Investment Advisor Representative

Our partner is a fast-paced, full-service financial firm specializing in retirement planning. Recognized nationally for its consistent growth and client service excellence, the organization operates multiple offices across Utah, Idaho, and Washington. They are currently seeking a full-time Investment Advisor Representative for their Kirkland or Lynwood, WA office. This is a fully on-site role; relocation is required and supported through a relocation allowance. Responsibilities Prepare, present, and implement customized retirement strategies Guide clients through financial solutions including annuities, life insurance, long-term care options, and managed investment portfolios Offer financial planning advice across investment, insurance, and retirement topics Establish, manage, and retain client relationships Achieve individual and team goals by following established processes Participate in public financial seminars and deliver presentations Attend weekly team meetings virtually via Zoom Requirements Minimum Qualifications: Bachelor’s Degree 5+ years of experience in financial services Proficient in Excel, Microsoft Word, and database tools; familiarity with both Windows and Mac OS State Insurance License (Required) Series 65 License (or Series 7/66 combination) (Required) Knowledge of the financial services industry Ideal Candidate Attributes: Strong sense of accountability and ownership over outcomes Takes initiative and demonstrates problem-solving ability Committed to continuous improvement in both personal and professional development Receptive to constructive feedback and team collaboration Goal-oriented with performance tracking practices Persistent and results-driven Ability to follow proven processes effectively Skilled in persuasive communication and consultative sales Highly organized with strong time management and prioritization skills Strong interpersonal and collaborative skills Excellent verbal and written communication abilities Strong analytical and mathematical proficiency Benefits Base Salary: $75,000 – $90,000 Commission Structure: 10% commission in year one Option to shift to 25% commission based on performance Up to 30% commission in future years Quarterly and annual incentive programs Additional Benefits: Health Insurance 401(k) with employer match Licensing fee reimbursement Relocation allowance Paid Time Off: 10 company holidays 30 vacation days

H&R Block Conifer, CO — Now Hiring Seasonal Team Members Join the H&R Block Conifer team this tax season! We’re looking for motivated individuals to provide exceptional service to our clients and community. Whether you’re ready to start a career in tax preparation or prefer a client-facing role, we have a place for you. 📍 Location: Conifer Marketplace, Suite D 201a, 10875 Highway 285, Conifer, CO 80433 Open Positions (seasonal; training provided) Tax Professional — Prepare tax returns, guide clients, and ensure accuracy. No prior tax experience? Many start with our Income Tax Course and ongoing training. Client Service Professional (Receptionist) — Welcome clients, manage appointments and check-ins, handle calls, and support the office team. Why Work for H&R Block – Conifer Comprehensive training and support Flexible seasonal schedules (January–April) Friendly, team-oriented environment Opportunities to return and advance Make a real impact in the local community Apply Today *Visit www.hrblock.com/careers *In the search bar, enter Conifer, CO *Select your role and follow the prompts to apply Be part of the #1 name in tax preparation and help us deliver exceptional service this season. We look forward to welcoming you to the team!

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The wage for this position is $23 per hour, equivalent to an annual salary of $47,840. Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you? For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return. What You'll Be Doing: Work with clients to obtain necessary information to prepare the annual reporting Review documents submitted by clients for completeness and accuracy Reconcile plans with only rollovers and plan stock using Excel and administration software Utilize administration software to complete 401(k) testing and reporting Make outgoing reminder calls and send emails to clients during the plan year reporting process Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents Extra Tasks Share knowledge and explain complex topics simply Training on concepts for a Retirement Plan Administrator I Performs other duties as required Requirements Must be 18 years of age Excellent verbal and written communication skills Meticulous attention to detail and proactive approach to problem solving Skills in customer service, organization, and collaboration Adequate math and analytical skills Proficiency in using Microsoft Excel, Word, and Outlook Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred Ability to work in an autonomous environment where you can be a self-directed worker Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen. Additional Requirements Must pass a background check Must meet work from home requirements to qualify Complete continuing education based upon current certifications For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of: A designated workspace (such as a home office) where you can concentrate and be productive. Reliable high-speed internet to ensure seamless communication and collaboration. Benefits Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals. Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles! Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect. Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment. An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events. Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support. This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO The wage for this position is $23 per hour, equivalent to an annual salary of $47,840

As the HR Manager at Latico Leathers, you will oversee human resources functions for a small-to-mid size, family-run leather goods and accessories company. You will play a key role in hiring, developing, and maintaining a positive workplace culture, aligned with quality craftsmanship, good service, and our company values. You’ll handle everything from recruiting to compliance, HR operations, performance management, benefits, and employee relations. Key Responsibilities Lead full-cycle recruitment: draft job descriptions, post jobs, screen applicants, conduct interviews, coordinate onboarding for new hires. Maintain and update HR policies, employee handbook, job descriptions, performance review processes. Oversee payroll processing and coordination (ensuring accuracy, timely delivery). Administer benefits programs (health insurance, leave policies, retirement, etc.) and coordinate with providers. Manage employee relations: handle conflicts, grievances, disciplinary actions, and performance improvement plans. Develop & implement training & development programs: skills training, compliance training, orientation for new hires. Ensure compliance with federal, state, and local employment laws, labor regulations, safety standards. Maintain HR records and HRIS system (if used), protect confidentiality of employee information. Support and advise management on workforce planning, compensation strategy, retention efforts. Promote a positive, collaborative work environment consistent with Latico Leathers’ values (quality, craftsmanship, support, teamwork). Qualifications Bachelor’s degree in Human Resources, Business Administration, or related field. 3-5+ years of HR experience, ideally in manufacturing, retail, or small-business/family-owned company environment. Strong knowledge of employment law, payroll, benefits administration. Excellent people skills: communication, conflict resolution, empathy. Ability to manage multiple tasks and priorities in a fast-paced environment. Strong organizational skills and attention to detail. Experience with HR software / HRIS systems. Discretion, professionalism, and ability to maintain confidentiality. Preferred: HR certification (e.g., SHRM-CP/SPHR or equivalent).

Business Loan Closer – To $60K – Milwaukee, WI – Job # 3343 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Business Loan Closer role in the Milwaukee, WI area. The successful candidate will be Responsible for assisting the Business Services Department through administration of business loan closings. This role performs a variety of functions related to ordering/requesting of due diligence documentation, ordering and reviewing loan closing documents and managing the closings for business loans. There is regular contact with existing members, prospective members, and other professional providers used by the Business Services Department. The position includes a generous salary of up to $60K plus bonus an excellent benefits package.  (This is not a remote position). Business Loan Closer responsibilities include: Facilitates the loan closing process by serving as liaison between lenders, external legal counsel, title companies, and internal credit and loan processing departments. Manages loan closing pipeline and communicates timelines with internal loan processing department, lenders, title companies, and attorneys throughout the loan process. Requests appropriate supporting documents including organizational documents, title work, flood searches, collateral insurance, loan payoffs, and various due diligence items to verify compliance with loan approval and bank closing procedures. Reviews as needed and requests and updates or corrections warranted. Orders payoffs of liens to be satisfied with new funding. Confirms that title, vehicle and UCC searches were properly executed and to ensure that our collateral position meets standards, obtaining updates/corrections as needed. Prepares necessary checklists for ordering loan closing document package, sending to processor along with all supporting documents and due diligence. Reviews credit approval presentation and completed loan closing package to ensure accuracy and compliance, and adherence, to the loan approval guidelines. Attends in-house closings, as needed, to provide additional support to the lender/member and notary services. Reviews all documents immediately after closing to insure proper signatures were obtained and all required documents were completed in an accurate manner. Sends fully executed loan package to processing staff for booking, filing of liens, payment to vendors and other steps required to complete the loan file. Provides backup support to Processing Staff as required. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High school diploma, or equivalent, and a minimum of five years of experience in the preparation and/or review of legal or financial documentation. A combination of education and experience will also be considered. Experience or the ability to gain proficiency in all programs and systems used for this job including Microsoft Office products and systems related to documentation preparation or review or for documentation exception tracking. Excellent verbal and written communication skills, problem-solving skills, and organizational skills and the ability to work independently as a valuable team member in a dynamic environment. Demonstrated knowledge in the structure and requirements of all types of loan processing, real estate and business documentation experience preferred. Proven ability to organize work, balance multiple priorities, and manage a variety of projects in a fast-paced, flexible work environment with strong attention to detail and within a defined deadlines. Demonstrated ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality. Must possess strong interpersonal skills, a positive attitude, and a desire to help people. Must have a thorough understanding of company policies and procedures as they relate to this position. Must understand and comply with all job-related state and federal laws and regulations. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

The Finance Manager for Thrifty Auto Sales of Sacramento oversees the financial aspects of vehicle sales, including arranging financing and lease options for customers, managing relationships with banks and lenders, and ensuring compliance with all financial regulations. This role requires strong communication skills, a deep understanding of auto financing products, and working closely with sales teams to meet sales and finance goals. The Finance Manager will also handle paperwork for vehicle sales, ensure that all transactions are correctly processed, and guide customers on their financing options to make the purchasing experience smooth and efficient. Key Responsibilities: Work with customers to identify financing options, including loans, leases, and special financing programs. Coordinate with lenders to secure competitive rates and terms for customers. Review customer credit reports and financial information to assess risk and determine eligibility for financing. Prepare and explain finance and lease documents to customers. Ensure compliance with all federal, state, and local regulations regarding automotive financing. Collaborate with the sales team to ensure smooth transactions and timely closing of deals. Maintain accurate records of all financial transactions, including sales and financing agreements. Handle trade-in appraisals and support the dealership in vehicle inventory management. Provide exceptional customer service to potential and existing customers, offering financial advice and options to help them make informed decisions. Stay updated on industry trends, financing rates, and promotions to offer the best options to customers. Qualifications: Proven experience in automotive finance, sales, or related field. Strong understanding of automotive lending, financing structures, and industry regulations. Excellent communication and negotiation skills. Ability to work in a fast-paced, customer-focused environment. High level of attention to detail and strong organizational skills. Proficiency with dealership management software and financial tools. Previous experience in customer service and/or sales is a plus. This position is essential to ensuring the dealership's financial success and customer satisfaction through efficient, transparent financing practices. If you have experience in automotive finance, are highly motivated, have excellent customer service skills, and are ready to take the next step in your career, we want to hear from you!