401(k) Specialist

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

Salem area manufacturer is looking for a Full Charge Bookkeeper to work in front office of a manufacturing, job shop. ROLE AND RESPONSIBILITIES This position will be responsible for the following tasks within the office. • Accounting • Accounts Payable/Receivable • Invoicing customers • Payroll • Filing • Organizing long term file storage • Primary or backup time entry • Preparing shipping documents & light shipping • Orders and tracks office supplies • Clerical work • Other tasks assigned by office manager • Communicates throughout the day when and as necessary to keep workflow moving forward QUALIFICATIONS AND EDUCATION REQUIREMENTS HS Diploma/GED required. Bachelor’s degree related to accounting, business administration, human resources or information management preferred however not required. PREFERRED SKILLS Verifiable experience in QuickBooks Enterprise Desktop with strong accounting skills, Microsoft Office 365, Excel, Word, etc. Great organizational, scheduling, time management & communication skills. A critical thinking, adaptive person with a detail orientated nature. Advanced computer skills background. Previous experience in a manufacturing, fabrication or machine shop front office would be beneficial.

Senior Market Financial Advisor – Make a Lasting Impact on Clients' Futures Are you a self-motivated and experienced Insurance, Annuity, and Financial Planning Professional? Join our team to elevate your career and make a significant difference in the financial well-being of your clients. We’re seeking skilled advisors with a proactive mindset and a commitment to excellence. Why Join Us? We offer a unique advantage through our synergy with an established estate planning organization. This partnership provides you with qualified clients already in a planning mindset, enabling efficient, impactful interactions and exceptional outcomes. Streamlined Client Engagement: Work with pre-qualified clients who are ready to make informed financial decisions. Tailored Solutions: Collaborate with our case managers to deliver personalized financial plans. Guaranteed Success: Leverage the strength of our collaboration to exceed client expectations and drive success. What We’re Looking For To ensure we’re building a team of top-tier professionals, we’re seeking candidates with the following qualifications: Active Life Insurance License (required). At least 2 years of experience with fixed annuities (required). Active Series 65, ChFC, or Series 7/66. Clean U4 if currently registered. Advanced communication, sales, and interpersonal skills. Proficiency in Microsoft Office. Ethical judgment, prioritizing client interests at all times. Willingness to travel to meet with clients (occasional overnight stays). What We Offer As a Senior Market Financial Planner, you’ll enjoy unparalleled support and benefits, including: Six-Figure Earning Potential: Generous commission structure and steady stream of qualified clients. Pre-Set Appointments: Dedicated appointment setters schedule 10-12 weekly client meetings. Dedicated Case Manager: Focus on providing expert advice while we handle paperwork and plan design. Flexibility and Work-Life Balance: Manage your own schedule while delivering exceptional client service. Diverse Product Offerings: Access to top-tier financial solutions tailored to the unique needs of clients during their retirement years. Take the Next Step If you’re ready to join a collaborative team that values excellence and empowers you to succeed, apply now and become part of a transformative partnership in financial planning. Together, we’ll redefine client success and secure their financial futures. Benefits (Must Live and be licensed in the State Your applying for)

Concord, MA Hourly rate: $20.00 - $21.00 Job Summary Individual will join a five-person team of professionals who manage the finances of the agency. Overall responsibilities include reviewing reports and reconciling differences, assisting with data entry, and performing a variety of other office tasks. Prior experience in an accounting position is a plus. Schedule flexibility is possible to fit your needs. Full job description can be downloaded here. Join our team and change someone's life! At Minute Man Arc, our dedicated staff includes more than 200 employees who improve the lives of people with disabilities. We offer a work environment that values and respects diversity. Living up to our core values, we empower the people we proudly support and make a real impact in the world. We provide hands-on training opportunities with plenty of room for growth, both personally and professionally. If you want a meaningful job with exceptional benefits, read on... Our benefits: $2,000 hiring bonus 10 days paid vacation every year to start 13 days paid holidays each year 3 days paid personal time each year Up to forty hours sick time in accordance with the MA sick time law. Health insurance with fully paid health care deductible Free prescription drugs -- no copays Dental insurance available Vision insurance available Free life insurance in the amount of your annual salary Free short-term and long-term disability insurance Free training and certification in your field Tuition reimbursement Essential Duties and Responsibilities Review bi-weekly payroll retirement deductions. Review monthly payroll deductions for medical, dental, and vision benefits, and compare to vendor invoices for accuracy. Review staff overtime report and enter in the current fiscal year tracking spreadsheet. Enter cash, checks and credit card transactions daily into spreadsheet. Assist in reviewing the regional transportation service billing twice per month. Take attendance at the front door as clients with disabilities are arriving each morning. Perform other office duties such as filing, scanning, and preparing purchase requisitions. Be a backup resource for other administrative functions as needed. Review multiple bi-weekly reports on various topics such as payroll, food stamps and overtime. Prepare requisitions for payment for Employment Services, CBDS and administration as necessary. Requirements Basic understanding of office practices. Math skills sufficient to perform essential functions of the position. Ability to utilize computers (Excel and Word) and telephones to perform essential functions. Attention to detail and strong organizational skills are critical. Minimum high school diploma and relevant experience. Prior accounting experience preferred Minute Man Arc is committed to providing a caring and safe environment for all the individuals we serve. To help ensure this, Minute Man Arc conducts annual background checks on all employees. These checks include a criminal background check (CORI). For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://minutemanarc.isolvedhire.com/jobs/1580353-489896.html

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!

Looking for an experienced part time freelance bookkeeper to assist me with bookkeeping duties for my clients. Proficiency in QuickBooks online as well as professional demeanor and excellent communications skills are essential. Experience with bill back expenses is a plus. This position is fully remote and will be approximately 30 hours per month. Please submit your resume and hourly rate to apply.