Wealth Management Advisor jobs at RK - 138 jobs

Wealth Advisor-RIA Firm Responsibilities: Serve as lead advisor on client relationships in the range of 1-2million AUM. Explain to clients all financial planning topics which include but are not limited to retirement, tax, estate, insurance, education, charitable planning, asset protection planning, and elder care. Analyze financial documents, prepare financial plan summaries using the firm's financial planning software, and present recommendations to clients. Coordinate and manage projects and tasks assigned across Client Service and Investment Management teams while taking ultimate responsibility for quality control of client deliverables. Prepare meeting recaps, take ownership of follow-up items, and proactively schedule client meetings. Establish a leadership role with clients' attorneys, CPAs, and outside advisors to coordinate client needs. Expertise in portfolio construction utilizing firm investment models and sleeves. Monitor financial markets, client investments, and continually stay abreast of changes to SFMG model portfolios. Ability to present economic concepts, explain their impact on clients' portfolios, and answer client questions about their investments. Manage the process of rebalancing client portfolios, tax loss harvesting trades, and any other trades necessary to raise or invest cash. Basic understanding of alternative investments including Private Credit, Private Real Estate, and Private Equity. Team Responsibilities Work closely with and take direction from, Team Lead, who will manage activities and delegate responsibilities while providing ongoing guidance and support. Actively contribute to team goals and success. Provide consistent and constructive feedback to other team members. Firm Responsibilities Personal alignment with firms Core Values. Understand and support the firm's vision, mission, and strategy. Adhere to firm's investment approach. Actively involved in firm committees (Investment, Wealth Management, etc.). Participate in firm task forces as needed. Growth Responsibilities Maintain a thorough understanding of financial planning, client management and investment management strategies. Contribute to the growth of the firm by attracting new clients and identifying opportunities to retain and grow existing relationships. Consistent development and mastery of technical skills including complex financial planning, investment, tax, estate, retirement, and insurance topics. Develop and maintain key relationships with industry centers of influence and key partners. Core Qualities & Values: Cultural Fit: Alignment with the firm's values, mission, and culture. Foster a culture of collaboration, diversity and opportunity. Team first mentality - put the team and firm's priorities and results above one's own priorities and results. Ability to disagree constructively. Be involved and engaged as a passionate team member. Actively contribute to team goals and success. Provide consistent and constructive feedback to other team members professionals through thoughtful mentorship. Represent the firm by dressing like an Advisor, acting like an Advisor, and representing the brand well. Service, Integrity and Ethics: Firm commitment to passionately protecting the clients' best interest. Provide exceptional client service by anticipating needs, exceeding expectations, being detail oriented, and committing to continuous improvement and excellence. Maintain objectivity and transparency in all client interactions. Uphold unquestionable ethical standards and integrity. Leadership Skills: Proven leadership capabilities within the firm or in previous roles. Ability to inspire, motivate, provide feedback to, and guide others effectively. Capable of effectively receiving and implementing feedback. Demonstrated discipline and accountability to drive tasks and initiatives forward. Intellectual Curiosity and Continuous Learning: Demonstrated commitment to professional development, innovation and ongoing improvement within the firm or in previous roles. Community Involvement: Active involvement in community and philanthropic activities. Required Skills and Abilities: Minimum 1 years serving clients as the lead advisor, 3+ years in client facing capacity. Bachelor's Degree at a four-year college Financial planning software (eMoney), CRM technology (XLR8/Salesforce), portfolio management software (Orion), calendaring software, or other related software packages.

Salary Range: Competitive Introduction We are seeking a dedicated and experienced professional to join our team in a dynamic financial planning role within the finance and banking industry. This position offers a contract-to-hire opportunity, providing a pathway to grow and excel in your career. Required Skills & Qualifications Applicants must be able to work directly for Artech on W2 Client Suite (Excel - pivots), 5+ Years of Experience Required. Communication - verbal and written, 5+ Years of Experience Required. Work with business partners (business office, managers), 5+ Years of Experience Required. Financial acumen, 5+ Years of Experience Required. Business case/ contract/ budget review experience, 5+ Years of Experience Required. Forecasting/ Annual Planning, 5+ Years of Experience Required. Preferred Skills & Qualifications Experience with Hyperion. Bachelor's Degree in Finance preferred. 5 years or more experience in finance. Day-to-Day Responsibilities Develop and analyze business cases related to technology contracts with vendors. Create and manage budgets and forecasts. Review contracts and estimates for accuracy and compliance. Conduct variance analysis to identify trends and areas for improvement. Company Benefits & Culture Supportive and inclusive work environment. Opportunities for professional growth and development. Flexible working hours to promote work-life balance. For immediate consideration please click APPLY to begin the screening process with Alex.

HJ Staffing is seeking an experienced Advisor, Project Management for a high-impact role supporting healthcare technology initiatives. Hybrid Schedule: Onsite presence is required every Tuesday and Wednesday in Roseville. Certification: An active PMP Certification is a mandatory requirement for this role. The Opportunity At HJ Staffing, we connect passion with purpose. In this role, you will contribute your skills as we harness the power of technology to improve the health and well-being of a community's most vulnerable members. You will team with innovators to solve some of healthcare's biggest challenges through strategic project oversight. What You Will Do Strategic PMO Leadership: Execute a PMO strategy that meets client needs and establish project management frameworks, standards, and policies. Portfolio Management: Oversee the IT project portfolio, including prioritization, resource allocation, and reporting to senior management. Service Delivery: Lead project management teams by breaking down large technological programs and assisting with staffing. Performance Monitoring: Track progress against objectives, timelines, and budgets. Identify risks, facilitate client discussions, and recommend corrective actions. Relationship Management: Collaborate with IT leadership and external partners to ensure alignment with strategic goals and high levels of customer satisfaction. Business Development: Prepare detailed Statements of Work (SOW) and assist with new proposal efforts to support growth. What You Will Bring 9+ years of experience managing complex projects/programs through a full life cycle. 3+ years of Medicaid or Medicare experience (strongly preferred). Certified Project Management Professional (PMP) is required. Leadership Skills: Ability to mentor junior colleagues and translate broad objectives into achievable milestones. Communication Mastery: A strong executive presenter and influencer who can motivate stakeholders across the organization. Technical Proficiency: Modern understanding of budget development, control methods, and PM software. Additional Details Requirement: Must be able to work onsite in Roseville, CA, two days per week.

Competition makes us faster. Collaboration makes us better. NAI Northern California is a Commercial Real Estate brokerage with offices located in downtown Oakland, in the Embarcadero in San Francisco and in downtown San Jose. In 2025, NAI Northern California embarked upon an aggressive growth strategy to expand our agent base as well as support staff. We have brought on a well-trained junior team and now must focus on their continued success. We created an innovative culture and we pride ourselves on having disrupted traditional brokerage organizational structures. Successful Senior Agents love our structure for that very reason - collaboration, and transparency. We are seeking Senior Investment Associates in Office Leasing, Office Sales, Industrial/Warehouse, Hospitality, Senior Housing, and Self-Storage. We are also looking for a Multifamily VP in the South Bay.Required: You're licensed to sell Real Estate in California and experienced in selling or leasing commercial real estate You've been in the industry, minimally 2 years We could rattle off a bunch of boring requirements here, but we're much more interested in bringing in the right ambitious person with a laser-focused, successful business in place. And, aligning our junior teams with the right seniors is top priority We are willing to entertain any strategy that will transition a successful, busy senior brokers with track records into NAI so they are comfortable ramping up. What's So Different About NAI Northern California? Collaboration: We take this seriously. We believe that scarcity mentality and sales do not mix. We also believe that competition can inspire you to do great things, but collaborating with others elevates everyone. Therefore management trains the juniors to realize their highest potential & fast and that helps you create a revenue source. Platform: We've implemented world-class CRM so all outreach is transparent. And, we have great events that bring everyone together for fun, community involvement and celebration of our mad sales skills. There are leads in the system ready to go. No databasing necessary...for ANYONE. Support: We spend time and money to support our agents at NAI. We know this is what's necessary to get everyone successful. There are no added costs to work here and we do not nickel and dime our partners. We hire staff to assist you in seeking more leads for calls, in marketing your listings, and in helping you complete escrow / contract process. A Little More About Us: NAI Global is the largest Commercial Real Estate Brokerage Network in the world and a global “Top 5” Commercial Real Estate Company dedicated to having the most successful, productive and happy teams in the industry. The culture we have grown in Northern California is a major competitive advantage, that will expedite your success. We have fun often and laugh easily, and yet we are at the top of our game and deliver the highest quality to our customers and clients. But, take us seriously when we say our sights are focused upon gaining market share, and doing what it takes to be really successful - and carving a name for ourselves in the San Francisco Bay Area. Isn't that what you're looking for? What Are Our People Doing & Saying? "Working at NAI Northern California gives you the benefit of working for a global brand, combined with the feel and culture of a Bay Area startup. Our open, transparent platform, and our strong collaboration lends to one of the most unique work environments in the industry. Ultimately, I opted for NAI over the competing firms because I felt that it gave me the best chance to grow and fulfill my potential." - Shivu Srinivasan, Investment Associate - NAI Northern California BRE License # 01870488We 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.

Competition makes us faster. Collaboration makes us better. NAI Northern California is a Commercial Real Estate brokerage with offices located in downtown Oakland, in the Embarcadero in San Francisco and in downtown San Jose. In 2025, NAI Northern California embarked upon an aggressive growth strategy to expand our agent base as well as support staff. We have brought on a well-trained junior team and now must focus on their continued success. We created an innovative culture and we pride ourselves on having disrupted traditional brokerage organizational structures. Successful Senior Agents love our structure for that very reason - collaboration, and transparency. We are seeking Senior Investment Associates in Office Leasing, Office Sales, Industrial/Warehouse, Hospitality, Senior Housing, and Self-Storage. We are also looking for a Multifamily VP in the South Bay.Required: You're licensed to sell Real Estate in California and experienced in selling or leasing commercial real estate You've been in the industry, minimally 2 years We could rattle off a bunch of boring requirements here, but we're much more interested in bringing in the right ambitious person with a laser-focused, successful business in place. And, aligning our junior teams with the right seniors is top priority We are willing to entertain any strategy that will transition a successful, busy senior brokers with track records into NAI so they are comfortable ramping up. What's So Different About NAI Northern California? Collaboration: We take this seriously. We believe that scarcity mentality and sales do not mix. We also believe that competition can inspire you to do great things, but collaborating with others elevates everyone. Therefore management trains the juniors to realize their highest potential & fast and that helps you create a revenue source. Platform: We've implemented world-class CRM so all outreach is transparent. And, we have great events that bring everyone together for fun, community involvement and celebration of our mad sales skills. There are leads in the system ready to go. No databasing necessary...for ANYONE. Support: We spend time and money to support our agents at NAI. We know this is what's necessary to get everyone successful. There are no added costs to work here and we do not nickel and dime our partners. We hire staff to assist you in seeking more leads for calls, in marketing your listings, and in helping you complete escrow / contract process. NAI Northern California is a progressive, full service commercial real estate firm serving the Northern California Bay Area. Recognized as one of the Top 25 Commercial Real Estate Firms by the East Bay and San Francisco Business Times, NAI Northern California's commitment to the Bay Area is long-term and dedicated to delivering the best results for our clients. NAI Norcal is parent to a loan brokerage company, Piedmont Capital and Lakeside Investment Company. As partners with NAI Global, one of the largest commercial real estate service providers worldwide, NAI professionals work together with our global management team to help our clients strategically optimize their real estate assets. NAI Global manages a network of 5,000 professionals and over 350 offices in 55 countries throughout the world. NAI offices around the world completed over $45 billion in transactions annually. Global also manages over 200 million square feet of commercial space. NAI Northern California competitive advantages: our proprietary technology (data systems, technology tools and custom built Salesforce CRM), along with a uniquely collaborative and highly ethical culture. As a prospective NAI Northern California team member, our promise to you: NAI Northern California responds to all applicants within 5 business days who submit 1) a personalized cover letter to NAI and 2) either a current resume or, curriculum vitae. BRE License # 01870488We 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.

A recent hire told us “...just sitting in front waiting to interview, hearing the energy and collaboration, and seeing the technology and resources made me certain this would be a fantastic place to grow my career and myself.” Who Are We? NAI is the largest Commercial Real Estate Brokerage Network in the world and a global “Top 5” Commercial Real Estate Company dedicated to having the most successful, productive and happy teams in the industry. The culture we have grown is a major competitive advantage that will expedite your success. We have an unprecedented and highly customized Salesforce platform that includes developed leads and business development systems, as well as a full time in-house data and salesforce administration team.NAI Norcal teams have fun often and laugh easily, and yet we are at the top of our game and deliver the highest quality to our customers and clients. Who Are You? Minimum 1-3 years of commercial property management, asset management, leasing or sales experience Have worked on at least 10 real estate transactions in Retail, Office, Multifamily, STNL, Seniors Housing assets Or, if in property / asset management, has worked on at least 5 real estate transactions in disposition or acquisition of real estate investment assets Perhaps you've worked in development of real estate investment assets minimum of 3 years in finance capacity... Helpful If You Have... Sales experience, specifically business outreach/development Perhaps you've started your own business in the past? Real Estate background MBA, Law Degree, PHD highly desirable How Do We Partner With You? We develop the commercial sales leader in you celebrating every success as well as helping you to dissect every challenge. You'll participate in a proven and rigorous 10-week training program, including: Mentorship and coaching sessions from the best of the best Weekly training from industry vendors and leaders Regular role-playing with your cohort as well as managers Salesforce training technology assets to access the best leads Dedicated administrative and marketing support. NAI Northern California is a progressive, full service commercial real estate firm serving the Northern California Bay Area. Recognized as one of the Top 25 Commercial Real Estate Firms by the East Bay and San Francisco Business Times, NAI Northern California's commitment to the Bay Area is long-term and dedicated to delivering the best results for our clients. NAI Norcal is parent to a loan brokerage company, Piedmont Capital and Lakeside Investment Company. As partners with NAI Global, one of the largest commercial real estate service providers worldwide, NAI professionals work together with our global management team to help our clients strategically optimize their real estate assets. NAI Global manages a network of 5,000 professionals and over 350 offices in 55 countries throughout the world. NAI offices around the world completed over $45 billion in transactions annually. Global also manages over 200 million square feet of commercial space. NAI Northern California competitive advantages: our proprietary technology (data systems, technology tools and custom built Salesforce CRM), along with a uniquely collaborative and highly ethical culture. As a prospective NAI Northern California team member, our promise to you: NAI Northern California responds to all applicants within 5 business days who submit 1) a personalized cover letter to NAI and 2) either a current resume or, curriculum vitae. BRE License # 01870488We 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.

Competition makes us faster. Collaboration makes us better. NAI Northern California is a Commercial Real Estate brokerage with offices located in downtown Oakland, in the Embarcadero in San Francisco and in downtown San Jose. In 2025, NAI Northern California embarked upon an aggressive growth strategy to expand our agent base as well as support staff. We have brought on a well-trained junior team and now must focus on their continued success. We created an innovative culture and we pride ourselves on having disrupted traditional brokerage organizational structures. Successful Senior Agents love our structure for that very reason - collaboration, and transparency. We are seeking Senior Investment Associates in Office Leasing, Office Sales, Industrial/Warehouse, Hospitality, Senior Housing, and Self-Storage. We are also looking for a Multifamily VP in the South Bay.Required: You're experienced in selling or leasing commercial real estate and have an active BRE license In the CRE industry, minimally 3-5 years with deal history reflecting multiple transactions We could rattle off a bunch of boring requirements here, but we're much more interested in bringing in the right ambitious person with a laser-focused, successful business in place. And, aligning our junior teams with the right seniors is top priority We are willing to entertain any strategy that will allow a seamless transition a successful, busy senior broker with track record into NAI so they are comfortable ramping up. What's So Different About NAI Northern California? Collaboration: collaborating with others elevates everyone. We believe that scarcity mentality and sales makes for unfavorable careers. Platform: We've implemented world-class CRM so all outreach is transparent. We have great events that bring everyone together for fun, community involvement and celebration of our mad sales skills. There are leads in the system ready to go. No databasing necessary...for ANYONE. Support: We spend time and money to support Advisors at NAI. There are no added costs to work here and we do not nickel and dime our partners. We hire staff to assist you in seeking more leads for calls, in marketing listings, and in helping to close deals quickly and in the best interest of the client. NAI Northern California is a progressive, full service commercial real estate firm serving the Northern California Bay Area. Recognized as one of the Top 25 Commercial Real Estate Firms by the East Bay and San Francisco Business Times, NAI Northern California's commitment to the Bay Area is long-term and dedicated to delivering the best results for our clients. NAI Norcal is parent to a loan brokerage company, Piedmont Capital and Lakeside Investment Company. As partners with NAI Global, one of the largest commercial real estate service providers worldwide, NAI professionals work together with our global management team to help our clients strategically optimize their real estate assets. NAI Global manages a network of 5,000 professionals and over 350 offices in 55 countries throughout the world. NAI offices around the world completed over $45 billion in transactions annually. Global also manages over 200 million square feet of commercial space. NAI Northern California competitive advantages: our proprietary technology (data systems, technology tools and custom built Salesforce CRM), along with a uniquely collaborative and highly ethical culture. As a prospective NAI Northern California team member, our promise to you: NAI Northern California responds to all applicants within 5 business days who submit 1) a personalized cover letter to NAI and 2) either a current resume or, curriculum vitae. BRE License # 01870488We 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 Wealth Advisor-RIA Firm Responsibilities: Serve as lead advisor on client relationships in the range of 1-2million AUM. Explain to clients all financial planning topics which include but are not limited to retirement, tax, estate, insurance, education, charitable planning, asset protection planning, and elder care. Analyze financial documents, prepare financial plan summaries using the firm's financial planning software, and present recommendations to clients. Coordinate and manage projects and tasks assigned across Client Service and Investment Management teams while taking ultimate responsibility for quality control of client deliverables. Prepare meeting recaps, take ownership of follow-up items, and proactively schedule client meetings. Establish a leadership role with clients' attorneys, CPAs, and outside advisors to coordinate client needs. Expertise in portfolio construction utilizing firm investment models and sleeves. Monitor financial markets, client investments, and continually stay abreast of changes to SFMG model portfolios. Ability to present economic concepts, explain their impact on clients' portfolios, and answer client questions about their investments. Manage the process of rebalancing client portfolios, tax loss harvesting trades, and any other trades necessary to raise or invest cash. Basic understanding of alternative investments including Private Credit, Private Real Estate, and Private Equity. Team Responsibilities Work closely with and take direction from, Team Lead, who will manage activities and delegate responsibilities while providing ongoing guidance and support. Actively contribute to team goals and success. Provide consistent and constructive feedback to other team members. Firm Responsibilities Personal alignment with firms Core Values. Understand and support the firm's vision, mission, and strategy. Adhere to firm's investment approach. Actively involved in firm committees (Investment, Wealth Management, etc.). Participate in firm task forces as needed. Growth Responsibilities Maintain a thorough understanding of financial planning, client management and investment management strategies. Contribute to the growth of the firm by attracting new clients and identifying opportunities to retain and grow existing relationships. Consistent development and mastery of technical skills including complex financial planning, investment, tax, estate, retirement, and insurance topics. Develop and maintain key relationships with industry centers of influence and key partners. Core Qualities & Values: Cultural Fit: Alignment with the firm's values, mission, and culture. Foster a culture of collaboration, diversity and opportunity. Team first mentality - put the team and firm's priorities and results above one's own priorities and results. Ability to disagree constructively. Be involved and engaged as a passionate team member. Actively contribute to team goals and success. Provide consistent and constructive feedback to other team members professionals through thoughtful mentorship. Represent the firm by dressing like an Advisor, acting like an Advisor, and representing the brand well. Service, Integrity and Ethics: Firm commitment to passionately protecting the clients' best interest. Provide exceptional client service by anticipating needs, exceeding expectations, being detail oriented, and committing to continuous improvement and excellence. Maintain objectivity and transparency in all client interactions. Uphold unquestionable ethical standards and integrity. Leadership Skills: Proven leadership capabilities within the firm or in previous roles. Ability to inspire, motivate, provide feedback to, and guide others effectively. Capable of effectively receiving and implementing feedback. Demonstrated discipline and accountability to drive tasks and initiatives forward. Intellectual Curiosity and Continuous Learning: Demonstrated commitment to professional development, innovation and ongoing improvement within the firm or in previous roles. Community Involvement: Active involvement in community and philanthropic activities. Required Skills and Abilities: Minimum 1 years serving clients as the lead advisor, 3+ years in client facing capacity. Bachelor's Degree at a four-year college Financial planning software (eMoney), CRM technology (XLR8/Salesforce), portfolio management software (Orion), calendaring software, or other related software packages.

Job Description Wealth Management Advisor Compensation: Starting at $125K We are seeking an experienced and client-focused Wealth Advisor to provide comprehensive financial planning and investment management services at a RIA firm in San Diego, CA. This role focuses on addressing the complex needs of high-net-worth individuals, entrepreneurs, and professional athletes. The ideal candidate is a fiduciary-minded professional who can deliver tailored strategies to help clients grow, preserve, and transfer wealth across generations. Key Responsibilities: Financial Planning Create personalized financial plans by understanding each client's values, goals, and complex financial situation. Investment Management Design and implement diversified, tax-efficient investment strategies focused on long-term wealth accumulation and preservation. Retirement Planning Develop strategies to generate reliable, tax-efficient retirement income, including tools like Roth IRA conversions. Tax Minimization Collaborate with tax professionals to implement strategies such as tax loss harvesting to minimize long-term liabilities. Estate Planning Assist clients in structuring the transfer of wealth and assets to future generations in a smooth and tax-conscious manner. Business Succession Planning Guide business owners through transition strategies to ensure continuity of ownership and operations. Specialized Client Services Address unique financial challenges such as sudden wealth events or non-traditional income structures. Our Approach: Fiduciary Standard Operate under a fiduciary duty, always acting in the client's best interests. Holistic, Personalized Service Offer a broad range of services-from investment planning to education-customized to each client's needs. Long-Term Orientation Focus on sustainable, long-term financial strategies rather than short-term market timing or trends. Collaborative Expertise Work within an interdisciplinary team of specialists to provide well-rounded and integrated financial solutions. Qualifications: 5+ years of experience in wealth management or financial advisory roles CFP , CFA , or other relevant certifications strongly preferred Series 65 or 66 required Deep understanding of the financial needs of high-net-worth clients Strong interpersonal skills and a client-first mindset Ability to navigate complex financial situations with discretion and clarity

Wealth Management Advisor Compensation: Starting at $125K We are seeking an experienced and client-focused Wealth Advisor to provide comprehensive financial planning and investment management services at a RIA firm in San Diego, CA. This role focuses on addressing the complex needs of high-net-worth individuals, entrepreneurs, and professional athletes. The ideal candidate is a fiduciary-minded professional who can deliver tailored strategies to help clients grow, preserve, and transfer wealth across generations. Key Responsibilities: Financial Planning Create personalized financial plans by understanding each client's values, goals, and complex financial situation. Investment Management Design and implement diversified, tax-efficient investment strategies focused on long-term wealth accumulation and preservation. Retirement Planning Develop strategies to generate reliable, tax-efficient retirement income, including tools like Roth IRA conversions. Tax Minimization Collaborate with tax professionals to implement strategies such as tax loss harvesting to minimize long-term liabilities. Estate Planning Assist clients in structuring the transfer of wealth and assets to future generations in a smooth and tax-conscious manner. Business Succession Planning Guide business owners through transition strategies to ensure continuity of ownership and operations. Specialized Client Services Address unique financial challenges such as sudden wealth events or non-traditional income structures. Our Approach: Fiduciary Standard Operate under a fiduciary duty, always acting in the client's best interests. Holistic, Personalized Service Offer a broad range of services-from investment planning to education-customized to each client's needs. Long-Term Orientation Focus on sustainable, long-term financial strategies rather than short-term market timing or trends. Collaborative Expertise Work within an interdisciplinary team of specialists to provide well-rounded and integrated financial solutions. Qualifications: 5+ years of experience in wealth management or financial advisory roles CFP , CFA , or other relevant certifications strongly preferred Series 65 or 66 required Deep understanding of the financial needs of high-net-worth clients Strong interpersonal skills and a client-first mindset Ability to navigate complex financial situations with discretion and clarity

Job Description Wealth Advisor-RIA Firm Responsibilities: Serve as lead advisor on client relationships in the range of 1-2million AUM. Explain to clients all financial planning topics which include but are not limited to retirement, tax, estate, insurance, education, charitable planning, asset protection planning, and elder care. Analyze financial documents, prepare financial plan summaries using the firm's financial planning software, and present recommendations to clients. Coordinate and manage projects and tasks assigned across Client Service and Investment Management teams while taking ultimate responsibility for quality control of client deliverables. Prepare meeting recaps, take ownership of follow-up items, and proactively schedule client meetings. Establish a leadership role with clients' attorneys, CPAs, and outside advisors to coordinate client needs. Expertise in portfolio construction utilizing firm investment models and sleeves. Monitor financial markets, client investments, and continually stay abreast of changes to SFMG model portfolios. Ability to present economic concepts, explain their impact on clients' portfolios, and answer client questions about their investments. Manage the process of rebalancing client portfolios, tax loss harvesting trades, and any other trades necessary to raise or invest cash. Basic understanding of alternative investments including Private Credit, Private Real Estate, and Private Equity. Team Responsibilities Work closely with and take direction from, Team Lead, who will manage activities and delegate responsibilities while providing ongoing guidance and support. Actively contribute to team goals and success. Provide consistent and constructive feedback to other team members. Firm Responsibilities Personal alignment with firms Core Values. Understand and support the firm's vision, mission, and strategy. Adhere to firm's investment approach. Actively involved in firm committees (Investment, Wealth Management, etc.). Participate in firm task forces as needed. Growth Responsibilities Maintain a thorough understanding of financial planning, client management and investment management strategies. Contribute to the growth of the firm by attracting new clients and identifying opportunities to retain and grow existing relationships. Consistent development and mastery of technical skills including complex financial planning, investment, tax, estate, retirement, and insurance topics. Develop and maintain key relationships with industry centers of influence and key partners. Core Qualities & Values: Cultural Fit: Alignment with the firm's values, mission, and culture. Foster a culture of collaboration, diversity and opportunity. Team first mentality - put the team and firm's priorities and results above one's own priorities and results. Ability to disagree constructively. Be involved and engaged as a passionate team member. Actively contribute to team goals and success. Provide consistent and constructive feedback to other team members professionals through thoughtful mentorship. Represent the firm by dressing like an Advisor, acting like an Advisor, and representing the brand well. Service, Integrity and Ethics: Firm commitment to passionately protecting the clients' best interest. Provide exceptional client service by anticipating needs, exceeding expectations, being detail oriented, and committing to continuous improvement and excellence. Maintain objectivity and transparency in all client interactions. Uphold unquestionable ethical standards and integrity. Leadership Skills: Proven leadership capabilities within the firm or in previous roles. Ability to inspire, motivate, provide feedback to, and guide others effectively. Capable of effectively receiving and implementing feedback. Demonstrated discipline and accountability to drive tasks and initiatives forward. Intellectual Curiosity and Continuous Learning: Demonstrated commitment to professional development, innovation and ongoing improvement within the firm or in previous roles. Community Involvement: Active involvement in community and philanthropic activities. Required Skills and Abilities: Minimum 1 years serving clients as the lead advisor, 3+ years in client facing capacity. Bachelor's Degree at a four-year college Financial planning software (eMoney), CRM technology (XLR8/Salesforce), portfolio management software (Orion), calendaring software, or other related software packages.

Job Description Wealth Advisor-RIA Firm Responsibilities: Serve as lead advisor on client relationships in the range of 1-2million AUM. Explain to clients all financial planning topics which include but are not limited to retirement, tax, estate, insurance, education, charitable planning, asset protection planning, and elder care. Analyze financial documents, prepare financial plan summaries using the firm's financial planning software, and present recommendations to clients. Coordinate and manage projects and tasks assigned across Client Service and Investment Management teams while taking ultimate responsibility for quality control of client deliverables. Prepare meeting recaps, take ownership of follow-up items, and proactively schedule client meetings. Establish a leadership role with clients' attorneys, CPAs, and outside advisors to coordinate client needs. Expertise in portfolio construction utilizing firm investment models and sleeves. Monitor financial markets, client investments, and continually stay abreast of changes to SFMG model portfolios. Ability to present economic concepts, explain their impact on clients' portfolios, and answer client questions about their investments. Manage the process of rebalancing client portfolios, tax loss harvesting trades, and any other trades necessary to raise or invest cash. Basic understanding of alternative investments including Private Credit, Private Real Estate, and Private Equity. Team Responsibilities Work closely with and take direction from, Team Lead, who will manage activities and delegate responsibilities while providing ongoing guidance and support. Actively contribute to team goals and success. Provide consistent and constructive feedback to other team members. Firm Responsibilities Personal alignment with firms Core Values. Understand and support the firm's vision, mission, and strategy. Adhere to firm's investment approach. Actively involved in firm committees (Investment, Wealth Management, etc.). Participate in firm task forces as needed. Growth Responsibilities Maintain a thorough understanding of financial planning, client management and investment management strategies. Contribute to the growth of the firm by attracting new clients and identifying opportunities to retain and grow existing relationships. Consistent development and mastery of technical skills including complex financial planning, investment, tax, estate, retirement, and insurance topics. Develop and maintain key relationships with industry centers of influence and key partners. Core Qualities & Values: Cultural Fit: Alignment with the firm's values, mission, and culture. Foster a culture of collaboration, diversity and opportunity. Team first mentality - put the team and firm's priorities and results above one's own priorities and results. Ability to disagree constructively. Be involved and engaged as a passionate team member. Actively contribute to team goals and success. Provide consistent and constructive feedback to other team members professionals through thoughtful mentorship. Represent the firm by dressing like an Advisor, acting like an Advisor, and representing the brand well. Service, Integrity and Ethics: Firm commitment to passionately protecting the clients' best interest. Provide exceptional client service by anticipating needs, exceeding expectations, being detail oriented, and committing to continuous improvement and excellence. Maintain objectivity and transparency in all client interactions. Uphold unquestionable ethical standards and integrity. Leadership Skills: Proven leadership capabilities within the firm or in previous roles. Ability to inspire, motivate, provide feedback to, and guide others effectively. Capable of effectively receiving and implementing feedback. Demonstrated discipline and accountability to drive tasks and initiatives forward. Intellectual Curiosity and Continuous Learning: Demonstrated commitment to professional development, innovation and ongoing improvement within the firm or in previous roles. Community Involvement: Active involvement in community and philanthropic activities. Required Skills and Abilities: Minimum 1 years serving clients as the lead advisor, 3+ years in client facing capacity. Bachelor's Degree at a four-year college Financial planning software (eMoney), CRM technology (XLR8/Salesforce), portfolio management software (Orion), calendaring software, or other related software packages.

Treasury and Investment Specialist II Grade/Classification: 3 (D1) - Para/ Entry Level Professional II Salary Range: $61,123 - $78,503 Bargaining Unit: CSEA FLSA Status: Exempt Last Revised: April 26, 2024 Primary Purpose Under the general supervision of the Manager, Investments, the Treasury and Investment Specialist II performs moderately difficult financial tasks distinguished by the increasing application of independent judgement, in a dynamic and deadline driven environment. Essential Functions * Verify, analyze, and reconcile data from various sources (daily cash reports, client agreements, bond covenants, etc.) to the investment system and various other PC applications/databases. * Monitor various financial activities, such as disbursements, receipts, investments, and collateral. * Assist with the purchase and sale of securities in coordination with the accounts payable disbursement process. * Coordinate the investment and liquidation of funds related to financing activities, and initiate wire transfers to move funds between Authority accounts. * Perform moderately difficult financial calculations and/or analysis. * Record and/or review investment transactions from various sources to various internal systems/applications including data transfer between systems. * Ensure accuracy with investment transactions and provide resolutions as issues and problems are encountered. * Work directly with employees, clients, trustees, and providers to research and resolve conflicts, problems and/or issues that are of a moderate level of difficulty. * Prepare monthly restricted fund reinvestment instructions to trustee banks. * Create and/or maintain various schedules, reports, spreadsheets, databases and/or files of a moderate complexity requiring use of advanced computer application skills. * Create reports using JDE, SunGard, Bloomberg, or other systems applications. * Import and/or export data among internal and external applications. * Assist in ensuring the accuracy of information received, entered into, and extracted from various systems applications. * Assist with the maintenance of investment systems including set-up and maintenance of records, interfaces, scheduling of periodic processes, and troubleshooting. * Prepare various quarterly monitoring reports for review by the unit Manager. * Assist in the evaluation of broker-dealer and other service provider performance. * Assist with the development and maintenance of the Bloomberg trading system, including the set-up and maintenance of reports, interfaces, and troubleshooting. * Assist in the preparation and maintenance of schedules with a moderate level of difficulty. * Assist in the preparation of management reports. * Assist with tasks related to the annual audit, such as the preparation and review of various schedules, performing special calculations and drafting year-end journal entries. * Assist in ensuring compliance with federal and State laws, financial standards/practices, and Authority policies and procedures. Other Duties and Responsibilities * May train and evaluate employees. * Assist with the documentation and implementation of procedures. * Assist with internal controls implementation, review, and testing. * Undertake special assignments as directed. * Must maintain regular attendance in accordance with DASNY attendance and leave policies. * Must adhere to the NYS Information Security Policy Standards established and issued by the Office of Cyber Security and Critical Infrastructure Coordination. (Standards can be found on the Intranet). Supervision Supervision of employees may be required. Physical/Mental/Visual Demands Occasional travel may be required using public transportation, DASNY vehicle, rental vehicle, or personal vehicle. This travel may include overnight stays at public accommodations and related establishments. Requires complex and time-pressured decision-making. Overtime or extended work hours may be required. Work Environment Standard office environment including the use of one or more of the following: PC, telephone, fax machine, printer, copier, scanner, adding machine, and financial calculators. Minimum Qualifications Bachelor's degree in Accounting, Finance or Business Administration and two years of relevant experience; or Associates Degree plus five years of relevant experience; or High School diploma or equivalent plus six years of DASNY relevant experience. Preferred Qualifications Bachelor's degree in Accounting, Finance, Business Administration or related field and two years' experience as an Accountant in the Investments Unit or a Bachelor's degree and three years' professional experience in Accounting, Finance or Business. Practical experience with fixed income investments and electronic transfers. Essential Skills * Basic knowledge of accounting principles. * Basic knowledge of various fixed income investments and banking products. * Excellent mathematical skills. * Demonstrated organizational skills and ability to prioritize. * Demonstrated ability to work in a fast-paced environment, exercise sound judgment, and handle multiple tasks under tight deadlines. * Demonstrated accuracy and attention to detail. * Demonstrated analytical and conceptual skills. * Proficiency in PC applications such as Outlook, Excel, Word and Access. Benefits information: DASNY provides financing and construction services to public and private universities, not-for-profit healthcare facilities, and other institutions which serve the public good. We offer a comprehensive benefits plan, which includes: * Choice of several health insurance plans * Dental & vision insurance * Membership in the NYS Retirement System * Deferred Compensation Investment Plan * 13 vacation days per year * 13 sick days per year * 5 days of personal leave per year * 12 paid holidays per year (plus one float day) * Tuition reimbursement * Training & development opportunities We offer additional benefits, which includes: * Telecommuting Work Plan - Employees are required to apply and obtain approval through management to telecommute according to DASNY's Telecommuting Program Guidelines. The days designated as telecommute days must be consistent with operational needs as determined by DASNY division, department and/or unit management. Employees may only telecommute on up to four (4) workdays per pay period and shall be limited to no more than two (2) contiguous telecommute workdays. Eligibility applies after 3 months of employment. * Limited Work from Home (LWFH) - additional telecommute days according to DASNY's Telecommuting Program Guidelines. Eligibility applies after 6 months of employment. * DASNY is a government employer for purposes of the Public Services Loan Forgiveness Program (PSLF Program). The PSLF Program forgives the remaining balance of certain student loans after making 120 qualifying monthly payments. For more information regarding PSLF Program and whether you qualify please visit the Studentaid.gov website.

At Hensel Phelps, we bring our clients' vision to life with a comprehensive approach that begins with innovative planning and extends throughout the life of the property. Our expert development, construction and facility services teams ensure that every project meets our clients' goals and objectives. Over our 84-year history, Hensel Phelps has evolved from a bid-build general contractor to a full-service building provider. Our organization is comprised of three lines of business - development, construction, and facility services. These groups work as a cohesive team, sharing ideas and knowledge from each discipline to provide our clients with the highest level of service. Our capabilities span from concept through the long-term facilities management of projects, which means that our focus is on the complete life cycle of each project we build. Hensel Phelps Facility Services Group is uniquely qualified with decades of facility experience. The Facility Services Group specializes in facility solutions, building systems integration, specialized construction, and facility management. Our team provides best-in-class operational solutions with technical knowledge and subject matter experts of building systems, envelopes, campus, and client operations. **Position Description:** Interns will gain an understanding of the Facility Management industry, its unique operations, and high-caliber standards of work. Interns will assist the site supervisors with daily field work, inspections, site management, maintenance & repairs, and other current projects. The internship program provides the intern an opportunity to learn about Hensel Phelps-Services and Facility Management vocational opportunities and range. **Compensation Range:** + $23.00/hour + either housing weekly allowance or company provided housing **Any Employment Offers are Contingent Upon Successful Completion of the Following:** + Verification of Work Authorization and Employment Eligibility + Substance Abuse Screening + Physical Exam (if applicable) + Background Checks for Badging/Security Clearances (if applicable) + Culture Index - To better assess your fit for the job, please take 5-10 minutes and complete a **Culture Index Survey (LINK)** **.** **Position Qualifications:** + Assist with projects and routine work on-site + Assist with operations. + Assist with quality control and support of our safety plan. + Analyze operational data and identify areas of opportunity. + Other tasks as assigned **Essential Duties:** + Undergraduate students majoring in Facilities Management (or other related majors) and trade programs, such as: + Majoring in Building Engineering or work-related experience + 2nd year or greater journeyman apprentice + Strong communication skills. + Knowledge of computer software - Microsoft Office Suite, specifically Excel based templates + Experience with Prolog, Primavera and AutoDesk Suite a plus. + Ability to think critically and problem solve. **Physical Work Classification & Demands:** + Heavy Work. Exerting up to 100 pounds of force occasionally, and/or up to 50 pounds of force frequently, and/or up to 20 pounds of force constantly to move objects. + The individual in this position will periodically walk, kneel, sit, crouch, reach, stoop, read/see, speak, push, pull, lift, stand, and finger/type. The frequency of each action varies by workflow and field activity. + Walking - The person in this position needs to frequently move about the jobsite. + Sometimes operates a computer or tablet and other office machinery, such as a calculator and phone. + The person in this position frequently communicates with employees and external stakeholders regarding a variety of topics related to office and field administration. + Constantly reads written communications and views mail submissions. Will also need to read blueprints and take/verify field measurements. + Climbing - Ascending or descending ladders, stairs, scaffolding and ramps at various heights. + Balancing - Ability to maintain body equilibrium to prevent falling and to walk, stand or crouch. + Stooping - Bending the body downward and forward by the spine at the waist. + Reaching - Extending hand(s) and arm(s) in any direction for various lengths of time. + Grasping - Needs to apply pressure to an object with fingers and palm regularly. + Visual acuity and ability to operate a vehicle as certified and appropriate. + Occasionally exposed to high and low temperatures. + Frequently exposed to noisy environment and outdoor elements such as precipitation and wind. **Benefits:** Hensel Phelps provides generous benefits for our full-time employees. This position is eligible for company-paid medical insurance, life insurance, accidental death & dismemberment, long-term disability, 401(K) retirement plan, and our employee assistance program (EAP). Hensel Phelps also believes in the importance of taking time to recharge. As a result, employees are eligible for paid time off beginning upon hire. Based on position location, a cost-of-living adjustment (COLA) may also be included (subject to periodic review and adjustment). **Equal Opportunity and Affirmative Action Employer:** Hensel Phelps is an equal opportunity employer. Hensel Phelps is committed to engaging in affirmative action to increase employment opportunities for protected veterans and individuals with disabilities. Hensel Phelps shall not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity and expression, domestic partner status, pregnancy, disability, citizenship, genetic information, protected veteran status, or any other characteristic protected by federal, state, or local law. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) \#LI-RK1 #RidgecrestCa #FacilityMangement #Internship #Intern #BuildingEngineer #PropertyMangement #Electrician #HVACTechnician #HVAC #Technician #ElectricianJourneyman #TradesWork #BuildingEngineerTechnician #Intern #Internship #Internship2026 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.

At Hensel Phelps, we bring our clients' vision to life with a comprehensive approach that begins with innovative planning and extends throughout the life of the property. Our expert development, construction and facility services teams ensure that every project meets our clients' goals and objectives. Over our 84-year history, Hensel Phelps has evolved from a bid-build general contractor to a full-service building provider. Our organization is comprised of three lines of business - development, construction, and facility services. These groups work as a cohesive team, sharing ideas and knowledge from each discipline to provide our clients with the highest level of service. Our capabilities span from concept through the long-term facilities management of projects, which means that our focus is on the complete life cycle of each project we build. Hensel Phelps Facility Services Group is uniquely qualified with decades of facility experience. The Facility Services Group specializes in facility solutions, building systems integration, specialized construction, and facility management. Our team provides best-in-class operational solutions with technical knowledge and subject matter experts of building systems, envelopes, campus, and client operations. **Position Description:** Interns will gain an understanding of facility management process and will assist the site-specific supervisors in project management work field. The internship program provides the intern an opportunity to learn about Hensel Phelps. **Compensation Range:** **$20.00 - $21.00/hour + either housing weekly allowance or company provided housing** **Any Employment Offers are Contingent Upon Successful Completion of the Following:** + Verification of Work Authorization and Employment Eligibility + Substance Abuse Screening + Physical Exam (if applicable) + Background Checks for Badging/Security Clearances (if applicable) + Culture Index - To better assess your fit for the job, please take 5-10 minutes and complete a **Culture Index (***************************************** UqDK/111432) Survey** **(** **LINK)** **.** **Position Qualifications:** + Assist with Site Projects. + Assist with site operations. + Assist with quality control and support of our safety plan. + Analyze operational data and identify areas of opportunity. + Other tasks as assigned **Essential Duties:** + Undergraduate students majoring in Facilities Management, or other related majors and programs. + Strong communication skills. + Knowledge of computer software - Microsoft Office Suite, specifically Excel based templates. + Ability to think critically and problem solve. **Physical Work Classification & Demands:** + Heavy Work. Exerting up to 100 pounds of force occasionally, and/or up to 50 pounds of force frequently, and/or up to 20 pounds of force constantly to move objects. + The individual in this position will periodically walk, kneel, sit, crouch, reach, stoop, read/see, speak, push, pull, lift, stand, and finger/type. The frequency of each action varies by workflow and field activity. + Walking - The person in this position needs to frequently move about the jobsite. + Sometimes operates a computer or tablet and other office machinery, such as a calculator and phone. + The person in this position frequently communicates with employees and external stakeholders regarding a variety of topics related to office and field administration. + Constantly reads written communications and views mail submissions. Will also need to read blueprints and take/verify field measurements. + Climbing - Ascending or descending ladders, stairs, scaffolding and ramps at various heights. + Balancing - Ability to maintain body equilibrium to prevent falling and to walk, stand or crouch. + Stooping - Bending the body downward and forward by the spine at the waist. + Reaching - Extending hand(s) and arm(s) in any direction for various lengths of time. + Grasping - Needs to apply pressure to an object with fingers and palm regularly. + Visual acuity and ability to operate a vehicle as certified and appropriate. + Occasionally exposed to high and low temperatures. + Frequently exposed to noisy environment and outdoor elements such as precipitation and wind. **Benefits:** Hensel Phelps provides generous benefits for our full-time employees. This position is eligible for company-paid medical insurance, life insurance, accidental death & dismemberment, long-term disability, 401(K) retirement plan, and our employee assistance program (EAP). Hensel Phelps also believes in the importance of taking time to recharge. As a result, employees are eligible for paid time off beginning upon hire. Based on position location, a cost-of-living adjustment (COLA) may also be included (subject to periodic review and adjustment). **Equal Opportunity and Affirmative Action Employer:** Hensel Phelps is an equal opportunity employer. Hensel Phelps is committed to engaging in affirmative action to increase employment opportunities for protected veterans and individuals with disabilities. Hensel Phelps shall not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity and expression, domestic partner status, pregnancy, disability, citizenship, genetic information, protected veteran status, or any other characteristic protected by federal, state, or local law. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) \#LI-RK1 #GaithersburgMD #FacilityMangement #Internship #Intern #BuildingEngineer #PropertyMangement #Intern #Internship #Internship2026 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.

Job Title: Business Unit FP&A Analyst Reports to: VP Finance Department: G&A Status: Regular Full Time Position - Exempt/Salary The Business Unit Financial Planning & Analysis Analyst is responsible for providing value add analysis and financial acumen to the organization through a partnership focused on operational excellence. This position is responsible for supporting divisional leadership by financial modeling exercises, analysis and budgeting initiatives to optimize the Company's operational efficiency and cost effectiveness. The role is focused on supporting the Schuff Steel business unit while assisting with other corporate initiatives. Core Responsibilities: Budgeting, Planning and Forecasting: * Lead the preparation of the Strategic Plan, Annual Operating Plan and quarterly forecasts to ensure alignment with targeted growth and business objectives. * Execute forecasting processes and models to facilitate attainment of organizational objectives established by Executive Leadership Team. Maintain an effective budgeting and capital planning discipline in conjunction with operational management to ensure planned revenues, expenses and/or profit goals are met. * Support the organization's financial planning and budgeting processes and advise the Divisional leadership team using value add analysis to meet operational objectives. * Collaborate with business leaders to assist in managing the annual CAP-Ex budget plan for each subsidiary, facilitate the approval process and guide the monthly progress reporting to plan. Data Analysis and Metrics: * Continuously enhance reporting, dash-boarding and data analytic capabilities to facilitate management of operations and ensure timely decision-making. * Proactively drive financial performance for compliance with the company's quarterly and strategic objectives. Lead the analysis and discussion of the period performance and trends and help drive the organization to find ways to hit or improve on targets. * Support business growth and ensure our operations are scaling appropriately through sound financial analysis. SOP Improvements: * Drive continuous improvement of company-wide business processes and policies by identifying opportunities and directing initiatives to implement best-in-class practices. * Collaborate with key stakeholders to identify and resolve complex issues and problems impacting operations, financial reporting and strategic initiatives. * Provide financial guidance and support for new initiatives. Mergers and Acquisitions (M&A): * Support Corporate M&A strategy, negotiation and due diligence efforts to ensure targeted acquisitions promote the achievement of organizational goals. * Facilitate the development of financial and operational measures to monitor and evaluate newly-acquired companies.

Job Title: Business Unit FP&A Analyst Reports to: VP Finance Department: G&A Status: Regular Full Time Position - Exempt/Salary The Business Unit Financial Planning & Analysis Analyst is responsible for providing value add analysis and financial acumen to the organization through a partnership focused on operational excellence. This position is responsible for supporting divisional leadership by financial modeling exercises, analysis and budgeting initiatives to optimize the Company's operational efficiency and cost effectiveness. The role is focused on supporting the Schuff Steel business unit while assisting with other corporate initiatives. Core Responsibilities: Budgeting, Planning and Forecasting: Lead the preparation of the Strategic Plan, Annual Operating Plan and quarterly forecasts to ensure alignment with targeted growth and business objectives. Execute forecasting processes and models to facilitate attainment of organizational objectives established by Executive Leadership Team. Maintain an effective budgeting and capital planning discipline in conjunction with operational management to ensure planned revenues, expenses and/or profit goals are met. Support the organization's financial planning and budgeting processes and advise the Divisional leadership team using value add analysis to meet operational objectives. Collaborate with business leaders to assist in managing the annual CAP-Ex budget plan for each subsidiary, facilitate the approval process and guide the monthly progress reporting to plan. Data Analysis and Metrics: Continuously enhance reporting, dash-boarding and data analytic capabilities to facilitate management of operations and ensure timely decision-making. Proactively drive financial performance for compliance with the company's quarterly and strategic objectives. Lead the analysis and discussion of the period performance and trends and help drive the organization to find ways to hit or improve on targets. Support business growth and ensure our operations are scaling appropriately through sound financial analysis. SOP Improvements: Drive continuous improvement of company-wide business processes and policies by identifying opportunities and directing initiatives to implement best-in-class practices. Collaborate with key stakeholders to identify and resolve complex issues and problems impacting operations, financial reporting and strategic initiatives. Provide financial guidance and support for new initiatives. Mergers and Acquisitions (M&A): Support Corporate M&A strategy, negotiation and due diligence efforts to ensure targeted acquisitions promote the achievement of organizational goals. Facilitate the development of financial and operational measures to monitor and evaluate newly-acquired companies. Qualifications Core Competencies: Business Acumen - Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, technology, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace. Dealing with Ambiguity - Can effectively cope with change; can shift gears comfortably; can decide and act without having the total picture; isn't upset when things are up in the air; doesn't have to finish things before moving on; can comfortably handle risk and uncertainty Decision Quality - Makes good decisions (without considering how much time it takes) based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions. Drive for Results - Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results. Functional/Technical Skills - Has the functional and technical knowledge and skills to do the job at a high level of accomplishment. Integrity and Trust - Is widely trusted; is seen as a direct, truthful individual; can present the unvarnished truth in an appropriate and helpful manner; keeps confidences; admits mistakes; doesn't misrepresent him/herself for personal gain. Intellectual Horsepower - Is bright and intelligent; deals with concepts and complexity comfortably; described as intellectually sharp, capable, and agile. Managing through systems - Can design practices, processes, and procedures which allow managing from a distance; is comfortable letting things manage themselves without intervening; can make things work through others without being there; can impact people and results remotely. Peer Relationships - Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers. Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Education/Training Bachelor's Degree from an accredited college or university in Finance or Accounting. MBA and CPA are preferred. Ongoing or Continuing Education in Finance and/or Accounting workshops or seminars is desirable. Work Experience Long term Contract Accounting experience/exposure is a plus Construction finance experience is a plus Planful/Oracle experience is a plus Strong computer literacy is essential, particularly across all Microsoft Office packages and various Enterprise Resource Planning, Financial Reporting and Business Intelligence systems Specialized Knowledge As outlined in the Core Competencies, an individual must have thorough knowledge and an advanced understanding of each competency outlined above in order to carry out the essential functions of this position. Specialized Knowledge is also required of customary construction terminology. Basic understanding of job cost accounting and project management concepts. The ideal candidate will be very comfortable with numbers and analytical. You must have great attention to detail and excellent written communication skills. Software & Technology Various office equipment is used such as personal computer, scanner, copier and fax. Extensive knowledge of Windows operating systems and Microsoft Office software. Proficiency in software applications Microsoft Excel, Outlook and Word. Work Environment Work is generally performed in a climate controlled office area. Ability to sit or stand for long periods of time throughout an 8-10 hour day. Reasonable accommodations will be made upon request for those who have disabilities that qualify under the American with Disabilities Act. DBM Global is an Equal Opportunity Employer with and Affirmative Action Plan.

Salary range: $60,000-$75,000 Trulite is GROWING! We are looking for an entry-level Corporate Financial Analyst based at our Corporate - Alpharetta, GA location. WHO YOU ARE: The Financial Analyst analyzes and interprets financial data to advise and support strategic decision-making and achieve business objectives. This role works closely with senior leadership and cross-functional teams on financial planning, analysis and reporting to help drive data-informed decisions and efficient financial operations. WHAT YOU WILL BE DOING: Ensures all financial reporting, operations and transactions maintain compliance with organizational and regulatory financial policies, standards, and controls. Utilizes financial modeling and analytical tools to measure and forecast the impact of various economic scenarios, risks, and business changes. Maintains financial databases by entering, verifying, and backing up data. Tracks variances between financial projections and actual results to identify and troubleshoot differences and recommend adjustments or improvements. Assist in preparing budgets and financial forecasts to support strategic planning. Create and present financial reports to management, highlighting key insights and recommendations. Work closely with other departments to provide financial insights and support cross-functional initiatives. Reconciles transactions by comparing and correcting data. Prepare daily reporting on a timely basis including Daily Sales, KPI Reports, and Consolidated Cash Balance Emails. Prepare the 13 Week Cash Forecast weekly, ensuring each of the company's operations has the appropriate cash requirements to maintain efficient operations. Manage the Treasury Function by creating and approving ACH and wire requests and preparing files for bi-weekly cash calls. Prepare and submit the Borrowing Base Certificate for the Revolving Loan by the 20 th of every month to the bank. Manage the Vena forecasting and reporting tool by keeping up to date with new site numbers from Acquisitions, new GL accounts, improved reporting, etc. All other duties as assigned. SKILLS YOU BRING: Bachelor's degree in Finance, Accounting, or a related field. 1-3 years' experience in finance or related areas. Strong proficiency in Microsoft Office Suite (Excel, Word, Outlook and PowerPoint) and financial software applications. Experience with Vena planning and analysis tool is a plus. Experience with data visualization tools, such as Tableau or Power BI, preferred. Experience with ERP systems (e.g., SAP, Oracle), preferred. Basic understanding of financial statements and accounting principles. Excellent communication, interpersonal, and presentation skills. Strong attention to detail and a high level of accuracy. Ability to manage multiple tasks and meet deadlines. Must be able to perform the duties and responsibilities with or without reasonable accommodation. Strong analytical and problem-solving abilities. Must pass criminal background check. Why Trulite: Trulite offers the most comprehensive benefits coverage in the industry. We give our employees immediate access to health, dental, vision, and life insurance benefits, as well as provide short/long-term disability coverage to protect you financially during a non-occupational injury. We are pleased to offer a comprehensive wellness initiative that includes access to a percentage of your pay daily if needed, and a progressive financial training program. Stay with us for a year and your 401k employer match is 100% vested and immediately becomes part of your ever-improving financial plan. This is also true for those who select and contribute to their Health Savings Account. We match on both employee and family coverage to help cover out-of-pocket expenses and if unused continue to grow until needed. The employer match for your HAS, if you choose to participate, is also vested immediately at 100% improving your financial health. Trulite bears most of the cost of your benefits. We structured these benefits because we care not only about your physical well-being but also your financial health and welfare. Let us show you why Trulite values you as an employee and how we will help you achieve financial independence. We are an Equal Opportunity Employer. We embrace and encourage our employees' differences in age, color, disability, ethnicity, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socioeconomic status, veteran status, and other characteristics that make our employees unique.

NOTE: Along with your resume, please include the following: * Duration of internship availability (Ex: 2, 3, 6 months) * Date you are available to begin the internship Equal Opportunity Employer/Veterans/Disabled PROGRAM OVERVIEW: Our summer Internship Program is a well-rounded, practical 3 month (summer) or 6month (full semester) learning-based experience in the field of safety and hazard risk management in the field of heavy civil marine construction. Dutra Construction is a California based Marine Construction Company with a challenging workload of interesting projects. Study and gain an understanding of safety practices in the worksite while facilitating the maintenance of a safe, accident-free and healthy work environment. You will assist on project sites and in the office in the day-to-day activities associated with our safety program. Through our mentoring program our safety professionals will teach you new skills and you will learn about construction activities such as scheduling, planning, hazard assessments and implementing corrective actions as necessary. We hope to provide a rich experience which fosters growth in the field of Occupational safety. Please view the Dutra Group website ****************** to see the projects and locations we are working on now. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. * Inspects and tours all facilities and mobile equipment to detect existing or potential accident and health hazards and recommends and follows up on corrective or preventative measures where necessary. * Enforce all safety rules and policies. Provide recommendations to Safety Department and field management for disciplinary actions. * Assist Safety Manager with coordinating and implementing safety program training and testing, i.e., CPR/First Aid, respiratory and audiometric. * Makes studies and analyses of industrial accident causes and hazards to health for use by company or plant personnel in compliance with local, state and federal Occupational Safety and Health Administration (OSHA) and MSHA rules and regulations. * Consults with all departments on design and use of equipment, shops, fire prevention and overall H&S program. * Keeps managers and employees alerted as to the hazards of working with toxic fumes, dangerous chemicals and any other hazardous substances. * Participates in the investigation of safety-related accidents and injuries and cooperates in the preparation of material and evidence for organization use in hearings, law-suits, and insurance investigations. * Assists in conducting pre-hire and random drug testing in field. * Assists local safety representatives with field Hazardous Materials Audits in preparation of County Hazmat business plan inspections. * Performs field record-keeping audits. * Assists project managers with field AHAs, safety plans, and procurement of safety equipment and repairs. * Attend Safety Managers daily safety meetings and Safety department meetings. * As requested by Manager, attend various agency audits and inspections. * As requested by Manager attends OSHA/MSHA training and other safety seminars. COMPETENCIES: * Communications: ability to produce clear status reports, writes clearly, communicates tactfully and candidly, exhibits clear verbal skills and an excellent listener. * Problem Solving: Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. Able to resolve difficult or complicated challenges. * Attention to Detail: Diligently attends to detail and pursues quality in accomplishing tasks. Checks work to ensure accuracy and completeness. * Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables. * Time Management: ability to manage competing priorities effectively, to be resourceful and to use time as a resource. * Environmental, Health and Safety Management: Understand and know how to comply with all regulations; implement a positive attitude toward health and safety in the design and execution of the project. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Education/Experience: Upper division student from four-year college or university in Occupational Safety and Health program or pursuing their Certified Safety Professional Certification. * Language Ability: strong written and verbal communication skills in order to effectively present information and respond to questions from managers, clients and customers. * Reasoning Ability: ability to solve practical problems and interpret a variety of instructions given in written, oral, diagram or schedule form. * Computer Skills: to perform this job successfully, an individual should have knowledge of and experience with Excel. SUPERVISORY RESPONSIBILITIES: This position has no supervisory responsibilities. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * While performing the duties of this job, the employee is required to frequently inspect the project and may be exposed to ongoing construction and various weather conditions. The noise level in the work environment may range from moderate to loud. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * The employee must occasionally lift and/or move 25-50 pounds. * Specific vision abilities required by this job include close vision and color vision. * While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. * The employee is occasionally required to use hands to finger, handle or feel. * The employee is occasionally required to reach with hands and arms. * The employee is occasionally required to climb or balance, stoop, kneel, crouch and/or crawl. The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor. PAY RANGE (DOE): $26 per hour PRIVACY NOTICE TO CALIFORNIA JOB APPLICANTS AND EMPLOYEES The Dutra Group and its affiliates and subsidiaries ("Dutra," "we," "us," and "our") adopts this Privacy Notice ("Notice") pursuant to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (together, the "CCPA"). This Notice explains our online and offline practices regarding the collection, use, and disclosure of "personal information" of job applicants and employees who reside in California. Please read this Notice carefully so you understand our practices regarding your information. For more information about the types of information we collect and use in connection with your general access and use of our website, please review our general Privacy Policy for Dutra's Website found here: https://******************/privacy/. How Dutra Collects Your Information * Website Visitors: Dutra collects personal information from visitors to our website when voluntarily provided. For instance, we collect personal information when someone contacts us through our contact form. * Website Navigational Information: As you navigate the Website, Dutra may gather information through common tools like cookies, which are small data files stored on your computer. This may include standard browser information, IP addresses, and your actions on the Website (e.g., pages viewed, links clicked). Cookies are used for administrative purposes, such as storing preferences. Cookies do not contain information allowing direct contact and can be managed via your browser settings. * Job Applications: Dutra uses Paycor, a third-party HR service provider, to manage our job application process. When you apply for a position with Dutra through our Website, you will be directed to a Paycor-hosted application portal. All personal information submitted during the job application process is collected and stored by Paycor. Dutra does not control or direct how Paycor stores or uses any personal information submitted through this application portal. As Paycor manages the collection and processing of your personal information during the job application process, we strongly encourage you to review Paycor's Privacy Policy. You can access Paycor's Privacy Policy at: ************************************** * Third Parties: Your current, prospective, or former employer or a similarly affiliated entity may provide personal information to Dutra to facilitate the processing of hiring, benefits management, payroll services, tax compliance, scheduling and timekeeping, onboarding, data analytics, or other related human resources-related services. Information Dutra Collects and the Purpose of Use * Identifiers. Examples include: real name, alias, postal address, Internet Protocol address, email address, account name, social security number, driver's license number, passport number, or other similar identifier necessary to make employment decisions and manage employment relationships. * Sensitive Personal Information. Examples include: a social security number, driver's license information, state identification card, passport information, or racial or ethnic origin. * Personal information categories listed in the California Customer Records statute (Cal. Civ. Code § 1798.80(e)). Examples include: name, signature, Social Security number, address, telephone number, passport number, driver's license or state identification card number, insurance policy number, education, employment, employment history, bank account number, medical information, or other information necessary to provide health insurance and other benefits, including dependents, and emergency contact information. * Geolocation data. Examples include: physical location or movement of certain equipment in possession of our employees. * Legally protected classification characteristics under California or federal law. Examples may include: age, race, color, national origin, citizenship, marital status, medical condition, physical or mental disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth and related medical conditions), veteran or military status. * Internet or other similar network activity. Examples include: cookies and IP addresses. * Sensory data: Examples include: voicemails. * Professional or employment-related information. Examples may include: Information regarding prior job experience, positions held, names of prior supervisors. * Non-public education information. Examples include: Education records directly related to a student maintained by an educational institution or party acting on its behalf, such as grades, transcripts, class lists, student schedules, student identification codes, student financial information, or student disciplinary records. No Sale of Personal Information Dutra does not sell your personal information or your sensitive personal information, nor do we share it with third parties for cross-context behavioral advertising. Use and Disclosure of Personal Information We collect and use your personal information for the following business purposes, consistent with and only as permitted by applicable law: * To consider job applicants for current and potential future employment opportunities and assess their skills, qualifications, and interests against our career opportunities. * To schedule job applicants for interviews and communicate with them about their application and employment opportunities. * To evaluate a job applicant's employment application, corroborating the information contained in the application and any supporting documents, and (where applicable) conducting employment related screening and background checks. * To manage the employment relationship with Dutra, facilitate employment administration, processing, and maintenance, such as providing benefits to employees and their beneficiaries, processing payroll, and general office administration. * To manage the employment relationship with Dutra and facilitate a safe work environment. * To facilitate IT and equipment safety, functionality, and maintenance. * To comply with local, state, and federal laws and regulations. * For any other purposes that we disclose to you at the time of collection. Pursuant to this Notice, Dutra may disclose some of the personal information to a third-party vendor as necessary for our hiring practices. For example, such vendors could include the agencies we use to conduct pre-employment screening (such as background checks) and conduct drug testing. Dutra may use or disclose information provided if required by law, to protect its rights, comply with legal processes, comply with government authorities, or safeguard users, employees, or the public. Except as described in this Privacy Policy, we do not share your personal information with unknown or unaffiliated third parties, nor cross-reference your personal information for cross-context behavioral advertising. Unless otherwise stated in this Privacy Policy, Dutra will not share, sell, rent, or trade your information without prior consent. Retention of Your Personal Information Dutra will retain your personal information for the time period reasonably necessary to achieve the purposes described in this Notice, or any other notice provided at the time of collection, taking into account applicable statutes of limitation and records retention requirements under applicable law. The criteria used to determine our retention periods include (i) for as long as we have an ongoing relationship with you, (ii) as required by a legal obligation to which we are subject, and (iii) as necessary to resolve any disputes or enforce our legal agreements with you. Our Commitment Not to Discriminate Dutra will not discriminate or retaliate against a job applicant for exercising their rights under the CCPA, including by denying you benefits or services that we make available, charging you different prices or rates for services or benefits, providing a different level or quality of services or benefits, or suggesting that you may receive a different price or level of quality of services or benefits. Your Rights Under CCPA California residents have the following rights under the California Consumer Privacy Act ("CCPA") and Consumer Privacy Rights Act ("CPRA") with regard to their personal data: * Right to know which personal information is collected and processed; * Right to delete their personal information; * Right to opt-out of the sale of personal information to third parties; * Right to opt-out of the sharing of personal information with third parties; * Right to limit use or disclosure of personal information with third parties; * Right to non-retaliation for exercising any of the rights concerning personal data; * Right to data portability; and * Right to correct any inaccurate personal information. Exercising Your Rights To exercise the rights described above, you must submit a verifiable consumer request to us by calling call the Dutra's hotline at ************** or visit thedutragroupdsr.ethicspoint.com. Please be aware that the CCPA provides certain limitations and exceptions to the foregoing rights. Pay Transparency Nondiscrimination Provision Pursuant to 41 CFR 60-1.35(c), as a federal contractor, Dutra shares the following provision with all job applicants and employees: The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Changes to Notice Dutra continues to evaluate its practices and records in relation to the CCPA to ensure compliance with all requirements. Accordingly, Dutra may update this Notice from time to time. Please review our Privacy Policy periodically for updates. Contact Information Reasonable accommodation requests for job applicants can be made at ******************* To exercise the rights described in CCPA above, you must submit a verifiable consumer request to us by calling call the Dutra's hotline at ************** or visit thedutragroupdsr.ethicspoint.com. Know Your Rights Poster **********************************************************************