Financial Advisor | Proven System, Unlimited Income Potential

New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets, develop investment strategies, and achieve their financial goals. We are seeking someone who is passionate about the financial industry and has a strong desire to help clients achieve their financial objectives. Responsibilities Develop customized financial plans to help clients achieve their financial goals Manage investment portfolios and monitor market trends and economic conditions Provide financial advice to clients on a wide range of issues, including retirement planning, tax planning, and estate planning Actively participate in business development activities to build new client relationships and expand the Firm’s network Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues Stay abreast of industry trends and new developments, and leverage industry knowledge to help clients make informed decisions Partner with other members of the New Century Investor Services team to ensure successful outcomes for clients Requirements Bachelor’s degree in finance, accounting, economics, or a related field preferred but not required Minimum of 2 years of experience in the financial industry Certified Financial Planner (CFP®) certification preferred but not required Excellent communication and interpersonal skills Strong analytical and problem-solving skills Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work

Small Business Lending Consultant https://calendly.com/ali-jozani-leadsenseicapital/leadsensei-capital-initial-call Find out why USA Today featured us: https://www.usatoday.com/story/special/contributor-content/2025/04/30/lead-sensei-a-turnkey-solution-for-small-businesses/83367988007/ Read about us on Yahoo Finance: https://finance.yahoo.com/news/lead-sensei-llc-sets-standard-200000119.html If you want a spot, now is the time. Make $250K+ a year. Spots are limited. Location: Work from Anywhere (Remote Role. Work from wherever you are.) Compensation: $250K+ annual income part-time Benefits: Flexible Schedule, Residual Income Opportunities, AI-Powered Lead Nurturing, Training, CRM Access Join Our Team as a Small Business Lending Consultant! Are you looking for a career that offers financial freedom, flexibility, and the opportunity to make a difference in the lives of small business owners? As a Small Business Lending Consultant, you’ll have the chance to earn $200K+ annually while working from anywhere in the world. Choose to work part-time or full-time—this role fits your lifestyle, not the other way around. What You’ll Love About This Role: Unmatched Flexibility: Work from anywhere, set your own hours, and enjoy the freedom to design your day. Be Your Own Boss: Take charge of your career and earnings, with no limits on what you can achieve. Residual Income: Earn once and keep getting paid, creating a lasting income stream. Help Small Businesses Thrive: Connect small businesses with financing from a network of over 100+ lenders. AI-Powered Lead Nurturing: Gain access to an advanced AI-driven system that automates lead follow-ups via text, email, and voice calls, ensuring no opportunity is missed. What We Provide to Ensure Your Success: Comprehensive Training: No experience? No problem! We provide training to help you excel. Custom Landing Page: You’ll receive a personalized landing page to capture and serve leads effectively. CRM Access: Enjoy free access to a CRM for seamless client management. Marketing Support: Access cutting-edge tools and resources to grow your client base. AI-Powered Outreach: Leverage our conversational AI to automatically engage, follow up, and nurture leads through texting, emailing, and voice calls. What We’re Looking For: We’re seeking driven, confident, and resilient individuals who are ready to own their success. To thrive in this role, you should embody: Entrepreneurial Spirit: A go-getter attitude with a passion for building a successful business. Exceptional Work Ethic: Dedication to meeting and surpassing goals. Client Relationship Expertise: Skill in forging and maintaining strong client connections. Strong Closing Skills: A proven ability to negotiate and close deals effectively. Masterful Communication: Impeccable conversational and interpersonal skills, especially over the phone. Confidence & Resilience: Assurance in your abilities and the grit to overcome setbacks. Problem-Solving Skills: Analytical thinking to identify client needs and craft tailored solutions. Additional Titles: Business Loan Consultant Commercial Lending Advisor Entrepreneurial Loan Specialist Financing Consultant Small Business Financing Advisor Loan Sales Representative Remote Business Development Specialist Professions that excel in this role: Commercial Loan Officers, Financial Advisors/Planners, Insurance Agents/Brokers (Business Insurance), Real Estate Brokers/Agents (Commercial), Sales Executives (B2B), Account Managers (Corporate), Business Consultants, Wealth Managers, Accountants/Bookkeepers, Equipment Leasing Specialists, Factoring Specialists, SBA Loan Specialists, Franchise Consultants, Bank Relationship Managers, Automotive/Commercial Fleet Salespeople, Investment Bankers, Tax Advisors (Business-focused), HR Consultants (Business-focused), Sales Consultants for Technology/IT Solutions (B2B), Payroll/HR Services Sales Professionals, Private Equity Analysts, Business Development Managers, Asset Managers, Mortgage Brokers (Commercial/Business), Leasing Consultants, Merchant Services Salespeople, Commercial Real Estate Developers, Procurement Officers, Corporate Risk Managers, CFOs (Fractional/Outsourced), Venture Capital Analysts, Business Banking Specialists, Compliance Officers (Finance), Treasury Managers, Corporate Finance Consultants Important Details: Compensation Structure: This is a 1099 commission-only role. Mindset Requirements: We’re looking for champions—self-starters who won’t settle for less than excellence. If you’re a winner, a go-getter, and ready to take control of your career, we want to hear from you. Join us today and make a difference in the world of small business lending! We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Kestra Financial Independent Advisor is looking for a knowledgeable and detail-oriented 401(k) Specialist to join our team. In this role, you will be responsible for managing and administering 401(k) plans for our clients, ensuring compliance with regulatory requirements and providing excellent service to plan participants. You will work closely with clients to tailor solutions that meet their retirement needs, educate employees about their options, and assist with any inquiries related to their 401(k) plans. A strong understanding of retirement plan regulations and the ability to navigate complex financial concepts will be essential for success in this position. You will also collaborate with internal teams to deliver contributions and distributions accurately and on time, all while maintaining a client-focused approach. If you are passionate about helping others plan for their financial future and possess a meticulous attention to detail, we would love to hear from you! Responsibilities ·         Oversee and manage 401(k) plans for clients to ensure compliance with ERISA and IRS regulations ·         Provide education and communication to plan participants regarding their benefits and options ·         Assist with plan documentation, reporting, and recordkeeping ·         Respond to client inquiries and resolve issues related to plan administration ·         Monitor plan performance and make recommendations for improvements ·         Stay updated on regulatory changes impacting retirement plans and communicate relevant information to clients ·         Work collaboratively with compliance and accounting teams to ensure accuracy in plan management   Requirements Bachelor's degree in finance, business, or a related field preferred Minimum of 2 years of experience in 401(k) plan administration or similar retirement plan experience Strong understanding of ERISA, IRS regulations, and compliance issues related to 401(k) plans Excellent communication and interpersonal skills Detail-oriented with strong analytical and problem-solving skills Proficient in Microsoft Office Suite and retirement plan recordkeeping systems Ability to work independently and manage multiple priorities effectively     Benefits Paid Holidays and Paid Time Off Retirement plan with employer match Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Training & Development

HOW TO APPLY PLEASE CLICK HERE TO APPLY WHY YOU SHOULD APPLY: Coalition Technologies is devoted to delivering clients the highest quality work while providing our team a fun, thriving, and innovative environment. Along with the opportunity for tremendous career growth and rapid advancement, CT offers: The most competitive profit-sharing bonus plan in the industry, paying up to 50% of company profits to full-time employees each month! A highly competitive Paid Time Off plan, promoting quality work-life balance. Subsidized gym memberships to help team members feel their best. Medical, dental, vision, and life insurance packages for all US-based team members. International Health Insurance Reimbursement Program for all international team members, a benefit unique to Coalition. Device upgrade and learning reimbursement programs. Motivating career development plans with clearly defined goals and rewards. Additional job-specific incentives and bonuses. Plus, 100% of our team works remotely with the support of time tracking software. Our company culture specializes in supporting remote team members, and we’ve been doing so for more than a decade. CT welcomes your application, wherever in the world it's coming from! YOU SHOULD HAVE: Competency in preparing local, state, and federal taxes for a small company. A minimum of 3 years of professional experience in an accounting capacity (preferred). A focus on teamwork and flexibility, as well as the capacity to work well under pressure. Great interpersonal skills for working with diverse personnel/departments throughout the company. Knowledge of Quickbooks Online software is a plus. Experience with QuickBooks, Microsoft Excel, and other Microsoft Office programs (candidates will be tested). Advanced proficiency with Microsoft Excel, Microsoft Office, and Google Documents (preferred). The availability to work 40 hours per week, Monday to Friday, 9:00 am to 6:00 pm Pacific Standard Time. Experience with a startup (preferred). Strong quantitative and writing skills. Ability to complete other duties, as assigned. YOUR DUTIES AND TASKS: Recording all transactions to the ledger in Quickbooks Online. Reconciling general ledger, journal entries, and bank statements. Preparing and analyzing monthly, quarterly and annual financial statements. Analyzing monthly financials and performance metrics in pursuit of improving cash flow and business efficiency. Comparing and analyzing annual budgets and cash flow forecasts with actual results. Preparing and submitting annual and quarterly taxes to city, county, state, and federal authorities. HOW TO APPLY PLEASE CLICK HERE TO APPLY California, New York, Washington, and Colorado: starting base pay for this position ranges between $16 - $50 per hour. Compensation may vary based on factors such as experience, qualifications, skills test performance, geographic location, and seniority of the position offered. Outside of California, New York, Washington, and Colorado compensation may fall outside the above ranges.

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!

Small Business Lending Consultant https://calendly.com/ali-jozani-leadsenseicapital/leadsensei-capital-initial-call Find out why USA Today featured us: https://www.usatoday.com/story/special/contributor-content/2025/04/30/lead-sensei-a-turnkey-solution-for-small-businesses/83367988007/ Read about us on Yahoo Finance: https://finance.yahoo.com/news/lead-sensei-llc-sets-standard-200000119.html If you want a spot, now is the time. Make $250K+ a year. Spots are limited. Location: Work from Anywhere (Remote Role. Work from wherever you are.) Compensation: $250K+ annual income part-time Benefits: Flexible Schedule, Residual Income Opportunities, AI-Powered Lead Nurturing, Training, CRM Access Join Our Team as a Small Business Lending Consultant! Are you looking for a career that offers financial freedom, flexibility, and the opportunity to make a difference in the lives of small business owners? As a Small Business Lending Consultant, you’ll have the chance to earn $200K+ annually while working from anywhere in the world. Choose to work part-time or full-time—this role fits your lifestyle, not the other way around. What You’ll Love About This Role: Unmatched Flexibility: Work from anywhere, set your own hours, and enjoy the freedom to design your day. Be Your Own Boss: Take charge of your career and earnings, with no limits on what you can achieve. Residual Income: Earn once and keep getting paid, creating a lasting income stream. Help Small Businesses Thrive: Connect small businesses with financing from a network of over 100+ lenders. AI-Powered Lead Nurturing: Gain access to an advanced AI-driven system that automates lead follow-ups via text, email, and voice calls, ensuring no opportunity is missed. What We Provide to Ensure Your Success: Comprehensive Training: No experience? No problem! We provide training to help you excel. Custom Landing Page: You’ll receive a personalized landing page to capture and serve leads effectively. CRM Access: Enjoy free access to a CRM for seamless client management. Marketing Support: Access cutting-edge tools and resources to grow your client base. AI-Powered Outreach: Leverage our conversational AI to automatically engage, follow up, and nurture leads through texting, emailing, and voice calls. What We’re Looking For: We’re seeking driven, confident, and resilient individuals who are ready to own their success. To thrive in this role, you should embody: Entrepreneurial Spirit: A go-getter attitude with a passion for building a successful business. Exceptional Work Ethic: Dedication to meeting and surpassing goals. Client Relationship Expertise: Skill in forging and maintaining strong client connections. Strong Closing Skills: A proven ability to negotiate and close deals effectively. Masterful Communication: Impeccable conversational and interpersonal skills, especially over the phone. Confidence & Resilience: Assurance in your abilities and the grit to overcome setbacks. Problem-Solving Skills: Analytical thinking to identify client needs and craft tailored solutions. Additional Titles: Business Loan Consultant Commercial Lending Advisor Entrepreneurial Loan Specialist Financing Consultant Small Business Financing Advisor Loan Sales Representative Remote Business Development Specialist Professions that excel in this role: Commercial Loan Officers, Financial Advisors/Planners, Insurance Agents/Brokers (Business Insurance), Real Estate Brokers/Agents (Commercial), Sales Executives (B2B), Account Managers (Corporate), Business Consultants, Wealth Managers, Accountants/Bookkeepers, Equipment Leasing Specialists, Factoring Specialists, SBA Loan Specialists, Franchise Consultants, Bank Relationship Managers, Automotive/Commercial Fleet Salespeople, Investment Bankers, Tax Advisors (Business-focused), HR Consultants (Business-focused), Sales Consultants for Technology/IT Solutions (B2B), Payroll/HR Services Sales Professionals, Private Equity Analysts, Business Development Managers, Asset Managers, Mortgage Brokers (Commercial/Business), Leasing Consultants, Merchant Services Salespeople, Commercial Real Estate Developers, Procurement Officers, Corporate Risk Managers, CFOs (Fractional/Outsourced), Venture Capital Analysts, Business Banking Specialists, Compliance Officers (Finance), Treasury Managers, Corporate Finance Consultants Important Details: Compensation Structure: This is a 1099 commission-only role. Mindset Requirements: We’re looking for champions—self-starters who won’t settle for less than excellence. If you’re a winner, a go-getter, and ready to take control of your career, we want to hear from you. Join us today and make a difference in the world of small business lending! We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.