Estate planner jobs near me - 30 jobs

The North Carolina Virtual Public School (NCVPS) was established by the North Carolina State Board of Education as an online community service K-12 public school for students throughout the state of North Carolina. NCVPS is governed by the North Carolina State Board of Education (NCSBE) and reports on a day-to-day basis to the NCDPI Chief Academic Officer. As a result of NCVPS' work, students in the public schools of North Carolina have access to online courses that are unavailable due to teacher shortages or scheduling conflicts. These courses provide students with equity of access to a high-quality educational experience regardless of where they live within the state. NCVPS CONTENT GENERATOR: EXPECTATIONS: NCVPS is looking for highly qualified NC-certified educators to serve as subject-matter experts on course development teams. The qualified applicant should be knowledgeable of course design frameworks such as the Universal Design for Learning principles, Revised Bloom's Taxonomy , and backwards design. The applicant should have a strong understanding of curriculum standards and experience creating engaging lessons and activities that promote active learning through problem-based learning, real-world examples, authentic assessments, and more. The applicant should have high organization and self-management skills and own a personal computer, phone/other communication device, and Internet access. NCVPS CONTENT GENERATOR: DUTIES AND RESPONSIBILITIES: The contractor tasked with creating content for a North Carolina Virtual Public School (NCVPS) course being developed to meet the identified standards, will have the following obligations for employment: Prepare for and attend course development collaborative Zoom sessions. Be knowledgeable of, and follow NCVPS requirements and federal and state laws and/or guidelines regarding; copyright, Fair Use, and accessibility, and report any violations of federal and state laws and/or guidelines to the NCVPS Staff. Follow the approved course outline and contribute to the standards map and alignment chart as indicated by the NCVPS development process. Following an outlined process, generate course content to include module and lesson introductions, overviews, notes, guided notes, and formative assessments to meet the learning objectives identified in the course outline. Revise the course content developed based on feedback, according to the timeline. Develop all content in accordance with the NCVPS development process and training specifications. Uphold all NCVPS guidelines and procedures outlined within the NCVPS training course and workshop, to include meeting all deadlines and communicating with the assigned staff member(s) when a deadline cannot be met. IMPORTANT: This position is an online (remote) position. This is a contract-based position. A current NC teaching license (in the applicable curriculum area and grade level) is required to be considered. NC Math 6-9 or NC Math 9-12 is required for this contract position. Blended/OCS experience preferred. Applications submitted by internal applicants will be screened (and interviewed) first, as applicable. TASK PHASES AND PAYMENTS: Phase 1: Dates: 02/26/2026 - 04/06/2026; Payment upon completion: $1500 PLEASE NOTE: The North Carolina State Board of Education (NCSBE) requires teachers who teach for North Carolina Virtual Public School (NCVPS) to have a current NC Professional Educator's Teaching License in the subject areas in which they are applying to teach. Time spent as a NCVPS teacher will not count towards an SP1 (initial license) becoming an SP2 license. Please provide evidence of your NC teaching license and all certifications (as applicable) when applying. You may download a copy of your current NC teaching license by logging into the NCDPI Online Licensure System. You may visit the NCDPI Educator's License Categories website for a list of all NC license types. NCVPS coaches, developers, and teachers are all contracted. There are no benefits associated with the NCVPS part-time contracted positions.

4 Open Positions | Top Performers Only | OTE $450K$600K+ We are the #1 SBA loan originator in the nation, with $1 billion in SBA loan volume closed last year and a bold goal of $1.6 billion for this year. We're actively hiring experienced, high-producing SBA Business Development Officers (BDOs) who consistently close $20M+ annually in SBA 7(a) and 504 loans. What Were Looking For: Proven SBA loan producers with a minimum of 45 years of direct experience Annual SBA loan volume of $20M+ (required) Strong referral network already in place Comfortable focusing primarily on commercial real estate transactions (not business acquisition financing) Ability to hunt for new business not just farm existing accounts Willingness to submit a production report detailing your last 3+ years of SBA deals Willingness to provide income breakdown (salary vs commission) over the last 3 years Required Production Report Must Include: Date of loan closed SBA Loan Type (7(a) or 504) Asset type Loan amount Referral fee paid (if applicable) Submissions without a production report will not be considered. Why Join Us: 100% remote (anywhere in the U.S. except CA or TX) Work alongside 40 high-performing BDOs across the country First-year On-Target Earnings: $400K+ Backed by the infrastructure and support to help you grow your pipeline and maximize earnings Please Note: We do not focus on business acquisition financing. Our strength is real estate-based SBA lending. If you're used to working for major banks like Wells Fargo or Citi and you're more of a relationship manager than a rainmaker, this may not be the right fit. We're looking for hunters who can produce consistently and close big.

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)

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. The Senior Financial Planner (“SFP”) will serve as a national financial and tax planning resource across Choreo. The SFP will partner directly with client-facing advisors to support client planning engagements and ongoing relationships. The focus of this role is on building, evaluating, and presenting both comprehensive and ad hoc scenario-based plans that span the full range of wealth planning disciplines. The SFP will cover both client-specific planning and advisor education/enablement. This role will help continue to build a center of excellence for tax-centric planning resources for Choreo advisors nationwide. The Senior Financial Planner will focus on core planning areas including goals-based and retirement planning, cash flow and savings modeling, and annual income and multi-year tax planning. Additional areas of focus include Social Security and Medicare, risk management and insurance, investment planning, education and college funding, philanthropic giving, estate and wealth transfer planning, and business owner planning. The SFP will be the primary contact for all advisory support for these topics for mid-sized, moderately complex clients with the opportunity to partner with the Senior Wealth Strategist on large-sized, complex client relationships. Primary Responsibilities: Serve as a technical planning partner to wealth advisors on active client situations, and at times, join meetings with Choreo advisors, clients, and outside client advisors. Review advisor-drafted financial plans and modeling with advisors and offer insights. Assist advisors in leveraging eMoney and other planning tools (e.g., Holistiplan) across a variety of cases including co-preparation of financial plans and simulations. Respond to advisor planning questions and conduct research on nuanced financial/tax issues. Coordinate closely with Choreo's Senior Wealth Strategist to expand advanced planning initiatives across the firm. Help codify and disseminate best practices in financial and income tax planning across the firm. Help test and evaluate planning software for broader adoption. Develop and deliver internal training on relevant topics. Participate in thought leadership and marketing content development. Support the integration of planning into the broader client experience model across Choreo, and collaborate with the Senior Wealth Strategist to develop the Choreo advanced planning team. Contribute to firm-wide initiatives focused on planning quality, consistency, and innovation. Basic Qualifications: 10+ years' experience working in financial and tax planning with wealth management teams (or a similar role in a CPA firm with significant financial planning and 1040/1041 return preparation experience) CFP or PFS designation (CPA or other advanced tax qualifications are also highly preferred) Experience collaborating with financial advisors and advisory teams Master-level proficiency with eMoney and Holistiplan Experienced leadership skills with the ability to provide effective coaching Proactive problem-solving skills with an entrepreneurial mindset Ability to deliver information and present to clients and larger internal and external groups in public speaking In-depth knowledge of comprehensive financial planning and wealth management disciplines Highly effective communication skills and emotional intelligence Ability to travel throughout the continental U.S., expected between 10-20% as needed 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.

We are a boutique tax strategy consulting and wealth management firm with a unique focus on high-income clients, requiring an in-depth delivery of financial planning. Our typical clients are entrepreneurs that need consistent, meticulous and ongoing planning, particularly around tax, cash flow, entity structure, and legal issues. We are consultants to our clients with a strong reputation for excellence, performing all of the discovery and planning work internally, then leveraging outside partners for execution on some high-level tax strategy, investments, insurance, or otherwise as necessary for their expertise. We are a small team, where every team member works hard to support each other, towards the primary purpose of caring for our clients. We embrace a fully remote work environment that fosters collaboration and flexibility. We are looking for an experienced advisor and planner to join our team! You are responsible for managing the ongoing client relationship through building out and implementing the plan, reviewing and presenting client related financial and tax recommendations, and management of client accountability, expectations and deliverables. Our clients require in depth knowledge of tax, legal, investments, insurance (life, DI, LTC, P&C), cash flow, and private investments/real estate. You are self-driven and recognize the work isn't complete until the client is taken care of. You love solving problems, are naturally curious, and always eager to learn more. You are a natural project manager, leaving no stone unturned and ensuring details are locked in. Being a fully remote team, you can work autonomously without the need for micro-management and hold yourself accountable for completing your responsibilities. The target client load for this role is a maximum of 30 relationships. General Responsibilities: Partner with clients to analyze, research, and implement solutions in their individual financial situations; in partnership with a Senior Advisor on as needed basis Leads strategic development of financial plans; continuously monitor clients' financial situations with detail and accuracy, with the ability to see the entire strategic financial picture Collaborate with client's other professionals i.e., attorney's and CPA's and any other external sources Demonstrate excellent people skills by being confident in the delivery of advice to clients via conference call or face-to-face meetings Focus entirely on the client experience to keep clients through and beyond consulting cycle, always looking for more opportunities to deepen the relationship Maintain high ethical standards and confidentiality at all times Prepare, coordinate, and follow through on any needed communication with new or existing clients Partner with Associate Advisor as available or needed on client work Use CRM to manage client workflow and document client activity Continue to help build infrastructure within the firm through team meetings - workflows, instructions, etc. Maintain and continue to build internal software effectiveness Track Client Referrals - input referrals into CRM as prospects and set follow up for appropriate party Qualifications: Bachelor's degree required, preferably in business, accounting, finance, economics Advanced degree or additional certifications highly desired (CFP, CFA, MBA, ChFC, CPA, JD) Experience working with ultra-high income or net-worth entrepreneurs and business owners highly preferred Ability to manage complex client projects, with a thoughtful and diligent process Excellent knowledge of regulations, financial planning and investment management Advanced level proficiency in Microsoft Office Familiarity with eMoney, Advisor Engine aka: Junxure, Orion, Holistaplan or similar softwares preferred Experience working with Schwab as custodian preferred Strong verbal and written communication skills Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems

At LendingOne, we don't just lend capital-we fuel opportunity. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we've funded over $7 billion in real estate capital and earned recognition as one of the Sun Sentinel's Top Workplaces-four years running! As a direct private lender-not a broker, not a bank-we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing. Our mission is powered by our values: Speed & Ease - We simplify lending so clients can move fast and seize opportunities. Solutions Driven - We solve problems, not just process paperwork. Loyal Partners - We build trust, not just transactions. Authentic Experience - We stay real, reliable, and respectful-always. We're a fully funded, full-service lending partner-and we're growing fast. The Opportunity: We're seeking competitive, relationship-driven Loan Officers who are passionate about helping real estate investors thrive. In this fast-paced, consultative sales role, you'll serve as a trusted advisor-guiding clients through the lending process and matching them with solutions that align with their investment goals. This role offers a dynamic opportunity to contribute directly to LendingOne's growth while advancing your sales career in an energetic and supportive environment. Requirements What You'll Do: Serve as a consultative partner to real estate investors, educating them on LendingOne products and guiding them through the loan process. Make 100+ calls daily to connect with both inbound leads and outbound prospects, ensuring high-touch outreach and follow-up. Screen and evaluate deals by assessing borrowers' financial profiles, market strategies, and loan potential. Build long-term relationships with clients, delivering excellent service and driving repeat business. Collaborate closely with internal teams to ensure a smooth transition from loan application to closing. Communicate proactively with stakeholders to ensure timelines, documentation, and client expectations are met. Analyze risk and recommend strategic solutions to benefit both the client and LendingOne. What You Bring: 3-5 years of consultative sales experience; financial services or real estate background preferred. Experience working in both inbound and outbound sales environments. High energy, competitive spirit, and a passion for helping clients succeed. Excellent communication skills and a proactive, solution-focused mindset. Strong computer proficiency; comfortable working in a tech-driven, lead-generated environment. Detail-oriented with strong organizational and follow-through skills. Ability to work full-time onsite in Boca Raton, with occasional flexibility. Benefits Why LendingOne: Competitive base salary and incentive structure Full medical, dental, and vision benefits Company-matching 401(k) plan Paid time off and 10 company-paid holidays Work-from-home Fridays Career development, training, and internal promotion opportunities Team-building events, company lunches, and swag Collaborative, inclusive, and fun workplace culture LendingOne is proud to be an Equal Opportunity Employer. We're committed to building a diverse and inclusive workforce where everyone belongs.

Financial Planner/Advisor Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized strategies that guide clients toward financial independence? If so, Melanin Money is excited to welcome a Financial Planner/Advisor to our dynamic team! At Melanin Money, our mission is to close the wealth gap and provide the tools for individuals to build generational wealth. As a Financial Advisor, you'll play a pivotal role in helping clients navigate their financial journeys through customized strategies and ongoing support. Key Responsibilities Your day-to-day work will focus on: Meeting with clients to understand their financial goals, risk tolerance, and unique challenges. Developing comprehensive financial plans that include investment strategies, portfolio management, savings, insurance solutions, and tax optimization. Regularly reviewing and adjusting financial plans to reflect clients' evolving needs and changing market conditions. Educating and empowering clients with the knowledge and tools needed to confidently manage their finances. Researching and recommending investment opportunities that align with clients' objectives. Staying updated on industry trends, market shifts, and regulatory changes to provide timely and relevant advice. Collaborating with our team to refine strategies and implement innovative solutions. What You'll Bring We're looking for someone who meets the following qualifications: A Bachelor's degree in finance, economics, or a related field. A Series 65 FINRA License (required). 3-5 years of experience in financial planning or investment management. Strong analytical skills and the ability to create effective financial solutions. Excellent communication skills with a knack for building strong, trust-based client relationships. Attention to detail and a commitment to delivering accurate, high-quality work. Proficiency with financial planning software and tools. A collaborative, team-oriented mindset with the ability to thrive in a dynamic environment. Why Join Melanin Money? At Melanin Money, we value our team members and their contributions. Here's what we offer: Unlimited Paid Time Off (PTO): Recharge and refresh with unlimited PTO after your first 90 days. Competitive Compensation: Enjoy a base salary with performance-based incentives. Professional Growth: Access ongoing training, development programs, and career advancement opportunities. Supportive Culture: Join a diverse, passionate team dedicated to making a positive impact. Meaningful Work: Help clients achieve their financial goals and create generational wealth. About Us Melanin Money is more than just a financial planning firm-we're a movement. Our mission is to empower individuals, particularly in underserved communities, to achieve financial freedom and build a legacy. We're passionate about making a difference, and we're looking for a like-minded professional to join us in this journey. How to Apply If this role resonates with you, we'd love to hear from you! Submit your resume and a cover letter explaining your experience, qualifications, and why you're excited about joining the Melanin Money team. Together, let's empower our clients to take control of their financial futures. Melanin Money Enterprises LLC is committed to providing a safe, productive, and ethical workplace for all employees. As part of our hiring process, all job offers are contingent upon the successful completion of a background check and/or drug test. Background Check: The background check may include, but is not limited to, verification of employment history, educational credentials, references, criminal history, and any other relevant information to determine your qualifications and suitability for the position. By submitting your application, you authorize our company or its designated agents to perform such checks. Drug Test: As part of our pre-employment process, candidates may be required to undergo drug testing. The test will screen for the presence of illegal substances and will be conducted in accordance with applicable federal, state, and local laws. A positive test result or refusal to submit to the test may result in withdrawal of the job offer. Confidentiality: All information obtained through the background check and/or drug test will be treated confidentially and used solely for the purpose of determining suitability for employment with Melanin Money Enterprises LLC. This information will not be disclosed to unauthorized personnel. Acknowledgment and Consent: By applying for a position at Melanin Money Enterprises LLC, you acknowledge that you have read and understood this disclaimer. Furthermore, you consent to the performance of the necessary background check and drug test as a condition of employment. Our company reserves the right to rescind an offer of employment or terminate employment based on information obtained through the background check or drug test, subject to applicable laws and regulations. If you have any questions or concerns about this process, please contact *******************

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

Job DescriptionBenefits: Training & development Vision insurance Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Transition Your Teaching and Coaching Skills into Financial Services: Do Work That Matters: People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table. Leverage Your Communication Expertise: As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help guide clients through important financial decisions that impact their lives. Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you could continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime. See the Impact of Your Work: Just as youve seen the difference youve made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives. Achieve Greater Rewards: The transition from teaching or coaching to financial services could offer the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionallywhile building a future that reflects your values and goals. Follow this link to hear more about Gina Cimineris Northwestern Mutual Experience: *************************************************************************** Our thriving office is located at: 1425 River Park Dr, Suite 100, Sacramento, CA Meet Our Local Team: Rick Abell, Managing Director: Time with NM: 29 years. Prior Experience: Began his career with Northwestern Mutual immediately after completing his MBA at Clemson University. Passionate About: Rick is a dedicated husband and father to four childrentwo in college and two in high school. He is also passionate about giving back to the community and is proud that his team raised over $50,000 for childhood cancer research through their annual charity golf tournament. Gina Loza, Director of Training, Philanthropy & Events: Time with NM: 23 years. Prior Experience: Worked in PR & Marketing for Chico Performances at CSU, Chico, promoting world music, dance, theater, lecture series, and other performance art. Passionate About: Gina enjoys spending time with her two energetic boys (ages 8 and 6) and their Yellow Lab, Opie. She is a music lover and concertgoer (proud Swiftie!) and stays active as a devoted Peloton rider. Toka Mwondela, Chief Development Officer: Time with NM: 8 and a half years. Prior Experience: Joined Northwestern Mutual right after graduating college and has grown his career ever since. Passionate About: Toka loves sports of all kinds, especially when theres competition involved. He also enjoys riding his motorcycle, exploring the outdoors, spending time with friends and family, and cooking and sharing great food. Jurome Saceda, College Unit Director: Time with NM: Over 2 years. Prior Experience: Worked as a Route Sales Representative with Bimbo Bakeries before transitioning into financial services. Passionate About: Jurome enjoys quality time with his family, playing basketball as captain of his Comp REC and intramurals team, and recently developed a love for golf. He also has a passion for learning new things and connecting with new people. Lars Ronten, Financial Advisor: Time with NM: A little over 2 years. Prior Experience: Served as a financial advisor with Edward Jones and also worked in outside sales. Passionate About: Lars values time with family, playing and watching sports, and enjoying the outdoorsespecially golf. He is active in his community through coaching, volunteering, and local events in Lincoln, CA. He also loves traveling, cooking, and working on home projects. Adam Besana, Growth & Development Director: Time with NM: 6 years. Prior Experience: College student at Chico State (go Wildcats!). Passionate About: Enjoys spending time with his wife and two children. Loves the outdoorshunting, fishing, skiing, boating, and just about anything outside. About Us: At Abell District Northwestern Mutual, we are proud to be in a dynamic phase of growth and opportunity, cultivating an environment where driven individuals can build meaningful and lasting careers. With a strong foundation of leadership and a culture rooted in collaboration, we provide the tools, mentorship, and clear pathways for professional development and advancement. Our team is equally passionate about creating impact beyond the office, exemplified by our annual Cure-Funding Golf Classic, which raised over $50,000 last year in support of childhood cancer research. This blend of career growth, community impact, and purpose-driven culture makes Abell District a place where ambitious professionals can truly thrive. Position Responsibilities for a Financial Planner: Educate clients on financial planning and insurance options. Provide excellent customer service and build lasting relationships. Collaborate with a local, supportive team. Position Requirements: Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Our Unique Angle: Meticulous Training and Support: We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rick Abell is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration. Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm. Position: Investment Advisor in Public Funds The ideal candidate will expand the Public Funds by identifying prospects, analyzing portfolios and developing strategies for closing new business throughout California and neighboring states. Requirements for this role include residing on the West Coast, preferably in California. The main focus of this position will be business development within the public sector. Primary Responsibilities Expand the Public Funds Division Coordinate information flow between clients, staff, operations and investments. Analyze various investment options to identify and propose optimal investment solutions. Coordinate preparation of reports, presentations, proposals and other written communication. Regular networking through attendance at conferences and other municipal events. Educate clients and prospects on current market events and investment opportunities. Support and develop sales, marketing and service initiatives and activities. Critical Success Factors Understanding of capital markets with an emphasis on fixed income. Familiarity with financial modeling, review and analysis. Demonstrated project management skills with proven ability to manage multiple tasks and adapt to a changing, fast-pasted environment. Independent and self-motivated with a proven track record of business development. Ability to think and act strategically. Excellent communication skills, both verbal and written. Effective presentation skills within both large and small audiences. Demonstrates unwavering personal and professional integrity. Desire to take initiative, improve processes and solve problems. Strong quantitative problem solving and analytical skills. Detail oriented with strong organizational skills. Effective relationship management skills. Enthusiastic, high-energy, positive attitude. Willingness to travel regularly. Skills Required Bachelor's Degree in Finance, Economics or related field. Minimum 5 years of work experience in the public sector/municipal finance, banking, investment management, or financial services arena, demonstrating increasing levels of responsibility. CFP, CFA, CMT or other professional designation or candidacy is a plus. Strong working knowledge of Word, Excel and PowerPoint.

Job Description Are you an experienced estate planning attorney who wants more of the right cases-without the grind of marketing, prospecting, or managing endless administrative tasks? This opportunity connects you with a steady flow of pre-qualified, intake-completed clients so you can focus on practicing law and delivering meaningful outcomes for families. Why attorneys partner with us Pre-qualified, intake-completed clients: You meet only with clients who are prepared and ready to move forward; we handle intake, information gathering, and appointment setting. No marketing costs: Client acquisition and scheduling are fully covered-no ad spend, lead lists, or wasted time on unqualified prospects. Full back-office support: Post-intake tasks such as document preparation, deed retrieval, scheduling, and client coordination are handled by our administrative team. No-cost client database: Build a growing client base and referral network at no expense, including matters beyond our focused practice areas. Flexible integration: Add part-time or full-time work around your current practice; you control your availability and caseload. Your role Provide estate planning, business formation, asset protection, and Medicaid/special needs planning services. Review pre-collected intake information and supporting documents to prepare for each consultation. Conduct thorough client meetings and deliver personalized, practical legal advice and solutions. Collaborate with a dedicated support team for a streamlined, turnkey experience. Ideal candidate J.D. from an accredited law school and active bar license in good standing in your state. At least 3 years of experience in estate planning or closely related practice areas. Demonstrated experience in Medicaid asset protection and special needs planning. Able to independently onboard and manage clients within a structured system. Multi-state licensure or reciprocity strongly preferred. What you gain No-cost client acquisition and scheduling-stop chasing business and focus on legal work. Comprehensive administrative and back-office support that reduces non-billable time. Higher earning potential by spending more time on high-value legal services. Freedom and flexibility to set your own hours and workload. Access to a nationwide network of experienced estate planning attorneys for referrals, collaboration, and professional growth. Ready to focus on what you do best while building a stronger, more scalable practice? Apply today to join a national legal network designed to support your success.

Job Title: Portfolio Management Group (PMG) Associate Position Description: The Portfolio Management Group (PMG) at J.P. Morgan is seeking a proactive and growth-oriented Associate to join our dynamic team. PMG is responsible for the comprehensive management, monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1 million client accounts within J.P. Morgan Private Bank and U.S. Wealth Management. Roles and Responsibilities: Investment Implementation Portfolio Management: Monitor, invest, manage, and trade both discretionary and non-discretionary scalable accounts across various products. Review and trade client account portfolios, manage orders, and execute trades. Manage cash and security activity/drift in client accounts. Handle client account requests and maintenance. Align client accounts for Manager Model Trades. Knowledge and Oversight: Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts. Perform account oversight for model drift and strategy deviation. Client and Internal Relationship Management: Manage internal client relationships with Solutions Product Teams and Investors. Collaborate with various business partners (Technology, Managed Product Operations, Product Teams) to develop new business processes/systems/applications, focusing on building automation, scale, and efficiencies. Essential Skills/Qualifications: Strong interest in and knowledge of financial markets and instruments. High attention to detail and consistently demonstrates good judgment in risk and controls. Ability to prioritize work independently and act with urgency to deliver accurate, timely results. Capable of multitasking and thriving in a fast-paced, growing environment. Demonstrates accountability and responsibility for actions and results. Strong interpersonal and teamwork skills. Proficiency in Python, including experience with libraries such as Pandas and NumPy for data analysis, insights, and automation. Ability to utilize JPM AI resources and applications effectively. Previous experience in alternatives, trading, or managed discretionary accounts implementation/management. Requirements: Bachelor's degree. 2+ years of experience in the financial services industry, with a preference for Private Wealth Management experience. This position offers an exciting opportunity to work in a dynamic environment, contributing to the success of J.P. Morgan's wealth management services. We are looking for someone who is curious, eager to innovate, and ready to grow with us. If you are passionate about financial markets and have the skills and experience outlined above, we encourage you to apply.

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. This is a detail oriented administrative position that supports a wealth management team in providing exceptional service and advice to our clients, with coordination and collaboration alongside client services, data management and investment support staff. Essential Duties and Responsibilities Ensure the timely completion of assigned tasks related to client records Direct client contact via email or phone Coordinate oral and written communications and client related documents Prepare quarterly client portfolio reports Verify the accuracy of the information contained in client reports Prepare account applications and general account maintenance Assist in the portfolio rebalancing process Complete special projects Required Skills and Experience Knowledge of basic financial planning, income tax, equities, mutual funds, and other financial information is required. Excellent oral and written communication skills. Working experience in a Windows environment Proficiency in Microsoft Office applications Experience working with Web-enabled applications and database software Preferred Skills 1 -3 years of experience in the financial planning field is preferred Experience with various portfolio management and client relationship software such as Tamarac, iRebal, eMoney, and CRM Databases Education and Job Experience Requirements Bachelor's degree in the field of financial planning or finance The preferred candidate will have, or will be working toward earning the Certified Financial Planner (CFP) designation We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

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

Fruitful is fixing personal finance. We started with a product that gives members a path to financial confidence via 1-on-1 guidance from professionals, an industry changing money management product, along with a tailored investment management platform. This is the first step towards a larger vision to be a paradigm-shifting leader in the personal finance ecosystem. We're looking for an incredible person to grow our Guidance team and help push Fruitful forward. Fruitful has the opportunity to be more affordable, accessible, and comprehensive than anyone in the industry, and it starts with a world-class product… Ready to help us build it? Financial Guidance @ Fruitful We are looking for a dynamic Certified Financial Planner that wants to join an early-stage, mission-driven company to drive direct positive impact for our members. You will: Work directly with members 1:1 to guide them through building their money system, give clear, actionable takeaways in each discussion, and help ensure they make progress towards financial confidence and wellness Common topics include but are not limited to: money management, savings, debt paydown, student loans, retirement planning, investing, buying a house, self employment, combining finances, starting a family, equity compensation, saving for college (the list goes on!) Help members put advice into action and make the most of their Fruitful membership. Engage effectively with members, respond to questions, gain an understanding of their unique circumstances, build relationships, provide tailored guidance, and lead them toward positive financial outcomes and increased financial understanding Share insights, test new features, and give feedback to our product and engineering teams as we introduce more benefits, tools, and features. What you won't have to worry about: being your own compliance officer, hunting down new clients, managing investment portfolios, misaligned incentives (like commissions), selling any products, or managing a tech stack on your own. Just show up and do what you do best - help people with their money! Your Background & Values Experience: 2+ years in a customer-focused financial advisory role with a proven track record of making a measurable, positive impact on clients. Credentials: Certified Financial Planner designation required (EA designation is a bonus but not required). Coaching Skills: Experience guiding people through real, sustainable financial changes. Knowledge: In-depth understanding of all aspects of personal finance. Service Orientation: Purpose-driven with a genuine desire to help others improve their financial lives. Empathy: Able to handle sensitive, emotionally charged conversations with care and without judgment. Communication: Excellent verbal and written communication skills. Problem-Solving: Independent thinker who actively identifies areas for improvement and comes with solutions. Drive: Eagerness to join a fast-paced, mission-driven company. Self-Management: Highly organized and capable of managing tasks and independently. Compensation and Benefits Competitive compensation package including salary and equity Self-directed flexible time-off Ability to work from where best for you (remote or in our offices in NYC or DC) Work-from-home setup stipend 401(k) program with company match Comprehensive health benefits package with a substantial employer subsidy Fruitful is building a team that seeks to represent the diversity of our customer base. We are an equal opportunity employer and strongly encourage applicants from every background and life experience without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status

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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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

External Description: T. Rowe Price, and its affiliates, has more than 7,000 associates and over $1.7 trillion in assets under management globally. This role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $650B in AUM. The Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP's, and Intermediary Platform providers throughout the United States. The Senior Alternative Investment Specialist (B/D) position offers a unique opportunity to expand and deepen TRP's significant presence in the advisor sold market by expanding our relationship with financial advisors across segments into the alternative investment space. Combining entrepreneurial opportunity to start and grow a business while partnering with an established team and leveraging the resources of an established global investment firm. Role Summary The position works closely with the US Intermediaries (USI) business unit and will report to the Head of Alternative Investment Specialists for Broker/Dealer This role is directly responsible for distribution of alternative investment products, and will work closely with peers on partner teams which include Wealth Management (WM), Retirement, and Oak Hill Advisors (OHA) in pursuit of driving sales. This is a field sales specialist role, accountable for the distribution/sale of Alternative Investments (Alts) through financial advisors within US based financial intermediaries. Responsibilities include: Drive sales of Alternative Investment strategies with targeted financial advisors & intermediaries across all USI WM channels Partner with dedicated generalist field sales teams in driving sales of alternatives within existing sales regions/channels Present TRP's Alternative capabilities to Financial Advisors and Investors Educate TRPs generalist sales team(s) on available alternative strategies Manage an alternative sales pipeline Develop relationships with prospect wealth firms across all WM channels Responsibilities Accountable for driving sales in alternatives with target advisors in region. Collaboration with generalist coverage teams to identify sales opportunities and deepen relationships with existing advisors. Prospect new advisor relationships with the goal of directly driving sales across alternative products Support efforts with various T. Rowe Price distribution teams on training/education on our Alternative Investments Utilize existing data infrastructure to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment Appropriately document and update our CRM (Salesforce) to ensure the data integrity and deepening expertise within the system. Provide insight and proactive ideas for improvement to optimize team's time and improve client experience Work with senior leadership across T. Rowe Price and Oak Hill Advisors to ensure client needs are represented in the Alts product development process, and design effective go-to-market distribution strategies that directly result in new AUM. Develop in-depth knowledge of assigned clients and prospects, their sensitivities, and their business needs to effectively influence their decision-making. Accountable for representing voice of client in alternatives positioning and product innovation for the USI WM and TRP / OHA leadership teams, and to represent client feedback pertaining to our Alts offer, industry buying trends, and competitor insights. Maintain a deep understanding of the Alternatives landscape, including: competitor updates, product trends, advisor preferences for both private and registered investment structures. Qualifications Required: Prior experience in private credit Proven direct new business generation experience Proven ability to drive sales directly with clients / intermediaries In-depth knowledge of Alts and investment vehicles such as interval funds, BDCs, Non-traded REITS, private funds, etc. Minimum of 5+ years of Alts experience College degree required Exceptional communication skills including written, verbal, and delivering presentations Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms Strong organizational, time management, and relationship management skills Significant travel required Preferred: 10+ years of Alts experience Series 7 & 63 preferred; must obtain within 3 months of hire Advanced degree or designation (e.g. CFA, CAIA, CIMA) Previous experience and proven success with fundraising through Broker/Dealer relationships FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work. City: State: Community / Marketing Title: Senior Alternative Investment Specialist - B/D Channel -Texas Territory Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business. About the role: The Commercial Real Estate Officer position is a business development and relationship management position responsible for acquiring and retaining commercial real estate relationships to positively impact the bottom line. Additional responsibility for driving the bank's CRE strategy, increasing profitability, and managing risk. This position partners closely with a wide range of commercial sales and support partners and reports directly to the SVP/Managing Director - Commercial Real Estate. What you'll do: * Provide expert recommendations and support of the Bank's Commercial Real Estate strategy and execution of that strategy. * Allocate time and efforts to prospecting for new business self-sourcing new business opportunities and participating in joint calling with other calling officers to maintain visibility and advise on new CRE relationships as requested. * Successfully manage your assigned portfolio, providing support to existing commercial real estate clients, and proactively identifying opportunities to bring in other resources to deepen the relationship, such as expanding the deposit relationship through treasury management services. * Manage relationships effectively, monitoring performance, and applying expert knowledge to avoid and/or minimize risk, independently identifying escalation of high-risk relationships, factors, or trends that could negatively impact the Bank. * Continue to enhance and develop the process for onboarding and maintaining CRE relationships, from prospecting, to underwriting, to onboarding and servicing. * Comply with internal security policies and procedures and maintain customer confidentiality at all times. * Adhere to all regulations, policies, and record keeping requirements. Complete all required training related to bank regulations and policies. * Accept other responsibilities and projects as requested to add value for CFBank. Desired Qualifications: * Experience and Knowledge: Strong sales background with experience in commercial real estate/commercial banking. Proven track record of acquiring and retaining relationships. What We Offer: * Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. * Professional development opportunities including educational/training opportunities * "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3-year vesting * Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) * Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources * One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success