Paraplanner/Support Advisor

Financial Advisor Compensation: $100,000–$150,000 (Plus additional upside based on portfolio performance) Locations: Multiple offices in NY/NJ, Florida, Philadelphia, and Pittsburgh About Us We’re a team of seasoned entrepreneurs serving fellow business owners and high-net-worth clients. Our mission is to deliver tailored, fee-based financial strategies that help individuals, families, and privately held businesses achieve their long-term goals. What You’ll Do Build & Maintain Plans: Design comprehensive, fee-based financial plans for individuals and families. Investment Advisory: Craft investment proposals, model asset allocations, and oversee portfolio construction. Portfolio Management: Execute trades, rebalance portfolios, and monitor performance. Client Engagement: Conduct one-on-one and team meetings—often alongside a partner—to review and update financial strategies. Client Service: Address client inquiries and service requests promptly throughout the year. Business Development: Drive growth by acquiring new clients and nurturing existing relationships. Requirements What We’re Looking For Education: Bachelor’s degree in Finance, Business, or related field. Experience: Minimum 4 years as a personal financial advisor or planner. Credentials: CFP (or similar) strongly preferred. Series 65 and insurance licenses ideal. Skills: Exceptional communication and interpersonal abilities Strong organizational and computer skills Highly motivated with a track record of success Benefits Why Join Us? Competitive Base Salary with performance-based upside New Business & Referral Bonuses Annual Anniversary Bonus Unlimited PTO for professional staff Flexible Work Environment to support work/life balance 401(k) Plan with company match and profit sharing Comprehensive Benefits: Medical, dental, vision, life insurance, and disability coverage Additional Perks: Critical Illness & Accident Insurance 10.5 Paid Holidays Tuition Reimbursement Annual Performance Reviews If you’re passionate about helping entrepreneurs and high-net-worth clients navigate their financial journeys, we’d love to hear from you. Apply today!

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

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.

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?

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)

We are seeking an independent bookkeeper who values precision, logic, and real accounting expertise. This is a remote, part-time, permanent role for someone who can handle complex bookkeeping with confidence. What we’re looking for: Deep understanding of bookkeeping principles Proven hands-on experience with accurate results Strong logical thinking, attention to detail, and professionalism Confidentiality and reliability Proficiency in MS Office and QuickBooks Desktop Key responsibilities: Bank and credit card reconciliation Month-end and year-end closing Maintaining accurate general ledger, trial balance, and balance sheet Why this role is unique: We want a serious professional, not a firm or outsourced service This role rewards independence, precision, and flexible hours. If you take pride in high-quality bookkeeping and mastering the numbers, this is your opportunity to shine. If interested, please attach your resume and cover letter.