Senior Financial Planner

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)

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

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

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?

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!

Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Family Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office. We partner with business owners and their families to unlock the true potential of their wealth. We show them how to take care of the people they love for generations and help them get clear, thinking bigger about what’s next, keeping more of what they’ve built for themselves, their family and the causes they care about. If you have a relentless, burning desire to succeed and share our vision, we would love to hear from you! Responsibilities: Serve as a project manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: wealth enhancement, wealth transfer, wealth protection and charitable giving. These include: Wealth Enhancement Cash Flow Planning Education Planning Asset Management Lending Solutions Life Insurance Family Meetings Health Insurance Work closely with Sr. Family Advisor and Service Team to ensure excellent level of service Be main point of contact for clients and their trusted advisors Internally lead the preparation of all prospect proposals and client review presentations Participate in all client review meetings and present/discuss advanced planning topics Take detailed notes and instructions for the team following meetings and calls; delegate tasks, when needed Prepare proprietary reports for clients on an individualized basis Assist Financial Planning Department with cash flow modeling for clients Build strong relationships with assigned client families Comply with all industry rules and regulations along with Firm policies Requirements Required Qualifications: Strong financial planning literacy and 3-5 years of experience in a client-facing financial advisory role at a broker dealer or RIA Series 63, 65, and/or 66 Experience with various advanced planning tools and techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance Knowledge on fundamental estate planning tools and techniques Knowledge on fundamental asset management tools and techniques Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences Excellent time management skills and follow-through The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc. Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction Exceptionally high emotional intelligence, personal integrity, and accountability Enthusiasm and aptitude for learning A can-do, problem-solving attitude and a collaborative, warm and upbeat personality Preferred Qualifications: Experience providing advice or guidance to privately held business owners/families CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred Life and Disability Insurance license Prior experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software Benefits Additional Details, Benefits, and Perks: Full-time position / exempt status Competitive salary and incentive bonus structure Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k) Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance 401(k): 100% company match up to 3% of your annual pay Paid Time Off: Starting at 15 days per year, with PTO accrual program. Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs. Parking available Wellness reimbursement Regular team off-sites, events, including an annual team retreat Access to Parcion Family Office Network vendors and preferred pricing discounts Salary Range $88,000-$150,000 In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations. 11980 NE 24th St, Suite 210 Bellevue, WA 98005 www.parcionpw.com Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.