Financial Advisor / CFP - Baltimore, Maryland

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

Lile Moving and Storage has an immediate opening for a Customer Service & Billing Specialist (CSR) to support the operations at our Tualatin, OR branch warehouse. This is an in-office, customer-facing position, with heavy invoicing and billing responsibilities. The CSR will ensure superior customer service by accurately preparing and distributing storage, move and billing documentation, remaining in regular contact with the customer, solving problems as necessary. The ideal candidate is a natural problem-solver, able to find solutions using all available resources. The ideal candidate will also have experience in billing and invoicing tasks, maintaining accuracy during busy times. This is an in-office, administrative position (NOT a call center) requiring regular and predictable attendance. There are no options for remote work. A stable work history is a plus and outstanding attendance is required. ________________________________________ Position: Customer Service & Billing Specialist (CSR) Location: 19460 SW 118th Avenue, Tualatin, OR 97062 Schedule: Monday to Friday (40-hour week); 7:00 AM to 4:00 PM or 7:30 AM to 4:30 PM Pay: $21.00 to $23.00 per hour to start, depending on qualifications and experience. ** Career Growth + Benefits + Team Culture ** ________________________________________ Job Responsibilities: What You'll Do • Provide immediate, personable service to all customers, internal and external • Maintain positive customer relationships. • Communicate professionally with customers and clients, visitors, and co-workers. • Process the customer’s orders through appropriate agency software ensuring accuracy throughout. • Organize and maintain inbound/outbound files. • Track incoming shipments via email correspondence; maintain contact with all personnel and advise them of updates to timelines. • Follow through with customers on key dates of the move process. • Maintain timely email correspondence with service providers. • Provide timely response to logistical inquiries and customer contact. • Work with operations team to facilitate moving services to clients. • Prioritize, review and complete assigned daily tasks. • Assist with answering phones and walk-in customers, performing basic office and receptionist duties. • Perform administrative duties in a professional in-office environment. • Provide regular and predictable attendance. ________________________________________ Job Requirements: What You Bring • Intermediate to advanced skills in Microsoft Office, Excel, and Outlook. • Data entry experience is required. • Comfortable and willing to quickly learn new computer programs and systems. • Exceptional attention to detail, organizational, and time management skills. • Excellent verbal and written communication skills. • Able to work independently as well as part of a team. • Must be willing to train and take instruction as needed to master the job duties. • 3-5 years of office/administrative experience required. Customer service experience is a plus. • High School diploma or equivalent. • Accounting experience is a plus. • Must be able to provide regular and predictable attendance. • Must be able to read, write, and understand English when necessary for job performance, safety, and effective and efficient operations. • REAL ID may be required at time of hire. ________________________________________ Opportunities and Benefits: Why Join Lile? PAY • $21.00 to $23.00 per hour to start, depending on qualifications and experience. BENEFITS • Medical, Dental and Vision insurance • FSA and DCRA available (flex spending and dependent care reimbursement account) • Paid time off (sick, vacation, holiday) • 401(k) with match (Note: All benefits have eligibility requirements) A GREAT PLACE TO WORK • Opportunities for a long-term career and advancement within a stable, well-established company. • Positive, team-oriented environment where your contributions are valued. Whether you have prior experience, or you’re new to the moving and storage industry, Lile Moving & Storage is the place to grow your skills and secure your future. ________________________________________ APPLY NOW! Reply to this post with your resume or job history and cover letter. We are a drug-free workplace and equal opportunity employer. All job offers are contingent upon the successful completion of a background check and drug screening. ________________________________________ About Us: We are Lile International Companies, also Lile Relocation Services and Lile Moving and Storage, a trusted leader in the Pacific Northwest transportation, moving, and logistics industries since 1959. As a second-generation company, we take pride in our legacy of excellence and commitment to quality service. We support equal opportunity employment and invite all individuals, including veterans, to apply.

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)

We are looking for a skilled Purchasing Clerk to provide financial, administrative, and clerical services. Duties include ensuring accuracy and efficiency of operations, processing and monitoring plants for production and all nursery materials. Must be familiar with using a purchase order system. *Responsibilities • Process accounts and payments in compliance with financial policies and procedures • Identify and evaluate potential suppliers, negotiate contracts, and maintain relationships to ensure a reliable supply chain. • Monitoring stock levels, forecasting demands, and determining when to reorder products and avoid shortages or overstock situations. • Developing and managing budgets for purchasing, ensuring that expenditures align with financial goals. • Stay informed about market trends, pricing, and new products to make informed purchasing decisions. • Working closely with other departments, such as finance, production, and logistics to align purchasing payments and pickups. *Skills • Proven working experience as Accounts and Purchasing. • Solid understanding of basic accounting principles, fair credit practices and collection regulations • Data entry skills along with a knack for numbers • Hands-on experience in operating spreadsheets and accounting software • Proficiency in English and in MS Office • Spanish is a Plus • Customer Service Orientation and negotiation skills *Qualifications • High degree of accuracy and attention to detail • BS degree in Finance, or a minimum of 3yrs experience • 10 key calculators Job Type: Full-time *Benefits -Paid Vacation, Holidays -Health Insurance, Dental, Vision, OR Saves

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

Springwell is seeking a Billing Specialist who will be an integral member of the Finance Team in a growing agency! POSITION DESCRIPTION: The Billing Specialist is responsible for all aspects of consumer billing to private contracts. They will track insurance claim requirements, submit claims timely and with accuracy, identify and correct denied and rejected claims. Our successful candidate will have strong interpersonal and analytical skills as well as back office support. This position is based in Waltham. A hybrid schedule to work some time remotely is available but in-office time will be required. ESSENTIAL JOB FUNCTIONS: Ensure all claims are billed and reimbursement received in proper time period Identify billing errors and work with the appropriate parties to resolve as needed Regularly updating consumer records with approval authorizations and working with vendor agencies to resolve vendor billing issues Performs high volume of data entry, updating consumer records with approval authorizations Provide various administrative support duties such as invoice mailings, running monthly reports as needed QUALIFICATIONS: Bachelors degree in business Minimum of 1-3 years' accounting or billing experience. Strong organizational skills, attention to detail, and collaborative work style. Working knowledge of Excel. Reliable transportation required. GENEROUS BENEFITS: 3 weeks of vacation in first year Birthday off 13 paid holidays 3 paid personal days 15 paid sick days per year (You can accumulate up to 450hrs/12weeks) Health & dental insurance with employer contribution Life and long-term disability insurance at no cost to employee Flexible Spending Plan Employee Assistance Plan 401K Retirement Savings Plan w/ employer contribution Mileage reimbursement Flexible Work Options available after 6 months for most positions; alternate start time between 8:00 and 9:30 a.m., 4-day work week, 4.5-day work week, telecommuting work option, remote work option Employee referral bonuses Free parking Commitment to promoting from within https://springwell.applytojob.com/apply/rM5dveTilN/Billing-Specialist ABOUT US: For more than 40 years, Springwell has worked to help ensure that seniors and individuals with disabilities have the village they need and the support that is necessary for them to live at home with dignity and independence. We are committed to our employees. We are focused on creating a supportive, open environment that values the people who make a difference – each and every member of our staff. We are fiercely committed to creating equal opportunities for all regardless of race, color, sex, gender identity, sexual orientation, gender expression, national origin, age, language, and physical or mental disabilities. We believe in and are looking for new staff who embrace: Accountability: At every level of the organization we are accountable: to the people we serve, to our funders, to our employees, to community professionals who rely on our support. Continuous Quality Improvement: We honor the fact that each of us is human, and we embrace a desire to examine the value and quality of our work and ask how we can provide a higher quality of service. Transparency: While we don't claim to be 100% transparent (there are certain things, like salaries and performance evaluations that are private) we continuously strive to be as open as possible.