Financial Planning Specialist

Elevate Your Career as a Financial Advisor: Join Alliance America Are you an experienced Financial Advisor with a focus on annuities and insurance products? Do you want to maximize your earning potential? If so, Alliance America offers a unique opportunity for you! About the Opportunity: At Alliance America, we are dedicated to empowering financial professionals like you to thrive in your career. Here's what you can expect: Qualified Appointments: Say goodbye to cold calling and prospecting! We provide you with qualified client appointments, allowing you to focus solely on building relationships and closing deals. High Earning Potential: Our commission structure is designed for success. With the potential to earn a six-figure income, your hard work directly translates into financial rewards. Comprehensive Support: You won’t have to navigate the complexities of paperwork and client management alone. Our team provides robust back-office support, including appointment setters who connect you with ready-to-engage clients. Innovative Tools: Gain access to cutting-edge tools and resources that enhance your client interactions and streamline your workflow. Your Ideal Qualifications: We are looking for a results-driven professional with a proven track record in the financial services industry. If you possess the following, we want to hear from you: An active Health and Life insurance license. A Series 65 license or an Active Series 7 & 66 or ChFC designation. A clean U4 record (if currently registered). A passion for face-to-face meetings with clients in their homes. Proven sales ability with a successful history of using a needs-based approach. Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint. A willingness to travel within your home state to meet clients. Join Alliance America and take your financial advising career to new heights. Whether you're an experienced professional looking for a better platform or someone seeking new challenges, we are excited to support you on your journey to success! Requirements To be considered for this exciting opportunity, you must: Hold an active Health and Life insurance license. Have a Series 65 or have an Active Series 7 & 66 or ChFC designation. Maintain a clean U4 record (if currently registered). Be willing to meet clients face-to-face in their homes. Demonstrate a proven sales ability with a track record of successful sales using a needs-based approach. Be proficient in Microsoft Office, including Outlook, Word, Excel, and PowerPoint. Have the willingness to travel within your home state to meet clients. Benefits As a Senior Market Financial Planner with us, you will enjoy the following benefits: 6-Figure Earning Potential thanks to our generous commission structure and a steady stream of qualified clients. Dedicated Appointment Setter who will schedule 10-12 qualified appointments per week, ensuring you have ample opportunities to meet with potential clients. Dedicated Case Manager who will work with you to design the perfect financial plan for your clients and handle all the necessary paperwork, allowing you to focus on what you do best - providing expert financial advice. Ability to manage your own schedule to create personalized financial solutions for your clients while maintaining your work/life balance. Access to a wide range of high-quality providers and financial products that cater to the unique needs of our existing client base throughout their retirement years.

Overview We're an established CPA firm with over 15 years of experience serving a wide range of small business clients. We're looking for an honest, kind, and detail-oriented Bookkeeper/Accounting Associate to join our team. We are a friendly small office where you can enjoy professional growth and long-term stability with loyal clients. Key Responsibilities: • Bookkeeping, payroll, and sales tax for business clients • Assist in tax preparation as needed Qualifications • 2+ years of accounting experience • Proficient in QuickBooks • Strong understanding of core accounting principles • Highly organized and detail-oriented • Excellent communication with a proactive attitude, integrity and professionalism • Associate or Bachelor’s degree in accounting, finance, or related field, or equivalent work experience Pay rates: $24.00 - $35.00 depending on background and experience. Full benefits include retirement plan match, health insurance, paid holidays, paid vacation, etc. Application Questions: - List top 3 things you are looking for in your next job - Please provide your LinkedIn Page Work Location: In person

The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor. Responsibilities include: data gathering, modeling, case design, scenario building, and plan and presentation development. Essential Duties and Responsibilities Support Lead Advisor with analysis, client service, and technical assistance Learn the technical aspects of the Advisor position and prepare to service clients independently Manage data and plans in financial planning software Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation Analyze asset allocation and generation rebalancing trades Research investment managers, services, products and pricing Understand and leverage the resources available at the Broker Dealer to the fullest extent Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork Develop Centers of Influences such as community involvement, CPA’s and attorneys, etc. Other duties as assigned  Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities Expert computer skills (Outlook, Word, Excel and Power Point) are essential Excellent communication skills, both verbally and in writing Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to quickly mater tools of the industry – financial planning software, analytical tools and broker/dealer or custodian systems   Education and/or Experience Bachelor’s degree in finance, accounting or related field The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Previous experience in the independent financial services culture preferred   Certificates, Licenses, Registration Series 7 and 63 required Series 65/66 preferred (or ability to obtain) CFP or CIMA preferred

𝐀𝐛𝐨𝐮𝐭 𝐔𝐬 We are a modern bookkeeping & advisory firm using tech-enabled processes to support small businesses. Our lean, growth-focused practice helps entrepreneurs keep clean books, strengthen cash flow, and stay tax-ready. We’re looking for a U.S.-based professional to help build the foundation and grow with us. 𝐑𝐨𝐥𝐞 (𝐏𝐚𝐫𝐭-𝐓𝐢𝐦𝐞 𝐂𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐨𝐫 𝐭𝐨 𝐒𝐭𝐚𝐫𝐭) You’ll handle early client work (bookkeeping, payroll, tax prep support) and help design workflows for scale. You’ll be the credible voice on client calls and collaborate with offshore support as we expand. 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮’𝐥𝐥 𝐃𝐨 Monthly bookkeeping: QBO/Xero, reconciliations, AR/AP, month-end close Clean-ups & catch-ups; COA design and process fixes Payroll coordination (Gusto/QBO/ADP) and sales-tax filings Assist with business & individual tax prep (Schedule C/1120-S/1065) alongside CPA/EA partners Prep year-end packages; maintain compliance readiness Document SOPs; supervise offshore bookkeepers as team expands Join client onboarding calls; set expectations & reporting cadence 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬 U.S.-based applicants only (client-facing work) 3+ years bookkeeping/accounting (SMB focus) QuickBooks Online Certification required Clear, professional communication skills Payroll & sales tax knowledge; tax exposure preferred Bonus: experience with Dext/Hubdoc, Gusto, or multi-entity accounting 𝐂𝐨𝐦𝐩𝐞𝐧𝐬𝐚𝐭𝐢𝐨𝐧 1099 contractor: $28–$38/hr DOE (CPA/EA track up to $55/hr) Hours: start at 10–20 hrs/week, grow with client load Incentives: $150 per new recurring client onboarded; bonuses for large clean-ups Path: expand hours or convert to W-2 Client Manager role as MRR grows 𝐏𝐞𝐫𝐤𝐬 Remote flexibility – Remote-Friendly Bookkeeper / Accountant (Part-Time, Flexible) Modern systems, no chaos Chance to help build a firm from the ground up Growth into advisory & tax support work Advancement potential as we expand 𝐓𝐨 𝐀𝐩𝐩𝐥𝐲 Send: 𝟏. Resume/LinkedIn 𝟐. A short intro 𝟑. Brief answers: (a) 𝐘𝐨𝐮𝐫 𝐐𝐁𝐎 𝐬𝐭𝐚𝐜𝐤 (𝐚𝐩𝐩𝐬/𝐭𝐨𝐨𝐥𝐬 𝐮𝐬𝐞𝐝)? (b) 𝐓𝐨𝐮𝐠𝐡𝐞𝐬𝐭 𝐜𝐥𝐞𝐚𝐧-𝐮𝐩 𝐲𝐨𝐮 𝐬𝐨𝐥𝐯𝐞𝐝? (c) 𝐘𝐨𝐮𝐫 𝐦𝐨𝐧𝐭𝐡-𝐞𝐧𝐝 𝐜𝐡𝐞𝐜𝐤𝐥𝐢𝐬𝐭 𝐬𝐭𝐞𝐩𝐬?

Job # ET25055 Job Title Intern – Financial Planning and Analysis Office Location  Houston, TX Business/Department Finance Sales Territory, if applicable N/A General Role Description Assist in the development and implementation of financial models and analyses that support strategic decision-making and gain practical experience in financial forecasting, budgeting, and performance analysis, working closely with experienced finance professionals. Role Accountabilities The Intern will work in one or more of the following areas: -         Conduct financial analysis and modeling to support business decisions -         Assist in the development of annual budgets and forecasts -         Monitor and analyze financial performance against budget and forecast -         Identify and communicate financial risks and opportunities -         Analyze the trends of key performance indicators (KPIs), especially relating to financial metrics such as sales, expenses, and profit margin -         Monitor KPIs and identify the cause of any unexpected variances -         Develop and continually improve budgeting, financial projections, and operating forecasts -         Ad-hoc business performance reporting -         Ensure completion of assignments within the defined scope, quality, and time -         Provide regular, accurate and considered status reports to parties deemed appropriate to the situation General Employee Accountabilities -    Bring full effort to bear on tasks assigned by manager -    Give manager best advice -    Give earliest notice when work cannot be delivered as specified -    Cooperate and collaborate with peers and interact cross-organizationally as specified by manager -    Exemplify Company Core Values: Integrity, Client Focus, Team Orientation, and Personal Commitment -    Comply with all Company policies, practices, and procedures and all regulations and laws -    Recommend viable improvements proactively -    Ensure effective utilization of business tools and processes Requirements    Minimum Qualifications -   High school diploma -   Enrolled in Bachelor of Science in Finance, Accounting, Business Administration, or Economics program, or related field, with related coursework -   Demonstrated problem solving skills -   Demonstrated successful working relationships with others in educational or employment settings -   Demonstrated successful and positive personal leadership, interpersonal, organizational, administrative, and communication skills -   Proficiency in MS Office suite -   Availability to travel domestically, up to 5%, sometimes with limited notice -   Relocation and housing assistance are not available for this position -   This is not a benefits eligible position Preferred Qualifications -   Bachelor of Science in Finance, Accounting, Business Administration, or Economics -   Enrolled in Master of Science in Finance, Accounting, or Economics, or Master of Business Administration -   Work experience as an intern or co-op in the above areas Link to TMEIC Corporation Americas website:  https://www.tmeic.com/.  To be considered an applicant for any available positions, individuals must complete an online job application for each posting.  A resume may be attached to the online application but is not considered a substitute for the information in the application.  Applications will be considered only for the specific position for which the application is submitted. EEO/AA/M/F/Vet/Disability Employer

Your Best Management Group is a long term successful property management group that works for Bigelow Holding Companies which include Budget Suites of America. We offer great benefit options, paid vacations (1st year, 1 week, 2nd year, 2 weeks and 5th year, 3 weeks), 9 paid holidays, and 401(k) plan with 3% company match. DESCRIPTION Ideal candidate must have a strong accounting background with Microsoft Office (Outlook, Word) experience, MAS100, advanced Excel experience, the ability to multi-task, have a keen investigative mind and achieve deadlines. Advanced Excel experience must include, the ability to link multiple spreadsheets and apply consistent formatting. Responsibilities: • Must have experience in depth equal to at least a full charge bookkeeper and able to manage all accounting staff with various accounting jobs • Review accounting staff’s work • Analyze financial information and summarize financial status using charts and graphs for display • Produce error-free accounting reports and present their results Qualifications: • At least 5 years work experience as an accounting dept. manager • B.S. in Accounting, Finance or relevant degree a big plus • Hands-on experience with MAS accounting software • Advanced MS Excel skills and pivot tables • Experience with general ledger functions • Strong attention to detail and good analytical skills • Additional certification (CPA or CMA) is a plus • Knowledge of multi-entity business structures • Experience with multi-state operations • Track and report trend analyses • Demonstrate exceptional written and oral communication skills • Proficient on 10-Key calculator by touch • Reliable attention to time frames and deadlines • Interacts well with others