Investment Advisor Representative

Are you motivated by leading conversations, driving your own income, getting things over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients’ needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. Location Palo Alto, California Job Type: Full-time Salaried Pay: $50,000.00 - $60,000.00 per year Base plus Bonus (Uncapped) We Offer: Base Salary, and performance bonuses, 401(k), Health, Dental, Vision, and Life Insurance, Paid time off, Tuition reimbursement Tools and training for lead prospecting, database, best practice playbooks, and guided sales application. Training in the building of a vibrant client base where one can exceed client expectations and maintaining a base of clients in the Financial Services Industry. Essential Functions and Responsibilities: Generate new business through effective networking, referral generation, and local prospecting, with a demonstrated passion and curiosity about local businesses and the start-up industry Identify key decision makers through face-to-face, phone, email, LinkedIn and other contemporary methods of prospecting Provide exceptional ongoing account management to existing clients to ensure their financial success Complete client fact finders and update financial plans. Use Redtail CRM to effectively manage both client and prospect workflow Communicate client requests to the Financial Advisor. Deepen client relationships and establish credibility and rapport both in-person and via phone Identify potential benefits and services to enhance customer’s financial relationships. Contact new/existing customers to discuss how specific investments and services can meet their needs. Prepare sales presentations/proposals to explain investments and services to a potential client. Complete expense reports, sales reports, (including referrals) and other paperwork. Verify delivery schedules, paperwork flows, mailings and promos to exceed client expectations. Attend weekly sales meeting and other meetings as required depending on position and need. Manage multiple and competing priorities on a daily basis in pursuit of business objectives. Qualification Requirements 2+ years of proven success in business development and sales. Must be a results-oriented self-starter and have a record of success working in a goal-oriented, highly accountable environment. Strong verbal and written communication and presentation skills Proficiency in MS Office Suite (Word, Advanced Excel, PowerPoint) and CRM software Ability to manage, set and meet deadlines and to operate with a sense of urgency. Excellent organizational and multitasking skills. Exceptional problem-solving skills and attention to detail. High level of professionalism with strong customer service skills. Strong Organizational and Productivity skills; able to work independently and effectively manage multiple tasks and once including long term and time sensitive projects simultaneously. Certificates, Licenses, Registration Series 7 required. Series 65/ 66 preferred. Education / Experience Bachelor’s degree preferred but not Required. Business related major a plus. Previous experience in the independent financial services firm a plus. Military experience a plus and encouraged to apply Management experience a plus Family business background a plus

📌 Payroll Administrator – $28–$38/hr Full-Time On-Site Sacramento, CA Organization: UCP of Sacramento and Northern California Location: Sacramento, CA Pay: $28–$38 per hour Schedule: Full-time, On-site Benefits: Full benefits package included Join a mission-driven team supporting over 1000 employees across three organizations. UCP of Sacramento and Northern California is hiring a detail-oriented Payroll Administrator to ensure accurate and timely payroll operations. 🧾 Key Responsibilities: - Process semi-monthly payroll for 900+ employees across UCP, Foundation, and MRSI - Maintain payroll systems and ensure compliance with regulations - Manage payroll updates: new hires, terminations, pay changes - Prepare payroll wires, taxes, and retirement contributions (403b/457b) - Generate payroll reports (semi-monthly, quarterly, year-end) - Collaborate with HR to maintain accurate employee records - Support audits and assist with system upgrades - Provide technical support and staff training - Assist CFO with financial statements and month-end reports 🎓 Qualifications: - High school diploma required; associate’s degree in finance/accounting preferred - 3 to 5 years of payroll experience preferred - Proficient in Microsoft Office; SAGE / Paycom experience a plus - Strong communication, attention to detail, and confidentiality - Ability to multitask and work collaboratively - 10-key by touch 🎁 Benefits: - Medical, dental, and vision insurance - 403b retirement plan with employer match - Paid vacation, sick leave, and holidays - Life and AD&D insurance - Professional development support - Inclusive and supportive workplace culture Work Environment: Office-based role requiring sitting, talking, hearing, and computer use. Occasional lifting/moving of up to 15 lbs. Equal Opportunity Employer: UCP is committed to diversity and inclusion. We welcome applicants of all backgrounds and identities. 📨 Ready to apply? Submit your resume and cover letter today to join a team that makes a difference

RouteSmart Technologies is looking for a detail-oriented and analytical Financial Analyst to join our team. In this role, you will report to the Director of Finance & HR and support key financial and accounting functions, including forecasting, performance analysis, business planning, and cost-saving initiatives. As an integral part of the Finance team, the Financial Analyst will contribute to financial reporting, month-end close activities, and cross-functional collaboration with Accounting, Legal, Leadership, and external stakeholders. The person in this position will help drive process improvements, enhance financial systems and tools, and ensure accurate and timely financial insights. The ideal candidate must have strong analytical and problem-solving skills, excellent communication abilities, and a commitment to continuous improvement and operational efficiency. The expected base pay range for this position at the start of employment is $80,000 to $100,000 per year. RouteSmart Technologies, Inc. maintains different base pay ranges for various U.S. locations, and actual compensation may vary accordingly.  This is a hybrid position based in our Columbia, MD office. Candidates must reside within 50 miles and be available to work onsite several days per week.  Essential Duties & Responsibilities  Lead the development and maintenance of rolling monthly forecasts, including summarized reporting for key stakeholders Monitor and analyze actual financial results against plans, forecasts, and budgets, providing insightful variance explanations  Create annual business plan and strategic outlook with input from functional areas   Drive the development of comprehensive business cases for new projects, investments, or cost-saving initiatives, including financial modeling and justification  Support financial closing processes including accruals and other journal entries along with any variance explanations  Reconcile general ledger accounts and prepare independent financial analyses to support decision-making  Act as a primary point of contact for internal and external customers, auditors, regulators, and stakeholders on financial matters  Liaison between the business and other functions such as Legal, Accounting, Executive, etc.  Identify opportunities to improve financial processes, systems, and reporting tools  Perform other duties/responsibilities as assigned  Requirements Advanced Excel skills, including complex financial modeling, robust data analysis functions, and pivot tables  Proficiency in financial reporting systems or tools   Solid understanding of financial statements and Generally Accepted Accounting Principles (GAAP).  Strong problem-solving abilities and attention to detail  Hands-on experience working with statistical analysis and statistical packages  Excellent communication and interpersonal skills, with the ability to present complex financial information clearly and concisely  Education & Experience   Bachelor’s degree in Finance, Accounting, Business or related field  Two (2) years experience in Financial Analysis, Financial Planning, Accounting, Audit, or Operational Analysis  Experience in a fast-growth environment is highly preferred  Benefits RouteSmart offers its employees numerous opportunities for professional development. Our goal is to provide our employees with the chance to learn and grow as the company grows. We recognize that our employees are our most valuable asset. The work they do is key to our ability to provide high quality service to our clients. We also recognize that our employees are unique individuals with their own lifestyle and interests. RouteSmart Technologies pays a significant share of the cost of benefits for our employees. We believe our investment makes good business sense by helping to create a positive and productive work environment. Among the benefits we offer are: Medical/Dental/Vision/STD & LTD Plans Employer paid Life Insurance Plan Employee Training & Development 401(k) Retirement Savings Plan w/ Employer Match Vacation/Sick/Holiday Leave Tuition Reimbursement Flex hours Casual Dress RouteSmart Technologies is proud to be an equal opportunity workplace. Individuals seeking employment at RouteSmart Technologies are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, or sexual orientation. We do not accept resumes from headhunters, placement agencies, or other suppliers that have not signed a formal agreement with us. All candidates must have legal authorization to permanently live and work in the United States. This position does not qualify for sponsorship.

(Read the entire post - link to interview below) Do you….. **Need to financially support your family or generate income for the things you love to do? **Know you're made for more and want to take control of your life? **Do you want freedom and time flexibility? **Are you ready to build an Empire of your own, rather than work to build someone else's dreams? **Do you want to work for a tight-knit team where you’re part of the family, not just a part in a machine? (If you answered YES to any of those questions, keep reading...I promise this is real - lol, interview with us will prove that) ⬇️⬇️⬇️ Start a career in financial services, one of the most stable and lucrative industries in the world. We are looking for new INDEPENDENT LIFE INSURANCE AGENTS who are ready to learn the business, work hard, have fun, and finally earn what you’re worth. Work remote from anywhere, part time or full time, set your own schedule, build your own agency, no limits on your income. No experience necessary. No cold calling. This is a 1099 independently contracted commission selling position. You will be selling life insurance ONLY to people who have already reached out and asked for someone to help them with life insurance. Check out this 2 minute video about Symmetry Financial Group: https://sfglife.wistia.com/medias/jtdq52cwj8 ➡️ Part-Time workers = 15-20 hours per week and can earn $2,000-$6,000+ per month. ➡️ Full-Time workers = 35-45 hours per week and can earn $6,000-$12,000+ per month. ⚡ Highlights ⚡ ⚠️ NO cold calling, and NO bugging friends and family to buy from you (The leads we work are HOT 🔥) ⚠️ NO network marketing or MLM ⚠️ NO membership fees, dues, franchise fees, etc. ⚠️ NO sales quotas, no condescending bosses, no sleazy sales tactics, no neckties (unless that's your thing) -------------------- ✅ Hands-on training and mentoring from me and our team of very successful agents ✅ Be part of a vibrant, growth-oriented, successful team ✅ We provide you people to talk to who already asked for help with life insurance ✅ Commissions paid out daily directly to you by our insurance carriers ✅ Remote work and in-person training opportunities available ✅ Earn a raise every 2 months or LESS ✅ Health insurance available ✅ Take part and earn equity in the company ✅ Major opportunities to own your own agency (only if desired, not required) ✅ Earn bonuses, get lots of personal recognition, win/earn amazing trips to 5-star resorts all across the world ******************************** Some of our successful team members include... 👷‍♂️--A former Trade Worker (19 Y/O) who recently earned several thousand dollars AND a $1,800 bonus in his first full month 🦷--A former dental hygienist and single mom of two kids who now works from home full time and in her first year replaced a $90k a year income 👨‍🏫--A former Customer Service Rep, single mom of two, who was capped out on pay from her w2, was never gonna get a raise again, since joining symmetry she has been able to unleash her full potential, and due to uncapped pay she was able to triple her previous income. 🍺--A former bartender and musician who now works remotely, travels, and earns over $10k per month ⚕️--A former Pharmacy Tech who quit nursing school to pursue her passion of financial and time freedom who is now creating a massive agency to leave behind for her kids. 🏡--A former W-2 Sales Rep, long hours, for a boss he hated, bad pay, no control, since coming onboard he has been able to increase his income substantially, and is loving all the support in our company. ******************************** ❌ This is NOT for you if: ❌ **You're not willing to spend a couple hundred on an insurance license **You want the W-2 life and an hourly wage or salary **You’re looking for a get rich quick scheme **You don’t care about other people or you’re willing to do anything, even unethical things, to get what you want ✔️This MAY be a good fit for you if:✔️ **You have a desire to create a life worth living for yourself and those around you **Already have your insurance license or willing to get one **You are Coachable, Hard Working, Honest, and a Team Player **You have the self-discipline and integrity to put in the work needed without someone watching over you. **You’re a high character person who cares about others and likes to do the right thing **Money isn’t the end game for you, it’s just a means to freedom, helping others, and building a great life for you and your loved ones --------------------------- 📝 HOW TO APPLY Text for appointment- 707-484-1506 -Gina

Reporting to the Vice President of Finance and New Business Development, The Senior Accounting Manager is responsible for leading the commercial FP&A function for Charlotte Tilbury Beauty Inc.- North America. This role will partner with both Local and Global Finance teams in ensuring a timely and accurate month close, integrity of financial records, health of balance sheets and preparation of useful financial reports. This role will contribute towards building and developing a robust finance function to support continued growth of the North America business. Requirements Roles & Responsibilities General Accounting and Controls ·       Play an active role in developing (1) direct report and supporting their remit to ensure high confidence of their output ·       Responsible for maintaining the daily flow of financial information to achieve a timely and efficient month end and year end close process for North America ·       Ensuring timely and accurate completion of the month end close process for North America's assigned areas of responsibilities including but not limited to various general ledger and subledger accounting such as fixed assets, prepayments, leases, payroll, returns and other reserves provisions, COGS, Logistics/related costs, various accruals and reclassifications with adherence to month end timelines ·       Conduct pre-close month end review meetings with team to highlight areas of concern to responsible team members ·       Ensure accuracy and timeliness of income statements, balance sheets & other financial reports ·       Ensuring timely completion and review of balance sheet reconciliations to ensure health and accuracy of records ·       Deliver various analysis, schedules and reporting for assigned areas of responsibilities ·       Ensure compliance with accounting standards as well as internal company policies & procedures ·       Partner with Global Finance team on intercompany transactions ·       Assist with implementing internal controls and accounting policies & procedures to promote effective governance and accurate financial reporting ·       Lead the coordination of filed work for the any internal audit process and ensure timely delivery of audit requests ·       Research technical accounting issues and provide expert advice/guidance ·       Ad hoc projects as required Audit/Tax/Systems ·       Lead the coordination of filed work for the annual audit process and work with group finance team to ensure timely delivery of audit requests ·       Work in partnership with finance and cross functional teams to lead resolution for testing selections ·       Work with internal tax accounting group to assist with the preparation of annual tax returns, computations, capital allowances and other related matters ·       Power user of NetSuite accounting system ·       Key contributor for various systems testing and modifications projects We’re Looking for ·       Bachelor's degree in accounting or finance ·       Certified Public Accountant (CPA) required ·       Accounting experience of 7+ years required ·       Big 4 experience a plus ·       Extensive month end and financial reporting experience ·       Motivated self-starter with ability to multi-task in a very fast-paced start-up environment ·       Flexible & adaptable to changing priorities ·       Excellent communication and interpersonal skills with the ability to interface comfortably at all levels both internally and externally ·       Must be detailed-oriented and organized ·       Advanced Excel skills (VLOOKUP's, XLOOKUP's, pivot tables, sum-if, index-match, etc) and financial systems savviness ·       Proven track record of process improvements ·       NetSuite experience is preferable ·       Affinity for retail and beauty Who will you work with You will have supervision responsibility of 1 direct report (Sr. Accountant) and will report into the Vice President of Finance and New Business Development and work alongside a team of 10. This role will also partner with various North America Business functions, such as: Commercial, Field Sales, Supply Chain, Marketing, Visual Merchandising and Local/Global Finance teams and a global group finance function. Culture of the Team We win together as a team, supporting and developing each other through our careers. We embrace the challenge and work in an incredibly fast paced environment with high expectations set by the business, shaking it up with our creative lead, Charlotte Tilbury as we revolutionize the beauty industry. We love what we do, and we support each other while we share the magic with the world. Benefits Base Salary Range $140,000-150,000** Company Benefits Generous staff discount to use on all products Access to Tilbury Treats – our very own rewards platform allowing you to save money and gain ‘money can’t buy’ discounts on anything from gym memberships to cinema tickets Medical, dental, and vision benefits Commuter Benefits (Pre-tax) Flex Spending Account (FSA) Employee Assistance Program (EAP) 401(k) with Company match Paid Time Off Birthday PTO   **Charlotte Tilbury, in good faith, believes that this posted range of compensation is the accurate range for this role at the time of this posting** At Charlotte Tilbury Beauty, our mission is to empower everybody in the world to be the most beautiful version of themselves. We celebrate and support this by encouraging and hiring people with diverse backgrounds, cultures, voices, beliefs, and perspectives into our growing global workforce. By doing so, we better serve our communities, customers, employees - and the candidates that take part in our recruitment process.   If you want to learn more about life at Charlotte Tilbury Beauty please follow our LinkedIn page!

We are a company dedicated to tax preparation and insurance, and we are looking for a responsible person with verifiable experience in tax preparation to join our team. Requirements: - Previous experience in tax preparation (minimum 1-2 seasons). - Proficiency with tax preparation software. - Customer service skills, good communication, and professional ethics. - Bilingual (Spanish/English) desirable. - Knowledge of QuickBooks. We offer: - Professional and friendly work environment. - Opportunity for growth within the company. - Additional training. (Competitive salary based on experience)