Individual pension consultant jobs near me - 83 jobs

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)

Decile Group (************************ is transforming venture capital into a force for good in the world. We are working to launch 10,000 next-generation venture capital firms by 2030, fundamentally changing the face of venture capital. We operate an integrated platform for modern venture capital, spanning education, software, and fund operations. VC Lab trains the next generation of fund managers. Decile Hub provides AI-enabled tools for fund operations. Start Fund enables managers to launch institutional-grade funds in under 24 hours. Decile Capital deploys capital into emerging managers. Together, these offerings make venture capital more accessible to anyone with world-class ideas and execution. Role OverviewWe are hiring a Head of Finance to manage and optimize the finance function. You will be responsible for day to day operational finance, working collaboratively with venture capital fund accounting and finance, and laying the foundation for scaling of the business. The ideal candidate will have experience within a high-growth fintech startup and interest or experience in the venture capital industry. Decile Group provides a fast-paced startup environment, where everyone has the opportunity to help with everything. You will have an opportunity to experience every facet of venture capital and build the future of venture investing. This is a unique opportunity to ramp up your experience in the field of venture capital. Remote candidates will be considered. Applicants for this role need to be based in the U.S., preferably in the Bay Area. Scam WarningVC Lab and Decile Group never conduct hiring interviews via chat, and we will never ask candidates to send money, purchase equipment, or share financial information. Scammers may impersonate real employee names. If you are contacted about a role outside our official channels, do not engage.What You'll Own Manage financial operations of a fast growing startup Forecasting and budgeting Oversee accounts payable, accounts receivable, collections and payroll Assist with hiring, benefits and human resources Working closely with fund accounting and finance team Provide financial reports to the leadership team and Board Manage State and Federal compliance and reporting Implement accounting and other finance software systems Manage the Cap Table What You Have 10+ years finance experience including accounting, FP&A and systems Experience in a rapidly scaling fintech environment Exceptional written and verbal communication skills Track record of success working with cross functional teams Background in financial modeling and projections Pro user of Excel and Google Sheets and experience with modern finance stack Understanding of the nuances of accounting with startup investing Proactive attitude to tackle any opportunity or challenge Skills to create and leverage logical solutions to complex problems Detail-oriented and analytical nature Able to prioritize and balance multiple tasks; strong organizational and time management skills are required Nice to have: interest and experience in venture capital industry What We Offer Tangible impact on the future of humanity Opportunity for career growth and role expansion Competitive compensation package commensurate with experience. Vibrant and flexible work environment, among like-minded people with an entrepreneurial mindset Working schedule for adults: flexible times, remote work, unlimited PTO $130,000 - $175,000 a year How to Apply:If you don't tick every box above, we'd still encourage you to apply. We're building a diverse team whose skills balance and complement one another. Please describe why you are uniquely qualified for this position as a Head of Finance and Operations in the competitive field of Venture Capital to apply, as well as submitting your resume. Salary and benefits are commensurate with experience. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description If freedom, flexibility, and growth sound better than clocking in, keep reading. We're expanding our remote financial team in Austin to meet increased demand. You'll learn a client-focused system that helps families protect income and pay off debt - while building your own business along the way. What You'll Do: Work from home or anywhere with Wi-Fi. Use digital tools to meet clients and design simple financial solutions. Learn from mentors who've already built successful agencies. Grow into leadership and build a team if desired. You'll Get: Structured, one-on-one mentorship. Proven systems with built-in accountability. Commissions, bonuses, and trips - no cap. Flexible schedule - full-time, part-time, or side income. We don't care what your résumé says - we care about your mindset. If you're teachable and hungry to grow, we'll show you how to win. What You'll Do You'll meet with families (virtually or over the phone) who have requested help protecting their income or paying off debt faster. Using our proven client system, you'll: Review coverage needs and customize simple financial protection plans. Submit applications through our digital platform - no cold calling or door knocking. Follow up with clients and maintain long-term relationships. Learn to train and mentor others as you grow. Every step is outlined, documented, and supported. You'll never have to “wing it.” What Makes This Different Freedom: You decide when and how you work. No clock-in, no office politics. Proven Playbook: The same system that's helped thousands of new agents earn $60K-$150K+ in their first year. Mentorship: Work directly with top leaders who've already built six- and seven-figure agencies. Culture: Collaborative, transparent, and genuinely fun. We celebrate wins together. Compensation & Benefits Uncapped commissions: You control your income - effort = reward. Bonuses & incentive trips: Company-paid travel to destinations like Cabo, Hawaii, and Costa Rica. Health, dental, and vision options: Available once licensed and producing. Leadership path: Training, support, and recognition for those who want to grow beyond sales. Flexible schedule: Full-time, part-time, or supplemental income model available. Who Thrives Here People who are: Coachable and willing to follow a proven process. Self-driven and goal-oriented. Good communicators who care about helping others. Looking for long-term stability and income growth, not another short-term job. No financial or sales experience is needed - our training covers everything. Licensing can be completed online in 1-2 weeks, and we'll guide you through it. Why Apply Now Most people spend years searching for a career that offers both income and lifestyle freedom. Here, you can build both - backed by real mentorship and an award-winning company culture. If you've been craving a way to work from home, create flexibility, and make a difference for families while doing it, this could be your chance. No scripts. No hype. Just a real opportunity to grow - on your terms. Apply today, and we'll set up a short conversation to see if it's the right fit. Requirements18+ and authorized to work in the U.S. 100% Uncapped Commission 1099 Able to pass a background check and complete licensing (3-7 days, we'll guide you through it every step of the way). Prior experience in sales, customer service, leadership, or training is a plus-but not required. Comfortable working remotely and independently. BenefitsAll-Expenses-Paid Vacations - Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more-fully paid based on performance. Work-from-Anywhere Flexibility - 100% remote with control over your schedule and income. Earn Time & Money - System-driven income model gives you the power to create both financial freedom and time freedom. True Agency Ownership - Build your own business with real contractual ownership. Legacy Business Transfer - Pass your agency to a loved one and create generational wealth. Free Life Insurance - One full year of coverage included for qualifying agents. Up to $500,000 in Life Coverage - Access large term coverage (up to 30 years) as a benefit. Health Benefits Access - Affordable medical, dental, and vision coverage available through a partner provider. Award-Winning Culture - Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000. • • Mentorship & Training - Plug into proven systems and real-time coaching to level up fast.

As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management. We are currently searching in all territories in the US. Responsibilities Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events Work with the advisory team to implement investment plans and coordinate adjustments Monitor client investment portfolios and performance Communicate insights for clients regarding essential contributors and detractors Advise high net worth clients as needed and consult mid-market institutional clients Coordinate the creation of detailed wealth management plans for individuals Organize the creation consulting reports for institutions Help present plans to clients effectively and clearly Actively seek new business opportunities Develop essential knowledge of our financial planning software and technology Clearly and regularly track all client and prospect interactions using our CRM (Salesforce) Participate in regular internal meetings Work on a schedule that best suits client needs Qualifications Bachelor's degree or higher 5+ years' relevant experience Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred A proven record of achieving new business a plus Perks Health, dental & vision insurance Employer HSA contribution Opt out credit 401k employer match Paid volunteer days Gym reimbursement Free access to a Workplace Financial Advisor Compensation: $75-150k base salary; additional incentive/commission-based compensation expected.

Job Description Upbound is redefining how modern infrastructure is built. As the creators of Crossplane and the pioneers of the Intelligent Control Plane, we are leading the shift toward agentic infrastructure: platforms that reason, adapt, and operate alongside AI-native systems. As Upbound enters its next stage of growth, we are seeking a Head of Finance, Accounting, and Business Operations to guide the company through its next chapter of growth. This is a pivotal leadership role responsible for leading financial strategy, ensuring operational excellence, and providing business insights that shape the company's trajectory. You will work directly with the CEO, Board of Directors, and senior leadership team to manage the company's financial health, oversee core business operations, and scale the infrastructure needed for global growth. The ideal candidate blends strategic leadership with hands-on operational expertise, and thrives in high-growth, venture-backed environments. What You'll Do Strategic Leadership & Investor Relations Partner with the CEO and Board of Directors to provide clear, data-driven insights into company performance, risks, and opportunities. Lead financial planning and reporting for board meetings, fundraising processes, and investor updates. Contribute to long-term strategic planning and resource allocation decisions. Financial Strategy & FP&A Build and scale the FP&A function to deliver robust forecasts, budgets, and scenario modeling. Design and operationalize financial models that support consumption-based and hybrid pricing structures. Develop and maintain automated dashboards and BI systems to connect operational metrics to financial outcomes. Partner with Product and GTM leadership to model usage, margins, and unit economics in real time. Implement modern FP&A and finance systems (e.g., Mosaic / HiBob, Cube, Pigment, or Anaplan) to improve accuracy and speed of reporting. Provide actionable insights that inform executive and board-level decision-making. Accounting & Compliance Oversee global accounting operations, including ledgers, AR/AP, payroll, and cash management. Ensure compliance with US GAAP and international accounting standards. Lead external audits, tax preparation, and regulatory filings across multiple jurisdictions. Business Operations & Systems Design and implement scalable processes, systems, and controls across finance and operations. Partner with Sales, People, and other teams to operationalize revenue recognition (ASC 606), commissions, and compensation programs. Drive cross-functional initiatives to improve efficiency, automation, and decision-making. Build a unified data layer and reporting infrastructure to enable faster, better decision-making across teams. Own company-wide OKR cadence, resource planning, and annual operating plan execution. Act as the connective tissue between functions - ensuring strategic goals translate into aligned budgets, systems, and measurable outcomes. What You'll Bring 8+ years of progressive finance and operations experience, with 3+ years in senior leadership roles. 4 years of experience in enterprise software, cloud, or infrastructure companies. Proven track record scaling finance, accounting, and business operations functions through Series C or later in venture-backed startups. Experience building financial models and systems for usage- or consumption-based SaaS businesses. Strong understanding of how to apply AI in a finance and operations context, including tools for forecasting, automation, analysis, and decision support. Strong foundation in US GAAP and compliance; Big 4 public accounting background highly valued. Demonstrated success leading board and investor communications. Advanced technical and analytical skills (Excel, BI tools, SaaS financial systems). Experience implementing or optimizing modern FP&A systems (e.g., Anaplan, Pigment, Mosaic, Cube). Excellent organizational, written, and verbal communication skills. Bachelor's degree in Finance, Accounting, or Economics; MBA, CPA, or CFA strongly preferred. A plus if you: Experience in remote or distributed-first organizations. Familiarity with open source, developer tooling, or cloud-native ecosystems. #LI-REMOTE Why Upbound? At Upbound, you'll help shape the systems and strategies that drive predictable, scalable growth in a product-led company embracing usage-based models. If you're excited to build from the ground up, work with cutting-edge cloud technologies, and directly impact how revenue is generated and scaled-this is your seat at the table. About Upbound Upbound is pioneering infrastructure platforms for the Agentic AI Era, serving Fortune 500 companies and platform engineers across more than 100 countries. The company empowers infrastructure and platform teams with Intelligent Control Planes - based on Kubernetes and Crossplane - that provision, operate, and adapt so platforms are ready for both humans and AI agents. Upbound is the creator and primary maintainer of Crossplane, the popular open-source framework for building cloud-native control planes, with over 100 million downloads and adoption by more than 1,000 teams worldwide. A Series B startup backed by GV (formerly Google Ventures), Altimeter Capital, and Intel Capital, Upbound has raised $69M to date. For more information, visit ***************

Launch Your Career with a Flexible, Remote Financial Consulting Role About Us: We are a cutting-edge financial services company dedicated to helping individuals and families build wealth and achieve financial security. Licensed across the U.S., Canada, Mexico, and beyond, we provide personalized financial strategies that make a difference. Why This Role is Perfect for You: You've just graduated, and the world is full of opportunities. Imagine starting your career in a role that not only offers flexibility and remote work but also allows you to make a real impact on people's lives. This isn't just another entry-level job; it's a chance to build a rewarding career in the financial services industry. The Role: As a Financial Consultant, you'll have the opportunity to learn, grow, and apply your fresh perspective to help clients achieve their financial goals. Your role is to understand their needs, offer tailored solutions, and guide them to make confident decisions that secure their future. Key Responsibilities: Educate and Inspire: Use your enthusiasm and fresh knowledge to educate clients about financial strategies that align with their goals. You'll be the go-to advisor who helps them make smart decisions. Sell with Passion: Present clear, compelling financial solutions that resonate with clients. Your energy and confidence will make them excited to take action. Stay Updated: Keep up with industry trends and regulations to ensure your advice is always current and compliant. What You Bring: Eagerness to Learn: Whether you're already licensed or ready to get licensed through our training program, your desire to grow is key. Integrity and Trust: Passing a background check is essential, and your honesty will build strong, lasting relationships with clients. Fresh Perspective: Your recent education gives you the latest knowledge and a new outlook that's valuable in today's financial landscape. Availability: Commit 5-10 hours a week to this part-time role, giving you the flexibility to balance work with your other pursuits. What's in It for You? Work from Anywhere: Start your career with the freedom to work remotely, giving you the flexibility to live where you want and manage your own time. Career Growth: This isn't just a job; it's the start of a career with limitless potential. The more you put in, the more you get out. Meaningful Work: Help clients achieve financial security and independence-knowing you're making a difference will give you purpose in your work. Take Action Now: Don't settle for just any job. Start your career with a role that offers flexibility, growth, and the chance to make a real impact. Apply today and take the first step toward a bright future in financial consulting.

If you're excited about this role but don't meet every qualification, we still encourage you to apply! At Grange, we value growth and are committed to supporting continuous learning and skill development as you advance in your career with us. Summary: This role is responsible for providing insights and recommendations to leadership through financial analysis, consultation, planning for a major business operations (State, product, business unit, etc.). Coordinating the development and analysis of operational forecasts and budgets. Reporting on financial income, loss and expense measures. Serving as key member of the leadership team. Role-Specific Information: This role supports the Operations organization, including our Claims team, Customer Care Center (CCC), and Business Office. Prior experience supporting similar organizations is desired, but not necessary. Beyond the general requirements outlined below, success in this role requires comfort operating in a changing environment, coordinating across Finance, Operations, and Claims, and contributing to evolving data and system initiatives. A proactive, detail-oriented mindset and strong communication skills are essential. What You'll Be Doing: * Prepares and presents financial forecasts(annual and quarterly), including the analysis of trends and the evaluation of resulting recommendations. Works with senior management to assist in implementing chosen recommendation(s). * Prepares and presents operational budgets based on actual performance, previous budget figures, estimated revenues, losses, expense forecasts and other factors. Analyzes actual operational results in relationship to plan, allowable, past experience and long-range objectives. * Analyzes actual operating budgets to estimated budget. Reports performance provides insights and advises management on recommended options. * Prepares and presents complex financial data for internal stakeholders as well as external regulatory agencies and other entities. This includes a variety of reports detailing the status of revenue, loss and expenses including unit and activity costs. Identifies trends, highlights variances and recommends adjustments in programs and processes to management as they relate to financial targets. * Recommends ideas for continuous improvement of financial process and tools, leads the development of the revised process/tool as well as develops plan to implement the ideas and gain alignment across all stakeholders. * Recommends and takes ownership of new financial analysis techniques and measurements for internal reporting purposes. Leads the development of efficient analytical and planning models that capture key financial data. Prepares a variety of reports analyzing and detailing premiums, losses, and expenses. Performs in-depth financial analysis including reviews of the impact of variances from plan. Assesses the need to develop corrective action plans. * Leads the process of defining and building financial planning routines that efficiently leverage data from multiple sources. * Serves as liaison between assigned business unit leadership and staff financial function. Supports and works with as well as independently of senior finance officer. * Serves as a lead to update the business partner scorecards and proactively provides insights into variances and helps escalate issues. What You'll Bring To The Company: Bachelor's degree in finance, accounting, economics or Graduate degree strongly preferred (CPA, MBA, CPCU etc.). 5-10 years of related experience in finance, accounting, insurance, or similar field. Skills required for success in this role are: * Time Management * Excellent Communication Skills * Detail Orientation * Self-Motivated * Able to work on multiple competing priorities * Strong analytical skills with strategic mindset * Problem solving orientation * Excellent Excel skills * Strong PowerPoint knowledge * Hyperion knowledge is a plus * Solid understanding and working experience with databases * Strong knowledge of P & C industry is required About Us: Grange Insurance Company, with $3.2 billion in assets and more than $1.5 billion in annual revenue, is an insurance provider founded in 1935 and based in Columbus, Ohio. Through its network of independent agents, Grange offers auto, home and business insurance protection. Grange Insurance Company and its affiliates serve policyholders in Georgia, Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, and Wisconsin and holds an A.M. Best rating of "A" (Excellent). Grange understands that life requires flexibility. We promote geographical diversity, allowing hybrid and remote options and flexibility in work hours (role dependent). In addition to competitive traditional benefits, Grange has also created unique benefits based on employee feedback, including a cultural appreciation holiday, family formation benefits, compassionate care leave, and expanded categories of bereavement leave. Who We Are: We are committed to an inclusive work environment that welcomes and values diversity, equity and inclusion. We hire great talent from various backgrounds, and our associates are our biggest strength. We seek individuals that represent the diversity of our communities, including those of all abilities. A diverse workforce's collective ideas, opinions and creativity are necessary to deliver the innovative solutions and service our agency partners and customers need. Our core values: Be One Team, Deliver Excellence, Communicate Openly, Do the Right Thing, and Solve Creatively for Tomorrow. Our Associate Resource Groups help us create a more diverse and inclusive mindset and workplace. They also offer professional and personal growth opportunities. These voluntary groups are open to all associates and have formed to celebrate similarities of ethnicity/race, nationality, generation, gender identity, and sexual orientation and include Multicultural Professional Network, Pride Partnership & Allies, Women's Group, and Young Professionals. Our Inclusive Culture Council, created in 2016, is focused on professional development, networking, business value and community outreach, all of which encourage and facilitate an environment that fosters learning, innovation, and growth. Together, we use our individual experiences to learn from one another and grow as professionals and as people. We are committed to maintaining a discrimination-free workplace in all aspects, terms and conditions of employment and welcome the unique contributions that you bring from education, opinions, culture, beliefs, race, color, religion, age, sex, national origin, handicap, disability, sexual orientation, gender identity or expression, ancestry, pregnancy, veteran status, and citizenship.

Strata Information Group (SIG) Solves Problems. We are a team of dedicated professionals deeply committed to excellence and innovation. SIG has been a trusted partner to over 1,000 higher education institutions globally since our inception in 1988. Our solution sets include Strategy & Optimization Consulting, Enterprise Applications Implementation and Managed Services, Data Services, and Cybersecurity. SIG values client satisfaction, integrity, and expertise in higher education. We embrace diversity, collaboration, and personal growth in our inclusive environment. Position Summary & Responsibilities As a Banner Financial Aid Consultant, you will utilize your expertise in working directly with the Ellucian Banner Financial Aid module to provide implementation support, training, consulting, and technical assistance at client sites. Your responsibilities will also include analyzing current business processes, making recommendations for process improvement through the use of technological tools, assisting clients with the Financial Aid year roll, and ensuring compliance with Department of Education requirements. This is a remote position, and we welcome applicants from people looking for either full or part-time work with experience in California Financial Aid. Provide implementation support, including training, functional consulting, and technical assistance at client sites. Analyze current business processes and recommend the utilization of technological tools for process improvement. Assist clients with the Financial Aid year roll within Banner. Ensure clients comply with the Department of Education requirements. Required Qualifications 5 or more years working within the Higher Education Industry. 5 or more years of experience working with Ellucian Banner, demonstrating advanced user proficiency. CalGrant expertise needed Candidates with California specific financial aid experience, including California Dream Act Application (CADAA, or Cal ISIR), Banner ETHOS /Experience CalGrant processes, and CALBFA add-on to Banner for California College Promise Grant (CCPG) Demonstrated expertise in using Banner to improve and automate business processes within the Financial Aid office at a college or university. Solid understanding of FAFSA and the ability to implement changes within Banner. Experience in developing reports utilizing Banner to support various Financial Aid areas. Experience in a consulting capacity, focusing on enhancing business process and creating efficiency. Ability to troubleshoot technical and functional issues within Banner. Exceptional oral and written communication skills and a proven customer service approach The ability to travel up to 25% Preferred Qualifications Experience managing project based work. Experience in reading and writing SQL queries is useful for this role. Knowledge of how Banner is used in different institutional types. Experience working with SQL Understanding of algorithmic packaging Knowledge of period-based budgeting Familiarity with TDClient Exposure to scheduling tools (e.g., UC4, Automic or ISE) Pay and Benefits The salary range for full-time is $90,000 -$120,000 + bonus. The hourly rate for part-time is $45-63/hr (please note, the benefits are only for full time) Health, Vision, Dental & Life Insurance Short & Long Term Disability Paid Parental Leave 3 Weeks Vacation, Sick Leave & Paid Holidays 401(K) with a 5% Employer Contribution Pet Insurance The listed salary range for this position is indicative and subject to adjustment based on the candidate's unique skills and location. Final compensation will be determined through mutual agreement between the successful candidate and SIG. SIG is an Equal Employment Opportunity employer California Consumer Privacy Act Notice

About US: We are a company that provides innovative, transformative IT services and solutions. We are passionate about helping our clients achieve their goals and exceed their expectations. We strive to provide the best possible experience for our clients and employees. We are committed to continuous improvement and innovation, and we are always looking for ways to improve our services and solutions. We believe in working collaboratively with our clients and employees to achieve success. DS Technologies Inc is looking for Package Consultant - Oracle Finance Cloud role for one of our premier clients. Job Title: Package Consultant - Oracle Finance Cloud Location: Washington DC (Remote with potential client travel) Position Type: Contract Only W2 Job Summary: We are seeking a Package Consultant - Oracle Finance Cloud to help streamline financial operations through the implementation of Oracle Finance Cloud solutions. This role involves designing, configuring, and optimizing Oracle finance applications to improve data accuracy, reporting, and operational efficiency. The consultant will ensure alignment with business goals and regulatory standards. Key Responsibilities: Implement and configure Oracle Finance Cloud modules, including General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Fixed Assets, Cash Management, Expenses, Collections, Tax, and Oracle Cloud Reporting. Design and optimize finance processes to enhance efficiency and reporting accuracy. Ensure Oracle Finance Cloud architecture aligns with client business objectives and compliance requirements. Collaborate with business stakeholders to gather requirements and provide system solutions. Follow Oracle Finance Cloud best practices for implementation, testing, and deployment. Required Skills & Experience: Strong experience in Oracle Finance Cloud implementation. Expertise in PPM (Project Portfolio Management) within Oracle Cloud. In-depth knowledge of GL, AP, AR, Fixed Assets, Cash Management, Expenses, Collections, Tax, and Reporting. Proven ability to configure and deploy Oracle Finance solutions. Excellent analytical, problem-solving, and communication skills. Willingness to work remotely with occasional client travel. Preferred Qualifications: Experience with IBM clients or internal IBM teams. Knowledge of financial operations and accounting best practices. Familiarity with Oracle Cloud Reporting tools. If You are Interested In This Position You Need to Attend The First Round Of AI Assessment: **************************************************************************************************** Please note, after this assessment, there will be only one final interview round with the client.Kindly share your updated resume at **************************** at your earliest convenience.Looking forward to hearing from you. This is a remote position. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

*ABOUT US* RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. *INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to Rochdale. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1

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.

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

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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We are looking to rapidly expand providing the perfect opportunity to work from home. This position is for an Entry level financial consultant (part-time or full-time). Industry demand is at an all-time high due to current times. Our firm believes in taking on an educational approach to finances and deliver our expertise to people from all walks of life. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. This is a position for individuals who are Hard-working Good with communication skills Excellent customer service skills Loves to help people Willing to start a training program as an entry-level financial professional Potentially develop into management and leadership positions. There is no experience needed for this position . Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide. Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. Our Company Offers: Flexible schedule Part-Time and Full-Time Positions Available Exciting Work Environment Unlimited Growth Potential Work From Home Key Responsibilities: Study, Learn, and execute with on-the-job training Shadow client meetings, plan designs and presentations Analyze client financials to determine their needs and risk tolerance Review available options for clients Recommend which areas or services fit the client's need Participate in marketing and expansion strategies Qualifications: Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required Able to complete licensing requirements within 30 days entrepreneurial spirit. Potential Compensation (Non Base-1099 role): Part-time average $2,000-$4,500 a month. Full-time average $5,000+ a month. Uncapped earning potential with unlimited consumer base. Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa. Job Types: Full-time, Part-time, Contract Pay: $75,000 - $150,000 per year Expected hours: 4 40 per week Benefits: Financial planning services Flexible schedule Work Location: Remote

Job Title: Workday Financial Consultant Pay Rate: $80 - $110 per hour Status: Temporary Hours: Part-Time Hours DocGo is leading the proactive healthcare revolution with an innovative care delivery platform that includes mobile health services, population health, remote patient monitoring, and ambulance services. DocGo disrupts the traditional four-wall healthcare system by providing high quality, highly affordable care to patients where and when they need it. DocGo's proprietary, AI-powered technology, logistics network, and dedicated field staff of over 5,000 certified health professionals elevate the quality of patient care and drive efficiencies for municipalities, hospital networks, and health insurance providers. With Mobile Health, DocGo empowers the full promise and potential of telehealth by facilitating healthcare treatment, in tandem with a remote physician, in the comfort of a patient's home or workplace. Together with DocGo's integrated Ambulnz medical transport services, DocGo is bridging the gap between physical and virtual care. Position Summary: The Workday Financials Consultant will serve as the lead functional expert supporting DocGo's Workday Financials implementation. This role is responsible for guiding configuration decisions, completing Workday financial workbooks, supporting tenant build activities, and ensuring the system is designed in alignment with Finance and Accounting best practices. The Consultant will also support testing activities, develop detailed test scripts, perform hands-on validation of Workday Financials functionality, and provide knowledge transfer to internal DocGo teams. This is a temp-to-perm role with potential for full-time conversion based on project needs and performance. Responsibilities: Serve as the lead Workday Finance consultant and administrator maintaining system configuration, user access, monthly ledger open/close and integrations with related financial applications. Complete required Workday configuration workbooks and support tenant build activities. Advise DocGo on key Finance and Accounting decisions using Workday best practices and prior client experience. Develop detailed test scripts for all phases of testing (unit, system, UAT). Perform hands-on testing and validation of Workday Financials and Accounting functionality. Provide knowledge transfer and documentation to DocGo and Ambulnz resources. Other tasks as assigned. Requirements: 5+ years of experience with Workday Financials, including configuration and testing. Strong understanding of Finance and Accounting processes and their translation into Workday. Prior experience supporting Workday Financials implementations or tenant build activities. Ability to create configuration workbooks, test scripts, and system documentation. Strong communication skills with the ability to guide key decisions and translate technical concepts to business partners. Strong project management skills Proven ability to work independently in a fast-paced, project-driven environment. EEO/AAP Statement: DocGo is an equal opportunity employer. We acknowledge and honor the fundamental value and dignity of all individuals. We pledge ourselves to crafting and maintaining an environment that respects diverse traditions, heritages, and experiences. DocGo is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. The above-noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the applicant a general sense of the responsibilities and expectations of this position. As the nature of business demands change so, too, may the essential functions of the position.

We are looking for a talented and experienced US Cloud ERP Finance Consultant to join our ERP department. As a key member of our team, you will play a vital role in driving the successful implementation of Oracle Cloud ERP Financials solutions for our clients. Your expertise and leadership will be instrumental in delivering exceptional financial management systems and driving business growth. At least 5-7 years of hands-on experience in ERP delivery, with at least 3 cloud implementations In-depth knowledge and expertise in Oracle Cloud Financials modules, including core functionalities and advanced features. Proficiency in reporting tools such as FRS, OTBI, and Smartview, with the ability to design and build complex financial reports. Excellent communication and presentation skills, enabling effective collaboration and client engagement. Ability to work independently and manage multiple projects simultaneously, ensuring timely delivery. A proactive and solution-oriented approach to problem-solving, with a focus on delivering exceptional client experiences. A passion for staying updated with industry trends and a commitment to continuous professional development. A degree in accounting, finance, or a related field is preferred, along with relevant certifications in Oracle Cloud Financials. Lead full lifecycle implementations of Oracle Cloud ERP Financials, ensuring timely and successful delivery. Design and develop robust financial reporting solutions, utilizing tools like FRS, OTBI, and Smartview. Conduct demonstrations and provide pre-sales support, showcasing the capabilities of our Oracle Cloud ERP Financials offerings. Serve as a senior advisor, offering expert guidance on solution architecture and best practices to both clients and internal teams. Collaborate closely with cross-functional teams, including developers, business analysts, and project managers, to ensure seamless integration and alignment with business objectives. Provide post-implementation support, addressing client queries and ensuring smooth system operations. Stay updated with the latest industry trends and advancements in Oracle Cloud Financials, sharing knowledge and insights with the team. Mentor and guide junior team members, fostering a culture of continuous learning and improvement. Maintain strong relationships with clients, understanding their unique financial needs and providing tailored solutions.

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

Job Title: Workday Financial Consultant Pay Rate: $80 - $110 per hour Status: Temporary Hours: Part-Time Hours About DocGo: DocGo is leading the proactive healthcare revolution with an innovative care delivery platform that includes mobile health services, population health, remote patient monitoring, and ambulance services. DocGo disrupts the traditional four-wall healthcare system by providing high quality, highly affordable care to patients where and when they need it. DocGo's proprietary, AI-powered technology, logistics network, and dedicated field staff of over 5,000 certified health professionals elevate the quality of patient care and drive efficiencies for municipalities, hospital networks, and health insurance providers. With Mobile Health, DocGo empowers the full promise and potential of telehealth by facilitating healthcare treatment, in tandem with a remote physician, in the comfort of a patient's home or workplace. Together with DocGo's integrated Ambulnz medical transport services, DocGo is bridging the gap between physical and virtual care. Position Summary: The Workday Financials Consultant will serve as the lead functional expert supporting DocGo's Workday Financials implementation. This role is responsible for guiding configuration decisions, completing Workday financial workbooks, supporting tenant build activities, and ensuring the system is designed in alignment with Finance and Accounting best practices. The Consultant will also support testing activities, develop detailed test scripts, perform hands-on validation of Workday Financials functionality, and provide knowledge transfer to internal DocGo teams. This is a temp-to-perm role with potential for full-time conversion based on project needs and performance. Responsibilities: Serve as the lead Workday Finance consultant and administrator maintaining system configuration, user access, monthly ledger open/close and integrations with related financial applications. Complete required Workday configuration workbooks and support tenant build activities. Advise DocGo on key Finance and Accounting decisions using Workday best practices and prior client experience. Develop detailed test scripts for all phases of testing (unit, system, UAT). Perform hands-on testing and validation of Workday Financials and Accounting functionality. Provide knowledge transfer and documentation to DocGo and Ambulnz resources. Visit our New York headquarters as needed Other tasks as assigned. Requirements: 5+ years of experience with Workday Financials, including configuration and testing. Strong understanding of Finance and Accounting processes and their translation into Workday. Prior experience supporting Workday Financials implementations or tenant build activities. Ability to create configuration workbooks, test scripts, and system documentation. Strong communication skills with the ability to guide key decisions and translate technical concepts to business partners. Strong project management skills Proven ability to work independently in a fast-paced, project-driven environment. Must be able to visit our New York headquarters as needed EEO/AAP Statement: DocGo is an equal opportunity employer. We acknowledge and honor the fundamental value and dignity of all individuals. We pledge ourselves to crafting and maintaining an environment that respects diverse traditions, heritages, and experiences. DocGo is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. The above-noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the applicant a general sense of the responsibilities and expectations of this position. As the nature of business demands change so, too, may the essential functions of the position.

At the intersection of data, processes, and people, Blue Horseshoe guides business transformation where it counts. Blue Horseshoe helps empower companies to define and plan their enterprise strategy, connect and collaborate with business applications, and optimize and execute supply chain operations to Fortune 500 and mid-market businesses throughout the world. Blue Horseshoe has been named one of the best places to work in Indiana four years in a row, along with being named a Top Workplace by the IndyStar for eight years, and we are aggressively growing our Microsoft D365 support practice. The D365 Finance Consultant is responsible for responsible for implementing the financial areas in D365 for clients regarding, but not limited to: general ledger, AR, AP, fixed assets, tax, cost accounting and financial reporting. What can you expect? A fast-paced organization with a bright future An engaged team with a commitment to shared values and goals Collaboration with your manager, members in the organization, and teammates to help achieve personal, project, and organizational goals Engaging and challenging work What do we expect? Facilitate discovery, design, development, and deployment activities Manage resources and deliver project tasks, both external and internal Perform gap analysis between system functionality and client requirements Communicate and document system specifications for clients and team members Document test scenarios and perform unit, system, and data conversion testing tasks Provide excellent customer interface skills throughout the project life cycle Provide periodic status reports and accurate estimates and timelines of work Perform process improvement evaluations for existing clients with regard to General Ledger, AR, AP, Fixed Assets, and cost accounting Write procedural instructions for D365 usage for General Ledger, AR, AP, Fixed Assets, and Cost Accounting Train client on use and maintenance of D365 Ability to work on multiple projects Here's What We're Looking For: At least two years of experience with Microsoft D365 financial implementations Bachelor's degree in Accounting, Business, or related field with a minimum of 5 years of accounting related experience Working knowledge of relational databases and data migration concepts Team player with strong communication, organization, and client interaction skills Ability to travel up to 60-80% domestically Why You Should Work at Blue Horseshoe: Work with talented individuals to build a highly successful business that is revolutionizing the supply chain and enterprise software industry Ability to make a meaningful impact on a growing organization Internal and external professional development, coaching, and continuous education opportunities Amazing benefits and company perks Blue Horseshoe is an equal opportunity at-will employer and does not discriminate against any employee or applicant for employment on the basis of age, race, religion, color, disability, sex, sexual orientation, national origin or any other consideration made unlawful by applicable federal, state or local laws.