Financial Professional Advisor

We are seeking a proactive and experienced Licensed Customs Broker to lead the establishment of our new office in Charlotte, NC. This role is ideal for a dynamic professional with a startup mentality 💡, ready to build operations from the ground up 🏗️—including obtaining the necessary company licensing and setting up compliant processes 📋. 🔧 Key Responsibilities 🏢 Office Establishment & Licensing: Lead the setup of the Charlotte office, ensuring all local and federal requirements are met Obtain and maintain the necessary company licenses to operate as a customs brokerage 📦 Customs Compliance & Operations: Manage customs clearance processes for imports and exports, ensuring compliance with all applicable laws and regulations File entries and process customs documentation accurately and timely 🕒 Communicate with CBP and other government agencies as needed 📞 Advise clients on customs compliance and tariff classifications 📘 Stay updated on changes in customs regulations and policies 📡 Coordinate with freight forwarders, carriers, and warehouse teams 🚛 Maintain records per customs requirements and company policies 🗂️ Maintain internal customs software and integration to Customs 💻 👥 Team Leadership & Development: Recruit, train, and manage a team of customs professionals as the office grows 🌱 Foster a culture of compliance, efficiency, and continuous improvement 🧠 Requirements 📋 Qualifications ✅ Active U.S. Customs Broker License (required) ✅ 3+ years of customs brokerage or import/export compliance experience ✅ Strong knowledge of HTS classification, valuation, and PGA regulations (FDA, USDA, EPA, etc.) ✅ Excellent communication and problem-solving skills ✅ Experience with ACE and customs software systems (preferred) ✅ Highly organized and detail-oriented ✅ Proven ability to work independently and in a startup environment 🌟 Preferred Attributes Experience in establishing new offices or departments 🏗️ Familiarity with obtaining company licenses for customs brokerage operations 📄 Ability to navigate and implement processes in a startup setting ⚙️ Benefits 💼 Compensation & Benefits Standard medical, dental, and vision coverage 🏥 401(k) plan with company match 💼 Paid time off and company holidays 🌴 Career development opportunities 📚

M + A Group US, Inc. is currently seeking a motivated and detail-oriented Accounting Intern to join our Accounting Department. This internship offers valuable, hands-on experience in a professional environment and is ideal for individuals looking to start a career in accounting. Key Responsibilities: Assist with invoice processing and payment transactions Communicate effectively with vendors and internal staff as needed Perform additional administrative and accounting tasks as assigned Qualifications: Proficiency in QuickBooks is required Strong skills in Microsoft Office, especially Excel Excellent written and verbal communication skills in English Positive attitude and willingness to learn Education & Experience: A strong foundation in accounting is preferred (education or prior coursework) How to Apply: Please submit your resume and cover letter.

Adcock Financial Group of Tampa, FL, a past winner of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an understanding of the life insurance, executive benefits and estate planning industry and hold the proper insurance licenses. This is your chance to join a financial services firm that is focused on forming great relationships with clients, providing great service and offering professional solutions. Adcock Financial Group is a family owned financial services firm that is rapidly expanding and requires this position to help service our current and new clients coming onboard. We are looking for a highly professional, energetic, and organized individual with excellent interpersonal communication skills. The candidate must have the ability to multi-task and prioritize in a fast-paced environment. This position will service an existing book of business and will be charged with developing new business. Cultivate new relationships and a pipeline of prospective clients through networking, prospecting events, referrals, etc. Responsible for conducting insurance reviews for existing relationships on a mature book of over 1K policies. Develop campaigns that result in new insurance contracts (life, DI, LTC, executive benefits, etc.) Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria Work with clients to deliver risk management strategies that fit their risk profiles Answer client calls and service requests in a timely manner Complete, submit and follow up on client applications Identify cross-selling opportunities to other lines of business within the company Report the progress of monthly/quarterly initiatives to stakeholders Maintain CRM database with clients and prospect Create and track personal commission (Excel) Keep up with continuing education and ever changing industry standards Qualifications 2+ years of relevant industry experience Current Florida 2-14/15 Life and Variable annuity license Estate planning and case design experienced preferred Knowledge of Microsoft Office applications Bachelor’s degree in related field preferred Excellent communication and organizational skills The Skills we are hiring for: Strong customer service skills on the phone and face-to-face Passion for people, developing relationships and building your network Goal-oriented with a focus on achieving sales success Excellent time management and organizational skills Benefits Competitive compensation based on experience and ability to contribute to the firm Salary + Commission structure 401(k) match with Safe Harbor Profit Sharing Plan Paid Time Off All major holidays off Employer paid Health, Dental and AD&D Insurance Group voluntary Vision, Life and Disability Insurance

Due to a retirement, we are looking for an individual with purchasing and general office experience. We are a manufacturing company in Yonkers. You will be working with our vendors, negotiating prices and deliveries, issuing POs, checking material receipts and approving invoices. Ideally you have some knowledge of manufacturing and metal working equipment. Minimum five years experience in a related field (preferably more) . Good communication skills – written and verbal. You must be extremely organized and able to multi-task. This is an in-office position.

Join Yellowstone Life Insurance Agency, LLC, an Integrity Company, as a Licensed Life Agent and take your career to the next level! We are seeking motivated individuals who are passionate about helping others secure their financial futures through quality life insurance products. As a Licensed Life Agent, you will play a pivotal role in advising clients on their insurance needs and guiding them through the various options available. With our extensive support system, including access to qualified leads, comprehensive training, and a collaborative team environment, you will have everything you need to succeed and grow in this rewarding field. In this role, you will provide exceptional customer service, ensuring clients are fully informed about their insurance choices. Your goal will be to create personalized plans that meet individual circumstances and help families protect their most important assets. Key Responsibilities: Consult with clients to understand their life insurance needs and goals. Provide professional advice and present tailored life insurance policies. Assist clients with the application process and necessary documentation. Maintain relationships with clients, offering regular policy reviews and updates as needed. Work closely with insurance carriers to facilitate the effective handling of applications and claims. Achieve performance metrics and contribute to the overall team goals. Requirements Must hold a valid Life Insurance License. Excellent communication and relationship-building skills. Proven ability to work in a commission-driven sales environment. High level of self-motivation and determination. Basic understanding of insurance products and market trends is a plus. Prior sales experience is advantageous but not required. Benefits Freedom & ability to work virtually

Fortuity Co. is a boutique multi-family office delivering tailored wealth structuring, tax optimization, compliance solutions, and legacy planning to help clients build, protect, and sustain generational wealth with precision and legal clarity. We serve visionary business owners and high-net-worth individuals across multiple jurisdictions, managing business structuring, cross-border compliance, governance, financial reporting, and strategic mapping. We are expanding our high-performance team and have multiple full-time openings at our Sherman Oaks office. These positions are central to keeping our structures compliant, our operations precise, and our clients positioned to thrive across generations. This is your opportunity to join a forward-thinking, innovation-focused family office where accuracy, creativity, and accountability matter. Your contributions will have a direct, measurable impact on client outcomes and long-term legacy planning. -OPEN ROLES - LEGAL CLERK – Entity Governance & Records Oversight: -Support leadership in client-facing governance, document management, and compliance operations -Prepare and file governance documents, contracts, and statutory forms -Maintain and review entity records, agreements, and governance files -Track and manage deadlines for regulatory filings -Oversee version control and digital filing systems -Support due diligence, audits, and compliance reviews -Coordinate with clients, trustees, bankers, and advisors STAFF ACCOUNTANT – Multi-Entity Bookkeeping & Reporting: -Manage full-cycle bookkeeping for individuals, businesses, and trusts -Reconcile bank, credit card, and loan accounts with precision -Maintain general ledgers and record journal entries -Classify and track income, expenses, assets, and liabilities -Prepare internal financial reports to support tax planning -Collaborate with internal teams to ensure records are audit-ready CLIENT SUPPORT – Administrative Account Representative: -Serve as the operations hub for client onboarding and workflow coordination -Establish and track deadlines and follow up until resolution -Monitor and update live case tracking systems to ensure workflow accuracy -Continuously reconcile case status and documentation to maintain up-to-date records -Consistently communicate with clients and maintain professional relationships -Report routine updates to clients and internal teams promptly -Schedule and coordinate meetings, capture actionable notes, and ensure timely follow-up -Proactively field and coordinate internal and external communications to eliminate operational bottlenecks *Tools / Platforms: Microsoft 365 + (Outlook/Teams/SharePoint/Copilot) + Salesforce (FSC for Advisors) + Corvee + Adapt + LexisNexis + Logiqs + **Added-Value / Expertise: Bilingual + Finance + Legal + Accounting + Tax + Compliance + FinTech + Business + Management + Consulting ++ ***Foundational Traits / Success Profile: Collaborative + Solution-Oriented + Fast Learner + Results-Driven + Assertive + Confident + Relentless + Decisive + People Smart +++ Why Join Us: -Work in a fast-moving, innovation-driven culture where your work has immediate impact -Get front-row access to real-world corporate structuring, cross-border tax strategy, and executive-level decision-making -Receive direct mentorship from leadership, accelerating your professional growth -Opportunity to grow within a long-established, recession-resilient firm focused on generational planning We operate with discipline and precision, and we look for professionals who thrive in a structured environment, value integrity, and take pride in producing error-free work product. What We Offer: -Competitive compensation (DOE) with structured performance reviews and growth opportunities -Paid time off and observed holidays -Comprehensive health benefits (medical, dental, and vision) -Career development with ongoing professional training and advancement opportunities -Structured, career-focused work environment where contributions are visible and valued Ready to make an impact? Please send your resume AND cover letter with the role you are applying for in the subject line.