Financial Advisor

About Us: Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success. For more information, check out our website- www.melnickrosenbaum.com. Role Overview: We are seeking a career-oriented Service Advisor to join our team. The position is the second of four levels in our career path and plays a key role in supporting our lead advisor/owner, managing client portfolios, and enhancing client relationships. This position offers a clear career path with opportunities for growth, including potential participation in ownership. Key Responsibilities: ·         Develop comprehensive financial plans using eMoney. ·         Prepare reports and illustrations for client meetings. ·         Participate in client meetings to provide real-time support and take notes. ·         Design and manage portfolios, including trading, rebalancing, and tax management. ·         Maintain and update CRM platforms (Redtail or similar). ·         Create proposals and conduct product and account analysis. ·         Coordinate with the service team to ensure timely and accurate task execution. ·         Communicate with clients to address their needs and inquiries. Qualifications: ·         3-5 years of experience in financial services. ·         CFP designation and Series 7 and 66 or 65 licenses required. ·         Bachelor’s degree, preferably with a GPA above 3.3. ·         Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar). ·         Experience with CRM platforms (Redtail or similar), MS365, and Excel. ·         Strong organizational skills, a team-oriented mindset, and a passion for financial services. Compensation & Benefits: • Competitive salary ranging between of $100,000 and $130,000 depending on experience, credentials, and ability to take on secondary responsibilities. There is also a discretionary bonus meant to share the success of the firm and individual achievements. • Comprehensive benefits package including 401k, life, health, and disability insurance. • A defined career path with growth opportunities and potential ownership potential. Why Join Us? This is a unique opportunity to advance your career in a thriving independent firm. We value ambition, teamwork, and a commitment to excellence. If you are a driven professional ready to make a difference, we want to meet you. Application Instructions: To apply, please send your resume and a cover letter or email to Brian@melnickrosenbaum.com. Join us and take the next step in your financial advisory career!

POSITION SUMMARY The Center for an Agricultural Economy (CAE), based in Hardwick, VT, seeks a Bookkeeper and Administrative Assistant. Are you good with numbers, and comfortable with computers, interfacing with many people and supporting org wide systems? This position will support daily accounting tasks, including accounts payable, accounts receivable, and payroll, approximately 20 hours a week. This position will also provide general administrative support, such as reception, mail processing, managing calendars, scheduling, benefits paperwork, event logistics, approximately 20 hours a week. If organization, finance and people skills are your strengths, we want to hear from you! JOB DETAILS Position: Bookkeeper and Administrative Assistant Reports to: Finance Manager Schedule: Monday-Friday 9-5 Compensation: $23.00 to 25.00 per hour, non exempt Benefits: Paid Time Off, SIMPLE IRA, Health insurance, Health savings account,, Employer-paid short-term disability and life insurance, quarterly phone stipend, professional development compensation Minimum Qualifications (or equivalent combination of education and experience): Past experience in clerical or bookkeeping tasks. Proficiency in Microsoft Office and Google Suite, particularly Excel. Proficiency with Quickbooks Desktop preferred. Familiarity with GAAP. Experience with handling sensitive information with discretion. Strong organizational skills and attention to detail SUMMARY OF RESPONSIBILITIES Accounts Payable, Accounts Receivable and Payroll (50%) Process incoming bills to ensure bills are paid within terms and follow up when necessary to fix invoices, update addresses, or clarify charges. Process weekly and monthly invoices for earned revenue from CAE’s enterprise programs Process ongoing receipt of donations and grants Initiate collections process for past-due accounts, work with program managers to resolve Process weekly physical deposits of checks and cash and ongoing electronic payments Record Vermont Farm Fund loans disbursed and loan payments collected Process biweekly payroll for ~40 employees through Quickbooks Payroll Track and pay biweekly payroll liabilities and taxes Support administrative staff with wage reporting Support Financial Manager in compiling materials for yearly financial audits Maintain and make monthly updates to program budgets-to-actual Work with the Financial Manager to develop and implement improvements to finance systems in response to organizational change CAE Administrative Support (50%) Manage daily mail pick up and processing Manage reception areas in the two primary CAE work locations Schedule tours for the public of the facilities Respond to general phone and email inquires from the public Manage reservations and calendars for the Atkins Pavillion and the Community Kitchen Provide support to the Administrative Operations Manager in benefit administration and staff onboarding Other administrative duties as assigned ESSENTIAL FUNCTIONS Physical Demands/lifting requirements: Ability to sit for long periods of time Repetitive motions and typing Mental demands: Apply good judgment to decision making Analyze and problem solve Attention to detail HIRING PROCESS A hiring team of CAE staff will lead the process. Selected candidates will have an initial phone interview the week of August 18-22, which may be followed by an interview and tour of CAE spaces the following week. Interview questions will be shared ahead of time. CAE is committed to the full inclusion of all qualified individuals and will provide support in any way to assure everyone's best experience in the hiring process. CAE will take the steps necessary to assure that people with disabilities are provided reasonable accommodations during the interview process and, if hired, subsequent employment. For accommodation inquiries, please email us. TO APPLY Email us your resume, cover letter or letter of interest, and include “Bookkeeper/Admin Assistant” in your email subject line. We’re interested to hear your thoughts on any life or work experience as it relates to this position. Applicants who go on to interview with us will also be asked to provide references. Our application deadline is August 17, 2025. Initial interviews will begin by August 19. Let us know if you have any questions! EOE STATEMENT Building community leadership, investing in relationships, and listening to the needs of the community are core principles CAE applies to all our work. We strive to foster an inclusive and supportive staff culture where learning and growth are supported. CAE is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to age, race, color, national origin, religion, sex, sexual orientation, gender identity, genetics, disability, or veteran status. BACKGROUND ON CAE The Center for an Agricultural Economy is a catalyst for change based in Hardwick, Vermont. We support rural communities and working landscapes by building a more interconnected local food system. We work together with our neighbors and partners to cultivate interdependence and investigate how to create the conditions for socially, economically and ecologically thriving communities. We implement solutions through our foundational programs, innovative projects, dynamic partnerships and the resources available across our three distinct locations. Together, these components of our organization help ensure our rural food system is supported, our farms are thriving, and everyone is treated with dignity and respect.

Florist Manager Responsibilities: Responsible for daily operation and management of the store, leading the team, and providing high-quality customer service. Designing and making flower bouquets to meet customer needs, managing inventory and procurement. Requirements: Priority will be given to candidates with relevant management experience. Candidates should love floral design and possess good communication skills. Floral Designer Responsibilities: Designing and creating various floral arrangements, communicating with customers to understand their needs, and maintaining the health and beauty of flowers. Requirements: Priority will be given to candidates with floral design experience. Candidates should be creative and passionate about flowers. Contact Number: 2137343553

Job Title: Shop Cashier Location: San diego Employment Type: Full-time Salary: $1500-3000 Job Summary: We are looking for a friendly and reliable Shop Cashier to join our retail team. The ideal candidate will handle customer transactions efficiently, provide excellent service, and maintain a clean and organized checkout area. This role requires strong numeracy skills, attention to detail, and a positive attitude. Key Responsibilities: Operate cash registers, POS systems, and card payment terminals accurately. Scan items, process payments (cash, card, mobile), and issue receipts/refunds. Greet customers, answer questions, and assist with product inquiries. Maintain knowledge of store promotions, discounts, and loyalty programs. Handle customer complaints or escalate issues to a supervisor when needed. Keep the checkout area tidy and stocked with bags, receipts, and other supplies. Follow cash-handling procedures. Assist with stock replenishment, shelf labeling, and general store upkeep when required. Requirements: Previous experience as a cashier or in retail (preferred but not essential). Basic math skills and ability to handle money accurately. Good communication and customer service skills. Familiarity with POS systems and card payment processes. Ability to stand for long periods and work in a fast-paced environment. Honest, trustworthy, and reliable. Preferred Skills (Optional): Multilingual abilities (useful in diverse communities). Experience with inventory management or merchandising.

Unleash Your Potential as a Financial Advisor: Join Our Elite Team Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you! Why Us? We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of qualified, pre-set appointments. We're not looking for an army of Agents; we're only seeking 1 or 2 Agents and Advisors per state. This exclusivity guarantees that you have the opportunity to achieve financial success. (Please note that you must reside in the state for which you are applying.) The Opportunity (Must Live in the State You Are Applying For) As a Financial Advisor specializing in Annuity sales, you'll experience a career transformation like no other. Picture stepping into an environment where: Pre-engaged Clients: You'll engage with clients who are ready to discuss their financial futures, making every interaction purposeful and rewarding. Lucrative Commissions: Our commission structure is designed to reward your hard work and dedication generously. With our support, you'll have the potential to earn a strong six-figure income. Unparalleled Support: We're here to set you up for success. You'll have a dedicated appointment scheduler, a comprehensive product portfolio, and a full back-office support team. This ensures that you can spend your valuable time doing what you do best—being in front of clients. Growth & Impact: Our growth opportunities are unmatched. If you're a proven producer ready to redefine your career in financial planning, we're eager to connect with you. You won't just be another Advisor; you'll be a vital part of our elite team, making a real impact on clients' financial futures. Are you ready to embrace a career that guarantees you a steady flow of qualified clients, robust support, and a substantial income potential? If you're a talented Financial Advisor with a passion for Annuity sales, we want to hear from you. Join our elite team and redefine your path to success in the world of financial planning. Requirements To be considered for this exciting opportunity, you must: Hold an active Health and Life insurance license. Have a Series 65 license or be willing to obtain it within 90 days (Or have an Active Series 7 & 66 or ChFC designation). Clean U4 record (if currently registered). Must live in the State you are applying for! Enjoy Face to Face meeting with the Clients in their home. Proven sales ability with a track record of successful sales using a needs-based approach. Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint. Travel (within your home state) and willingness to meet with qualified 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 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.

The ideal candidate will be responsible for timely and accurate preparation of financial statements for multiple entities. It is essential that this candidate brings analytical and organizational skill in order to best support the Management Team. Responsibilities • Maintain and reconcile general ledger accounts, ensuring accuracy and compliance with GAAP • Working with accounting software; QuickBooks and Microsoft Office • Perform monthly bank, stock accounts, and credit card reconciliations to verify financial data integrity • Payroll and 941 tax deposits • Prepare monthly financial statements and reports for management review • Month-End and Year-End Closing by preparing and entering Journal Entries, accruals, and adjustments for multiple companies • Quarterly and Yearly Payroll Taxes and Reports including W2s • Year-End 1099s for Multiple Companies • Reconcile Year-End Financial Statements to Tax Returns • Prepare tax filings such as sales tax, business tax, and Annual Corporate Reports. • Provide documentation and support for internal and external audits. • Oversee all insurance policies, coverages, and anniversaries • Assist in year-end financial preparation for tax returns with external tax preparer. • Carrying out other duties and participating in special projects as assigned. Qualifications • Bachelor’s degree or equivalent in Accounting, Business, or Finance, preferred • 2+ years’ experience in accounting • Proficient in Microsoft Excel • Proficient in QuickBooks • Ability to multi-task in a multiple company environment • Excellent communication skills both written and verbal