Associate, Growth Investments

Rockstar is recruiting on behalf of a leading independent wealth management firm specializing in tax-smart retirement strategies. Our client is dedicated to guiding individuals and families through one of the most meaningful chapters of their lives, providing expert financial advice with empathy, clarity, and a steadfast commitment to client well-being. The team is passionate about making retirement the most fulfilling stage of life, empowering clients to move from fear to possibility, and protecting what matters most. At this firm, financial professionals are more than advisors—they are trusted guides in their clients’ journeys. Trusted & Tax-Smart Retirement Strategists, the team is grounded in deep expertise, but always warm and clear. They don’t just solve problems; they make complexity feel manageable, even empowering. Believers in a Better Retirement, they bring hope, optimism, and a deep belief that this stage of life can be the most fulfilling yet. They help clients see possibility where they once saw fear. Protectors of What (and Who) Matters Most, they show up with empathy, dedication, and a steady hand. Clients trust them not just with their money, but with their dreams, their families, and their peace of mind. This is what it means to make retirement the best part of someone’s life—and the team is honored to do it together. Role Overview This Advisor's main duty is to meet one-on-one with existing clients. The ideal candidate for this role will be someone who enjoys building relationships and providing superior client service, always putting clients first. Initial duties include providing ongoing planning services to existing clients, building client relationships, participating in client events, and ensuring the onboarding of new clients is a smooth and seamless transition from initial advisor to wealth manager. Upon completion of successful training, the Advisor will be handed a book of clients and will continue to have more clients added to their book. This role is not responsible for sourcing new client relationships but is responsible for growing their current book of business. Key Traits - Strong initiative - Positive attitude - Ability to market to local clients - Persistence - Team oriented Minimum Requirements - 3+ years of financial services experience required - Series 65 or a combination of Series 66 and 7, with Life and Health required - Strong organizational, prioritization, interpersonal, and management skills - Excellent communication skills; both verbal and written - Experience with tax planning preferred Position Responsibilities - Prepare, present, and implement customized financial plans - Assist clients with annuities, life, and long-term care, and managing money - Provide financial planning advice to include investment, insurance, and retirement - Manage and retain strong client relationships Compensation Salary: $75,000 – $150,000 – Based on Experience – Plus commission on additional sales Benefits Money for Nothing The firm encourages rest and recovery with an unlimited PTO policy. Team members work hard and get their work done but also recognize the importance of recovery and personal time. Retirement Traditional and Roth 401(k)s are offered, with company matching a percentage of contributions. Let’s Stay Healthy - Aetna is the insurance provider. - The company pays for part of health, dental, and life insurance. - Paid time off is provided to go to the doctor, dentist, etc. Want To Lend a Hand? The firm supports local charities financially and with paid time off to volunteer.

About the Job: Hold Brother's Capital is a self-clearing broker-dealer with a specialization in proprietary trading in US equities markets, headquartered in New York City. We are seeking a highly motivated and Business Development Lead to join our dynamic team. As a key member of our organization, you will play a crucial role in driving sales growth and contributing to the achievement of our business goals. Responsibilities: Work closely with senior management to align with the company's business goals and objectives. Oversee the end-to-end sales process, including lead generation, prospecting, and negotiating final deals. Continuously identify areas for improvement and provide valuable recommendations for change. Cultivate and nurture relationships with external lead sources, such as industry professionals and organizations. Demonstrate comprehensive knowledge of trading practices, market trends, and trading systems to effectively address client needs. Maintain a strong understanding of the company's organizational structure to ensure efficient collaboration across departments. Requirements Demonstrate a proven track record of consistently achieving sales goals. Exhibit exceptional interpersonal skills with the ability to build and maintain relationships with clients and lead sources. Display excellent communication skills, both written and verbal. Maintain a detail-oriented, professional, and polished demeanor. Possess a solid understanding of the company's organizational structure. Have or be willing to obtain the Series 7 license. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Work From Home Base Salary Range: $55,000 - $80,000 Performance-based commission structure

SimpleCITI Companies, Hiring for SimpleEQUITIES* SimpleCITI Companies specializes in Commercial Real Estate ("CRE") and Specialty Finance. Our portfolio includes 7 Operating and 3 Holding Companies as follows: OPERATING COMPANIES SimpleEQUITIES*: Private Equity Real Estate- Hiring Entity SimpleADVISORY: Advisory Services to SimpleEQUITIES and it's Funds SimpleMANAGE: CRE Property Management to SimpleEQUITIES and other property owners SimpleBRICKS: CRE Development for SimpleMANAGE and other property owners SimpleSPACES: Shared Warehouse Spaces SimpleAID: Litigation Funding SimpleLEND: Private Lending HOLDING COMPANIES SimpleAXCS: Family Office Passive Investments SimpleCORE: Family Office Legacy Commercial Real Estate SimpleOZ: Qualified Opportunity Zone properties Job Description: We are currently seeking a highly experienced and results-driven Director of Equity Capital Markets (ECM) with a deep understanding of capital markets and private equity real estate. In this role, you will be responsible for leading and expanding our capital markets division. Your key responsibilities will be to form and build out direct relationships to: Institutional LP Investors: Pension funds, insurance companies, endowments/foundations, commercial banks, sovereign funds, private equity funds, hedge funds, and mutual funds. Retail Investors: Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals. You will need to possess extensive relationships of these contacts, be proficient in capital markets-specific outreach and CRM software, build and manage the requisite team, and attend roadshows, including LP investor presentations, conferences, and trade shows. As the Director of Equity Capital Markets (ECM), you will play a critical role in expanding our investor base and growing our presence in new markets. Forge Elite Connections: Cultivate and solidify relationships with top-tier Institutional LP Investors, including pension funds, insurance giants, endowments/foundations, commercial banks, sovereign funds, private equity funds, hedge funds, and mutual funds. Command Retail Markets: Build and nurture strong bonds with Retail Investors, including Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals. Lead Capital Power Moves: Spearhead capital raising initiatives, driving the fundraising process from inception to successful closure, ensuring robust capital inflow. Master CRM Excellence: Oversee the development and optimization of a cutting-edge CRM system to manage investor relationships and streamline outreach efforts. Build a Powerhouse Team: Recruit, inspire, and lead a dynamic, high-performing team dedicated to capital markets and investor relations. Dominate the Stage: Represent the company with authority and charisma at roadshows, LP investor presentations, conferences, and trade shows, captivating new investors and elevating the company’s profile. Strategic Synergy: Collaborate with senior leadership to align bold capital market strategies with the company’s ambitious business objectives and growth trajectory. Requirements Education: Bachelor’s degree in Finance, Economics, Business, or a related field. MBA or advanced degree with distinction highly preferred. Proven Expertise: Minimum of 10 years of stellar experience in capital markets, private equity, or a related field, with a proven track record of securing substantial capital. Strategic Relationships: An expansive, high-caliber network within Institutional LP Investors and Retail Investors, with a knack for building and sustaining powerful relationships. Technical Mastery: Proficient in state-of-the-art capital markets outreach and CRM software, with razor-sharp analytical and strategic planning skills. Inspirational Leadership: Exceptional leadership abilities, demonstrated through the successful creation and management of high-octane teams. Compelling Communication: Superior verbal and written communication skills, with the talent to engage and captivate diverse investor audiences. Industry Savvy: Deep, insightful understanding of capital markets, private equity real estate, and the competitive landscape, with a vision for future opportunities. Benefits Grow your financial package with your results-driven performance and success Competitive Salary | $100,000 - $300,000 Free Coffee & Beverages Full Service Cafeteria & Starbucks Excellent Networking Opportunities & Exposure to Commerical Real Estate Rapidly Expanding Company

Bank Controller – To $150K – Elk Grove Village, IL – Job # 3453 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Bank Controller role based in the greater Elk Grove Village, IL market. The selected candidate will be responsible for maintaining the integrity of the accounting operations of the Bank which includes accurate reporting and record-keeping, creating controls and budgets to mitigate risk, and ensuring compliant results. Moreover, the candidate must have strong interpersonal skills and pose a strong business acumen. This role will report directly to the Chief Financial Officer and requires a high level of professional capabilities.  This position offers a competitive salary of up to $150K, a full benefits package, and may be bonus eligible. (This is not a remote position) Bank Controller responsibilities include: Overseeing daily general ledger analysis, reporting and reconciliations.  Producing periodic financial reports; as required for daily, monthly, and annual monitoring for internal departments and committees.  Maintaining an adequate system of accounting records and a comprehensive set of controls and budgets designed to mitigate risk and maintain the accuracy of the Bank’s reported financial results.  Ensuring that reported results comply with generally accepted accounting principles and reporting standards.  Forecasting the Bank’s financial performance and preparing detailed explanations for deviations of fees and operating expenses to budget.  Preparing and filing the Bank’s call report and other regulatory and financial reports and statements before the established deadlines.  Completing the Bank’s interest rate risk analysis and reporting.  Oversee month, quarter and year-end period close.  Play a pivotal role in the completion of annual FDIC and other agency audits.  Overseeing the Bank’s payroll, accounts payable and investment functions.   Managing the Bank’s Holding Company’s financial activity and statements, shareholder correspondence, regulatory reporting and tax filings.   Supervising finance department staff as assigned.  Conducting project management functions as related to finance operations and other projects as assigned and directed by the CFO and President.  Ensuring compliance with the Bank’s established guidelines, policies, and procedures.  Work with department managers to create procedures to ensure effective and efficient system usage and maintenance as it relates to accounting operations.  Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree in accounting or finance.  Five or more years of comprehensive accounting experience and at least two (2) years of experience managing the general ledger and financial reporting functions. Experience in a financial institution  accounting role preferred   Financial control and general ledger expertise.  Prior banking experience is preferred, with knowledge and application of federal and state banking laws and regulations.  Proficient in using advanced Microsoft Excel (formulas, graphing, pivot tables); Microsoft Office, and other accounting software systems.  Proficient use with Banking core processor systems: Fiserv, Prologue preferred  Experience with Interest Rate Risk and budgeting tools.  The ability to make decisions, exhibit sound, and accurate judgment, and make timely decisions.  The ability to manage and execute multiple projects simultaneously. The ability to identify and resolve problems in a timely manner by skillfully gathering and analyzing information, facts, data, etc.  Proven knowledge of bookkeeping and accounting principles, practices, standards, laws and  regulations  The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

The Accounts Receivable Coordinator secures revenue by resolving discrepancies and contacting customers or physicians with outstanding billing/refund issues. Assists Supervisor with various Accounts Receivable and/or collection tasks, primarily manual billing preparation and aged receivables client outreaches. Requirements MAJOR DUTIES & RESPONSIBILITIES: Resolves collections by examining customer payments and payment history. Act as liaison for clients to collect receivables; analyze and seek resolution of discrepancies or inquiries with Operations or Account Management teams. Create manual invoices for specific clients on a monthly or weekly basis. Analyze collections detail history and client communication in order to advise management on forecasted cash collections. Identifying delinquent accounts and insufficient payments. Collects revenue by reminding delinquent accounts and notifying clients of insufficient payments. Participates within a team setting toward collective monthly collection goals. Other duties & special projects, as assigned and based on business needs. Requirements: EDUCATION/CREDENTIALS: Associate's degree in Accounting or related Finance/Business degree required. 3-5 years of experience in a professional accounting position. JOB RELEVANT EXPERIENCE: Medical peer review or healthcare industry knowledge is a plus. Business experience in a healthcare and/or insurance setting is a plus. JOB RELATED SKILLS/COMPETENCIES: Strong numerical aptitude (Business Mathematics) in conjunction with advanced knowledge of spreadsheet software is required. Attention to detail, organized, ability to apply critical thinking to identify trends. Excellent written and oral communication skills, and organization Adaptable time management skills to manage multiple simultaneous tasks in order to meet specific deadlines or goals. Computer literacy and typing skills are essential. WORK FROM HOME TECHNICAL REQUIREMENTS: Supply and support their own internet services. Maintaining an uninterrupted internet connection is a requirement for work-from-home positions. WORKING CONDITIONS/PHYSICAL DEMANDS: Long periods of sitting and computer work. This job description is subject to change at any time. ABOUT DANE STREET: A fast-paced, Inc. 500 Company with a high-performance culture, is seeking insightful, astute, forward-thinking professionals. We process over 200,000 insurance claims annually for leading national and regional Workers’ Compensation, Disability, Auto and Group Health Carriers, Third-Party Administrators, Managed Care Organizations, Employers and Pharmacy Benefit Managers. We provide customized Independent Medical Exam and Peer Review programs that assist our clients in reaching the appropriate medical determination as part of the claims management process. Benefits Join our team at Dane Street and enjoy a comprehensive benefits package designed to support your well-being and peace of mind. We offer a range of benefits including medical, dental, and vision coverage for you and your family. Additionally, we offer voluntary life insurance options for you, your spouse, and your children. We also offer other voluntary benefits which include hospital indemnity, critical illness, accident indemnity, and pet insurance plans. Employees receive basic life insurance, short-term disability, and long-term disability coverage at no cost. Our generous paid time off policy ensures you have time to relax and recharge, while our 401k plan with a company match helps you plan for your future. Apple equipment and a media stipend are provided for remote workspace.  ABOUT DANE STREET: A fast-paced, Inc. 500 Company with a high-performance culture, is seeking insightful forward-thinking professionals. We process over 200,000 insurance claims annually for leading national and regional Workers’ Compensation, Disability, Auto, and Group Health Carriers, Third-Party Administrators, Managed Care Organizations, Employers, and Pharmacy Benefit Managers. We provide customized Independent Medical Exams and Peer Review programs that assist our clients in reaching the appropriate medical determination as part of the claims management process.

The Accounts Receivable Coordinator secures revenue by resolving discrepancies and contacting customers or physicians with outstanding billing/refund issues. Assists Supervisor with various Accounts Receivable and/or collection tasks, primarily manual billing preparation and aged receivables client outreaches. Requirements MAJOR DUTIES & RESPONSIBILITIES: Resolves collections by examining customer payments and payment history. Act as liaison for clients to collect receivables; analyze and seek resolution of discrepancies or inquiries with Operations or Account Management teams. Create manual invoices for specific clients on a monthly or weekly basis. Analyze collections detail history and client communication in order to advise management on forecasted cash collections. Identifying delinquent accounts and insufficient payments. Collects revenue by reminding delinquent accounts and notifying clients of insufficient payments. Participates within a team setting toward collective monthly collection goals. Other duties & special projects, as assigned and based on business needs. Requirements: EDUCATION/CREDENTIALS: Associate's degree in Accounting or related Finance/Business degree required. 3-5 years of experience in a professional accounting position. JOB RELEVANT EXPERIENCE: Medical peer review or healthcare industry knowledge is a plus. Business experience in a healthcare and/or insurance setting is a plus. JOB RELATED SKILLS/COMPETENCIES: Strong numerical aptitude (Business Mathematics) in conjunction with advanced knowledge of spreadsheet software is required. Attention to detail, organized, ability to apply critical thinking to identify trends. Excellent written and oral communication skills, and organization Adaptable time management skills to manage multiple simultaneous tasks in order to meet specific deadlines or goals. Computer literacy and typing skills are essential. WORK FROM HOME TECHNICAL REQUIREMENTS: Supply and support their own internet services. Maintaining an uninterrupted internet connection is a requirement for work-from-home positions. WORKING CONDITIONS/PHYSICAL DEMANDS: Long periods of sitting and computer work. This job description is subject to change at any time. ABOUT DANE STREET: A fast-paced, Inc. 500 Company with a high-performance culture, is seeking insightful, astute, forward-thinking professionals. We process over 200,000 insurance claims annually for leading national and regional Workers’ Compensation, Disability, Auto and Group Health Carriers, Third-Party Administrators, Managed Care Organizations, Employers and Pharmacy Benefit Managers. We provide customized Independent Medical Exam and Peer Review programs that assist our clients in reaching the appropriate medical determination as part of the claims management process. Benefits Join our team at Dane Street and enjoy a comprehensive benefits package designed to support your well-being and peace of mind. We offer a range of benefits including medical, dental, and vision coverage for you and your family. Additionally, we offer voluntary life insurance options for you, your spouse, and your children. We also offer other voluntary benefits which include hospital indemnity, critical illness, accident indemnity, and pet insurance plans. Employees receive basic life insurance, short-term disability, and long-term disability coverage at no cost. Our generous paid time off policy ensures you have time to relax and recharge, while our 401k plan with a company match helps you plan for your future. Apple equipment and a media stipend are provided for remote workspace.  ABOUT DANE STREET: A fast-paced, Inc. 500 Company with a high-performance culture, is seeking insightful forward-thinking professionals. We process over 200,000 insurance claims annually for leading national and regional Workers’ Compensation, Disability, Auto, and Group Health Carriers, Third-Party Administrators, Managed Care Organizations, Employers, and Pharmacy Benefit Managers. We provide customized Independent Medical Exams and Peer Review programs that assist our clients in reaching the appropriate medical determination as part of the claims management process.