Financial Advisor / CFP - Baltimore, Maryland

If you have a natural talent for helping people or are an experienced tax professional, Liberty Tax wants you for the 2026 tax season. This is a perfect opportunity for retired or semi-retired, stay-at-home parents, student internships, and those looking for extra income. Take our tuition-free tax class and learn about the new tax changes and how to prepare taxes. No prior tax experience necessary. Candidates will have the opportunity to earn extra income upon successful completion. Flexible schedules, convenient locations. For more information, please respond with name and phone number or click on the link below. https://www.libertytax.com/tax-education

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

We are doing some incredible things here at Pinnacle. We’re all about challenging convention and doing the hard work it takes to create mind-blowing digital and physical experiences, events, exhibits and environments for some of the world’s top brands. Our Rules of Engagement—being gracious, invested, and creative—reward imagination and encourage disruptive thinking in the pursuit of flawless execution for our clients. We are based in Portland, Oregon with facilities in both Northern and Southern California, Chicago, Illinois and now Raleigh, North Carolina. We are seeking a detail-oriented and highly organized Billing Specialist to join our team. As a key member of our accounting department, you will play a crucial role in the accurate and timely administration of all job contracts, including quotes, work orders, and invoices.  Some nuts and bolts about the job:  Invoicing Mastery: Create invoices based on complex contract documents with precision and attention to detail. Cost Accuracy Analysis: Collaborate with sales teams to analyze margins, ensuring job cost accuracy. Effective Communication: Consistently communicating with sales teams, fostering strong collaboration and understanding. Database Maintenance: Maintain various databases to track overall job status, including quotes signed, invoices issued, and       payments received. Storage Billing Oversight: Track the status of storage billing and issue storage job numbers accordingly. Document Organization: Organize and maintain all job-related documents systematically. Issue Resolution: Communicate with sales teams and management to address outstanding billing issues promptly. Proactive Monitoring: Proactively monitor unbilled and uncontracted jobs, ensuring timely resolution. Adaptable Support: Be prepared to undertake other duties as assigned to support the overall success of the team. ERP Navigation: Utilize our ERP system proficiently to streamline workflow processes. We are an energetic and creative bunch and have high expectations for all our employees. In addition to being fun to work with, we would like to hire someone with the following experience, skills, and attributes:  3-5 years of general office, billing, contract administration, or related experience (A/R processing) Extremely detail-oriented with the ability to thrive in a fast-paced environment. Proficiency in using Microsoft Office, specifically Excel Demonstrate a strong focus on client service, ensuring satisfaction and reliability. Excellent administrative and organizational skills with the ability to manage multiple tasks simultaneously. Ability to communicate clearly, professionally, and effectively, both written and verbally. Our culture is important to us, and we are looking to hire interesting, enthusiastic people who enjoy working hard and helping our clients build their brands. We believe we can build a more creative, nimble, and devoted workforce to provide better service to our clients if we focus on both diversity and inclusion. Pinnacle is at its best when everyone is respected, included, and heard. We believe in creating a work environment where everyone can show up as themselves and feel empowered to do their best work every day. We are a team-based company with each employee operating at the individual contributor level meaning we all have to be the experts at what we bring to the table. It’s energizing and challenging and rewarding! We offer a well-rounded benefits package that includes PTO, medical, dental, vision, 401(k), life insurance and long-term disability. Please apply online with PINNACLE at: https://pinnacle.hiringthing.com/job/736269/billing-specialist-contract-administrator?s=cl

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

Job Opening: Administrative Assistant We are a full-service Painting Company specializing in Commercial, Apartment, Multi-Family Housing, and Residential services. We are currently seeking a well-organized and proactive Administrative Assistant to join our team and provide high-level administrative support. This is a great opportunity to establish strong working relationships and contribute to the overall efficiency and success of our growing company. Key Responsibilities: Provide administrative support including writing and editing emails, drafting memos, data entry, and preparing internal and external communications. Maintain accurate and organized records and files. Perform light accounting duties. Organize and coordinate meetings, including scheduling, sending reminders, and assisting other departments as needed. Answer phone calls and direct inquiries in a polite and professional manner. Required Qualifications & Skills: Proficiency in computer software including: Zoho, Adobe, Microsoft Word, Excel, Outlook, Knowify, and QuickBooks. Excellent time management skills with the ability to meet deadlines. Strong verbal and written communication skills. Ability to problem-solve and make decisions independently. Highly organized, detail-oriented, and self-motivated. Bilingual is a plus! Benefits: 401(k) Retirement Plan Health Insurance Paid Sick Leave Work Schedule: Monday – Thursday: 8:00 AM – 5:00 PM Friday: 7:00 AM – 4:00 PM If you are interested in this opportunity and meet the qualifications listed above, please email your resume to us. We look forward to hearing from you!

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success. Requirements Education: Bachelor's degree in finance, business, accounting, or a related field (Master’s degree preferred). Certifications: CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus. Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles. Technical Skills: Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro). Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management. Experience with CRM systems (e.g., Salesforce) and portfolio management tools. Benefits Competitive base salary with performance-based bonuses. Comprehensive health, dental, and vision insurance. 401(k) plan with company match. Professional development opportunities, including continuing education reimbursement. A collaborative and client-focused work environment.