Financial Advisor / CFP - Baltimore, Maryland

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.

Job Opening: Part-Time Bookkeeping Assistant Location: Remote (with option for local/hybrid) Hours: 20–30 hours per week Compensation:$15–$20 per hour (depending on bookkeeping experience) We are seeking a Bookkeeping Assistant to join our growing team. This is a part-time position with flexible hours, ideal for someone detail-oriented and organized, with bookkeeping experience. Responsibilities: * Perform bookkeeping and data entry tasks accurately and efficiently * Maintain financial records in QuickBooks Online * Process payroll entries and assist with payroll preparation * Answer phone calls and provide excellent customer service * Schedule and confirm appointments with clients * Assist with general office tasks and administrative support Qualifications: * Prior experience in bookkeeping is required * Proficiency with QuickBooks Online is required * Strong attention to detail and accuracy in data entry * Experience with payroll entries and payroll processing * Excellent communication and phone etiquette skills * Ability to manage multiple tasks and stay organized Why Join Us? * Flexible part-time schedule (20–30 hours per week) * Work remotely with the option for hybrid/local flexibility * Opportunity to grow with a supportive team How to Apply: Please send your resume and a short cover letter.

The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor. Responsibilities include: data gathering, modeling, case design, scenario building, and plan and presentation development. Essential Duties and Responsibilities Support Lead Advisor with analysis, client service, and technical assistance Learn the technical aspects of the Advisor position and prepare to service clients independently Manage data and plans in financial planning software Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation Analyze asset allocation and generation rebalancing trades Research investment managers, services, products and pricing Understand and leverage the resources available at the Broker Dealer to the fullest extent Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork Develop Centers of Influences such as community involvement, CPA’s and attorneys, etc. Other duties as assigned  Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities Expert computer skills (Outlook, Word, Excel and Power Point) are essential Excellent communication skills, both verbally and in writing Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to quickly mater tools of the industry – financial planning software, analytical tools and broker/dealer or custodian systems   Education and/or Experience Bachelor’s degree in finance, accounting or related field The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Previous experience in the independent financial services culture preferred   Certificates, Licenses, Registration Series 7 and 63 required Series 65/66 preferred (or ability to obtain) CFP or CIMA preferred

Your Best Management Group is a long term successful property management group that works for Bigelow Holding Companies which include Budget Suites of America. We offer great benefit options, paid vacations (1st year, 1 week, 2nd year, 2 weeks and 5th year, 3 weeks), 9 paid holidays, and 401(k) plan with 3% company match. Description: YBMG is seeking a Night Auditor for openings in Las Vegas. Responsibilities and Requirements: • Post charges, process payments, closing paperwork, balancing, and making corrections to customer accounts as needed. • Completing audit reports. • Maintaining daily logs. • Welcoming, greeting, interacting with, and assisting guests in a professional manner. • Provide excellent service within the property's service standards. • Exhibit a professional demeanor and willingness to assist all guests whenever possible. • Answer property questions; provide accurate information regarding rooms. • Contribute to a positive, empowering work environment by consistently performing assigned day-to-day responsibilities. • Respond to and resolve guest complaints in a timely manner and creatively solve problems with the ability to anticipate, recognize, evaluate, and resolve potential difficulties. • Ensure the privacy and confidentiality of guests. • Register and assign rooms to guests. • Control and issue keys to rooms. • Verify correct charges and credits are posted to the corresponding guest folio. • Collect all required guest profile information during check-in process. • Ensure all cash and cash equivalents are accounted for and balanced at the beginning and end of each work shift. • Resolve guest complaints within scope of authority, otherwise referring matters to Front Desk management. • Availability to work flexible schedule. • Bi-lingual English/Spanish a plus. • Perform other job related duties as assigned. • High standard of integrity and professionalism is required at all times. • Drug free at all times. • A high school diploma or GED required. • Benefits including medical, dental, optical, & paid vacation and 401K available.

Job # ET25055 Job Title Intern – Financial Planning and Analysis Office Location  Houston, TX Business/Department Finance Sales Territory, if applicable N/A General Role Description Assist in the development and implementation of financial models and analyses that support strategic decision-making and gain practical experience in financial forecasting, budgeting, and performance analysis, working closely with experienced finance professionals. Role Accountabilities The Intern will work in one or more of the following areas: -         Conduct financial analysis and modeling to support business decisions -         Assist in the development of annual budgets and forecasts -         Monitor and analyze financial performance against budget and forecast -         Identify and communicate financial risks and opportunities -         Analyze the trends of key performance indicators (KPIs), especially relating to financial metrics such as sales, expenses, and profit margin -         Monitor KPIs and identify the cause of any unexpected variances -         Develop and continually improve budgeting, financial projections, and operating forecasts -         Ad-hoc business performance reporting -         Ensure completion of assignments within the defined scope, quality, and time -         Provide regular, accurate and considered status reports to parties deemed appropriate to the situation General Employee Accountabilities -    Bring full effort to bear on tasks assigned by manager -    Give manager best advice -    Give earliest notice when work cannot be delivered as specified -    Cooperate and collaborate with peers and interact cross-organizationally as specified by manager -    Exemplify Company Core Values: Integrity, Client Focus, Team Orientation, and Personal Commitment -    Comply with all Company policies, practices, and procedures and all regulations and laws -    Recommend viable improvements proactively -    Ensure effective utilization of business tools and processes Requirements    Minimum Qualifications -   High school diploma -   Enrolled in Bachelor of Science in Finance, Accounting, Business Administration, or Economics program, or related field, with related coursework -   Demonstrated problem solving skills -   Demonstrated successful working relationships with others in educational or employment settings -   Demonstrated successful and positive personal leadership, interpersonal, organizational, administrative, and communication skills -   Proficiency in MS Office suite -   Availability to travel domestically, up to 5%, sometimes with limited notice -   Relocation and housing assistance are not available for this position -   This is not a benefits eligible position Preferred Qualifications -   Bachelor of Science in Finance, Accounting, Business Administration, or Economics -   Enrolled in Master of Science in Finance, Accounting, or Economics, or Master of Business Administration -   Work experience as an intern or co-op in the above areas Link to TMEIC Corporation Americas website:  https://www.tmeic.com/.  To be considered an applicant for any available positions, individuals must complete an online job application for each posting.  A resume may be attached to the online application but is not considered a substitute for the information in the application.  Applications will be considered only for the specific position for which the application is submitted. EEO/AA/M/F/Vet/Disability Employer

Accounting Assistants needed for a construction company. Location: Woodland Hills, CA Schedule: Monday-Friday, 9:00AM-5:00PM Duties: 1. Creating spreadsheets. 2. Work on AP/AR. 3. Printing checks. 4. Contractor balance sheet, bonuses, and commissions. 5. Bank reconciliations. Requirements: 1. Experience working in a construction company, preferred. 2. Computer savvy. 3. Strong organizational and management skills. 4. Experience working with subcontractors. 5. Proficient with QuickBooks. 6. Strong knowledge of numbers & Excel. Compensation: $22-$25 per hour depending on experience. If interested, please email resume to: Aerecruitingla@gmail.com