Paraplanner
Cleveland, OH jobs
Our client provides comprehensive financial planning for high-net-worth individuals and corporate clients. With over $1 billion in assets under management and clients in 10 states, they have been consistently ranked a Top Registered Investment Advisor by Crain's Cleveland Business.
Position Overview
As a Paraplanner, you'll play a key role in delivering exceptional service and support to high net-worth clients. This hybrid role blends administrative, operational, and planning responsibilities, working closely with advisors and clients to ensure a seamless and personalized experience.
Key Responsibilities
Deliver outstanding service to clients via phone, email, video, and in-person interactions.
Support advisors in preparing for and participating in client meetings, including data gathering, agenda creation, and follow-up.
Process and track client paperwork, digital forms, and account transactions (e.g., opening new accounts, contributions, distributions, transfers).
Maintain accurate client records in the Salesforce CRM system
Assist with financial planning tasks such as obtaining key financial plan data, risk profiling, investment analysis, and report preparation.
Educate clients on account access tools and respond to inquiries about investments, RMDs, and account maintenance.
Collaborate with internal teams and external vendors to ensure timely and accurate execution of client needs.
Participate in firm-wide projects and contribute to continuous improvement initiatives.
Qualifications
Bachelor's Degree preferred
5-7 years of experience in a financial services role with a RIA or Broker-Dealer, or 4 years of experience and the FPQP designation required
Strong understanding of financial products, planning strategies, and client service best practices.
Series 65 License required
Proficiency with Microsoft Office, Salesforce, eMoney, Black Diamond, and Fidelity's Wealthscape platform
Experience with Docusign, Laserapps, Firelight, or similar tools is helpful.
What We're Looking For
A proactive, detail-oriented team player with a passion for helping others.
Strong communication and organizational skills.
Ability to manage multiple priorities and adapt in a fast-paced environment.
A commitment to integrity, collaboration, and continuous learning.
Compensation & Benefits
Competitive salary year based on experience and licensure
Bonus plan up to 7% of base salary
Medical, dental, and vision insurance
401(k) with safe harbor match and profit sharing (after 1 year)
Paid holidays and generous PTO
Work from home on Friday morning, with Friday afternoons being off
Professional development support
Opportunities for growth and advancement, such as financial support for the CFP Program, or management opportunities exist.
Remote Life Insurance Sales
Dallas, TX jobs
Job DescriptionAre you a people-person who thrives on turning conversations into connections-and connections into sales? As a Customer Service and Sales Representative, you'll be at the heart of our client experience. You'll guide, support, and inspire customers while offering solutions that truly make a difference.
This is not your average customer service role. We're looking for someone who is proactive, personable, and purpose-driven. Someone who brings energy and empathy to every interaction and finds satisfaction in solving problems and creating value for others.
What Makes You a Great Fit
You genuinely enjoy helping people and making them feel heard
You communicate clearly, calmly, and confidently
You are excited by sales, especially when it helps people.
You're organized, adaptable, and comfortable managing multiple conversations
You're self-motivated and thrive in a fast-paced, supportive environment
What You'll Get
Flexible work schedule with remote options
Ongoing training, mentorship, and opportunities for growth
A supportive and energetic team culture
Performance-based recognition, incentives, and the chance to make a real impact
Requirements
Experience in customer service or sales is helpful, but not required
Ability to learn and use CRM systems, chat tools, and email platforms
Strong verbal and written communication skills
Reliable internet connection and a quiet workspace if working remotely
BenefitsIf you're ready to bring your personality and passion to a role where every conversation counts, we'd love to hear from you.
Audit Senior/ In-Charge
Beachwood, OH jobs
Join a dynamic team as an Audit Senior/ In-Charge, where you will engage in a wide array of audit and assurance assignments, collaborating under the guidance of supervisors, managers, and partners. This role is pivotal in planning engagements, executing audits in alignment with specified programs, preparing financial statements, and providing clients with insights to enhance their systems and operations.
Key Responsibilities
Conduct comprehensive accounting and auditing assignments with minimal supervision.
Guide and mentor staff accountants, ensuring work is executed efficiently and to a high standard.
Lead the preparation of workpapers and financial statements, adhering to GAAP or OCBOA standards.
Facilitate client engagements by participating in planning and scheduling activities.
Assess and enhance client internal controls and processes through detailed analysis and recommendations.
Communicate effectively with clients to gather necessary information and minimize disruptions.
Embrace responsibility for supervising client engagements and fostering quality client relationships.
Essential Qualifications
Bachelor's or Master's degree in Accounting.
CPA or CPA candidate preferred.
3-4 years of progressive experience in public accounting.
Commitment to 40 hours of continuing professional education annually.
Desired Skills
Strong analytical skills and self-motivation.
Excellent written and oral communication abilities.
Exceptional organizational and time management skills with the capacity to multitask.
Detail-oriented with a commitment to quality.
Experience with CCH Engagement, Creative Solutions Fixed Assets, PPC Checkpoint Tools, and QuickBooks is advantageous.
Proficient in computer and accounting software.
This position offers a hybrid work option based in Beachwood, combining the flexibility of remote work with the benefits of in-office collaboration. Competitive benefits are provided, enhancing both professional and personal growth.
Full-Stack .NET Software Engineer
Los Angeles, CA jobs
About the Opportunity:
Join our dynamic development team as a Full-Stack Software Engineer, where you will play a pivotal role in enhancing a comprehensive platform that supports a diverse range of sophisticated applications. Your contributions will be crucial in developing and maintaining essential platform services and applications that drive the business success. This is not a Start-Up who will be constantly looking for funding! This job offers security and in exchange this company is looking for commitment. They are looking for a Developer with a long term career goal and aspirations, with a company to thrive in for the long hall. This is a fully-remote position and you can be based anywhere in the USA.
Primary Responsibilities:
Architect and sustain critical API integrations for business operations.
Design and develop scalable backend systems that enhance service delivery.
Write high-performance, reliable, and reusable code to ensure system robustness.
Collaborate with cross-functional team members to define and implement new features.
Identify and troubleshoot performance bottlenecks and software bugs.
Participate in maintaining code quality, organization, and automation processes.
Qualifications:
A minimum of Bachelor's Degree and 1 year of professional experience in software engineering. A Bachelor's Degree and some co-op experience could be considered as well.
In-depth knowledge of .NET Framework and SQL databases.
Experience with AWS services such as API Gateway and App Sync is advantageous.
A strong desire to learn, be mentored, continue to develop your skills, and have ownership of a great product.
Benefits and Perks:
Competitive salary with growth opportunities, reflecting your experience.
Comprehensive healthcare benefits and paid time off.
401(k) retirement savings plan.
Fully remote position open to candidates nationwide.
Opportunity to lead and impact mission-critical applications in a collaborative environment.
Immediate hiring for qualified candidates.
We invite you to bring your expertise and passion for software development to our team, where you will have the chance to work on critical applications that make a significant impact. If you are eager to contribute to a forward-thinking organization and thrive in a remote work setting, we encourage you to apply.
NOTE: Sponsorship is not offered for this position.
Insurance Broker- COMMISSION BASED SALES
Chicago, IL jobs
Job description
We are looking for Highly Motivated individuals to join the Agency. This is an opportunity to change your life. No matter the background, experience or education; people with drive and determination have profoundly impacted the lives of their clients and family and have taken control of their futures.
We pride in helping our agents become the best versions of themselves.
Free Top Tier training by top producers.
Personal Production bonuses.
1 on 1 mentorship with Agency Owner.
Proven system to generate top producing agents.
Remote work available.
CRM / Lead center available for each agent.
Warm qualified leads. NO COLD CALLING. (agent cost)
Ability to grow into your own agency.
Independent contracts with over 50+ A rated carriers.
1099 sales position.
We service thousands of Americans across the nation. We focus on mortgage protection, final expenses. financial and retirement planning for everyday clients.
The average full time agent takes home around 10k-15k a month. This is based on full time hours and strong work ethic.**
We have agents who are issuing 100,000$ a month in personal production**
Income is contingent upon work ethic and ability to master concepts and sales methods.
** Disclaimer- income is not guaranteed.**
1099 Sales Based Commissions No Minimum Pay. You make what you earn.
Work remotely and in the place of your choosing.
Our Agency specializes in Financial Services by utilizing Life Insurance, Retirement Solutions, Mortgage Protection, and Final Expense planning for millions of Americans! The goal as we grow is to help as many Agents reach new levels personally and professionally while protecting the client's legacies.
We work with thousands of agents and clients across the nation.
Apply today and find out if this is what you have been looking for!
Life Insurance Sales
Los Angeles, CA jobs
Job Description
Are you a top performer but know you're not being paid like one? Maybe you're paid like one, but you're sacrificing precious time with your loved ones?
Start part-time, learn the system, and transition into full-time (30-40 hours/week) when you start making more money here in your part-time than in your current full-time position. I have numerous examples of agents doing exactly that across the country, regardless of background. I was a former school teacher of 7 years. In my third week I made more in that week than I ever had in a month before, and quickly decided to move into a full-time role.
For 30 years we have coached hundreds of agents to multiple six figure incomes, and are looking for the next handful of new agents to mentor to do the same.
As a financial services agency, Taubman Financial Management offers mortgage protection, final expense, retirement solutions, college savings strategies, term and whole life insurance options, and debt elimination programs to American families. We provide training, support, and 1-on-1 mentorship to our agents in this 100% remote role. Warm leads are available - there is NO COLD CALLING.
We provide all the back office support, processes, and technology. You bring the integrity, work ethic, and coachability.
This is a 1099 independent contractor position. Compensation is 100% commission-based.
Responsibilities
Potential clients are requesting information by either filling out a form via direct mail, calling a 1-800 number, or completing an online ad on one of many social media platforms.
Agents text and/or call to set up appointments to meet with prospective clients via Zoom or phone to help them apply for the coverage. Many applications for clients are taking 10 minutes or less, with instant decision results.
Match clients with appropriate insurance solutions (mortgage protection, life, final expense, retirement, etc.)
Full time agents put in 5-10 hours on the phone, 10-20 hours running appointments, and 5-10 hours on administrative tasks & training calls.
The Compensation
The average sale on a beginning contract pays between $600 - $800.
Full-time agents write an average of 3-7 sales per week*
Agents can earn a 5% raise every 2-3 months.
There are no quotas.
Compensation is 100% commission-based and varies by performance. These ranges reflect averages for active agents
Company Description
Taubman Financial Management is a remote financial services agency. Founded by Scott Taubman, the agency is built on mentorship, integrity, and a proven system that helps everyday people succeed in life insurance sales - no matter their background. We specialize in mortgage protection, final expense, retirement solutions, and debt elimination strategies. Our agents receive hands-on support, warm leads, and all the tools needed to grow their business from home at their own pace.
#remote #workfromhome
Requirements
Skills And Qualifications
Active Life Insurance License, or willingness to get one
We help you obtain your license
Must be U.S. Citizen or Permanent Resident and willing to undergo a background check
Self-motivated to work from home part-time or full-time
Coachable
Results driven with unwavering integrity, intense work ethic and exceptional coachability
Have a growth mindset with a desire to move up within the company
Passionate about personal development
Eager to follow a proven system to become successful