FULL_TIME

FEED

YEAR

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.

FINANCIAL ADVISOR (ENTRY-LEVEL) – FINANCIAL PLANNER | WEALTH MANAGEMENT TRAINEE | INSURANCE AND INVESTMENT REPRESENTATIVE LOCATION: Remote / Hybrid, United States JOB TYPE: Full-Time SALARY: $60,000 - $120,000 per year (W-2; Commission-Based Compensation; Residual Income; Performance Bonuses) ABOUT THE ROLE We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. This role is designed for individuals pursuing a long-term career in wealth management, financial services, or insurance sales. This is a W-2 position with commission-based compensation. Earnings are tied to production, client acquisition, and retention. RESPONSIBILITIES<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Prospect new clients through networking, referrals, and business development</li><li style="margin-bottom:11px">Conduct financial needs analysis and fact-finding interviews</li><li style="margin-bottom:11px">Educate clients on retirement planning, life insurance, disability insurance, and investment options</li><li style="margin-bottom:11px">Support portfolio implementation including mutual funds and insurance products</li><li style="margin-bottom:11px">Maintain client relationship management (CRM) records</li><li style="margin-bottom:11px">Ensure regulatory compliance and documentation standards</li><li style="margin-bottom:11px">Participate in licensing preparation and professional development</li><li style="margin-bottom:11px">Deliver ongoing client service and relationship management</li></ul>REQUIRED QUALIFICATIONS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">High school diploma or equivalent</li><li style="margin-bottom:11px">Ability to obtain Life and Health Insurance license</li><li style="margin-bottom:11px">Strong communication and consultative sales skills</li><li style="margin-bottom:11px">Comfortable with prospecting, lead generation, and client acquisition</li><li style="margin-bottom:11px">Basic proficiency with CRM software and Microsoft Office</li></ul>PREFERRED QUALIFICATIONS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Bachelor’s degree in Finance, Business Administration, Economics, or Marketing</li><li style="margin-bottom:11px">1+ year of experience in sales, banking, insurance, financial services, or customer service</li><li style="margin-bottom:11px">Active Life and Health Insurance license</li><li style="margin-bottom:11px">Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66</li><li style="margin-bottom:11px">Interest in Certified Financial Planner (CFP) track</li></ul>BENEFITS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">W-2 employment status</li><li style="margin-bottom:11px">Commission-based compensation with residual income</li><li style="margin-bottom:11px">Performance bonuses and production incentives</li><li style="margin-bottom:11px">401(k) with company match</li><li style="margin-bottom:11px">Medical, dental, vision, life, and disability insurance</li><li style="margin-bottom:11px">Licensing sponsorship (if applicable)</li><li style="margin-bottom:11px">Structured mentorship and financial advisor training program</li><li style="margin-bottom:11px">Flexible scheduling</li></ul>ABOUT THE COMPANY The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. Advisors operate within regulatory guidelines and receive operational, compliance, and marketing support. EQUAL OPPORTUNITY EMPLOYER STATEMENT We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any protected characteristic in accordance with applicable federal, state, and local laws.  We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.Powered by JazzHR

Career Headhunter LLC

FINANCIAL ADVISOR (ENTRY-LEVEL)

Banking Services

Business Administration

Business Development

Certified Financial Planner (CFP)

Communication Skills

Consultative Sales

Customer Acquisition

Customer Relations

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Customer Retention/Renewal

Customer Service Management

Customer Support/Service

Customer Training

Disability Insurance

Diversity

Documentation Standards

Economics

Estate Planning

Finance

Financial Analysis

Financial Planning

Financial Services

Health Insurance

High School Diploma

Insurance

Investment Management

Investment Services

Lead Generation

Licensing

Life Insurance

Maintain Compliance

Management Strategy

Marketing

Mentoring

Microsoft Office

Mutual Funds

Needs Assessment

Research Skills

Retirement Planning

Sales

Sales Prospecting

Securities

Series 6

Series 63

Series 66

Series 7

Training Program

Wealth Management

partner JazzHR

With the recent launch of the ISPOR Institute for Healthcare Transformation and a bold Strategic Plan 2030, the organization is committed to becoming the world’s trusted authority in health economics and outcomes research, working toward a world where healthcare is accessible, effective, efficient, and affordable for all. Lead financial strategy and planning: Develop short- and long-term financial strategies, multi-year forecasts, and align financial management with organizational priorities.

<div style="text-align:center"><img alt="" height="118" src="https://assets.jazz.co/customers/customer_20190731195221_XPFO94BLMMUNKYWO/layout/20260114150933-ISPOR_tagline.svg.png" width="383"/></div> ISPOR, the Professional Society for Health Economics and Outcomes Research is a growing global nonprofit with more than 15,000 members across 120 countries. With the recent launch of the ISPOR Institute for Healthcare Transformation and a bold Strategic Plan 2030, the organization is committed to becoming the world’s trusted authority in health economics and outcomes research, working toward a world where healthcare is accessible, effective, efficient, and affordable for all. <h1>Position Summary</h1>ISPOR is seeking a Chief Financial Officer to join its senior leadership team as the organization continues to grow its global impact. Reporting to the CEO, the CFO will lead the finance and accounting function, ensuring strong fiscal management and compliance while driving the financial strategy that supports ISPOR’s mission. This role is responsible for multi-year financial forecasting, budgeting, risk management, and developing internal controls and policies. The CFO will also manage banking and investment relationships and serve as a key strategic partner to the CEO, Board, and key committees.<h1>Essential Duties and Responsibilities</h1><ul><li>Lead financial strategy and planning: Develop short- and long-term financial strategies, multi-year forecasts, and align financial management with organizational priorities.</li><li>Oversee financial operations: Manage budgeting, cash flow, investments, insurance, and financial reporting in compliance with GAAP and nonprofit regulations.</li><li>Ensure risk management and compliance: Oversee audits, tax filings, 401K administration, and maintain adherence to U.S. and international financial regulations.</li><li>Optimize systems and processes: Implement and improve financial systems, policies, and internal controls to ensure efficiency and strong fiscal management.</li><li>Provide strategic leadership: Advise the CEO and senior leadership on financial analysis, cost management, and revenue strategies; support committees and Board with reports and recommendations.</li><li>Manage banking and investment relationships: Maintain treasury functions, banking partnerships, and investment oversight in collaboration with external advisors.</li><li>Lead and develop finance team: Coach and mentor staff, foster a culture of innovation and collaboration, and ensure continuous improvement in financial practices.</li></ul><h1>Position Requirements</h1><ul><li>Education: Bachelor’s degree in accounting, finance, economics, or business administration required; CPA/CMA and graduate degree preferred.</li><li>Experience: 10+ years of nonprofit financial leadership, including budgeting, forecasting, and strategic planning.</li><li>Technical Expertise: Skilled in financial analysis, modeling, compliance, and risk management.</li><li>Leadership: Proven ability to lead and mentor teams; strong collaboration and influence skills.</li><li>Communication: Exceptional written and verbal communication; able to explain complex financial concepts to diverse audiences.</li><li>Professional Attributes: High integrity, discretion with confidential information, and strong organizational skills.</li><li>Travel: Ability to travel nationally as needed and internationally approximately once per year for meetings, conferences, and organizational events.</li></ul><h2>Compensation and Benefits</h2><ul><li>Salary: $190,000–$210,000 with a potential MBO bonus at 15% after a year of service.</li><li>Benefits:<ul><li>20 days PTO plus company holidays</li><li>Generous health benefits – base plan is 100% subsidized for employee-only coverage</li><li>Vision buy-up option</li><li>401K contribution of 6% after one year</li><li>Winter break closure</li><li>Year-round flexible schedule and Summer Flex program</li></ul></li></ul><h3> Why Join ISPOR?</h3>Joining ISPOR means being part of a mission-driven team committed to collaboration, growth, and innovation. ISPOR offers a culture of openness, belonging, and continuous learning, along with year-round flexible scheduling and remote work opportunities. ISPOR is committed to creating a diverse and inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.Powered by JazzHR

Continuserve

Chief Financial Officer - ISPOR

Accounting

Auditing

Bank Management

Budget Management

Budgeting

Cash Flow

Certified Management Accountant (CMA)

Certified Public Accountant (CPA)

Channel Strategies

Coaching

Compensation and Benefits

Conferences

Continuous Improvement

Cost Control

Financial Compliance

Financial Management

Financial Modeling

Financial Operations

Financial Policies

Financial Regulations

Financial Reporting

Financial Strategy

Financial Systems

Forecasting

Generally Accepted Accounting Principles (GAAP)

Head of Finance

Health Economics

Healthcare

Leadership

Nonprofit

Organizational Skills

Presentation/Verbal Skills

Process Improvement

Regulations

Revenue Management

Risk Management

Strategic Planning

Team Lead/Manager

Team Player

Treasury

Willing to Travel

UNKNOWN

The role emphasizes strong, independent customer service, clear communication with both technical and non-technical users, and proactive collaboration with internal teams to ensure client satisfaction. Tech Impact will only communicate with candidates regarding job opportunities through official company email addresses ending in @techimpact.org and through our 3rd party recruiter @theapplicantmanager.com.

<img src="../docs/tam/ckeditor_images/image1758039094%281%29.png" style="height:57px;width:394px"/> Disclaimer: 
Tech Impact will only communicate with candidates regarding job opportunities through official company email addresses ending in @techimpact.org and through our 3rd party recruiter @theapplicantmanager.com. We will never ask for payment, banking information, or fees of any kind as part of the hiring process, including for equipment or onboarding. 
If you receive a communication that appears suspicious or does not come from an official company email address, please do not respond and report it to humanresources@techimpact.org. 
All legitimate job opportunities are posted on our official website at <a href="https://techimpact.org/careers" rel="nofollow">https://techimpact.org/careers</a> Our Mission-Leverage Technology to Advance Social Impact. We’re a passionate group at Tech Impact. We know nonprofits, technology, and how to work hard for a good cause. We invite you to join a fast-paced, growing team that provides a solid work-life balance, helping our nonprofit clients. Our team of mission-focused tech professionals who are passionate about moving the social sector forward with transformative applications of technology. Tier 1 Service Desk Engineer Position Information<ul><li>Position:  Full Time </li><li>Location: Remote</li><li>Salary: $40,000 - $48,000</li><li>Headquarters: Philadelphia, PA</li><li>When Applying to This Role:  Please submit a cover letter, resume, references, and samples or links to your portfolio site.</li><li>Check Out Our Websites:<a href="https://www.techimpact.org/" rel="nofollow">https://www.techimpact.org</a></li><li>This is a full-time position with benefits and a salary commensurate with experience.</li><li>Tech Impact shows it cares for staff by paying for 90% of medical, dental, and vision benefits and providing you with a credit card to pay deductibles and copays.</li><li>Paid Time Off:  15 days accrued yearly and 10 Paid Holidays.</li><li>FSA Plan</li><li>401 K plan with 3% employer match</li><li>A supportive and compassionate environment that provides work-life balance.</li><li>A collaborative team that is passionate about the organization's mission and using technology to make the world a better place.</li></ul> Duties and Responsibilities The Tier 1 Service Desk Engineer will report to the Director of Support Services. This role provides frontline Service Desk support, delivering responsive and high-quality technical assistance to clients via phone and email. The position focuses on troubleshooting a broad range of technical issues, performing basic system administration tasks, and escalating issues in line with established SLAs. The role emphasizes strong, independent customer service, clear communication with both technical and non-technical users, and proactive collaboration with internal teams to ensure client satisfaction. Success requires excellent problem-solving skills, organization, flexibility, and the ability to thrive in a fast-paced, team-oriented environment. Primary Duties  Service Desk Support? <ul><li>Provide end-user technical support to all clients via phone and email. </li><li>Troubleshoot a wide variety of technical issues. </li><li>Perform basic system administration functions such as user creation and password resets. </li><li>Escalate issues quickly and efficiently in accordance with Tech Impact SLAs </li><li>Provide proactive maintenance on client workstations as directed. </li><li>Customer Service? </li><li>Respond to customer issues and challenges without manager supervision. </li><li>Maintain strong customer service skills when dealing with clients. </li><li>Advise Account Management of client support or recurring technical issues</li></ul>Essential Skills <ul><li>Excellent customer service skills. </li><li>Excellent troubleshooting techniques. </li><li>Excellent communication skills including the ability to translate technical information to non-technical users. </li><li>Effective analytical and creative problem-solving skills </li><li>Strong organizational skills and keen attention to detail. </li><li>Ability to work well in a team environment, to handle pressure and multiple projects simultaneously and to manage work under tight deadlines. </li><li>Experience in cloud-based technology such as Office 365 is a plus. </li><li>Must be flexible, able to multi-task and enjoy working in a diverse, results-oriented workplace where a premium is placed on teamwork. </li><li>Must have access to a car at short notice depending on location. </li><li>Sense of humor </li></ul>Benefits of working at Tech Impact:<ul><li>We pay 90% of associate and dependent medical benefits and cover your out-of-pocket medical expenses. </li><li>Paid Time Off - 15 days accrued in the first year.</li><li>10 Paid Holidays.</li><li>IRA Matches up to 3% of gross salary</li></ul>Applying For This Role:<ul><li>When applying for this role, please submit a cover letter, resume, references, and samples or links to your portfolio site.</li><li>Please note this is a remote position however candidates will need to be located in one of the following states: AR, CA, CO, DE, FL, GA, IA, IL, IN, KY, MD, NC, NJ, NV, NY, OH, PA, TN, VA, WA, WI, WV </li></ul>Tech Impact Employment Policy<ul><li>As an equal-opportunity employer, we provide equal employment opportunities to all applicants and associates. All qualified applicants for employment will be considered without regard to an individual's race, color, sex, gender identity, gender expression, religion, age, national origin or ancestry, physical or mental disability, medical condition, family care status, marital status, domestic partnership status, sexual orientation, genetic information, military or veteran status, or any other basis protected by federal, state or local laws. We also consider qualified applications regardless of criminal histories consistent with legal requirements.</li><li>ADA Specifications: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.</li><li>Requires the ability to use a computer and other office-related equipment.</li></ul>

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FINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLC

Chief Financial Officer - ISPOR Continuserve

Tier 1 Service Desk Engineer Tech Impact

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