Financial Advisor | Proven System, Unlimited Income Potential

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

Pay: $23.00 - $25.00 per hour Job description: Temporary Accounts Payable Administrator Santa Maria, CA | Full-Time | $23–$25 per hour We are seeking a Temporary Accounts Payable Administrator to support a tire company in Santa Maria. This role is full-time, Monday through Friday, 7:30 AM to 4:00 PM. The ideal candidate will have prior accounts payable experience and strong administrative skills. Responsibilities: Process vendor invoices, purchase orders, and payments accurately and in a timely manner Reconcile statements and resolve discrepancies with vendors Maintain organized financial records and filing systems Assist with general administrative tasks as needed Collaborate with office staff and management to support daily operations Requirements: Previous accounts payable experience required Strong attention to detail and accuracy Proficiency with computers, accounting software, and Microsoft Office (Excel, Outlook, Word) Ability to work independently and manage deadlines Professional communication and organizational skills Schedule and Pay: Monday to Friday, 7:30 AM – 4:00 PM $23–$25 per hour (depending on experience) Temporary position (duration to be determined) Job Types: Full-time, Temporary Work Location: In person

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success. Requirements Education: Bachelor's degree in finance, business, accounting, or a related field (Master’s degree preferred). Certifications: CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus. Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles. Technical Skills: Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro). Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management. Experience with CRM systems (e.g., Salesforce) and portfolio management tools. Benefits Competitive base salary with performance-based bonuses. Comprehensive health, dental, and vision insurance. 401(k) plan with company match. Professional development opportunities, including continuing education reimbursement. A collaborative and client-focused work environment.

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

About Us: Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success. For more information, check out our website- www.melnickrosenbaum.com. Role Overview: We are seeking a career-oriented Service Advisor to join our team. The position is the second of four levels in our career path and plays a key role in supporting our lead advisor/owner, managing client portfolios, and enhancing client relationships. This position offers a clear career path with opportunities for growth, including potential participation in ownership. Key Responsibilities: ·         Develop comprehensive financial plans using eMoney. ·         Prepare reports and illustrations for client meetings. ·         Participate in client meetings to provide real-time support and take notes. ·         Design and manage portfolios, including trading, rebalancing, and tax management. ·         Maintain and update CRM platforms (Redtail or similar). ·         Create proposals and conduct product and account analysis. ·         Coordinate with the service team to ensure timely and accurate task execution. ·         Communicate with clients to address their needs and inquiries. Qualifications: ·         3-5 years of experience in financial services. ·         CFP designation and Series 7 and 66 or 65 licenses required. ·         Bachelor’s degree, preferably with a GPA above 3.3. ·         Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar). ·         Experience with CRM platforms (Redtail or similar), MS365, and Excel. ·         Strong organizational skills, a team-oriented mindset, and a passion for financial services. Compensation & Benefits: • Competitive salary ranging between of $100,000 and $130,000 depending on experience, credentials, and ability to take on secondary responsibilities. There is also a discretionary bonus meant to share the success of the firm and individual achievements. • Comprehensive benefits package including 401k, life, health, and disability insurance. • A defined career path with growth opportunities and potential ownership potential. Why Join Us? This is a unique opportunity to advance your career in a thriving independent firm. We value ambition, teamwork, and a commitment to excellence. If you are a driven professional ready to make a difference, we want to meet you. Application Instructions: To apply, please send your resume and a cover letter or email to Brian@melnickrosenbaum.com. Join us and take the next step in your financial advisory career!

A well-established wholesale company in Midtown Manhattan is seeking a smart, confident, and detail-oriented individual with a strong work ethic to join our team. The ideal candidate must have a degree in accounting, analytical skills, attention to details, good communication skills for interacting with vendors and proven experience in all phases of accounting. Quick Books proficiency is required. Prior experience in wholesale trade or CPA firms and knowledge of Hindi language is a plus but not a requirement. Desired Qualifications: Minimum of three years of accounting experience Strong organizational and multitasking skills Excellent internal and external customer service abilities Proficiency in Microsoft Word and Excel Experience with Quick Books Desktop Strong communication skills and a positive attitude Ability to work independently Job Responsibilities: Accounts Payable & Receivable Generating Financial Reports Bank Reconciliation Invoicing Journal Entries Payment Processing Preparing and Processing Check Requests Hours: Monday - Friday, 9:30 AM - 6:00 PM (30-minute lunch break) Please email with resume and cover note why you feel you will be a great fit for this position?