NetSuite Lead Implementation Consultant
Squire & Company PC job in Salt Lake City, UT
Job Description
About Squire:
Based in Orem and Salt Lake City, UT, Squire has been a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. With solid values and business acumen as our foundation, Squire's culture promotes a steadfast commitment to three core values: Personal Connection, Proactive Ownership, and Thoughtful Innovation. These principles have played a pivotal role in our enduring success, guiding us through decades of growth and evolution.
Are you passionate about driving excellence and embracing innovation? We extend an invitation to individuals who share our dedication to expansion and growth. Join us and discover the opportunity to contribute to a professional services firm where your efforts are valued and rewarded. At Squire, we offer a supportive environment conducive to career development and advancement through structured mentoring programs. Apply now and be part of a team that fosters growth and encourages your professional development!
About the role:
As NetSuite Lead Implementation Consultant, you will play a crucial role in implementing and optimizing NetSuite's ERP system for clients. You will interface with our internal process architect, lead a team of functional consultants, and collaborate with external stakeholders, including business users, subject matter experts, executives, and project managers, to transform their business operations through NetSuite. You will be responsible for providing expertise and guidance on all aspects of NetSuite's functionality. Your expertise in NetSuite's functionality, configurations, and best practices will be vital in delivering successful implementations and driving business process improvements.
Responsibilities:
Client Satisfaction: Your number one goal is to meet the needs and expectations of the client in alignment with the statement of work, budget, and committed timelines.
Team Management: Lead the team to ensure they collaboratively execute the implementation blueprint according to specification, on time, and within budget.
Industry Expertise: Use your expertise with key business processes, including financial management, manufacturing, and supply chain to drive business results, mentor functional consultants, and have a vision for success.
Solution Configuration:Design and configure NetSuite modules to meet client requirements, including the following:
Financial Management
Order Management
Procurement
Inventory Management
CRM
Manufacturing. including Work Orders, Bill of Materials (BOM), Routings, Production Planning, and Quality Control
Supply Chain Management, including demand planning, inventory management, procurement, and order fulfillment
Warehouse Management System (WMS)
User Training and Support: Oversee our end-user training and support during system deployments, ensuring users are proficient in utilizing NetSuite's functionalities to perform their daily tasks effectively. Offer ongoing support, address user inquiries, and troubleshoot issues related to these areas.
Business Process Improvement: Assess existing business processes, identify areas for improvement, and recommend and implement changes to optimize workflows, increase productivity, and enhance the overall performance of the organization using NetSuite's capabilities.
System Testing and Quality Assurance: Develop and execute test plans, perform system testing, and facilitate user acceptance testing (UAT) to validate system functionalities, identify and resolve issues, and ensure system stability and data integrity.
Stay Updated with NetSuite Enhancements and Industry Trends: Continuously update knowledge on the latest NetSuite features, functionalities, and industry to provide strategic guidance and recommendations to clients for leveraging new capabilities and maximizing the value of their NetSuite investment.
Qualifications:
Bachelor's degree in Business, Information Systems, or a related field.
Significant experience 5+ years specializing in leading NetSuite ERP implementations with expertise in supply chain, manufacturing, advanced manufacturing, and WMS.
In-depth knowledge of supply chain management processes, manufacturing operations, advanced manufacturing concepts, and warehouse management principles.
Strong understanding of NetSuite's modules, core business processes and experience with NetSuite modules such as Financial Management, Order Management, Procurement, Inventory Management, CRM, etc. including Supply Chain Management, Manufacturing, Advanced Manufacturing, and Warehouse Management System (WMS), and their configurations, workflows, and best practices.
Experience in implementing and customizing NetSuite's supply chain and manufacturing functionalities, including demand planning, inventory management, procurement, production planning, shop floor control, and warehousing.
Ability to gather requirements, analyze complex supply chain and manufacturing scenarios, and propose appropriate NetSuite solutions.
Proficiency in NetSuite configurations, workflows, saved searches, reports, and other customization features.
Expertise in configuring and customizing NetSuite's manufacturing modules to meet specific client requirements and industry best practices.
Demonstrated ability to gather requirements, design solutions, and effectively communicate technical concepts to both technical and non-technical stakeholders.
Strong problem-solving skills and ability to analyze complex business scenarios and propose appropriate solutions within NetSuite's capabilities.
Excellent interpersonal and communication skills to collaborate with clients, project teams, and end-users effectively.
Project management experience and familiarity with project methodologies is a plus.
NetSuite certifications, such as SuiteFoundation, ERP Consultant, or specific module certifications, are highly desired.
Job Status: Full-Time Salaried
Work Location: Salt Lake City, UT or Orem, UT
Work Arrangements: In-office or hybrid
Squire Benefits Package
Squire takes pride in offering our benefit-eligible employees a comprehensive benefits package tailored to meet the needs of both individuals and their families. Our benefits program is designed to provide peace of mind and ensure access to quality healthcare. Our 2025 benefits package covers 90% of the medical health premium in addition to the following:
Medical
Dental/Vision Plans
Robust Health Savings Account Match
Flexible Spending Account
401(k) Match
Employer Paid Short-Term & Longer-Term Disability
Employer Paid Group Life Insurance Policy
Accident Insurance Plans
Employee Assistance Mental Health Services
Pet Insurance Plans
Identify Theft Protection Plans
Squire Perks:
Squire Culture
Discretionary and Spot Bonus Structure
Professional Training
Tuition Reimbursement (for required Master level positions)
Philanthropic Activities
Signature Rewards Program
Employee Assistance Programs
Women's Professional Development
Fitness Reimbursement
Accrued Paid Time Off
Health & Wellness Programs
Squire's dedication to excellence and quality work has garnered numerous accolades, including:
Utah's Best Company Award - 8 years running
2024 Best Accounting Firm to Work For
100 Companies Championing Women Award
Accounting Today's “Firms to Watch” in 2024
Worksite Wellness Award 2020-2024
Financial Advisor
Baton Rouge, LA job
This job posting is anticipated to remain open for 30 days, from 15-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Workplace Planning Associate - Salt Lake City, Utah
Salt Lake City, UT job
Job Description:Is it time to make new investments into your career?
Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.
We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
What to expect…
As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.
You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.
You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.
As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.
You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.
You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward.
You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network.
You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.
The Skills You Bring
Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads
Knowledge or experience in sales or the consultative relationship process
Demonstrate accountability and a goal-oriented mindset
Natural and demonstrated success in asking deeper questions to fully understand the client's situation
Ability and flexibility to work in a “hybrid” work setting, both at home and in office
Comfortable with technology and ability to navigate multiple systems simultaneously
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
The Value You Deliver
Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce
Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions
Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
Set up targeted appointments while identifying opportunities to address participant needs related to products and services
Our Investments in You
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)
Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66
Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service, Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Principal, HashiCorp Vault Expert
Salt Lake City, UT job
In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team.
The Expertise You Have and The Skills You Bring
Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline
5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role
You have systems and application management experience on Linux/UNIX platforms
You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure
You have experience with networking, firewalls, and load balancers
You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS
You develop advanced, customized workflows and automated processes for/with vendor applications
You have strong scripting & automation skills, specifically in Python and Ansible
You have excellent written and verbal communication skills with the ability to present to both technical and business audiences
You have demonstrated experience in leading small technical teams
You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements
The Team
In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support.
The base salary range for this position is $107,000-216,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
Financial Advisor
Metairie, LA job
This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Payroll Specialist
Lehi, UT job
The BBSI Payroll Specialist position is a key member of the business unit team that consults on a broad range of organizational and management areas. The primary objective of the Payroll Specialist is to process perfect and timely payrolls for around 60-80 clients with a variety of pay periods, pay cycles, and payroll complexities. Additionally, the Payroll Specialist will work closely with clients to understand their payroll and accounting systems and processes to help identify and recommend process improvements.
The successful candidate must demonstrate strong business acumen and possess an entrepreneurial spirit with a genuine desire to proactively and consistently deliver value to our clients and internal teams.
This position reports to the Area Manager and works in partnership with other positions within the business unit, branch and corporate office.
Duties and Responsibilities
Run high volume perfect and timely on- and off-cycle payrolls (800+ employees) for multiple client companies
Become an expert in new client onboarding, BBSI payroll, CRM (Salesforce), timekeeping and HRIS systems. Identify systems options to achieve better results for clients and BU members
Perform on-site client payroll training, HRP web training and use of all feature functionalities relevant to client
Become subject matter expert on client data including turnover, ongoing or seasonal headcount fluctuations, time & attendance, building payroll bridges, import & export requirements, prevailing wages, job costing, certified payroll, standard & custom reporting requirements of client companies
Desired Skills and Experience
Minimum 5 years of payroll experience - ideally in a multi-client, fast-paced, demanding environment
Strong client service orientation and superb customer service skills
Demonstrated experience in process improvement and streamlining - within prior role or department
Experience as a bookkeeper or accountant desirable
Must be self-driven to succeed and help drive success for our business owners
Knowledge of wage and hour laws and taxability of wages.
Exposure to workers' compensation claims management helpful.
Effective communicator with individuals at all levels within an organization
Professional appearance and demeanor; excellent verbal and written communication skills
Exceptional time management skills and ability to work collaboratively in a team setting, with minimal supervision
Systems experience including proficiency in MS Office, particularly Outlook, Excel and Word. Experience in CRM, Citrix preferred, HRP software experience a big plus
Associate's degree preferred; advanced degree is a plus
CPP or FPC designation highly preferred
MS Office experience
Approximately 10% of time to be spent out of the office (local travel within 50 miles of office) for client visits and onsite training
For Individuals with these requirements, this position offers at a minimum:
The stability of working for a publicly traded, growth-oriented company
Phenomenal work environment where we work hard, have fun, promote growth and development, and build great relationships with solid business professionals
Opportunity to impact the success and growth of client companies and BBSI
Knowledge that you are working for a results-oriented organization
Experience interacting with professionals in multiple industries
Salary and Other Compensation:
The starting income range for this position is $26.00-$28.00 hourly. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications and other qualifications of the candidate.
This position is also eligible for incentive pay in accordance with the terms of the Company's plan.
Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, accidental death and dismemberment, life insurance, voluntary life insurance, voluntary disability insurance, voluntary accident, voluntary critical care, voluntary hospital indemnity, legal, identity & fraud protection, commuter benefits, pet insurance, employee stock purchase program, and an employee assistance program.
Paid Time Off: 40 hours of paid sick leave annually (additional sick/front loading/accrual, if any, based on state or regional requirements); vacation accrues up to 80 hours in the first year, up to 120 hours in years 2-4, and up to 160 hours in the fifth year; 6 paid holidays annually, 4 paid volunteer days annually.
Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit.
If you meet the above requirements, we welcome the opportunity to learn more about you. For more information, visit us at www. bbsi.com Please apply via this posting and not by contacting our local or corporate offices.
Click here to review the BBSI Privacy Policy: ***********************************
California applicants: to see how we protect your data, visit our website at: *********************************************************
Salesforce Technical Lead
Salt Lake City, UT job
Must Have Technical/Functional Skills
• Proven experience as a Salesforce Architect or Senior Developer.
• Salesforce certifications (e.g., Application Architect, System Architect) preferred.
• Salesforce Financial Services Cloud experience
• Ncino exp is Plus
• Strong knowledge of Apex, Visualforce, Lightning Components, and Salesforce APIs.
• Experience with data migration, integration tools (e.g., MuleSoft), and CI/CD processes.
• Excellent communication and problem-solving skills
Roles & Responsibilities
• Collaborate with stakeholders to gather requirements and translate them into technical specifications.
• Lead the development and integration of Salesforce with other enterprise systems.
• Ensure adherence to Salesforce best practices, coding standards, and security guidelines.
• Provide technical leadership and mentorship to development teams.
• Stay current with Salesforce releases and new features to recommend enhancements.
Interested candidates please do share me your updated resume to *******************
Business Insurance Agent - Mid-level
Remote or Baton Rouge, LA job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Business Insurance Agent - Mid-level, you will work in an inbound sales environment advising business owners on insurance and risk management, using a full suite of Commercial Insurance Products to address each member and/or non-member's unique risk profile.
You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for member's business.
On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers.
USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00am-4:30pm Central Time, (9:00am-5:30pm Eastern Time). Work schedule hours are Monday - Friday, 9:30am-6:00pm Central Time (10:30am-7:00pm Eastern Time).
This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position.
What you'll do:
Utilizes a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings.
Builds and maintains relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions.
Utilizes understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation.
Classifies member's and/or non-members business and provide accurate risk management and risk mitigation solutions while leveraging knowledge of B2B sales cycles for success.
Facilitates account reviews, by leveraging the carrier renewal cycle, and understanding the members' and nonmembers' risk profile to provide consultative advice and appropriately address and mitigate the risk.
Researches industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues.
Utilizes advanced knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings.
Leverages advanced knowledge of Carrier guidelines and processes to partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for underwriting determination (approval or declination).
Leverages advanced understanding of calculating Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values.
Provides select account service for member's and nonmember's including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates within agency systems.
Facilitates initial acquisition of Affluent members, nonmembers, and business owners by gaining an understanding of the members and nonmembers' risk profile by providing a concierge, white glove, single point of contact service level for members and nonmembers with complex accounts and unique needs.
May work with underwriters on complex accounts across management lines and Excess and Surplus for renewals, endorsements, and remarketing.
Facilitates multi-tiered account reviews, by leveraging the carrier renewal cycle, and understanding the members' and nonmembers risk profile to provide consultative advice and appropriately address and mitigate the risk.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma OR General Equivalency Diploma.
2 years of insurance sales and service experience to include 1 year of experience working in a High Value insurance agency, Commercial Insurance agency or broker setting.
Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days.
High Net Worth/Private Client Experience and ability to handle sensitive information.
Excellent communication and customer service skills.
What sets you apart:
4 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing)
4 or more years working experience quoting and binding directly with the insured.
Experience with Agency Management Systems and/or Salesforce.
Experience working in a Commercial Lines multiple carrier environment.
Experience writing Commercial Lines in multiple states.
Experience working in a call center environment.
Active P&C General Lines License for home state.
Compensation range: The salary range for this position is: $54,550.00 - $97,750.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage.
USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyProject Manager
Ogden, UT job
The Project Manager will lead industrial automation projects from conception to production release. Projects will consist of launching new industrial automated production equipment for the mass production of automobile airbags. There will be a strong focus on planning, project execution, promoting teamwork and facilitating communication with cross functional teams. You will be part of a highly innovative team that turns concepts into fully functionable production lines producing lifesaving products.
Key Responsibilities:
• Participate in line design workshops and provide input related equipment for new production cells
• Create detailed quotes for new machines / production lines
• Facilitates scope of work meetings to ensure clarity of work and expectations for projects
• Participates in design reviews
• Makes sure machine standards and Machine Build processes are being followed
• Will manage any engineering change requests
• Manages projects timing and approved budget
• Conducts team and safety buyoffs activities to ensure machines meet scope of work requirements
• Coordinates transport and installation of new equipment at customer facility
• Ensures open action items are completed
• Supports customer buyoffs and ensures equipment is ready for start of production
• Will be the main point of contact for overall project status
• Will report project status and concerns on a regular basis to department manager and customers
Education:
• Bachelor's degree in technical discipline like engineering or in lieu of degree 3+ years of experience in manufacturing, industrial automation, technical field
• Computer skills, Excel, Word, PowerPoint
• Communication skills - Oral, written, listening and great attention to detail
• Demonstrated project management skills
• Leading to Lean and SolidWorks experience a plus
About Spark Talent Acquisition:
Spark Talent Acquisition is a Michigan-headquartered recruiting and staffing company that connects great talent with great employers. We understand that building the right team is vital to success. Listening to our clients and creating customized workforce strategies is at the core of what we do. We pride ourselves on team development as it matches our purpose as an organization to help people grow.
Recreational Vehicle Service Technician
Clearfield, UT job
Job Description
Full-time Recreational Vehicle Service Technician - Charlie's Service, Sunset, UT
Pay:
Salary of $65,000 to $87,000, depending on experience
Schedule:
8 am-5 pm, Monday-Friday, with overtime available
Benefits include:
Bonus structure
PTO and holiday pay
Education assistance
Flexible schedule
Life insurance (at no cost)
Mentor/apprentice program
Short- and long-term disability
Uniforms and laundering
IRA with company match
Holiday gift cards at Thanksgiving and Christmas
WHO WE ARE:
Since its inception in 1985, Charlie's Service Center has been dedicated to fulfilling all automotive needs for our customers. What began as a modest two-bay auto repair shop has transformed into a thriving six-bay facility, where our skilled team collaborates to achieve our goals and deliver exceptional customer care. We are equipped to handle a wide range of vehicles, including domestic and import cars, commercial units, fleet vehicles, as well as RVs and trailers. As a family-owned and operated business, we foster a supportive, team-oriented atmosphere that encourages our staff to grow and reach their full potential. Join us in delivering quality work that you can take pride in!
REQUIREMENTS:
1-5 years of experience in RV repair or a similar role
A valid driver's license and a clean driving record
Strong mechanical knowledge and understanding of vehicle maintenance procedures
Proficient in diagnosing and repairing various RV systems, including air brakes, shocks, and struts
Excellent problem-solving skills and attention to detail
Strong communication skills to effectively communicate with team members and customers
Ability to read and interpret technical manuals and diagrams
Preferred Qualifications:
Time management skills
Organizational skills
YOUR DAY-TO-DAY AS OUR RECREATIONAL VEHICLE SERVICE TECHNICIAN:
You arrive at a well-organized shop and begin by reviewing your assigned projects. Your day is filled with hands-on tasks, performing routine maintenance, diagnosing complex mechanical and electrical issues, and installing RV components from appliances to HVAC systems. You consult with customers about repairs, collaborate with teammates to troubleshoot challenges, and ensure each job meets strict safety and quality standards.
READY TO APPLY AND ADVANCE YOUR CAREER?
Our 3-minute, mobile-friendly initial application for the Recreational Vehicle Service Technician role can be completed anytime, from anywhere. Take the next step in your career today!
Must have the ability to pass a background check and drug screening test.
Job Posted by ApplicantPro
Wholesale Account Executive - Salt Lake City, Utah
Cottonwood Heights, UT job
LendSure specializes in Non-QM mortgage solutions, and we are seeking consultative and service oriented account executives that possess a high work ethic and are very coachable. No mortgage experience is required, but a background in sales is preferred.
You'll participate in 3 months of training on a base salary to learn the business and equip yourselves with the tools and knowledge you need to call on loan officers. Once you hit the field, you'll be on what is essentially a commission only compensation plan which has a low floor but a very high ceiling. You have the opportunity to earn north of $350k a year in this role. Initially you'll be required to be in the office 5 days a week, but as you prove yourself you'll earn flexibility to work from home.
This is still a W2 position, so you can enjoy great benefits such as Medical, Dental, Vision, 401k (matching to 4%), Life Insurance, Flexible Time Off, and Employee Discounts.
As a full-time Wholesale Account Executive at LendSure Mortgage Corp, you will play a crucial role in driving business growth through warm calls, presentations, and relationship establishment/management. You will balance identifying and qualifying new opportunities with managing your existing pipeline of loans. The best AEs cradle to grave their loans, which plays a massive role in forming the strongest bonds between them and their clients. You will collaborate closely with the operations team to advance leads through the sales cycle to a successful funding. You will leverage your strong communication skills to set proper expectations, sell terms/pricing, and ask for referrals as you look to build your network of partnered loan officers.
Knowledge And Skills Required For The Position Are
Bachelor's degree or at least 2 years of proven success in sales
Highly motivated and driven; competitive
Strong organizational skills
Selling, negotiating and closing skills
Not afraid to hit the phones
Strong communication skills
Self-confidence to present our programs to a room of people
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Automotive Service Advisor
Clearfield, UT job
Job Description
Charlie's Service Center in Sunset, UT is hiring an outgoing team player to join our automotive shop as a full-time Auto Repair Service Advisor and play a critical part in our day-to-day. If you're highly communicative and detail-oriented, you could be a great fit for the job.
WHAT YOU GET: PAY & BENEFITS
When you join us as an Automotive Service Advisor, you earn $55,000 - $78,000/year. We offer labor and parts discounts for your personal vehicle and tools at cost from dealers and vendors. Plus, we provide excellent benefits and perks like:
Bonus structure
PTO and holiday pay
Education assistance
Flexible schedule
Life insurance (at no cost)
Mentor/apprentice program
Short- and long-term disability
Uniforms and laundering
IRA with company match
Holiday gift cards at Thanksgiving and Christmas
YOUR ROLE
You're responsible for keeping our daily operations smooth and efficient, communicating with customers and technicians to ensure high-quality service. As customers contact our automotive shop, you ask questions about their vehicle, learn about their needs, and schedule a service appointment. You speak with the techs about each vehicle's progress and let customers know when the job is done. A friendly attitude, organizational skills, and a team spirit are your keys to success.
QUALIFICATIONS
Service advisor experience
Customer service skills
Organizational skills and time management abilities
Our ideal candidate has 5+ years of experience.
YOUR HOURS
Our Automotive Service Advisor works from 7:30 am to 5:00 pm, Monday through Friday with an hour for lunch.
LEARN A LITTLE ABOUT US
With a history dating back to 1985, Charlie's Service Center can handle all of our customers' automotive needs. What started as a humble auto repair business with a two-bay garage has evolved into a bustling six-bay shop where a talented team works together to meet goals and provide excellent customer service. We can skillfully tackle whatever comes our way, servicing domestic, import, commercial, and fleet vehicles as well as RVs and trailers. Our family-owned and -operated business maintains a supportive, team-driven environment where staff are encouraged to grow and expand their potential. Join us to complete quality work you can be proud of!
Ready to become the newest member of our bright auto repair team? Fill out our initial, mobile-friendly application to get started!
Must have the ability to pass a background check and drug screening test.
Job Posted by ApplicantPro
Aluminum Welder
Franklin, LA job
Job Description CDR General Services is seeking an Aluminum Welder near Franklin, LA to perform high-quality aluminum welding for marine applications. This role requires advanced welding skills, attention to detail, and the ability to meet strict quality standards in all positions.Job Details
Job Type: Full-Time
Job Location: Franklin, LA
Pay Rates: $29 to $33 per hour
Schedule: Monday to Friday, 6:00 A.M. - 5:00 P.M.
Potential Overtime: Weekdays and WeekendsKey Responsibilities
Perform aluminum welding in all positions (uphill, overhead, horizontal, pipe, and flat).
Read and interpret blueprints accurately.
Tack weld, distribute heat evenly, and produce clean, high-quality welds.
Pass MSB Pre-Employment Mock Weld Test and maintain compliance with company standards.
Repair defective welds and ensure consistent quality.
Operate power equipment safely and follow all safety protocols.
Maintain strong attention to detail to support quality assurance requirements.
Accurately measure materials using a tape measure.
Collaborate effectively with team members and demonstrate strong communication skills.
Pass required weld tests for seam welder and top seam welder pay, including:
3G-4G structure plate bend test.
MSB 3G-4G groove test and 1G-2mm plate test per Metal Shark WPS.
MSB 3G and 4G-4mm plate test per Metal Shark WPS.
Provide consistent quality welds daily to maintain seam/top welder pay.
Qualifications
3-5 years of experience in the ship/boat building industry welding aluminum.
Ability to pass all required weld tests as outlined above.
Excellent math skills and ability to read a tape measure accurately.
Strong work ethic, communication skills, and ability to work well in a team.
Physical ability to lift up to 50 lbs., stand, bend, stoop, squat, kneel, and climb stairs/ladders regularly.
Lead Service Technician
New Orleans, LA job
at Heritage Service Group
***HIRING IMMEDIATELY!!!****
Sign On Bonus Available for Qualified Service Technicians
Heritage Service Group is one of the largest commercial kitchen equipment repair service companies in the Southeast comprised of over 600 employees located across 31 geographically dispersed locations. WELCOME TO HERITAGE!
Visit "Heritage Careers" to find your place to grow.
******************************************** Pay Rate: $31.00-39.00/hour* At Heritage, we know people are vital to our success. We offer a competitive salary, on-call pay, and generous benefits including:
Sign-On Bonus for Experienced Technicians
Company Vehicle | Cell Phone | Uniforms
Meters & Test Equipment
Continuing Education | Industry Certification
401k & Profit Sharing
Paid Holidays | Vacation
Medical & Dental Benefits
Short-Term Disability | Long-Term Disability Insurance (company paid)
Life Insurance (company paid)
Summary
The Commercial Kitchen Equipment Service Technician provides maintenance, service, and repair for commercial cooking equipment and commercial refrigeration i.e., grills, fryers, ovens, ice machines, reach-in and walk-in coolers, freezers, etc. Details
Diagnose, troubleshoot, and repair kitchen equipment, refrigeration, and or HVAC.
Communicate repair status updates with customer and branch office.
Communicate parts information with branch.
Complete service calls accurately, timely, and with a safety mindset.
Audit truck stock to ensure required parts are stocked.
Maintain service vehicle, tools, and uniforms consistent with company policies and procedures.
Meet on-call requirements.
Required Education | Experience
Three years or experience commercial kitchen repair and or refrigeration/HVAC service and repair.
Must be at least 18 years of age.
Valid Driver's license and driving record that aligns with our safety standards.
Completion of a satisfactory background check and drug screen is required.
Skills and Abilities
Ability to work independently.
Ability to accurately diagnose and troubleshoot:
An electrical, installation, and mechanical background would be a plus.
Journeyman License and or CFESA certification would be a plus, but not required.
Strong attention to detail.
Excellent communication and soft skills.
Good driving record.
Heritage Service Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Auto-ApplyDrive-By Occupancy Inspector - New Orleans, LA / Orleans Parish
New Orleans, LA job
Great job for Uber Drivers, Lyft, Door Dash, Uber Eats, Pizza delivery, etc. What Do Mortgage Field Service Contractors Do?
By law, mortgage companies and banks are required to document the occupancy and physical condition of all mortgaged loans. To do this they send a Property Inspector to the physical property to take specific photos and to reasonably determine if the property is occupied or vacant. The property inspector then reports the general condition of the property using a mobile app.
Mortgage Field Service Inspectors are Property Inspectors who:
*Determine if a property is occupied or vacant.
*Rate the property as Good, Fair, or Poor.
*Take photos of the property using your smart cell phone.
*Fill out a form on your cell phone using a downloadable app.
*Answer multiple choice questions about the property condition.
REQUIREMENTS:
*Must be able to pass a criminal background check.
*Must have dependable transportation (good gas mileage is a plus).
*Must have a smartphone (Android or iPhone).
*Must have a printer/scanner (or easy access to both).
*Must a desktop/laptop or tablet to print forms.
INCOME and ASSIGNMENTS:
Income-based on area and volume.
Most inspectors can complete several inspections an hour.
Rural areas may pay more per inspection on average.
The faster inspections are completed, the more inspections are provided.
Based on 1099 contractor work. No resume required.
BANKING ASSOCIATE
Erath, LA job
G ulf Coast Bank is looking for B a n k Ass o c i a t e s / T e ll e r s for multiple locations. The ideal candidate must have exceptional customer service and sales skills, along with cash handling experience. Employees may be required to perform both sales and service duties depending on the needs of the customer and under the Direction of the Branch Manager. A genuine interest in serving the customer is the key to being a successful Banking Associate.
P r i m a r y R e s ponsibilities:
Provide quality customer service, while selling the bank's products to customers
Services customer with their retail banking needs by performing the following transactions:
o Withdrawals
o Deposits
o Handling of negotiable instruments, etc.
o Open new accounts
Sells bank products and services; solicits new business through promotions at the branch, telephone and mail, etc.
Teller Responsibilities:
o Responsible for security and maintenance of proper cash requirements in the teller drawers
o Adheres to bank guidelines in balancing of drawer
o Open / closes the banking center according to security procedures
o Assist in retention of customers by promoting bank services and cross selling bank products based on customer needs
o Comply with federal banking regulations including, but not limited to: US Patriot Act, Secrecy Act, Reg CC, etc.
o Participate in the general upkeep and appearance of the banking center
R e quirements:
High School Diploma or equivalent
Must be available Monday thru Friday 8:00am to 6:00pm
Banking experience a plus
Cash handling experience
Analytical skills
Excellent communication skills, verbal and written
Computer skills (standard applications such as Outlook, Word, Excel)
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Auto-ApplyFinancial Advisor
Sandy, UT job
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Tax Manager
Squire & Company Pc job in Orem, UT
About Squire:
Based in Orem and Salt Lake City, UT, Squire has been a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. With solid values and business acumen as our foundation, Squire's culture promotes a steadfast commitment to three core values: Personal Connection, Proactive Ownership, and Thoughtful Innovation. These principles have played a pivotal role in our enduring success, guiding us through decades of growth and evolution.
Are you passionate about driving excellence and embracing innovation? We extend an invitation to individuals who share our dedication to expansion and growth. Join us and discover the opportunity to contribute to a professional services firm where your efforts are valued and rewarded. At Squire, we offer a supportive environment conducive to career development and advancement through structured mentoring programs. Apply now and be part of a team that fosters growth and encourages your professional development!
About the role:
As a Tax Manager at Squire, you will play a pivotal role in providing comprehensive tax services and solutions to our diverse clientele. This position demands a combination of technical expertise, analytical skills, and client relationship management to ensure the delivery of exceptional service and value.
Responsibilities:
Tax Compliance: You will lead and oversee the preparation and review of complex tax returns for individuals, partnerships, corporations, and trusts. Ensuring accuracy, compliance with tax laws, and timely submission are paramount.
Tax Planning and Consulting: Collaborate with clients to develop tax strategies that align with their financial objectives, mitigate tax liabilities, and maximize opportunities for tax savings. Provide proactive advice on various tax matters, including entity structuring, mergers and acquisitions, and international taxation.
Research and Analysis: Stay abreast of evolving tax laws, regulations, and rulings to provide informed guidance to clients and internal stakeholders. Conduct thorough research and analysis on tax issues to address client inquiries and support decision-making processes.
Client Relationship Management: Cultivate and maintain strong relationships with clients by serving as a trusted advisor on tax-related matters. Understand their unique needs, objectives, and challenges to deliver tailored solutions and exceptional client service.
Team Leadership and Development: Mentor and coach junior staff members, providing guidance on technical matters, professional development, and best practices in tax compliance and consulting. Foster a collaborative and supportive team environment conducive to continuous learning and growth.
Quality Control and Risk Management: Implement and uphold rigorous quality control procedures to ensure the accuracy and integrity of tax engagements. Identify and mitigate potential risks, compliance issues, and ethical concerns in accordance with professional standards and firm policies.
Qualifications:
Bachelor's or Master's degree in Accounting or related field; CPA license strongly preferred.
5+ years of experience in tax compliance and consulting within a public accounting firm.
Proficiency in tax software (e.g., ProSystem fx Tax, Thomson Reuters UltraTax) and Microsoft Excel.
Strong understanding of federal, state, and local tax laws and regulations.
Excellent communication, interpersonal, and leadership skills.
Ability to prioritize tasks, meet deadlines, and manage multiple engagements concurrently.
Must be authorized to work in the US
Job Status: Full-Time Salaried
Work Location: Salt Lake City, UT or Orem, UT
Work Arrangements: In-person
Squire Benefits Package
Squire takes pride in offering our benefit-eligible employees a comprehensive benefits package tailored to meet the needs of both individuals and their families. Our benefits program is designed to provide peace of mind and ensure access to quality healthcare. Our 2025 benefits package covers 90% of the medical health premium in addition to the following:
Medical
Dental/Vision Plans
Robust Health Savings Account Match
Flexible Spending Account
401(k) Match
Employer Paid Short-Term & Longer-Term Disability
Employer Paid Group Life Insurance Policy
Accident Insurance Plans
Employee Assistance Mental Health Services
Pet Insurance Plans
Identify Theft Protection Plans
Squire Perks:
Squire Culture
Discretionary and Spot Bonus Structure
Professional Training
Tuition Reimbursement (for required Master level positions)
Philanthropic Activities
Signature Rewards Program
Employee Assistance Programs
Women's Professional Development
Fitness Reimbursement
Accrued Paid Time Off
Health & Wellness Programs
Squire's dedication to excellence and quality work has garnered numerous accolades, including:
Utah's Best Company Award - 8 years running
2024 Best Accounting Firm to Work For
100 Companies Championing Women Award
Accounting Today's “Firms to Watch” in 2024
Worksite Wellness Award 2020-2024
Auto-ApplyCommercial Banker
Lafayette, LA job
Develops new and maintains existing customer relationships by calling on businesses, professional groups, high net worth individuals and existing customers. Solicits new deposit and loan business and referrals that meet established lending requirements and provide maximum profitability to the bank at minimum risk. Attends to the needs of customers seeking commercial and private banking loans. Maintains loan portfolio, building relationships, ensures customer satisfaction, timely follow-up on renewals and delinquencies. Maintains customer confidence by keeping information confidential.
Essential Duties and Responsibilities:
Primary
Interviews loan applicants, and collects and analyzes financial and related data to determine the general credit worthiness of the prospect and the merits of the specific loan request.
Establishes, and negotiates where necessary, terms under which credit will be extended, including the costs, repayment method, and schedule and collateral requirements.
Approves loans with a legal loan limit according to Bank policy. In general, handles the more complex and substantial department loans.
Collects and analyzes information that reflects the current credit worthiness of customers and the current merits of existing loans May obtain information through direct inspection of the applicant's business and/or collateral, review of interim financial reports, personal interview, and other means.
Monitors loan repayment activities and takes necessary action to collect from past-due accounts.
Advises customers, where possible, concerning business management and financial matters.
Develops new business by contacting prospects and customers, cross-sells bank services.
Develops material for and makes loan presentations to the Loan Review Committee.
Secondary
Adherence to and support of all compliance and BSA/AML rules and regulations related to this job function.
Performs other duties that may be assigned by Management.
Promotes JD Bank in the community
Participates in community affairs to increase the Bank's visibility and to enhance new business opportunities.
Develops new business by contacting prospects and customers. Also, cross-sell bank services.
Maintains an awareness of economic conditions and planned developments within his/her service area that could affect the overall profitability.
Undertakes special projects relating to departmental services as assigned by the senior officer.
Education and Experience:
College degree in Business Administration, Finance, Accounting or related area with ten years lending experience with management training and bank related courses.
Requires successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act).
Preferred Skills:
Possess a high level of analytical skills to assess and evaluate the operation of subordinate areas of responsibility, participates in establishing financial goals, analyzes new products, and reviews legal opinions, monitors economic conditions and drafts operational reports to the Board of Directors.
Broad knowledge of the lending function.
Maintain a high level of company and customer confidentiality.
Must have knowledge of operating laser-pro software and familiar with laser-pro document.
Must have experience operating a personal computer including Microsoft Word and Excel software.
Must possess excellent communication skills, human relation skills and organizational skills.
Must possess management and supervisory skills.
Scheduling:
Work schedule will vary depending upon demand, but will consist of an 8-hour shift between the hours of 7:45 a.m. - 6:30 p.m., Monday through Friday. Schedule may require representing the company after hours at related functions, customer calls or training. Regular attendance is required.
Physical Demand:
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.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use of hands and fingers to feel or handle equipment and files; reach with hands and arms; and talk and hear. The employee is occasionally required to climb or balance and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
Auto-ApplyLead Service Technician
Lafayette, LA job
at Heritage Service Group
***HIRING IMMEDIATELY!!!**** ***Sign On Bonus Available for Qualified Service Technicians*** Heritage Service Group is one of the largest commercial kitchen equipment repair service companies in the Southeast comprised of over 600 employees located across 31 geographically dispersed locations.Visit "Heritage Careers" to find your place to grow.
******************************************** Pay Rate: $28.00-35.00/hour* About Us:
Heritage Food Service Group (HSG) has been a trusted provider of commercial OEM parts, HVACR, and commercial kitchen equipment, installation, service, and repair since 1979.
Primary Responsibilities:
Adheres to all safety policies and procedures.
Troubleshoots and repairs gas, electric, water, refrigeration and steam powered commercial kitchen and HVAC equipment.
Utilizes tablet to complete tasks i.e., parts number, parts order lookup, and work orders, on a timely basis.
Communicates professionally with customer regarding required repairs and status.
Uses proper tools for repair, including hand tools and power tools.
Monitors truck stock to ensure required parts are stocked on vehicle.
Maintains service vehicle, tools, and uniforms.
Collects payment on COD jobs.
Contributes positively to branch targets for response time and first-time fix rates.
Successfully completes training to increase skill and knowledge.
Performs other duties as assigned.
Qualifications:
High School diplomas or the equivalent in experience.
1 year of applicable experience.
Driving record under auto liability insurance guidelines.
Skills, Abilities, and Other Requirements:
Safety first mindset.
Hands on electrical and mechanical experience would be a plus.
Proper certifications or licensing as required by state.
High level of accuracy.
Strong attention to detail.
Excellent interpersonal and communication skills.
Ability to work independently.
Good driving record.
Working/Environmental Conditions:
Regularly lift and/or move up to 50 pounds; frequently lift and/or move up to 100 pounds with assistance and lift equipment.
Repeated bending, twisting, stooping, kneeling, and climbing up and down ladders.
Extensive daily travel to work site location.
Exposure to electrical, steam, and high heat units that require extreme caution and safety equipment.
Occasional to frequent exertion in high and low temperature environments (over heated kitchens, rooftops, outdoors, etc.).
We Offer:
Competitive Salary & On-call Pay
Company Vehicle & Cell Phone
Uniforms Provided
Meters & Test Equipment
Continuing Education
Industry Certification
401k & Profit Sharing
Paid Holidays & Vacation
Medical & Dental Benefits
Short-Term Disability
Long-Term Disability Insurance (company paid)
Life Insurance (company paid)
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Auto-Apply