Investment Advisor Representative

Role Description: An Accounting Coordinator at Status Solutions is responsible for assisting with financial transactions to help improve day to day operations. This team member possesses an entrepreneurial mindset while collaboratively working with other team members to develop accounting policies and procedures, streamline efficiencies, and promote a culture of growth. We are looking for a high-organized and detail-oriented Accounting Coordinator to support our finance department.  Responsibilities: Maintain financial accuracy in all areas of finance for Status Solutions, LLC. Perform financial activities such as entering accounts payable invoices, collections, and other related duties as needed. Assist with payroll processing and HR functions. Assist with month end account reconciliations. Research and resolve discrepancies in a timely fashion. Maintain accurate and up-to-date financial records and general ledger entries. Prepare financial reports by collecting, analyzing, and summarizing accounting information. Reconcile records with internal company records and external vendors and/or customers. Manage customer relationships by working to resolve any discrepancies or questions. Collaborate with other department to resolve discrepancies and improve processes. Supports in compilation of periodic and annual budget information. Maintaining confidentiality of all financial data at the highest regard. Continual focus on creating an environment that promotes the overall growth of Status Solutions and Status Solutions Network.   Requirements Associate degree in Finance, Accounting, or related field preferred.  1-3 years minimum of experience in accounting related field. Moderate knowledge of accounting principles and processes. Proficient in accounting software and MS Office Suite, particularly Excel. Proven ability to proactively determine priorities and continuously meet deadlines. Ability to maintain confidentiality. Excellent verbal and written communication skills Strong attention to detail with good analytical skills. Handles unexpected situations in the workplace and can solve problems as they arise. Benefits Starting Annual Salary: $50-$62K, based on experience. Full-time position Eligibility for quarterly company bonus pool Company-paid employee medical, dental, and life/AD&D insurance Generous paid-time off policy Ten paid company holidays 401(k) match starting six months after start date

Are you motivated by leading conversations, driving your own income, getting things over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients’ needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. Location Palo Alto, California Job Type: Full-time Salaried Pay: $50,000.00 - $60,000.00 per year Base plus Bonus (Uncapped) We Offer: Base Salary, and performance bonuses, 401(k), Health, Dental, Vision, and Life Insurance, Paid time off, Tuition reimbursement Tools and training for lead prospecting, database, best practice playbooks, and guided sales application. Training in the building of a vibrant client base where one can exceed client expectations and maintaining a base of clients in the Financial Services Industry. Essential Functions and Responsibilities: Generate new business through effective networking, referral generation, and local prospecting, with a demonstrated passion and curiosity about local businesses and the start-up industry Identify key decision makers through face-to-face, phone, email, LinkedIn and other contemporary methods of prospecting Provide exceptional ongoing account management to existing clients to ensure their financial success Complete client fact finders and update financial plans. Use Redtail CRM to effectively manage both client and prospect workflow Communicate client requests to the Financial Advisor. Deepen client relationships and establish credibility and rapport both in-person and via phone Identify potential benefits and services to enhance customer’s financial relationships. Contact new/existing customers to discuss how specific investments and services can meet their needs. Prepare sales presentations/proposals to explain investments and services to a potential client. Complete expense reports, sales reports, (including referrals) and other paperwork. Verify delivery schedules, paperwork flows, mailings and promos to exceed client expectations. Attend weekly sales meeting and other meetings as required depending on position and need. Manage multiple and competing priorities on a daily basis in pursuit of business objectives. Qualification Requirements 2+ years of proven success in business development and sales. Must be a results-oriented self-starter and have a record of success working in a goal-oriented, highly accountable environment. Strong verbal and written communication and presentation skills Proficiency in MS Office Suite (Word, Advanced Excel, PowerPoint) and CRM software Ability to manage, set and meet deadlines and to operate with a sense of urgency. Excellent organizational and multitasking skills. Exceptional problem-solving skills and attention to detail. High level of professionalism with strong customer service skills. Strong Organizational and Productivity skills; able to work independently and effectively manage multiple tasks and once including long term and time sensitive projects simultaneously. Certificates, Licenses, Registration Series 7 required. Series 65/ 66 preferred. Education / Experience Bachelor’s degree preferred but not Required. Business related major a plus. Previous experience in the independent financial services firm a plus. Military experience a plus and encouraged to apply Management experience a plus Family business background a plus

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The wage for this position is $23 per hour, equivalent to an annual salary of $47,840. Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you? For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return. What You'll Be Doing: Work with clients to obtain necessary information to prepare the annual reporting Review documents submitted by clients for completeness and accuracy Reconcile plans with only rollovers and plan stock using Excel and administration software Utilize administration software to complete 401(k) testing and reporting Make outgoing reminder calls and send emails to clients during the plan year reporting process Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents Extra Tasks Share knowledge and explain complex topics simply Training on concepts for a Retirement Plan Administrator I Performs other duties as required Requirements Must be 18 years of age Excellent verbal and written communication skills Meticulous attention to detail and proactive approach to problem solving Skills in customer service, organization, and collaboration Adequate math and analytical skills Proficiency in using Microsoft Excel, Word, and Outlook Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred Ability to work in an autonomous environment where you can be a self-directed worker Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen. Additional Requirements Must pass a background check Must meet work from home requirements to qualify Complete continuing education based upon current certifications For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of: A designated workspace (such as a home office) where you can concentrate and be productive. Reliable high-speed internet to ensure seamless communication and collaboration. Benefits Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals. Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles! Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect. Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment. An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events. Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support. This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO The wage for this position is $23 per hour, equivalent to an annual salary of $47,840

Become the Finance leader on the top management team for our highly capable 47-employee R&D business developing clean energy technologies with high growth potential!   https://pci.energy/  The Director of Finance will oversee all financial functions, including budgeting, forecasting, financial reporting, compliance, and strategic planning. This position requires business judgment, a deep understanding of government contracting regulations, cost accounting standards, and the ability to balance strategic leadership with hands-on management of daily financial operations. Responsibilities: Financial Leadership: Develop and execute the company’s financial strategy to support its short- and long-term goals, including R&D project success and developing a path to commercialization of new technologies.  As key member of our hands-on Senior Leadership team, provide your financial and business insight and judgment.  Budgeting & Forecasting: Oversee the preparation of annual budgets, financial forecasts, and variance analysis. Prepare accurate and timely financial statements and reports for internal and external stakeholders. Government Contracting Compliance: Ensure compliance with FAR, DFARS, and other applicable regulations, including cost accounting and supporting project management. Coordinate and manage internal and external audits, including DCAA audits. Accounting Oversight: Oversee the general ledger, accounts payable, accounts receivable, payroll, and tax functions. Identify and mitigate financial risks, ensuring appropriate controls and policies are in place.  Ensure compliance with all relevant taxes. Cost Accounting: Manage project cost accounting, indirect rates, and pricing strategies for government and industrial proposals. Team Development: Lead a high-performing finance team, fostering professional growth and development. Contract Management:  Lead directly or oversee government contracting, negotiations, proposal pricing, subcontracts, and similar activities. Requirements Bachelor’s degree in Accounting or Finance (CPA or MBA preferred). Preferred 12+ years of experience in finance, with at least 6 years in a financial leadership role, ideally as controller. Good business judgement and the ability to interact directly with senior management on financial strategy. Experience in government contracting and contract management, including familiarity with FAR, DFARS, and DCAA compliance. Proficiency in financial management software and ERP systems (Currently utilizing Unanet). Strong analytical, problem-solving, and decision-making skills. Excellent communication and leadership abilities. Ability to thrive in a fast-paced, entrepreneurial small business environment. Benefits At PCI you’ll find cohesive teams and a culture that promotes open communication and support. We also recognize that we are a team made up of individuals with full lives that extend beyond the work day. Our policies and benefits are crafted with our employees in mind. We offer: A competitive salary and benefits platform (medical/dental/vision; STD/LTD, Life Insurance and more) 401(k) with company match Paid Time Off including Vacation, 10 paid Holidays, Personal/Sick Days and Paternal Leave Tuition reimbursement Flexible work hours Growth and Development opportunities More information can be found on our Career page at www.precision-combustion.com

ISDA Rates Documentation - Assistant Vice President Tempe, AZ (4 days onsite, 1 day remote) 95-125K + Bonus + Paid Relocation  We're looking for an Assistant Vice President (AVP) to join our Documentation team, focusing on Over-the-Counter (OTC) Interest Rate and Credit Derivatives. In this role, you'll be instrumental in ensuring the accurate and timely processing and maintenance of all relevant documentation, adhering strictly to departmental procedures. Key Responsibilities As an ISDA Rates Documentation AVP, you'll: Draft & Review Confirmations: Prepare and review ISDA paper confirmations for Interest Rate products. Process Electronic Confirmations: Process and review electronic confirmations via Markitwire for Interest Rate products and TradeServ for Credit Derivatives. Ensure Compliance: Verify all documentation aligns with ISDA standards and market best practices. Resolve Issues: Collaborate with counterparties, Front Office, and Legal to resolve any confirmation discrepancies. Track & Report: Maintain meticulous records of outstanding confirmations and report findings to management. Handle Inquiries: Respond to internal and external inquiries promptly and professionally. Cross-Functional Collaboration: Understand and effectively interface with other units as needed. Support & Projects: Assist the team with ad-hoc requests and project-related tasks. System Enhancements: Participate in user acceptance testing (UAT) for system upgrades, database conversions, and new system introductions. Team Development: Provide training to other team members when necessary. Requirements Qualifications Education: Bachelor's Degree required. Experience: 5-7 years of Interest Rate Documentation experience within a banking or investment banking environment. ISDA Expertise: Proficiency with ISDA Interest Rate Derivatives Definitions is essential. Technical Skills: Proficient in Microsoft Excel and Word. Core Competencies: High degree of accuracy and meticulous attention to detail. Exceptional time management and ability to prioritize multiple responsibilities effectively. Strong organizational skills. Excellent verbal and written communication skills. Robust analytical and problem-solving abilities. Adaptability to change and comfort working in a deadline-driven environment. Ability to work both independently and collaboratively within a team. Benefits Health and wellness benefits Retirement plans Educational assistance and training programs Income replacement for qualified employees with disabilities Paid maternity and parental bonding leave Paid vacation, sick days, and holidays

RouteSmart Technologies is looking for a detail-oriented and analytical Financial Analyst to join our team. In this role, you will report to the Director of Finance & HR and support key financial and accounting functions, including forecasting, performance analysis, business planning, and cost-saving initiatives. As an integral part of the Finance team, the Financial Analyst will contribute to financial reporting, month-end close activities, and cross-functional collaboration with Accounting, Legal, Leadership, and external stakeholders. The person in this position will help drive process improvements, enhance financial systems and tools, and ensure accurate and timely financial insights. The ideal candidate must have strong analytical and problem-solving skills, excellent communication abilities, and a commitment to continuous improvement and operational efficiency. The expected base pay range for this position at the start of employment is $80,000 to $100,000 per year. RouteSmart Technologies, Inc. maintains different base pay ranges for various U.S. locations, and actual compensation may vary accordingly.  This is a hybrid position based in our Columbia, MD office. Candidates must reside within 50 miles and be available to work onsite several days per week.  Essential Duties & Responsibilities  Lead the development and maintenance of rolling monthly forecasts, including summarized reporting for key stakeholders Monitor and analyze actual financial results against plans, forecasts, and budgets, providing insightful variance explanations  Create annual business plan and strategic outlook with input from functional areas   Drive the development of comprehensive business cases for new projects, investments, or cost-saving initiatives, including financial modeling and justification  Support financial closing processes including accruals and other journal entries along with any variance explanations  Reconcile general ledger accounts and prepare independent financial analyses to support decision-making  Act as a primary point of contact for internal and external customers, auditors, regulators, and stakeholders on financial matters  Liaison between the business and other functions such as Legal, Accounting, Executive, etc.  Identify opportunities to improve financial processes, systems, and reporting tools  Perform other duties/responsibilities as assigned  Requirements Advanced Excel skills, including complex financial modeling, robust data analysis functions, and pivot tables  Proficiency in financial reporting systems or tools   Solid understanding of financial statements and Generally Accepted Accounting Principles (GAAP).  Strong problem-solving abilities and attention to detail  Hands-on experience working with statistical analysis and statistical packages  Excellent communication and interpersonal skills, with the ability to present complex financial information clearly and concisely  Education & Experience   Bachelor’s degree in Finance, Accounting, Business or related field  Two (2) years experience in Financial Analysis, Financial Planning, Accounting, Audit, or Operational Analysis  Experience in a fast-growth environment is highly preferred  Benefits RouteSmart offers its employees numerous opportunities for professional development. Our goal is to provide our employees with the chance to learn and grow as the company grows. We recognize that our employees are our most valuable asset. The work they do is key to our ability to provide high quality service to our clients. We also recognize that our employees are unique individuals with their own lifestyle and interests. RouteSmart Technologies pays a significant share of the cost of benefits for our employees. We believe our investment makes good business sense by helping to create a positive and productive work environment. Among the benefits we offer are: Medical/Dental/Vision/STD & LTD Plans Employer paid Life Insurance Plan Employee Training & Development 401(k) Retirement Savings Plan w/ Employer Match Vacation/Sick/Holiday Leave Tuition Reimbursement Flex hours Casual Dress RouteSmart Technologies is proud to be an equal opportunity workplace. Individuals seeking employment at RouteSmart Technologies are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, or sexual orientation. We do not accept resumes from headhunters, placement agencies, or other suppliers that have not signed a formal agreement with us. All candidates must have legal authorization to permanently live and work in the United States. This position does not qualify for sponsorship.