Highly developed business research abilities. Strong interpersonal skills to establish close working relationships and simultaneously balance needs and views of different stakeholders. Understanding of the complexities of business and legal relationships in a global economic environment. Salary is $102 143k commensurate with experience, + generous benefits package.

About Coalfire Coalfire is on a mission to make the world a safer place by solving our clients' hardest cybersecurity challenges. We work at the cutting edge of technology to advise, assess, automate, and ultimately help companies navigate the ever-changing cybersecurity landscape. We are headquartered in Chicago, Illinois with offices across the U.S. and U.K., and we support clients around the world. But that's not who we are - that's just what we do. We are thought leaders, consultants, and cybersecurity experts, but above all else, we are a team of passionate problem-solvers who are hungry to learn, grow, and make a difference. Position Summary Join Our Team as a Senior Cloud Services Consultant! Are you passionate about cloud technology and eager to make a significant impact? As a Senior Cloud Services Consultant, you'll play a crucial role in driving customer success by understanding our clients' businesses and delivering innovative cloud solutions. This is your chance to join a dynamic team and help shape the future of cloud services!What You'll Do Lead Exciting Cloud Projects: Take charge of large-scale cloud engagements, whether starting from scratch (greenfield) or improving existing setups (brownfield). Be the Go-To Expert: Provide both subject matter expertise and project management skills, serving as the main point of contact for our engagement teams. Ensure Compliance: Design and operate compliance monitoring activities to meet internal security policies and applicable laws. Shape Cloud Strategies: Contribute to cloud program management, service delivery models, and strategic planning. Create Impactful Reports: Develop and review reports and presentations for both technical and executive audiences. Mentor and Grow Talent: Provide mentorship and coaching to help staff enhance their technical and consulting skills. Manage Risks and Progress: Keep stakeholders informed about progress and expected outcomes while managing risks effectively. Stay Ahead of Trends: Leverage industry knowledge to identify and address engagement and client service issues. Collaborate Closely: Work with engagement managers to co-lead and own multiple parts of the engagement delivery. Deliver Quality Services: Ensure high-quality work products are delivered within expected timeframes and budgets. Engage with Clients: Develop client cloud and security strategies, perform reviews of cloud configurations, and document requirements clearly. Design Compliant Solutions: Assist in designing Federal and Defense compliant cloud infrastructure and solutions. Advise on Technology Stacks: Provide guidance on AWS, Azure, and GCP platforms. Build Relationships: Work with prospective clients to identify opportunities, scope engagements, and build strong relationships. Why You'll Love Working Here: Flexible Remote Work: Enjoy a fully remote position with a work arrangement designed to maximize productivity while maintaining strong team connections. Collaborative Culture: Join a team that values effective communication, clear documentation, and a collaborative atmosphere where everyone can thrive. Focus on Outcomes: We prioritize outcomes over hours worked, offering a management style that sets context rather than asserting control. Work-Life Balance: Emphasis on work-life balance and flexibility, with dedicated channels for casual conversation and connection. Travel Opportunities: Occasionally travel (10-20%) to customer locations in the US and internationally. What You'll Bring Excellent Skills: Strong communication, organizational, and problem-solving skills. Extensive Experience: Bachelor's degree (four-year college or university) or equivalent combination of education and work experience. 6+ years of security systems engineering and architecture experience, and 5+ years supporting cloud architecture in AWS, Azure, or GCP. Framework Familiarity: Knowledge of frameworks like FedRAMP, FISMA, CMMC, SOC, ISO, HIPAA, HITRUST, PCI, etc. Professional Services Experience: Previous experience supporting clients within a professional services organization. Technical Expertise: Deep knowledge of AWS, Azure, or GCP platform capabilities and services. Critical Thinking: Ability to balance security requirements with mission needs and make risk-based recommendations Project Management: Fundamental understanding of popular project oversight and management principles such as Agile, Scrum, and Waterfall. Bonus Points Certifications: CISSP, CISM, CISA, AWS Solutions Architect - Professional, Azure Solutions Architect Expert, Google Cloud - Professional Cloud Architect, GIAC Public Cloud Security, PMP. Networking Experience: Cloud-based networking experience with tools like Palo Alto, Cisco ASAv, VPC peering, Transit Gateway, etc. Technical Tools: Experience with Visio, Jira, or MS Project. Encryption Knowledge: Understanding of encryption technologies (TLS/SSL, encryption, PKI). Coding: Terraform, CloudFormation, Python, Powershell, Bash Ready to make a difference and grow your career in cloud services? Apply now and join our team of passionate professionals!Why You'll Want to Join Us At Coalfire, you'll find the support you need to thrive personally and professionally. In many cases, we provide a flexible work model that empowers you to choose when and where you'll work most effectively - whether you're at home or an office. Regardless of location, you'll experience a company that prioritizes connection and wellbeing and be part of a team where people care about each other and our communities. You'll have opportunities to join employee resource groups, participate in in-person and virtual events, and more. And you'll enjoy competitive perks and benefits to support you and your family, like paid parental leave, flexible time off, certification and training reimbursement, digital mental health and wellbeing support membership, and comprehensive insurance options. At Coalfire, equal opportunity and pay equity is integral to the way we do business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Coalfire is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation to participate in the job application or interview process, contact our Human Resources team at *****************************.

Were hiring a Client Support Advisor to assist clients by providing guidance, coordinating details, and delivering a smooth, high-quality experience from start to finish. This fully remote role is ideal for someone whos organized, people-focused, and comfortable working independently. What Youll Do: Communicate with clients to understand needs and preferences Provide support, recommendations, and timely follow-ups Coordinate scheduling, confirmations, and updates Deliver professional, friendly client support What Were Looking For: Strong communication and organizational skills Customer service or client-facing experience (preferred, not required) Self-motivated and comfortable working remotely Reliable, detail-oriented, and tech-comfortable Citizenship in Mexico, US, Uk, and Australia Why This Role Stands Out: 100% remote flexibility Training and ongoing support provided Clear growth opportunities

Job DescriptionThis opportunity is ideal for professionals who prefer consultative conversations over pressure tactics. You'll work within a clear, proven framework. Results come from consistency and follow-through. For over 15 years, we've helped entrepreneurial people create successful businesses helping families make smarter financial decisions. We teach you a proven system, provide world-class mentorship, and give you the tools to succeed. You bring the drive and discipline to make it happen. What You'll Do Work remotely, on your own schedule, helping families protect what matters most. Use our proven process to recommend solutions that fit their needs and budget. Show families how to eliminate debt, protect income, and secure their future-often without increasing their monthly expenses. This isn't about selling “policies”-it's about solving problems, building trust, and earning income by providing real value. What You Get True Business Ownership: You're in control of your schedule, income, and growth. Mentorship That Works: Learn directly from industry leaders who've built 6- and 7-figure businesses themselves. Proven Systems & Tools: You'll never have to reinvent the wheel. Scalable Income: No cap on earnings. Bonuses and incentive trips for top performance. Flexibility: Part-time or full-time-your choice. Group health, dental, and vision benefits available. You'll never be micromanaged, but you won't be alone. What We Look For Entrepreneurial Mindset: You take ownership of your work and results. Coachable Attitude: You're open to learning and applying what works. Work Ethic: You stay consistent and follow through. We don't care where you come from-we care where you're headed. If you lead by example, stay focused, and treat this like the business it is, you can build something that lasts. If you're ready to build a business that reflects your values, supports your lifestyle, and grows with your effort-let's talk. No pressure. No gimmicks. Just a conversation to see if this is the right fit for you. Requirements 18+ and authorized to work in the U.S. 100% Commission 1099 Able to pass a background check and complete licensing (we'll guide you through it). Prior experience in sales, customer service, leadership is required. Comfortable working remotely and independently. Benefits All-Expenses-Paid Vacations - Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more-fully paid based on performance. Work-from-Anywhere Flexibility - 100% remote with control over your schedule and income. Earn Time & Money - System-driven income model gives you the power to create both financial freedom and time freedom. True Agency Ownership - Build your own business with real contractual ownership. Legacy Business Transfer - Pass your agency to a loved one and create generational wealth. Free Life Insurance - One full year of coverage included for qualifying agents. Up to $500,000 in Life Coverage - Access large term coverage (up to 30 years) as a benefit. Health Benefits Access - Affordable medical, dental, and vision coverage available through a partner provider. Award-Winning Culture - Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000 . • • Mentorship & Training - Plug into proven systems and real-time coaching to level up fast.

AO is seeking motivated and service-driven Life & Health Insurance Agents who are ready to build a rewarding career with long-term growth, flexibility, and meaningful impact. This opportunity is ideal for professionals who want to take control of their income, develop their skills, and help individuals and families protect their financial futures. Whether you are an experienced insurance professional or transitioning into the industry, AO provides the training, mentorship, and resources needed to succeed in a remote, performance-driven environment. Why Join AO Uncapped Earning Potential: Commission-based compensation with bonus opportunities tied directly to performance. 100% Remote Work: Build your career from anywhere in the U.S. while maintaining flexibility and balance. Comprehensive Training & Mentorship: Industry-leading training programs designed to support both new and experienced agents. Incentive & Recognition Programs: Opportunities to qualify for travel rewards and performance-based recognition. Growth-Focused Culture: A collaborative, supportive environment that encourages advancement and shared success. Key Responsibilities Educate clients on available life and health insurance options and recommend solutions tailored to their needs. Build and maintain long-term, trust-based client relationships. Set and work toward personal performance goals in a commission-based environment. Stay informed on product offerings, industry changes, and best practices. Utilize digital tools and virtual platforms to manage client interactions efficiently. Ideal Candidate Profile Goal-oriented, self-motivated professionals driven by performance and growth. Strong interpersonal and communication skills with a client-first mindset. Eagerness to learn, develop professionally, and pursue leadership opportunities. Adaptable and resilient individuals who thrive in a fast-paced environment. Comfortable working independently while contributing to a team-oriented culture. Why This Opportunity Stands Out At AO, success is built through mentorship, accountability, and opportunity. Agents are empowered to grow their careers on their own terms while making a meaningful difference in the lives of those they serve. This role offers both immediate earning potential and long-term professional development within a stable, established organization. Ready to Take the Next Step? If you're ready to build a career that combines flexibility, financial growth, and purpose, we encourage you to apply. Interviews are conducted virtually via Zoom for convenience. Apply today and begin your journey toward a rewarding career with AO. Eligibility Requirements Must be a U.S. resident or citizen. Must be physically located and legally authorized to work in the United States.

Our Approach Adelman Travel, a BCD company, is a leading global travel management company headquartered in Milwaukee, WI, USA. With over 40 years of experience, we pride ourselves on being an indispensable partner to our clients. The cornerstone of our approach is based on our commitment to blend Modern Execution with Traditional Service . The travel industry is rapidly evolving with technology at its core, and Adelman Travel is committed to blending cutting-edge solutions with the personalized care and professional expertise that sets us apart. Our promise to deliver successful travel programs to our customers is rooted in our ability to innovate, collaborate and execute. This is our true foundation and the premise that will carry us forward to the future. Our Culture The Adelman culture starts with respect for others. We are devoted to transparency, accountability and finding meaningful solutions together. We are passionate about doing what's right and coming together to help each other achieve our best. This results in delivering people-first programs to our clients, powered by extraordinary service and innovative solutions. If you share this same passion and commitment to service and innovation and would like to join a supportive, results-driven, and positive team, we would love to hear from you. Position Overview Adelman Travel is looking for an enthusiastic individual to fill the role of Client Success Advisor. In this role you will be responsible for maintaining and expanding relationships with clients of the organization by managing the company's business objectives. This is accomplished through promoting growth of existing business, process improvement plans and technologies, ensuring standard operating procedure are maintained, customer education and consultation, selling and implementing new products, maintaining positive account relationships, identifying, escalating and ensuring resolution of problems through collaboration with internal departments and ensuring follow through and resolution of service issues, and maximizing revenue as well as savings and cost cutting opportunities. Additionally, this role assists the sales department with bringing in new business as well as implementing that business. How You'll Contribute to Our Mission Ensuring customer satisfaction levels and standard operating procedures are maintained, by advising, selling, implementing, monitoring and benchmarking the company's technologies and services, creating customer reviews to execute and monitor measurements, creating and maintaining service level agreements (SLA) and key performance indicators (KPIs), auditing operations. Recommending and implementing internal and external process improvement plans. Effectively and profitably retaining business to include involvement in re-bids. Analyzing data in order to consult with the customer across all aspects of the travel program. Pursuing and developing customer relationships at all levels including key influencers, introducing internal Company staff to customer as applicable to situation, and using education opportunities for company products, services and industry trends to build brand awareness. Maintaining profitability margins and meeting Company financial objectives. Pursuing and maximizing all revenue opportunities. Participating in the sales process including involvement with all implementation calls on newly acquired business. Demonstrating and communicating the value of Adelman products and services. What Makes You a Great Fit Experience developing and maintaining strategic relationships and managing key partnerships, with the ability to negotiate profitable contracts. Excellent communication skills, with the ability to listen to and understand intricate customer opportunities to create unique and exceptional solutions. Ability to negotiate and collaborate with multiple stakeholders. Aptitude and ability to learn and familiarize yourself with travel industry process and terminology as well as with new and ever-changing technology. Robust interpersonal and relationship skills with the ability to get along with a wide variety of personalities. Three plus years of B2B experience including competitor awareness with a willingness to learn and understand product and service offerings. Superior written and oral communication skills along with the ability to articulate and present materials in a professional environment.

Job Description This role is suited for people wanting work-from-home flexibility and consistent support. You'll meet with clients virtually to help them review protection options. You will guide warm leads through a straightforward enrollment process. What We Provide Training & mentorship (no experience required) Access to reputable insurance carriers Optional third-party benefits and incentive opportunities Remote work with flexible scheduling Trips, bonuses, and optional benefits are performance-based and not guaranteed. Requirements Life Insurance License (or willing to obtain - state timelines vary) Authorized to work in the U.S. Must pass a background check Self-motivated and comfortable working independently Prior sales, service, or leadership experience is helpful but not required Compensation Commission paid directly by partnered carriers Earnings are based on individual sales performance Opportunities for higher commission tiers and bonuses based on results How to Apply If you're looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. Job Responsibilities Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction Document all client interactions and meeting all regulatory requirements around these activities Required qualifications, capabilities, and skills FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment Strong compliance record in prior position(s) and ability to hold a registration in all 50 states Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships Preferred qualifications, capabilities, and skills Bachelor's degree preferred or equivalent experience 2 years of relevant financial services or brokerage experience Flexibility, self-motivation, coachability, and passionate for helping people Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base Additional information: Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

StartEngine is the FinTech powerhouse driving the future of fundraising and alternative investing. StartEngine was founded by Howard Marks, the co-founder of Activision (now valued at over $75B), with the goal of helping entrepreneurs achieve their dreams by removing funding barriers. Howard partnered with co-founder Ron Miller, a veteran entrepreneur and early advocate of equity crowdfunding, to build a platform that democratizes access to capital. In 2020, StartEngine welcomed Shark Tank judge and serial entrepreneur Kevin O'Leary (aka Mr. Wonderful) as Strategic Advisor and Investor. Since its inception, StartEngine has helped over 550 companies raise more than $1.5B from retail investors, with investments starting at as little as $100. Why merely back a company when you can own a piece of it? Do you enjoy helping others? Are you the “go to person”? Would your friends and family describe you as friendly and curious? We really should talk... Caring about the well-being of our investors is at our core, and we want to talk to people who share our passion. Yes, we are in the finance industry, but definitely not in the old-fashioned way you might be thinking. At StartEngine, customer service is our top priority. We will teach you the industry but your unwavering dedication to customers and colleagues should come naturally. We're looking for someone who is smart, empathetic, curious & interested in finance/investing. You're eager to join a fast growing startup and are capable of exceeding expectations. What You'll Do We will prepare you to engage with retail investors about investing. You'll learn about early stage investments, as well as gain a broader knowledge and understanding of how retail investors think and feel. You'll handle inbound live chats as well as email inquiries, handling interactions that can range from something as simple as an account balance inquiry to the complexity of helping execute their desired outcome. Your mission remains simple: provide a level of service that Investor's rave about because they feel more confident toward achieving their own financial dreams. What We're Looking For You're extremely interested in the Finance/Investing world You're empathetic If two roads diverged in the woods, you'd actually take the road less traveled You're curious and your favorite question is "Why?" You can execute tasks/projects and achieve results (You get stuff done!) Perks & Benefits 100% covered Medical/Dental/Vision - pick your own plan Generous Equity package Unlimited PTO and sick days Paid WeWork Usage (optional) 100% Remote Team Off-sites Paid Maternity/Paternity leave Team Happy Hours 401K program Flexible hours Be part of one of the fastest growing parts of the FinTech Industry A chance to work with a highly profitable and rapidly expanding startup (not VC funded)

We're hiring: Investor Relations - Capital Raising Specialist Remote (United States) About Us: Our mission is to modernize and transform the world of private capital. We have developed a cutting-edge, fully integrated platform tailored for Funds, SPVs, Start-Ups, Private Equity, Venture Capital, and pther private firms. Our solution is in high demand; the challenge lies in connecting with and educating potential clients. About the role: We are seeking a seasoned Investor Relations - Capital Raising Specialist to join our team and help revolutionize private capital fundraising and investor management for our clients. You will play a crucial role in working directly with our clients to help them expand their investor base. Your expertise in raising capital for private equity, real estate firms or start-ups will be instrumental in allowing our clients to achieve success. We are looking for someone with a diverse background, whether in finance or as an entrepreneur, who is passionate about building investor relationships. Responsibilities: Responsible for day-to-day activities focused mostly on directly engaging with potential investors, and managing the investor relationship cycle. Work directly with our clients to help them build their investor base and raise capital through various channels, leveraging your experience. Fully utilize our dynamic investor platform customized for the client to dirve inbound lead funnels. Maintain ongoing interaction with investors to build strong relationships and expand networking opportunities. Develop and implement strategic capital raising plans. Keep the team informed of your profess and assist in the investor onboarding process. Requirements: Fluent, professional-level English (written and spoken) Background in capital raising, finance, investor relations, private equity, real estate, or startups. Strong understanding of private capital and alternative investments. Entrepreneurial spirit with a passion for working with entrepreneurs. Ability to work independently and hold oneself accountable. Strong intellectual curiosity, empathy, passion, competitiveness, and organization. Track records of meeting targets or performance KPIs Eagerness to tackle new challenges daily. Proven track record of meeting and exceeding targets. Are you ready to join a fast-growing, innovative fintech company and leverage your experience in raising capital? We'd love to hear from you! You can apply in any of these ways: Send your resume to gguerra@industry. Subject: “ Investor Relations - [Your Name]“ Apply through our hiring platform: Trakstar Or apply via LinkedIn

IT'S TIME FOR A CHANGE, START 2024 OFF THE RIGHT WAY Maharaja Enterprises LLC - Creative Financing Experts Commision Based Pay: 2 points per funding secured Maharaja Enterprises LLC in Dallas, GA is looking for one Investor Relations Specialist to join our strong team. Our ideal candidate is attentive, ambitious, and hard-working. Investor Relations Specialist (Full-time/Part-time): As an Investor Relations Specialist at Maharaja Enterprises, your responsibilities will include: Investor Relations Sourcing: Identify and source potential equity capital partners, including individuals, institutional investors, private equity firms, and other sources of equity funding. Relationship Building: Cultivate and maintain strong relationships with equity capital partners, fostering trust, credibility, and long-term partnerships. Investment Analysis: Conduct comprehensive financial analysis and due diligence on potential equity capital investments, evaluating investment opportunities, risks, and potential returns. Investment Structuring: Develop and structure investment deals, including negotiating terms, equity stakes, investment amounts, and exit strategies, to optimize returns for both Maharaja Enterprises and equity capital partners. Deal Negotiation: Lead negotiations with equity capital partners, ensuring favorable terms, alignment of interests, and mutually beneficial agreements. Investment Presentation: Prepare compelling investment presentations and pitch materials to effectively communicate investment opportunities to equity capital partners, highlighting the value proposition, potential returns, and risk profiles. Investment Portfolio Management: Monitor and manage the performance of equity capital investments, tracking financial metrics, conducting periodic reviews, and making strategic adjustments as necessary. Risk Assessment: Evaluate and mitigate investment risks by conducting thorough market analysis, industry research, and financial modeling. Compliance and Regulation: Stay informed about relevant laws, regulations, and compliance requirements related to equity capital investments, ensuring adherence to legal and regulatory standards. Reporting and Documentation: Prepare regular reports, presentations, and documentation to provide updates on equity capital investments, performance metrics, and investment portfolio status. Collaborative Teamwork: Collaborate closely with other team members, including executives, legal counsel, and investment professionals, to ensure seamless coordination, alignment, and execution of equity capital strategies. Market Research: Continuously monitor market trends, industry developments, and investment opportunities to identify potential equity capital sources and stay informed about emerging market dynamics. As an Investor Relations Specialist, you will play a crucial role in securing equity capital for Maharaja Enterprises' real estate ventures, fueling growth, and optimizing investment opportunities. Your expertise in equity capital sourcing, deal structuring, and relationship management will contribute to the overall success of the company's equity capital strategies. Experience: - Experience in finance, economics, or a related field - Strong knowledge of investment banking, financial planning, and investment management principles - Proficiency in financial concepts and analysis techniques - Excellent analytical and problem-solving skills - Strong attention to detail and accuracy in data analysis - Effective communication skills to explain complex financial concepts to clients - Ability to work independently and as part of a team Imagine a vibrant and dynamic environment where countless leads await you. Our system is brimming with potential opportunities, and we continue to add more each day. But that's not all. We believe in setting you up for success. You will have access to a plethora of leads, receive comprehensive sales training on a daily basis, experience personal growth as an investor (as we grow, so do you), and have the incredible opportunity to earn while you learn the intricacies of real estate. And let's not forget our exceptional disposition team, passionately selling deals nationwide! However, here's the reality: Compensation: Commission based. Earning potential is unlimited! This business only thrives if you are willing to put in the work. Our motto is simple, yet powerful: EAT WHAT YOU KILL. If you lack self-motivation, hunger for success, and the willingness to learn and collaborate with like-minded individuals, then we are not the right fit for you. Please do not fill out the application if you cannot commit to this level of dedication. But if this resonates with your entrepreneurial spirit and you are ready to put in the effort to master this business and achieve remarkable financial rewards, then look no further! Take that first step towards an extraordinary future by filling out our application We are looking forward to reading your application. Job Types: Full-time, Part-time, Pay: Commission Benefits: Employee assistance program Employee discount Flexible schedule Professional development assistance Work from home Experience level: experience needed Schedule: Choose your own hours Monday to Friday Weekend availability Experience: work (Preferred) Work Location: Remote Note: This job description is not exhaustive and may be subject to change or modification at any time. Job Types: Contract, Part-time, Full-time Benefits: Professional development assistance Schedule: 10 hour shift 12 hour shift 4 hour shift 8 hour shift Choose your own hours Monday to Friday Supplemental pay types: Commission pay Work Location: Remote Job City Dallas,GA. State Georgia Country USA Job Name Investors Relations Specialist

Job Responsibilities: Meet with clients to review their existing financial situation and to establish the client/planner relationship. Analyze the client's investment portfolio and recommend an asset allocation and specific plan to meet established objectives. Develop, recommend and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc. Collaborate to create a team environment and to meet clients needs. Generate additional referrals from personal networking, seminars, and presentations to community groups Keeps abreast of new planning tools, products, and resources, changing regulations and professional standards Understanding and complying with all aspects of Cetera policies and practices, including laws and regulations governing the duties and responsibilities of investment sales. Maintaining all necessary licenses and registrations as required, including completing all mandatory training and industry-related continuing education in a timely manner. Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Qualifications: FINRA Series 7 and 63 State Life & Health Insurance license Strong sales, marketing, and business development skills 2+ years of sales experience and/or financial services experience. Experience within financial institutions is preferred. Exceptional interpersonal and relationship building skills Bachelor's degree or equivalent in accounting, finance, or related field of study Experience: Financial institutions: 1 year Sales and/or financial services: 2 years Education: Bachelor's degree or equivalent in Financial Planning, Accounting, Sales or Finance Privacy I understand that I am about to apply for employment at Cetera Financial Group and that I will be asked to provide certain types of personal information as well as other information with respect to my work experience, educational background and the position that I am interested in. I understand that Cetera Investors gathers this information through a third-party service provider, Cetera Financial Group may also use other service providers to assist in the application process. I understand that the personal information that I provide or any subsequent information that I provide will be used to consider my application for employment and that Cetera Financial Group will retain my application for employment for a reasonable time period in accordance with applicable law. I further understand that if employed my personal information will be used in Cetera Financial Group systems for employment purposes.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As an Investment Advisor, you will be responsible for servicing individual clients and brokerage customers within Empower's taxable and IRA accounts. You'll enroll new clients and perform annual and mid-year review for existing clients. The Investment Advisor will provide direct best interest advice to our Premier IRA customer population and perform brokerage trading for the IRA and taxable brokerage population. What you will do: Educate retail clients on the Advisory Services available through their plan to reach their retirement goals Possess knowledge of the clients' financial goals and be able to explain managed account service offerings Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the client's best interest Will perform aspects of financial planning for customer Perform mutual fund, equity, bond, ETF, Muni and, CD trades Uncover leads and opportunities to hand off to the Wealth Advisor Team Drive new business opportunities Deliver an efficient and responsive client experience by taking ownership, delivering accurate information, and initiating proactive follow up What you will bring: 4 + years of financial customer service experience Brokerage and mutual fund trading experience FINRA Series 7, 63 & 65 required FINRA fingerprinting required What will set you apart: Strong written, verbal, and presentation skills Retail, IRA. and/or 401K customer service experience Bachelors preferred ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $55,300.00 - $76,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? 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Job Description Financial Advisor - Wealth Management (Remote) We are partnering with a growing RIA seeking an experienced Financial Advisor to join their team. In this role you will take over servicing a $50M book of business while helping with investment planning. Position Overview: This role combines servicing an existing book of business with a planning aspect. You'll manage an existing client base while building your own through networking, referrals, and firm-provided opportunities. You will help clients plan their investments and assist other advisors with their planning. You will work onder a W-2 structure allowing you to grow the book while leveraging the firm's resources. Why Join This Firm: No Starting From Scratch: Take over an existing book of business. Planning Focused: Assist in planning client's investments and helping advisor's with their planning. Direct access to Senior Management: Work directly with the CEO and other C-Suite members. Strong Support Infrastructure: Back-office operations, marketing tools, and planning resources provided, allowing you to focus on clients and providing the best service possible. Key Responsibilities: Guiding your clients to make investments that align with their objectives Conducting comprehensive wealth planning, including retirement, investment, estate, and risk management strategies Managing and expanding relationships with existing clients, offering proactive financial advice and tailored solutions Developing new client relationships through networking, referrals, and strategic business development efforts Presenting and implementing customized solutions aligned with client objectives Partner with internal resources and external specialists to deliver a full suite of wealth management services Stay informed on market trends, investment products, and financial planning innovations Receive referrals and warm leads provided by the firm to supplement personal business development effort Qualifications: FINRA licenses required CFP (preferred but not required) Demonstrated success in financial advising, wealth management, or a similar client-facing role Strong business development skills with an ability to cultivate new client relationships Excellent communication, consultative skills, and a client-first approach Self-driven and disciplined to thrive in a remote work environment Flexibility to travel to the Connecticut office for onboarding and periodic meetings Compensation & Benefits: W-2 Structure: Base salary: $80,000 - $100,000 (commensurate with experience) Added Bonus payout based on production 401K plan with 4.5% employer match Medical, Dental, and Vision coverage 15 days PTO annually Compensation: $80,000 - $100,000 base salary + performance bonuses Work Location: Glastonbury Connecticut Earning Potential: Uncapped - as your book of business grows, so does your bonus and overall earnings This is a rare opportunity to join a supportive, forward-thinking wealth management firm that provides resources, flexibility, and growth potential while giving you the freedom to shape your own advisory practice.

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. **Job Responsibilities** + Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone + Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs + Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions + Document all client interactions and meeting all regulatory requirements around these activities **Required qualifications, capabilities, and skills** + Strong compliance record in prior position(s) and ability to hold a registration in all 50 states + Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment + Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change + Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships **Preferred qualifications, capabilities, and skills** + Bachelor's degree preferred or equivalent experience + 2 years of relevant financial services or brokerage experience + Flexibility, self-motivation, coachability, and passionate for helping people + Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base **Additional information** + Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. + Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days) Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

This is hourly Paid Job (US-Remote) Work from home. We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market. Financial Advisor Responsibilities: Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. Implementing financial plans or referring clients to professionals who can help them. Managing and updating client portfolios. Contacting clients regularly to discover changes in their financial status. Building and maintaining your client base. Financial Advisor Requirements: Bachelor's degree in business, finance, or related field. 1-2 years of sales experience. Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred). Life and health license. Valid drivers license. Knowledge of mutual funds, securities, and insurance industries. Proficient in Word, Excel, Outlook, and PowerPoint. Comfortable using a computer for various tasks. Experience providing quality financial advice. Required Skills: Securities Financial Performance PowerPoint Cash Management Financial Data Financial Planning Registration Tax Expenses Insurance Cash Strategy Finance Planning Business Sales Management

Job Description Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage. As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions. This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you! Responsibilities: Build and maintain relationships with clients, acting as their primary point of contact for all financial matters. Assess clients' financial needs and goals through thorough analysis and consultation. Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives. Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals. Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances. Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines. Requirements A minimum of 2 years of experience in financial planning or a related field. Strong knowledge of investment products, retirement planning strategies, and insurance solutions. Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. Ability to work independently and remotely, with a high level of initiative and self-motivation. Series 7 and Series 65 or 66 licenses required. Bachelor's degree in finance, economics, or a related field preferred. Benefits Freedom & ability to work virtually

Compensation Range: Hourly: $20.00 - $21.63 If you love helping others, thrive in a collaborative, fast-paced environment, and find joy in making a real impact, this is the role for you! Our Academic and Finance Advisor role is a full-time work-from-home opportunity. Apply today! As an Academic and Finance Advisor at National University, you'll be a trusted partner and go-to resource for students throughout their academic journey, providing academic and financial assistance. You'll spend your day connecting with students through calls, emails, texts, and chats, answering questions, celebrating wins, and helping them overcome challenges that may impact their progress toward graduation. AFAs are problem solvers, motivators, and trusted partners who make sure every student feels supported on their journey to graduation. Essential Functions: Manage assigned student load and complete daily tasks as directed by leadership through the Roadrunner System, Student Portfolio Report, or other tools. Proactively identify and support at-risk students, providing early resolutions and connecting them to resources for success. Monitor student degree plans, course schedules, and academic progress to ensure compliance with University policies and Satisfactory Academic Progress (SAP) standards. Advise students on financial aid requirements, university policies, and changes to their course of study. Track student balances, recommend lockouts or dismissals when necessary, and assist with collection efforts to maintain reasonable receivables. Maintain professionalism while supporting escalated students and delivering University communications. Participate in team meetings, trainings, and departmental or special projects, contributing to a positive and collaborative work environment. Maintain regular and reliable attendance, and perform other duties as assigned. Requirements: Education & Experience: Bachelor's degree preferred. Minimum of one (1) year of experience in advising, customer service or related is required. Experience in student services or training and development in a collegial setting preferred. Experience working in a fast-paced customer or student-centric position preferred. Experience in higher education and technology-driven enterprise preferred. All skills, abilities, and education will be considered for minimum qualifications. Competencies/Technical/Functional Skills: Knowledge of academic and business practices in an online university environment. Knowledge of University policies, procedures, and updates. Strong customer service focus with the ability to manage conflict, de-escalate concerns, and communicate professionally across all channels with students. Solution-oriented approach when supporting students, colleagues, faculty, and staff while following University and federal guidelines. Understanding of financial aid programs, the FDCP Act, and standard payment practices. Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced setting. Maintains confidentiality and integrity in all interactions and documentation. Skilled in written communication, report preparation, and the use of technology for online engagement. Collaborative team player who contributes to a positive and productive work environment. Knowledge of and alignment with the University's mission, vision, and goals. Proficient in Microsoft Office. Must be eligible to receive access to the National Student Loan Data System (NSLDS What We Offer In addition to competitive compensation and a comprehensive benefits package - including medical, dental, vision, 403b with match, paid holidays, and PTO - National University supports the professional growth of our team members through free education benefits and other growth opportunities. Location: Remote, USA #LI-Remote Candidate receiving offers will be offered a salary/pay rate commensurate with experience that vary based on a candidate's qualifications, skills, and competencies. Absent exceptional circumstances, candidates will be offered a salary within this range for this position. The minimum salary will be offered based on the minimum exemption threshold based on state of residency. Base pay is one component of National University's total rewards package, as we are dedicated to supporting the needs of the “whole you” with our holistic approach to employee benefits by offering comprehensive well-being benefits for you and your family. For full details about our benefit plan offerings, please visit benefits.nu.edu. For Part-time benefits, please click here. National University is committed to maintaining a high-quality workforce representative of the populations we serve. National University employs more than 4,500 faculty and staff and serves over 45,000 students. We are united in our mission to meet the global education demands of the 21st Century and are dedicated to creating a supportive academic and work environment that allows students, faculty and staff to develop their interests and talents while experiencing a sense of community. With programs available both online and at our many campus locations, National University is a leader in creating innovative solutions to education and meeting the needs of our student population, including adult learners and working professionals. National University (NU) is proud to be an equal opportunity employer and does not discriminate against any employee or applicant per applicable federal, state and local laws. At NU, a mix of highly talented, innovative and creative people come together to make the impact of a lifetime for each of our student learners. All qualified applicants will receive equal consideration for employment, education, and admission at National University.