Financial Advisor

The Senior Payroll Specialist is responsible for the administration and processing of payroll for clients.  This position will add new hires, update current employees and process terminated employee as part of the payroll process as well as prepare payroll related reports.  They have the ability to work with clients with more complex accounting and payroll needs. Works closely with assigned clients to assess general payroll Prepares reports, returns, and other documents as required, including payroll reports, year-end tax forms, and other reports required by clients Administers and processes payroll for clients, including updating payroll systems with new and terminated employee information, pay rates and deductions; collecting, reviewing and verifying time sheets; processing and completing the payroll cycle, direct deposit input; preparing payroll tax deposits and other payroll reports as required; and issuing W2s In-house payroll processing and download/filing of payroll returns New hire setup and communications Coordination with client support for payroll agency correspondence matters Garnishment, benefit plan obligations and other required reporting to Accounts Payable Download of payroll transactions if processed by 3rd party Assists with training new employees in the accounting services department Requirements Associate’s Degree in Accounting or equivalent work experience required 5+ years of payroll experience required Understanding of payroll laws and guidelines Strong technology skills Ability to work on multiple projects and meet deadlines Ability to communicate clearly in writing and verbally Team player Ability to think innovatively Benefits Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

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.

📍 Work From Anywhere | Flexible Schedule | Commission-Based Joss Boss Consulting is expanding our team of Virtual Tax Preparers for the upcoming tax season! Whether you are experienced or brand new to the industry, we provide the training, tools, and support you need to succeed. What You’ll Do: Assist clients with preparing and filing individual tax returns Communicate with clients virtually (phone, email, video chat) Review documents for accuracy and compliance Provide excellent customer service and build client relationships What We Offer: 💻 100% remote – work from home or anywhere with Wi-Fi 📚 Training provided (no prior experience required) 💵 Commission-based pay (unlimited earning potential) ✅ Support with PTIN/EFIN applications 📈 Growth opportunities to build and manage your own team Qualifications: Strong communication skills Basic computer skills (uploading documents, using tax software, etc.) Ability to work independently and meet deadlines Previous tax prep or sales experience a plus (not required) Compensation: Commission-based (details discussed during onboarding) Weekly direct deposit 📌 How to Apply: Complete the application here ➡️ https://forms.gle/WmdtTQGurEyHT8Vy7

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

Real Estate Company is seeking an energetic and positive entry level person to joint to the team. Requirements -Full-time position with scheduled week hours (Monday – Friday 9:00am -4:00pm) -Marketing/Leasing -Must be enthusiastic, positive team player willing to learn -Review applications ensuring that they are accurate and legible -Arrange and confirm appointments/ Showing vacant units -Review A/R delinquency reports -Strong organizational skills, ability to prioritize work. -Strong sense of responsibility -Knowledge of computers -Speak Spanish -Experience not necessary

We’re seeking motivated individuals to join our team as Financial Consultants. This is a remote, commission-based opportunity where you’ll educate and guide clients through important financial decisions. Whether you're looking for a full-time career or part-time income, this role offers flexibility, independence, and the chance to grow within the financial industry — no prior experience required.. Legacy Wealth Strategies LLC is a mission-driven financial services firm committed to providing financial education to individuals, families, and communities. Our focus is on empowering people through tax-free strategies, wealth accumulation, retirement protection, and legacy planning. We believe financial freedom starts with knowledge — and we’re here to guide our clients every step of the way. Responsibilities Provide financial education to individuals, families, and small business owners Guide clients through solutions including tax-advantaged strategies, wealth building, retirement protection, and legacy transfer Build and manage your own book of business as an independent agent Attend ongoing virtual training and mentorship sessions Assist clients in obtaining financial products and services that meet their needs Pursue state licensing with our support and resources Requirements Required: Must be 18+ and legally authorized to work in the U.S. Strong communication skills and a willingness to learn Self-motivated and goal-oriented Comfortable working independently in a remote environment Preferred (but not required): Background in sales, customer service, education, or finance Bilingual is a plus State financial license (we will help you obtain this if needed)