Capital Markets Analyst

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

Heyo!! My name is Matt and I am the owner of MPNW LLC, a small and growing Bookkeeping company. Over the past year, my company has tripled in size and it's finally time to bring on Team Members to grow a little larger. This is my second time starting and growing and firm - my last Firm had 16 employees and over 500 clients - and from that experience I'm set on a keeping this new group small, comfortable, manageable, promote from within, and keep things simple. Our current and future clients are remote-only, of quality standards, and not too difficult. My current employee, based of this exact same post, just hit full time and thus the need to meet you! DETAILS / BEST FIT (I think) * At First, I need about 20-40 hours a month of your time at this point. I don't want to overshoot expectations. As new clients in - we'll have more work. I hope this will turn into a full time job in about year, or it could remain part time if that's what's good for you. * I want to train you on my style of things: what to look for, answering "why a client did this," solutions ethical vs what a client wants to, payroll, basic HR, Quickbooks (Desktop/Online), other softwares, client communication. Hopefully you'll have some experience with Quickbooks, basic accounting, excel, Google Docs. * At first, you won't have direct contact with any clients - let's deal with the basics. You will also work with my other staff member, who will show you the ropes and you two are going to divvy up some client work. * Later on, we'll introduce you to clients and you will go on auto-pilot with these clients. When you have vacations or need time off, I'll have basic knowledge of your clients and I've got your back. (And vice-versa) * The more you can take on, the harder the tasks, the less hands on I am, the more I pay you. * Hours of Operations: Not concerned, whatever works for you. I'm generally a 9-5. If you have school or another job in the morning, we can do afternoons. * LOCATION: I do not have a physical office, but we should have co-working spot nearby where we can meet a few times for training by the summertime. So - this will be a 80-90% remote-only job. You'll be provided a PC Laptop, extra monitor, and other supplies that you need and you'll work from home or wherever you want. * TIMELINE: I am looking to start interviewing this month via Zoom. 2nd interviews at a local coffee shop. Hopefully we're working together in October ABOUT ME: I am 45, married into a large Scottish family, a HUGE concert goer, non-corporate, and very extroverted. I'm always optimistic, very helpful and giving, and always friendly! I have a cat that I'm obsessed with and I suck at woodworking - but practicing at that in my spare time. I've been in the accounting world about 18 years or so now, son of a CPA. I'll be a celebrity chef in my next life. :) COMPENSATION: $35/hour Please feel free to email me any questions and I am looking to start interviewing soon! Tell me a bit about yourself, add a swear word, be yourself! Looking forward to hearing from you!!!!

Our partner is hiring an Investment Advisor Representative for a fully on-site role in Seattle, WA (working location either Kirkland or Lynwood). This position is with a growing financial firm specializing in retirement planning. All qualified leads are provided; no prospecting is required. Responsibilities Prepare, present, and implement customized retirement plans Advise clients on financial products such as annuities, life insurance, long-term care solutions, and managed portfolios Provide financial guidance covering investments, insurance, and retirement planning Build and maintain lasting client relationships Follow established processes to meet individual and team performance goals Present financial information at public seminars and workshops Participate in weekly virtual meetings Requirements Minimum Qualifications: Bachelor’s degree 5+ years of experience in financial services State Insurance License (Required) Series 65 License (or Series 7/66 combination) Proficiency in Excel, Microsoft Word, and database systems Familiarity with both Windows and Mac operating systems Preferred Skills & Attributes: High accountability and personal ownership of outcomes Proactive mindset and initiative in solving problems Commitment to continuous personal and professional improvement Receptiveness to feedback and ability to adapt Strong organizational and goal-tracking skills Excellent communication (written and verbal) Collaborative team orientation Strong mathematical and analytical capabilities Comfortable working within a structured and proven advisory process Benefits Salary: $75,000 – $90,000 Additional Compensation: 10% commission in Year 1 Option to switch to 25% commission in lieu of base salary Up to 30% commission in later years Quarterly and annual incentives available Comprehensive health insurance 401(k) with employer match Licensing fee reimbursement Relocation assistance Generous paid time off: 10 company holidays 30 vacation days

Banning and Son Inc., a local Construction Company is Celebrating 25 years in business!!! We are in search of an Accounts payable/Accounts Receivable Specialist with QuickBooks knowledge and experience. Essential Duties and Responsibilities Ensure accurate invoicing of customers and receipt of payments. Process accounting functions such as accounts payable and receivable in accordance with standard operating procedures. Conduct collection and/or payment transactions with vendors, subcontractors and clients. Monitor budgets by reviewing balances and reporting overages and/or shortages. Perform financial calculations such as amounts due, interest charges, balance etc. Perform general office duties such as filing, answering phone, and handling routine email correspondence. Job costing knowledge and experience. Other duties as assigned and requested. We are located in Mission Valley. Qualifications: Proficiency in QuickBooks Online a must 2-3 years of construction accounting experience Advanced knowledge of Google Suites Exceptional attention to detail Strong organizational skills Takes ownership of work and meets demanding deadlines Benefits 401K Medical, Dental & Vision Insurance Vacation No phone calls. Send your resume along with your desired compensation.

WORK FROM HOME The Tipton Agency is a rapidly growing, independent life insurance and retirement solutions firm committed to helping individuals and families protect what matters most. As a partner of a nationally recognized brokerage, we have access to dozens of top-rated insurance carriers and exclusive policies not available through traditional channels. We specialize in delivering tailored financial protection through life insurance, annuities, mortgage protection, final expense coverage, and retirement planning solutions. Our mission is to simplify the insurance process, provide exceptional value, and empower our agents to succeed by following a proven, step-by-step system. Our agents operate as independent brokers with full flexibility and control over their schedules. Whether part-time or full-time, agents are equipped with proprietary tools, training, and technology—including a digital CRM, mobile app, and lead generation systems that integrate directly with our platform. Leads are provided through direct mail, digital inquiries, and call-in requests—so there is no cold calling or pressure to chase uninterested prospects. Instead, agents focus on serving real families who are actively looking for protection. What truly sets us apart is our commitment to supporting our agents' long-term success. With competitive commissions, leadership development pathways, ownership opportunities, and an inclusive, service-first culture, The Tipton Agency is building a future where success is achievable from anywhere—with the right support and a willingness to grow. Core Responsibilities & How We Support You Consult with families who have requested information and identify the best coverage for their needs Pre-qualified, compliance-approved leads (no cold calling) Explain policy options, gather applications, and submit them to the appropriate carrier Digital CRM + mobile app to manage every step Follow up with carriers and clients during underwriting Dedicated case managers and mentoring Deliver outstanding client service and maintain thorough, accurate records Ongoing product & sales training at no cost Requirements What You’ll Need Ability to obtain (or currently hold) a state Life & Health license – we’ll guide qualified candidates through the process. Excellent communication, empathy, and problem-solving skills. Self-discipline to work remotely and manage a flexible schedule. U.S. work authorization. No degree or prior insurance experience required. Internet Service Cell Phone Computer Benefits Compensation & Earnings Potential Commission-only (paid directly by the carrier). No base salary. Standard starting rate ≈ 80 % of annualized premium; higher tiers available with production all the way to 130%. Earnings are uncapped. Actual results vary by individual effort, skill, and market. Many part-time agents (≈15-20 hrs/month) earn $3 k-$5 k/month. Full-time agents commonly exceed $150 k/year. Advances: 75 % at issue, remaining 25 % at end of first year. Medical and Dental Available (Exact compensation may vary by state licensing, experience, and production level.)

Boutique Accounting Firm is seeking an energetic, highly motivated individual to keep us organized, monitor work flow and round out our accounting team as our company continues to grow. Our ideal candidate would have strong administrative, and communication skills with prior office experience. Advanced computer and excel skills are required. Accuracy, attention to detail and a positive attitude are vital traits for this position. Perfect position for someone working on their accounting degree or recent graduate, looking for training and practical experience in full charge accounting. We provide an extremely comfortable, friendly work environment, located on block from beautiful downtown Cardiff-by-the-Sea, Duties may include the following based on experience: • Assist with Accounting, Data Entry and Reconciliations • Monitor Status of Accounting Projects • Customer Database Management • Communication with Customers and Vendors • Create/Maintain Excel Spreadsheets • Download/Format Transaction Reports • Create/Maintain Client Binders $25-30 per hour to start based on experience. Potential for growth for the right individual looking for a long-term, permanent position or considering a career in accounting. Paid Holidays, Vacation and Sick Days