First Command Financial Services jobs

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 9 out of 10 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

Administrative Clerk (BPA1) Under the direct supervision of a Supervisor, the Administrative Clerk (BPA1) performs various clerical and repetitive manual functions in Book Print, Card Print, Quality control, and the Mail Out, as well as other miscellaneous functions in support of travel document personalization operations. The Administrative Clerk (BPA1) achieves a basic knowledge of the current travel document issuance software and computer operating system, to include retrieval of individual application information, upgrading applications to expedite status, data entry, and generation of mailing labels. Job Description: Book/Card Print · Maintaining control and accountability of passport books and passport cards · Reviewing application information and printed passport books/cards for errors and quality · Removing or rejecting applications and passport books/cards with errors · Verifying individual book/card usage reports · Filling out and maintaining Batch Tracking sheets or other reports · Prioritizing work (i.e., expedited passports and early departures along with regular batches) · Operating and being responsible for the care of computer equipment, including passport printers Quality Control · Checking data on passport using optical character reader · Writing data onto the passport-integrated chip using chip writer/reader · Determining acceptability of passport quality · Performing data entry function and using the computer screen to verify accuracy of data · Printing correct passport endorsements as appropriate · Generating address labels and attaching them to mailing envelopes and placing sealed envelopes into postal trays for mailing · Conducting all aspects of mail out operations, including operation of automated postal machines Requirements: · High School diploma or equivalent, and at least 2 years of office experience required · U.S. Citizenship Required · Ability to successfully complete the Background Investigation · Ability to obtain and maintain a Government Agency Moderate Risk Public Trust security clearance · Ability to lift and carry 35 pounds Skills/Experience Required: · Basic personal computer skills · Capable of doing repetitive tasks such as lifting, standing, sitting, reaching, twisting, sealing envelopes, filing and reading · Proven ability to communicate effectively and professionally · Must be able to operate personalization-printing equipment, conduct Quality Control checks of the printed passport, and follow a pre- set pattern for document sequencing

**Join Our Team as a Transmission Planning Manager!** As a Transmission Planning Manager, you'll be at the heart of a team that's driving innovation and reliability in the power grid. You'll lead a group of talented engineers, guiding their growth while managing budgets and balancing team performance with strategic expansion. You'll be hands-on with technical work-performing calculations, interpreting utility records, and applying engineering principles to real-world challenges. You'll collaborate closely with clients, both existing and prospective, helping to build strong relationships and expand our impact. Whether you're mentoring junior engineers, overseeing project execution, or contributing to business development, your leadership will help shape the future of our transmission planning efforts. You'll also play a key role in project management-ensuring deliverables meet specifications, identifying risks, and communicating clearly with stakeholders. Your technical expertise will be essential in performing system analyses, reviewing work for quality, and supporting proposal development. And as a mentor, you'll help guide the next generation of engineers, sharing your knowledge and fostering a culture of learning and excellence. **Qualifications:** + Bachelor's degree with concentration in power systems engineering and equivalent experience developed through detailed analysis of power systems; + Previous supervisory experience + Minimum 8 years of experience in wide-area power system modeling, analysis, and planning, including power flow, transient stability, and short circuit studies for interconnections on the transmission system + Proficient with power system modeling and analysis tools including, at a minimum, Siemens PTI PSS E Steady State Power Flow and Dynamics as well as PowerGem TARA + Experience with PSCAD software is a plus + Professional Engineering (PE) License preferred + Highly experienced with rules, tariffs, guidelines, and processes of system operators (ISOs/RTOs) and studies of interconnections and transmission service + Able to travel up to 10% of the time to support client and sales initiatives Not quite right for you? For a full listing of all our openings, please visit us at: ******************************* **Who We Are:** ENTRUST Solutions Group, an ENR Top 100 company, is a community of people, 3,000+ strong, who are committed to our clients and each other. We provide comprehensive and dependable engineering, consulting, and automation services to gas and electric utilities, telecommunication service providers, pipeline operators, and industrial companies. In return for top talent, ENTRUST Solutions Group offers: + Generous paid time off and benefits + 401(k) retirement program with a company match + Career development programs + Tuition reimbursement + Flexible work schedule To learn more about ENTRUST Benefits and Culture, please visit our company LinkedIn page and follow us at: ****************************************************** _ENTRUST Solutions Group is proud to be an Equal Employment Opportunity employer. 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._ _Headhunters and recruitment agencies may not submit resumes/CVs through this website or directly to managers. ENTRUST Solutions Group does not accept unsolicited headhunter or agency resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with ENTRUST Solutions Group._ \#LI-CJ1 \#LI-Remote Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

What You'll Do There's no better way to get hands-on experience and enhance your understanding of the professional services industry than with Cohen & Co's internship program! Our comprehensive internship will provide you with all the tools and training you need to launch your career. There's no coffee grabbing or mindlessly making photocopies here! You'll get hands-on client experience, gain technical knowledge, and learn all about our ‘Great People First' culture while building lasting relationships with your peers and firm leaders - all invested in YOU. Let's build your future together! Day in the Life: Assurance: Get involved in real audit work, perform testing, assist with reporting, and ensure compliance across various engagements. Build Relationships: Connect with peers, mentors and engagement teams through client work, firm events and internship program experiences. Grow Your Skills: Receive ongoing feedback to help you sharpen your technical skills and develop as a professional Get Involved: Jump into firm-wide initiatives like business development, recruitment, DEI efforts, and community service; choose what inspires you most! Internship Commitments: Internship Length: Early June - early August 2027 Internship Schedule: Full-time (32-40 hours/week) or part-time (minimum 20-25 hours/week) opportunities available Pencils Down Week: One week off for all employees to recharge (subject to change; unpaid for interns). Who You Are Required: Degree: Pursuing Bachelor's or Master's Major: Accounting Coursework: Successfully completed introductory accounting course(s) and at least one intermediate accounting course before the internship program start date Preferred: GPA: Minimum 3.0 Journey to CPA: Pursuing required credit hours to sit for the CPA Exam Location: Denver, CO | Youngstown, OH Hybrid work environment (50% in office) Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co, our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. We honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, allowing each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's Culture Check out our Intern Insights for an inside look! Estimated Hourly Rate Range: $20 - $40/hour* *Hourly rates offered to candidates are determined based on factors such as candidate's job responsibilities, geography, market considerations, and organizational needs. On an annual basis, estimated ranges are re-evaluated for upcoming early career cohorts according to market adjustments. We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

For more than 120 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you've earned and committed to helping you be brilliant. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are. Job Description Duties and Responsibilities Welcome and greet clients and office guests Support office staff and executives with general operational tasks Plan and schedule meetings, presentations, and other office related events Perform general accounting and bookkeeping duties Suggest changes to office task workflow to improve efficiency Answer phones in a professional manner Direct calls to appropriate persons or take detailed messages Answer and send out faxes as needed Prepare outgoing mail and packages for executives Reserve conference spaces for meetings Schedule travel arrangements Send reminders regarding upcoming appointments Manage communication of information in and out of the office Type out correspondence letters, emails, memos, etc. (paper and electronic) Assist in preparation of presentation materials Qualifications Requirements and Qualifications High school diploma or GED equivalent required 2+ years experience as an administrative assistant Certified Administrative Professional (CAP) certification preferred Fast, proficient, and accurate typist Extensive knowledge of Microsoft Suite and other administrative programs Outstanding communicator, both orally and written Excellent customer service skills Self-starter who works well independently Ability to prioritize given tasks and work efficiently towards completing them Familiar with common office equipment (printers, copier, fax, etc.) Additional Information All your information will be kept confidential according to EEO guidelines.

Location: Norfolk, VA; Richmond, VA; Washington DC; Fredericksburg, VA; Newport News, VA; Chesapeake, VA; Virginia Beach, VA; Petersburg, VA; Bethesda, MD As our Gas Project Engineer, you'll be at the forefront of transforming communities through cutting-edge gas projects. This role is perfect for someone who thrives in a collaborative environment and is eager to lead complex initiatives. Why You'll Love Working With Us: Achieve a perfect work-life balance a remote setting with travel. Lead and design impactful gas projects that drive progress and sustainability in communities. Collaborate with a diverse and talented group of professionals who value your input and foster a culture of mutual respect and growth. Your Key Responsibilities: Imagine stepping into the role of a Gas Project Engineer, where your day begins with leading and managing 5-10 large-scale gas transmission projects. Your strategic oversight ensures each project is completed on time and meets all success criteria. You coordinate and support multiple teams, clients, and projects, maintaining clear and effective communication that keeps everyone aligned and informed. Your expertise with Microsoft Office, MS Projects, and utility-based GIS applications is crucial as you manage project documentation and schedules with precision. Engaging in client-facing activities, you demonstrate strong communication skills, building and maintaining robust relationships with clients. Your ability to connect and understand their needs makes you a trusted partner. Throughout each project, you ensure compliance with industry standards and regulations, maintaining a high level of safety and quality. Your commitment to these principles not only safeguards the projects but also enhances the reputation of your team and company. Success in this role means seamlessly integrating technical proficiency, strategic leadership, and exceptional communication to drive impactful and safe project outcomes. What We're Looking For: Education: A Bachelor's degree from an ABET-accredited institution, ensuring you have a solid foundation in engineering principles. Experience: 3-10 years in the gas utilities sector, bringing valuable industry insights and expertise to the table. Team Management: Proven experience in managing a team, showcasing your ability to lead and inspire others. Technical Skills: Proficiency in Microsoft Office, MS Projects, and a utility based GIS application Certifications: PE or actively working towards this certification, demonstrating your commitment to professional excellence. Leadership: Strong leadership abilities, ready to take charge and drive projects forward. Communication: Excellent communication skills, essential for building relationships and conveying complex ideas clearly. What We Offer: A supportive and inclusive work environment that values diversity and encourages innovation. Opportunities for professional growth and career development. Competitive salary and comprehensive benefits package, including generous paid time off, 401(k) with company match, tuition reimbursement, and flexible work schedules. Benefits & Salary: This position pays between $83,000 and $115,000 annually (or hourly) and is an exempt (or non-exempt) position. Benefits offered include company sponsored medical, dental, vision, and 401(k) plan with company match. Also offered are tuition reimbursement, voluntary life, disability, critical illness, accident and hospitalization plans. HSA or FSA medical accounts and FSA dependent care and transportation/parking accounts are also available. These benefits are subject to employee contribution amounts generally set annually. Full time employees are eligible to earn PTO hours. May be eligible for discretionary bonus as determined by the company. Why Join Us? At ENTRUST Solutions Group, we are a community of over 3,000 dedicated professionals committed to our clients and each other. As an ENR Top 100 company, we provide comprehensive engineering, consulting, and automation services to various industries, including gas and electric utilities, telecommunication service providers, pipeline operators, and industrial companies. We are a forward-thinking organization dedicated to leveraging cutting-edge technology to drive success. We are committed to fostering a culture of innovation and continuous improvement. We believe in fostering a culture of inclusivity and respect, where everyone feels valued and empowered to contribute their unique perspectives. If you are passionate about Electric Programs and looking for a place to grow your career, we would love to hear from you! Explore More Opportunities: Not quite the right fit? Check out all our openings at ENTRUST Solutions Group Careers. To learn more about ENTRUST Benefits and Culture, please visit our company LinkedIn page and follow us at: ****************************************************** ENTRUST Solutions Group is proud to be an Equal Employment Opportunity employer. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Headhunters and recruitment agencies may not submit resumes/CVs through this website or directly to managers. ENTRUST does not accept unsolicited headhunter or agency resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with ENTRUST Solutions Group. \#LI-AC2 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

What You'll Do Join our growing Assurance team at Cohen & Co! Our national Assurance Practice is recognized throughout the U.S. for our expertise and technical ability to provide top-quality products and guidance to our clients. Our core belief in putting “Great People First” means we focus on creating an inclusive environment where each of our employees feels supported in growing as people and in their careers. We are hiring experienced professionals at all levels, from Senior Accountants to Senior Managers, for our Assurance team. Private Company - Focused on private companies for more than 40 years, our assurance professionals maintain a command of the latest technical knowledge. We put that knowledge and insight to work for private companies in all industries and of all sizes ranging from pre-revenue start-ups to mature, multi-billion-dollar enterprises. We understand the issues businesses face and we have the passion, commitment, and experience to contribute to their success. Private Funds: With decades of experience in the industry, our Alternative Investment Funds Group is a leader in this space. We offer a range of services to hedge funds, private equity funds, CTAs and other alternative investments. We also regularly work with more than 30 fund administrators nationwide, as well as private investment funds who internally manage fund accounting and administrative services. Registered Funds: Have a passion for working in the investment industry? Our seasoned professionals provide high-level touch services to mutual funds, ETFs, closed-end funds and CITs. Our command of industry trends and direct experience are valuable tools to help clients navigate complex issues. We provide audit and tax services to over 1,500 registered funds and are the 2nd largest auditor of ETFs and work with more unique ETF advisors than any audit firm in the country. Check out more information on the above areas here! Who You Are Required: CPA eligible or pursuing requirements is preferred CPA license is required at the Manager level and above 2+ years of progressive audit experience in public accounting Experience or interest in one or more of the following areas: Investment Companies Private Companies Hedge Funds, Private Equity Funds, CTAS and other Alternative Investments SOC Readiness & Compliance Employee Benefit Plans Location: Denver, CO; Chicago, IL; Hunt Valley, MD; Detroit, St. Clair Shores, MI; Cleveland, Akron, Youngstown, OH; Buffalo, New York, NY; Philadelphia, Pittsburgh, PA; Milwaukee, WI Hybrid work environment (2-3 days in office per week) This potential opportunity is not available for residents of California. We will be reviewing applications opportunistically and will contact you if we see a potential fit. Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities Estimated salary range to be shared at time of continuing in recruiting process for specific role.* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid #LI-PROMO #LI-Hybrid

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. * Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up. * Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers. * Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement. * Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. Required Qualifications: * Bachelors degree or equivalent. * 3 - 5 years relevant experience required. * Series 7 or ability to obtain within 150 days. * State securities agent registration (S63 or S66) or ability to obtain within 150 days. * Experience working in a client service environment. * Detail-oriented, strong math, and analytical skills. Good organization and time management skills. * Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision. * Able to communicate with all levels within the organization. Process oriented and can work with a team. * Strong computer and software skills. Preferred Qualifications: * State IAR registration (S65 or S66) or ability to obtain within 150 days. * Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group

This role serves as a strategic contributor within the HR Transformation team, responsible for driving the vision, governance, and execution of Workday-related initiatives across the enterprise. The position plays a key part in optimizing HR systems and processes, ensuring alignment with organizational goals and future workforce needs. With deep expertise in Workday and HR technology, the role may oversee or contribute to complex project portfolios, develop tactical resource plans, and ensure robust stakeholder engagement. Success in this position requires a forward-thinking mindset, the ability to anticipate challenges, manage risk, and deliver scalable solutions that enhance operational efficiency and employee experience. Key to success is the ability to lead or collaborate with cross-functional teams, foster a culture of accountability and continuous improvement, and serve as a subject matter expert in HR systems and project management. **Responsibilities** + Contribute to the development and implementation of strategy for HR functions within Workday, anticipating complex issues, challenges, and opportunities, and ensuring integration with broader functional strategy. + Develop tactical plans for optimizing resources and assets across the HR Management Systems team, a group within the broader HR Transformation team. + Initiate and support governance and delivery of programs or significant projects using appropriate project management methodologies to ensure intended outcomes are identified and achieved. + Oversee or support the production of project plans, ensuring all activities are identified and appropriately organized. + Ensure roles and responsibilities are clearly defined within project-delivery and project-management office teams, and ensure project compliance with decision-making structures and processes. + Develop and propose annual business plans for the department, ensuring alignment with strategy. Recommend key performance indicators (KPIs) and schedule key activities/projects, ensuring integration with other elements of the organization. + Identify and manage stakeholders, finding out their needs, issues, and concerns, and reacting to them by leading or coordinating stakeholder engagement plans to support communication of business information and decisions. + Manage and report on performance within areas of responsibility; set appropriate performance objectives and hold individuals accountable for achieving them. + Evaluate capabilities of team members to identify gaps and prioritize development activities. Coach and mentor others to support the development of the organization's talent pool. + Act as a subject matter expert in technology, policy, regulation, and operational management. Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development. **Skills** + Plans and prioritizes work to meet commitments aligned with organizational goals. + Holds self and others accountable to meet commitments. + Sees ahead to future possibilities and translates them into breakthrough strategies. + Anticipates and balances the needs of multiple stakeholders. + Knows the most effective and efficient processes to get things done, with a focus on continuous improvement. + Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. + Builds strong customer relationships and delivers customer-centric solutions. + Adapts approach and demeanor in real time to match the shifting demands of different situations. + Builds partnerships and works collaboratively with others to meet shared objectives. + Provides direction, delegates, and removes obstacles to get work done. + Monitors, interprets, and understands policies and procedures and ensures their alignment with organizational strategies and work objectives. + Plans and manages project work assignments within desired time and quality parameters. + Determines and analyzes trends from data to assist in compiling reports that support decision-making. + Obtains consensus between parties with differing interests for the benefit of the organization. + Identifies, selects, and manages oversight of projects, programs, and portfolios, including standardized policies and procedures, escalation, decision making, change control, prioritization, and approval processes. + Builds the structure and culture of project teams and defines roles and responsibilities to enable achievement of project objectives and effective operation of key business processes. + Plans, identifies, monitors, analyzes, and prioritizes risks, creates response plans, and manages risks as they occur. + Orients work in a workflow to plan, organize, and execute steps to achieve higher efficiencies. + Represents enterprise processes to enable analysis, improvement, and automation. + Estimates components of a project, including costs, activity durations, resource needs, risks, stakeholders, etc. + Identifies, acquires, and manages resources for projects. + Works at an advanced level to identify, sequence, and resource project schedules for timely completion. **Work Experience** + Experience with Workday required + Configuration experience with HCM and Security functions strongly desired + HR systems administration experience required + Managerial experience preferred for leadership roles (6 to 10 years)

What You'll Do Are you an experienced accounting professional with a passion for client service, analytical problem-solving, and working with dynamic, high-net-worth clients with experience in the investment space? At Cohen & Co, we put people first and foster a culture of collaboration, learning, and growth. As a Manager on our Accounting Advisory Solutions (AAS) team, you'll lead engagements that support family office and investment clients, including private equity funds, hedge funds, and operating entities. This role offers the opportunity to serve as a trusted advisor, provide strategic accounting insight, and work directly with sophisticated clients who value excellence and precision. You'll manage day-to-day engagements, guide staff, and help drive process improvements while building the foundation for future leadership opportunities within the firm. Client Accounting & Advisory Manage client relationships and oversee accounting operations for family offices, investment partnerships, and related entities. Review and analyze monthly, quarterly, and annual financial statements in accordance with U.S. GAAP, tax basis, or cash basis accounting. Provide insights to clients beyond this historical reporting by drawing conclusions from financial data Lead complex close processes, including reconciliations, journal entries, and reporting for investment portfolios and operating entities. Provide insights into accounting for investment structures, capital allocations, and intercompany transactions. Collaborate with internal teams-including tax, assurance, and CFO advisory-to deliver integrated client solutions. Identify opportunities to enhance processes and technology adoption across accounting systems and reporting workflows. Leadership & Team Development Supervise, coach, and develop associates and senior associates within the AAS team. Manage project planning, staffing, and workflow to ensure timely, high-quality deliverables. Contribute to practice growth by mentoring team members, participating in business development efforts, and strengthening client relationships. Model strong communication, accountability, and professionalism in a fast-paced, client-facing environment. Strategic Initiatives & Process Innovation Lead initiatives to improve accounting processes, workflows, and reporting efficiency for clients and the firm. Evaluate and implement new technologies, tools, and approaches to enhance accuracy and streamline delivery. Partner with internal teams to develop best practices, standardize procedures, and drive innovation across engagements. Analyze complex financial and operational data to provide actionable insights and recommendations for clients. Identify opportunities to enhance service delivery, improve client satisfaction, and support the growth of the Accounting Advisory Solutions practice. Who You Are Qualifications Bachelor's degree in accounting or related field required; Master's preferred. CPA license or active progress toward CPA eligibility strongly preferred. 4+ years of experience in public accounting, family office services, or a related industry role (Assistant Controller, Accounting Manager, etc.). Strong understanding of U.S. GAAP and investment accounting principles. Demonstrated experience with family office and investment clients, including private equity, hedge funds, and/or investment entities. Advanced analytical and problem-solving skills; ability to adapt to new challenges and manage multiple priorities. Excellent written and verbal communication skills with the ability to interact effectively with sophisticated clients. Proficiency with Excel and accounting systems such as QuickBooks Enterprise/Online or Sage. Strong technology mindset with experience in adopting new systems and tools. Preferred Experience Experience with forensic accounting, investment reporting, or process improvement initiatives. Prior experience in a consulting, advisory, or client-facing accounting role. Demonstrated ability to navigate fast-paced, changing environments with professionalism and composure. Locations Baltimore, MD preferred Denver, CO; Chicago, IL; Detroit or St. Clair Shores, MI; Akron, Cleveland, Youngstown, OH; Philadelphia or Pittsburgh, PA; Buffalo or New York City, NY; Milwaukee, WI Hybrid work environment Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Estimated Salary Range: $85,000-155,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

**Senior Design Engineer - Transmission Line** **About the Role:** Join our dynamic team as a Senior Design Engineer, specializing in high voltage electric transmission lines and distribution. You will play a crucial role in designing and developing engineering solutions for projects. This position offers the opportunity to work with cutting-edge software such as PLS-CADD, PLS-Pole, MFAD, and LPile. **Key Responsibilities:** Design and analyze transmission line systems, including structures, conductors, and foundations. Prepare detailed engineering drawings, specifications, and reports. Conduct site visits and inspections to ensure compliance with design standards and safety regulations. Collaborate with project managers, contractors, and other engineers to ensure successful project execution. Utilize advanced software tools for modeling and simulation of transmission line performance. Stay up to date with industry trends, standards, and best practices. **What We Offer:** + A collaborative and inclusive work environment that values diversity and encourages innovation. + Opportunities for professional growth and development. + Competitive salary and benefits package. **Who You Are:** + Proficient in using engineering software such as PLS-CADD, PLS-Pole, MFAD, and LPile. + Experienced in designing transmission lines and/or distribution systems. + A team player with strong communication and leadership skills. + Committed to delivering high-quality engineering solutions with attention to detail. **Why Join Us:** At our company, we believe in fostering a culture of inclusivity and respect. We are dedicated to creating a workplace where everyone feels valued and empowered to contribute their unique perspectives. If you are passionate about engineering and looking for a place to grow your career, we would love to hear from you! **Qualifications:** + Bachelor's Degree in Civil Engineering, Structural Engineering, Mechanical Engineering, or Electrical Engineering from an ABET accredited university. + EIT and currently in process of obtaining Professional Engineer license. + 3+ years of work experience with transmission line design projects within the utilities industry. + Ability to travel up to 25% as needed for projects and client visits. Not quite right for you? For a full listing of all our openings, please visit us at: ******************************* In return for top talent, ENTRUST Solutions Group offers: + Generous paid time off and benefits + 401(k) retirement program with a company match + Career development programs + Tuition reimbursement + Flexible work schedule To learn more about ENTRUST Benefits and Culture, please visit our company LinkedIn page and follow us at: ****************************************************** Benefits & Salary: This position pays between $120,000 and $130,000 annually and is an exempt position. Benefits: Benefits offered include company sponsored medical, dental, vision, and 401(k) plan with company match. Also offered are tuition reimbursement, voluntary life, disability, critical illness, accident and hospitalization plans. HSA or FSA medical accounts and FSA dependent care and transportation/parking accounts are also available. These benefits are subject to employee contribution amounts generally set annually. Full time employees are eligible to earn PTO hours. May be eligible for discretionary bonus as determined by the company. ENTRUST Solutions Group is proud to be an Equal Employment Opportunity employer. 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. Headhunters and recruitment agencies may not submit resumes/CVs through this website or directly to managers. ENTRUST Solutions Group does not accept unsolicited headhunter or agency resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with ENTRUST Solutions Group. \#LI-GP1 **Qualifications** **Skills** **Required** + **AutoCAD:** Novice **Behaviors** **Required** + **Detail Oriented:** Capable of carrying out a given task with all details necessary to get the task done well **Motivations** **Required** + **Growth Opportunities:** Inspired to perform well by the chance to take on more responsibility **Education** **Required** + Bachelors or better in Engineering **Experience** **Required** + 3 years: Transmission Line Design Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

**_Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future._** We are seeking a detail-oriented professional with hands-on experience in regulatory reporting, specifically with **CAT** and **CAIS** , to support our compliance operations and ensure accurate trade and account data submissions. **_A fully remote option may be considered for candidates with demonstrated expertise in CAT and CAIS reporting._** Typically, this position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following corporate home office locations: Memphis, TN or Southfield, MI. The Regulatory Operations Analyst ( _CAT/CAIS Reporting Analyst_ ) plays a key role in supporting the firm's compliance with non-financial regulatory reporting requirements. Leveraging advanced knowledge and experience, this role is responsible for monitoring the possession and control of client assets, preparing and validating regulatory reports, and ensuring adherence to applicable industry rules and firm policies. This position collaborates closely with management to identify and mitigate financial, reputational, and regulatory risks. The analyst also contributes to the interpretation and implementation of new or evolving regulatory requirements, offering insights and recommending process improvements. Regular interaction with internal stakeholders, including compliance teams and internal auditors, is essential to investigate and resolve observations and ensure the integrity of reporting practices. **Licenses/Certifications:** + **SIE required** (prior to start), provided that an exemption or grandfathering cannot be applied. + **Series 99 required,** or **ability to obtain within 120 days** (as required by FINRA). Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination. **Responsibilities** : + Responsible for the production, validation and submission of non-financial regulatory reports (e.g., Consolidated Audit Trail (CAT) Electronic Blue Sheets (EBS), Large Options Position Report (LOPR), etc.) + Collaborates with other business units (Brokerage Operations, Trading, Compliance, IT, and Legal) + Assists and provides input in the interpretation of new/changing securities rules, regulations, policies or laws; updates processes for compliance to rules and regulations as well as departmental procedures + Compiles operational information for internal and external auditors (e.g. FINRA, SEC) with limited oversight + Plans and executes remediation efforts for any identified issues with minimal guidance/support from Supervisor/Manager; assists the Manager or Senior Analyst in formalizing milestones needed in order to implement corrective action plans for any identified issues + Assists Manager or Senior Analyst in the design, planning, and execution of testing strategies; under direct supervision, may lead the testing efforts of other analysts; communicate any issues to management that require immediate attention in a clear and concise manor; draft recommendations to mitigate risk + Participates on projects + Performs other duties and responsibilities as assigned **Knowledge of** : + Non-Financial Regulatory reporting requirements + Financial market impacts + Regulatory terminology, concepts, and guidance + Back Office brokerage operations processes and procedures + Trading life cycle (Orders, Executions, Allocations) + FINRA, SEC and Exchange trading rules, regulations and laws **Skill in:** + Creating procedures and business process workflow documentation + Evaluating processes/systems and identifying risks and controls; + Recommending appropriate actions/revisions to resolve gaps or mitigate risk + Microsoft Office (Excel, Access, PowerPoint) and other software applications + Written and Verbal Communication + Operating standard office equipment **Ability to:** + Proactively engage, collaborate and influence business partners in the adoption of identified opportunities to create or enhance a process + Support efforts in the evaluation or implementation of an existing or new process + Interpret financial/brokerage rules, regulations and security laws; ensure all industry rules, regulations, and the practice follows security laws that apply to a process + Manage multiple tasks with potential interruptions and changing priorities + Quickly understands complex subject matters + Demonstrate critical thinking in a constantly changing environment

The Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching and developing advisors. Responsible for creating a compelling business plan emphasizing growth, client acquisition, financial planning, and retention. The ABM will seek to drive revenue and asset growth, optimizing resources for the advisors in consideration of local demographics, advisor abilities and prudent use of resources. Key Responsibilities Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience (ACE). Lead from the front and be a role model for others in how you serve your clients and run your practice. Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more. Support branch manager to recruit and on-board high quality experienced advisors to the branch. Activities may include actively generating leads into local area pipeline and managing the end-to-end candidate experience. Articulate the Ameriprise and local value proposition to candidates. Execute onboarding and ramp-up plans that drive growth. Contribute to strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and respect for the communities in which we live and work. Lead with integrity. May perform supervision activities, if delegated, to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client. Weekly to bi-weekly 1:1s with advisors in branch. Biweekly results review with Branch Manager or Complex Director (key metrics, high potential advisors, etc.) Required Qualifications Bachelors degree or equivalent. Active FINRA Series 7 or ability to obtain within 150 days. Active State Securities Agent Registration (S63 or 66) or ability to obtain within 150 days. Active State IAR registration (S65 or S66) or ability to obtain within 150 days. Active Life, Accident/Health, and Variable Contracts insurance licenses or ability to obtain within 150 days 3+ years of people management and 4+ years of professional experience. Excellent compliance record and knowledge of compliance requirements. Preferred Qualifications 3-5 years demonstrated sales success with proven ability to acquire clients and close business. Proven leadership skills and ability to drive & motivate others to achieve results. Business planning and strategic management skills, self driven and achievement oriented and ability to execute a playbook to drive results. Strong presentation skills and the ability to analyze data and reports to determine business opportunities. Relevant industry designations are preferred (e.g. CFP) About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

What You'll Do Are you an accounting professional looking to take the next step in your career? At Cohen & Co, we believe in putting people first and fostering a culture of growth, collaboration, and excellence. As a Staff Accountant on our Accounting Advisory Services (AAS) team, you'll work directly with clients across a variety of industries to support complex accounting and financial reporting needs. You'll assist with technical accounting, financial reporting, and day-to-day accounting operations while developing your expertise in diverse business environments. This role offers the opportunity to build strong technical skills, contribute to high-impact client projects, and grow alongside experienced advisors in a collaborative, dynamic setting. Financial Reporting & Technical Accounting Prepare and review financial statements in accordance with U.S. GAAP, IFRS, or other applicable frameworks. Assist in the implementation of new accounting standards, including ASC 842 (Leases), ASC 606 (Revenue Recognition), and ASC 805 (Business Combinations). Research and draft technical accounting memos addressing complex issues such as equity transactions, debt modifications, and consolidation. Support clients with SEC reporting (Forms 10-Q, 10-K, and S-1 filings), as applicable. Operational Accounting Support Perform account reconciliations, journal entries, and variance analyses to support monthly, quarterly, and annual close processes. Assist clients with daily accounting activities, including general ledger maintenance, intercompany transactions, and fixed asset accounting. Help clients design and improve accounting processes, including the documentation of policies and procedures. Client Engagement & Project Delivery Participate in client meetings, helping to identify issues, propose solutions, and deliver high-quality work products. Collaborate with cross-functional teams-including audit, tax, and consulting-to provide integrated client solutions. Contribute to project planning, budgeting, and execution, ensuring timely delivery and client satisfaction. Who You Are Qualifications Bachelor's degree in Accounting or Finance; Master's degree preferred. CPA license or active progress toward CPA eligibility strongly preferred. 1-4 years of experience in public accounting or corporate accounting. Strong understanding of U.S. GAAP and financial reporting principles. Proficiency with ERP systems (e.g., NetSuite, Sage Intacct, QuickBooks) and advanced Excel skills. Excellent written and verbal communication skills with the ability to explain complex accounting concepts clearly. Strong attention to detail, analytical thinking, and problem-solving abilities. Ability to manage multiple priorities and work effectively in a fast-paced, client-facing environment. Preferred Experience Exposure to technical accounting research and memo writing. Familiarity with internal controls and SOX compliance. Prior consulting or advisory experience is a plus. Location Cleveland, Akron, Youngstown, OH; Baltimore, MD; Buffalo or New York, NY; Chicago, IL; Denver, CO; Detroit or St. Clair Shores, MI; Milwaukee, WI; Philadelphia or Pittsburgh, PA Hybrid work environment Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Experienced Hire Opportunities Learn more about our firm's culture and growth opportunities from our Executive Director of People & Culture! Estimated Salary Range: $60,000 - 85,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

Under limited supervision, uses extensive knowledge and skills obtained through education and experience to support the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence and developing niches to meets specific marketing and sales goals. Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Resolves or recommends solutions to complex questions and problems. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to creating new business. **Essential Duties and Responsibilities** - Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information. - Participates in professional organizations and activities to expand network of business contacts. - Establishes and maintains a prospect database. - Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals. - Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars. - Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products. - Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products. - Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on behalf of the financial advisors. - Executes business development strategies on behalf of the branch. - Gathers information and data on prospects to be used in the sales process. - Follows-up with financial advisors to ensure high quality service delivery. - Performs other duties and responsibilities as assigned. **Knowledge of** - Concepts, practices and procedures of business development in a financial services/broker-dealer environment. - Investment concepts, practices and procedures used in the securities industry. - The principles of banking and finance and securities industry operations. - Financial markets, products, financial advisory function and the investment process. **Skill in** - Sourcing and developing sales prospects. - Executing practice development strategies. - Sourcing and developing sales prospects and referral sources. - Initiating sales calls and responding to inquiries and turning them into sales opportunities. - Establishing and maintaining databases. - Preparing and delivering clear, effective, and professional presentations. **Ability to** - Operate standard office equipment and use required software applications. - Partner with other functional areas to accomplish objectives. - Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed. - Incorporate needs, wants and goals from different prospects for financial advisor practices into marketing and sales strategies. - Gather information, identify linkages and trends and apply findings to assignments. - Research, interpret, analyze and apply information about prospects. - Organize, prioritize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. - Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives. - Work independently as well as collaboratively within a team environment. - Provide a high level of customer service. - Maintain currency in financial services industry and products. **Education/Previous Experience** - Bachelor's Degree (B.A.) from a four year college or university with a minimum of two (2) years of experience in marketing or sales in a financial planning, investment management or other financial services environment. - OR ~ - An equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** - SIE required provided that an exemption or grandfathering cannot be applied. - Series 7 required.

* **Calling All Recent Engineering Grads!** Kickstart Your Career - Apply Today! * Step into an exciting career with ENTRUST Solutions Group as a Design Engineer I! Immerse yourself in critical utility projects, where you'll gain invaluable insights and hands-on experience. As a leader in engineering services for gas and electric utilities, we specialize in engineering, designing, upgrading, and maintaining system assets. In this role, you'll be at the cutting edge of innovation, driving the design, upgrade, and maintenance of these critical systems. We are seeking Design Engineers in **Forest Hill. MD, Baltimore, MD, and** **Marlborough, MA** . This role involves local travel for occasional site visits and fieldwork, as well as office visits. Candidates should be located near an ENTRUST office (********************************** and willing to work in the office when requested. In this role, you'll leverage your technical expertise to ensure design meet project specifications. You'll communicate challenges related to scope, schedule, and quality, and collaborate with Designers and Drafters to complete design packages. In this role, you are enabled to be at the forefront of integrating artificial intelligence (AI) and utilizing tools such as, Microsoft Copilot, bespoke AI workflow tools, and an IT team dedicated to continuous improvement and innovation to enhance our operations and drive efficiency. All employees can engage with the Digital Transformation Team to support the integration of new tools and following employee ideas to drive success for the business. **What We Offer:** + A supportive and inclusive work environment that values respect for all and encourages innovation. + Opportunities for professional growth and career development. + Competitive salary and comprehensive benefits package, including generous paid time off, 401(k) with company match, tuition reimbursement, and flexible work schedules. **Minimum Requirements:** + Bachelor of Science degree in engineering from an accredited institution + Must have a valid driver's license without restrictions for occasional fieldwork and site visits **Preferred Qualifications:** + Electrical, civil, and environmental engineering major + Located near an ENTRUST office and willing to work a combination of from home and in the office, as needed + EIT certification **Why Join Us?** At ENTRUST Solutions Group, we are a community of over 3,000 dedicated professionals committed to our clients and each other. As an ENR Top 100 company, we provide comprehensive engineering, consulting, and automation services to various industries, including gas and electric utilities, telecommunication service providers, pipeline operators, and industrial companies. We are a forward-thinking organization dedicated to leveraging cutting-edge technology to drive success. We are committed to fostering a culture of innovation and continuous improvement. We believe in fostering a culture of inclusivity and respect, where everyone feels valued and empowered to contribute their unique perspectives. If you are passionate about engineering and looking for a place to grow your career, we would love to hear from you! **Explore More Opportunities:** Not quite the right fit? Check out all our openings at ENTRUST Solutions Group Careers (******************************** . To learn more about ENTRUST Benefits and Culture, please visit our company LinkedIn page and follow us at: ****************************************************** _ENTRUST Solutions Group is proud to be an Equal Employment Opportunity employer. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law._ _Headhunters and recruitment agencies may not submit resumes/CVs through this website or directly to managers. ENTRUST does not accept unsolicited headhunter or agency resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with ENTRUST Solutions Group._ \#LI-hybrid \#LI-AF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

**Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office + Open new client accounts, process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion + Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures + Performs other duties and responsibilities as assigned **Knowledge, Skills, and Abilities** **Knowledge of** + Company's working structure, policies, mission, and strategies + General office practices, procedures, and methods + Basic investment concepts, practices and procedures used in the securities industry + Financial markets, products and industry regulations **Skill in** + Client Relationship Management (CRM) software + Microsoft Office + Effective communication (in-person, virtual, phone and mail) **Ability to** + Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases + Analyze and research account information + Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns + Provide a high level of customer service in a calm and professional manner + Use mathematics sufficient to process account and transaction information + Use appropriate interpersonal styles and communicate effectively + Work both independently and as part of a team + Provide a high level of customer service _Goetzman Nau Financial Partners and its employees are_ **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates._

What You'll Do Are you a tax professional who thrives on collaboration, continuous learning, and meaningful client relationships? At Cohen & Co, we believe in putting great people first - fostering a culture where communication, teamwork, and growth come together to deliver exceptional results. As a Tax Senior Accountant in our Private Funds group, you'll focus on serving hedge fund clients - while also gaining exposure to private equity, fund of funds, and real estate funds. You'll deliver high-quality compliance and advisory services to sophisticated investment managers, navigating complex structures, investor allocations, and evolving tax regulations. This is an opportunity to deepen your technical expertise, contribute to strategic projects, and grow within a collaborative, people-first environment. Tax Compliance & Advisory Prepare and review federal and state partnership tax returns for hedge funds and other private fund clients. Work with complex fund structures, including master-feeder and fund-of-funds arrangements, tiered partnerships, and multi-entity allocations. Analyze securities transactions, income recharacterization, and mark-to-market issues applicable to hedge funds. Research and communicate tax technical issues impacting fund managers and investors, including new legislation and IRS guidance. Collaborate with managers and engagement teams to meet deadlines and deliver exceptional client service. Identify opportunities for process improvements and leverage technology to enhance efficiency and accuracy across engagements. Client Engagement & Collaboration Build trusted relationships with clients through proactive communication and reliable service delivery. Work closely with other team members to support engagement planning, coordination, and execution. Participate in discussions about broader industry trends, helping clients stay informed and future-focused. Contribute to internal team initiatives, helping strengthen collaboration and consistency across the group. Team Development Mentor junior staff through training, feedback, and review support. Model strong communication and organization skills to promote team alignment. Support the pod's continued growth and integration efforts by fostering open communication and teamwork. Who You Are Qualifications Bachelor's Degree in Accounting or related field required. CPA license or progress toward CPA strongly preferred. 2+ years of experience in public accounting or asset management tax preferred. Strong understanding of partnership taxation and fund structures. Excellent written and verbal communication skills; able to explain complex concepts clearly. Strong attention to detail, analytical thinking, and time management skills. Proactive, curious, and eager to contribute beyond compliance work. Preferred Experience Experience with private equity, hedge fund, or real estate fund tax engagements. Familiarity with partnership allocations and fund accounting concepts. Exposure to K-1 preparation, investor reporting, and related schedules. Comfort operating in a fast-paced, collaborative, and client-facing environment. Location Cleveland, Akron, Youngstown, OH; Baltimore, MD; Buffalo or New York, NY; Chicago, IL; Denver, CO; Detroit or St. Clair Shores, MI; Milwaukee, WI; Philadelphia or Pittsburgh, PA Hybrid work environment Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Estimated Salary Range: $70,000-125,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

Location: Norfolk, VA; Richmond, VA; Washington DC; Fredericksburg, VA; Newport News, VA; Chesapeake, VA; Virginia Beach, VA; Petersburg, VA; Bethesda, MD As our Gas Project Engineer, you'll be at the forefront of transforming communities through cutting-edge gas projects. This role is perfect for someone who thrives in a collaborative environment and is eager to lead complex initiatives. Why You'll Love Working With Us: Achieve a perfect work-life balance a remote setting with travel. Lead and design impactful gas projects that drive progress and sustainability in communities. Collaborate with a diverse and talented group of professionals who value your input and foster a culture of mutual respect and growth. Your Key Responsibilities: Imagine stepping into the role of a Gas Project Engineer, where your day begins with leading and managing 5-10 large-scale gas transmission projects. Your strategic oversight ensures each project is completed on time and meets all success criteria. You coordinate and support multiple teams, clients, and projects, maintaining clear and effective communication that keeps everyone aligned and informed. Your expertise with Microsoft Office, MS Projects, and utility-based GIS applications is crucial as you manage project documentation and schedules with precision. Engaging in client-facing activities, you demonstrate strong communication skills, building and maintaining robust relationships with clients. Your ability to connect and understand their needs makes you a trusted partner. Throughout each project, you ensure compliance with industry standards and regulations, maintaining a high level of safety and quality. Your commitment to these principles not only safeguards the projects but also enhances the reputation of your team and company. Success in this role means seamlessly integrating technical proficiency, strategic leadership, and exceptional communication to drive impactful and safe project outcomes. What We're Looking For: Education: A Bachelor's degree from an ABET-accredited institution, ensuring you have a solid foundation in engineering principles. Experience: 3-10 years in the gas utilities sector, bringing valuable industry insights and expertise to the table. Team Management: Proven experience in managing a team, showcasing your ability to lead and inspire others. Technical Skills: Proficiency in Microsoft Office, MS Projects, and a utility based GIS application Certifications: PE or actively working towards this certification, demonstrating your commitment to professional excellence. Leadership: Strong leadership abilities, ready to take charge and drive projects forward. Communication: Excellent communication skills, essential for building relationships and conveying complex ideas clearly. What We Offer: A supportive and inclusive work environment that values diversity and encourages innovation. Opportunities for professional growth and career development. Competitive salary and comprehensive benefits package, including generous paid time off, 401(k) with company match, tuition reimbursement, and flexible work schedules. Benefits & Salary: This position pays between $83,000 and $115,000 annually (or hourly) and is an exempt (or non-exempt) position. Benefits offered include company sponsored medical, dental, vision, and 401(k) plan with company match. Also offered are tuition reimbursement, voluntary life, disability, critical illness, accident and hospitalization plans. HSA or FSA medical accounts and FSA dependent care and transportation/parking accounts are also available. These benefits are subject to employee contribution amounts generally set annually. Full time employees are eligible to earn PTO hours. May be eligible for discretionary bonus as determined by the company. Why Join Us? At ENTRUST Solutions Group, we are a community of over 3,000 dedicated professionals committed to our clients and each other. As an ENR Top 100 company, we provide comprehensive engineering, consulting, and automation services to various industries, including gas and electric utilities, telecommunication service providers, pipeline operators, and industrial companies. We are a forward-thinking organization dedicated to leveraging cutting-edge technology to drive success. We are committed to fostering a culture of innovation and continuous improvement. We believe in fostering a culture of inclusivity and respect, where everyone feels valued and empowered to contribute their unique perspectives. If you are passionate about Electric Programs and looking for a place to grow your career, we would love to hear from you! Explore More Opportunities: Not quite the right fit? Check out all our openings at ENTRUST Solutions Group Careers. To learn more about ENTRUST Benefits and Culture, please visit our company LinkedIn page and follow us at: ****************************************************** ENTRUST Solutions Group is proud to be an Equal Employment Opportunity employer. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Headhunters and recruitment agencies may not submit resumes/CVs through this website or directly to managers. ENTRUST does not accept unsolicited headhunter or agency resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with ENTRUST Solutions Group. \#LI-AC2 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. 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