Equitable Advisors Cost Jobs in Usa

ABOUT US

First Capital Advisors (“FCA”) is a private real estate investment firm that owns and operates high-quality real estate throughout the United States. Since 2013, FCA has owned 23 multi-family properties (3,600 apartment units), 13 retail properties (130,000 square feet), and invested in various other real estate ventures. FCA is pursuing new acquisition and development opportunities in the multi-family and retail sectors.

First Capital Advisors was founded in 2013 and is an affiliate of First Trust Portfolios, a financial services firm established in 1991. FCA is headquartered in the western suburbs of Chicago, IL, with a primary geographic focus on the Midwest and South. We are in search of qualified candidates to join our growing team in the role below.

JOB DESCRIPTION

First Capital Advisors is seeking an Asset Management Analyst for our expanding portfolio of multi-family and retail properties. In this key position, you will play an important role in maximizing the value of existing company-owned assets. Your efforts will help ensure peak property performance and support decision-making, directly impacting our team’s investment strategy and operations.

This is a full-time position based in Wheaton, IL, reporting to and working heavily with our Texas-based Director of Asset Management. Occasional travel throughout Texas is required. Job responsibilities include, but are not limited to, the following:

• Liaise with lenders, including ongoing compliance with financial reporting requirements, monitoring debt maturities, overseeing escrow requirements, etc.
• Oversee the completion of replacement reserve requests and lender inspections
• Conduct various research and analysis to support decision-making
• Prepare updates for management meetings and quarterly investor reports
• Review and analyze property operating and accounting reports, with a focus on assessing trends in performance and detecting any operational issues
• Assist in creating and managing property budgets (operating and capital)
• Ensure each property performs in accordance with its business plan; suggest modifications when necessary
• Perform cash flow modeling and produce financial proformas
• Conduct site visits, which will require occasional travel throughout Texas
• Coordinate with various third-party vendors
• Monitor market conditions, including supply and demand dynamics, changing tenant preferences, etc.

QUALIFICATIONS

The ideal candidate will possess most, but not necessarily all, of the following qualifications:

• Bachelor’s Degree (business, finance, economics, or real estate concentration preferred)
• 1-3 years of experience working in a financial analysis capacity within the CRE industry (multi-family preferred)
• Basic knowledge of accounting required; ability to read and interpret financial statements
• Experience creating and analyzing financial models
• Understanding of financial concepts, including return metrics (yield on cost, IRR, NPV, DCF, etc.)
• Understanding of capital structures (senior debt, mezzanine, preferred equity, etc.)
• Strong quantitative and analytical skills
• Basic understanding of construction concepts
• High level of proficiency in Microsoft Word, Excel, and PowerPoint
• Experience with Yardi, CoStar, and RealPage is preferred
• Ability to work with remote teams and properties; must be self-accountable and have strong initiative
• A self-motivated person who is driven to further their career in real estate

COMPENSATION / BENEFITS

• Competitive pay based on experience (salary range: $70,000 +)
• Benefits package available
• Full-time (Monday – Friday)
• Paid Time Off
• Annual performance bonus opportunities based on review

First Capital Advisors Holdings, LLC is an Equal Opportunity Employer and Drug Free workplace. Employment offers are contingent upon successful completion of a background check and drug screen.

Looking to grow your career in sales? We're seeking dynamic, sales-oriented individuals to join our team of skilled professionals and contribute to the promotion of our cutting-edge marketing services. If you're motivated and ready to help businesses succeed, we’d love to connect with you!

Role Overview:

• Sell marketing solutions and consulting services specifically tailored for financial advisors and their small businesses.
• Build and manage relationships with financial advisors, offering tailored marketing strategies and business consulting.
• Work closely with clients to understand their unique needs and provide customized solutions to help grow their practice.

Key Responsibilities:

• Prospect and generate leads within the financial advisory sector.
• Present and sell marketing services designed to enhance advisors' client acquisition and retention.
• Provide business consulting to help advisors optimize their operations and strategy.
• Collaborate with senior sales professionals to understand industry nuances and refine sales strategies.
• Develop and execute a personal sales strategy to build and maintain a robust client portfolio.

Key Characteristics:

• Strong interpersonal and communication skills to effectively engage and build trust with financial advisors.
• Proven sales ability with a track record of meeting or exceeding targets.
• A strategic thinker with the ability to understand and address complex business challenges.
• Self-motivated and driven with a proactive approach to identifying and pursuing new opportunities.
• Adaptable and quick learner, open to feedback and eager to grow within the industry.

Training & Development:

• Comprehensive training program including a 90-day immersion period.
• Work alongside a senior sales professional to gain hands-on experience and industry insights.
• Learn about the financial advisory market and effective marketing strategies.
• Receive ongoing support and mentorship to ensure successful integration and growth.
• Post-90 days: Transition to building and managing your own book of business with full access to tools and training designed to support and expand your client base.

Qualifications:

• Bachelor's degree, financial license, or consultative sales experience.
• Exhibit professionalism, intuition, and strong persuasion skills.
• Comfortable initiating outbound calls.

Career Growth:

This role offers a competitive base salary of $50,000 annually, PLUS uncapped commission potential. On average, our sales professionals earn at least $80,000 in their first year and over $100,000 in subsequent years.

Retirement Plans Account Specialist

Fragasso Financial Advisors, Inc. is a primarily fee-based financial planning and investment management firm headquartered in Pittsburgh, PA. We are passionate about creating an exceptional client experience, and we have been helping clients work towards their financial goals since 1972.

We are seeking an organized, detail-oriented professional with strong communication skills to serve as a Retirement Plans Account Specialist in our South Hills office in McMurray, PA. This position plays a key role in supporting the delivery of retirement plan advisory services through coordination of administrative processes, client servicing, reporting preparation, plan conversions, and documentation oversight. The individual will collaborate with internal teams and external partners to help ensure a consistent, high-quality client experience and efficient department operations. This positions offers a hybrid work schedule with work from home opportunity.

Key Responsibilities

Responsibilities include, but are not limited to:

• Provide timely administrative and operational support to retirement plan clients and advisory team members
• Respond to client inquiries and assist in resolving questions or issues related to accounts
• Maintain consistent communication with clients, prospects, and external partners
• Document interactions, workflows, and activity in the firm CRM (Salesforce)
• Support preparation and distribution of quarterly investment review reports
• Coordinate with third-party administrators, recordkeepers, and investment partners to obtain service information, platform updates, and pricing information
• Prepare and update participant communication and education materials and presentations
• Review paperwork for completeness and accuracy; guide clients on documentation requirements
• Facilitate plan conversions, transfers, and account onboarding activities
• Coordinate recordkeeper transitions to ensure a smooth and efficient client experience
• Maintain electronic records and client files in accordance with firm standards
• Participate in client and prospective client meetings as needed
• Conduct participant education sessions when appropriate
• Collaborate effectively with internal team members and take ownership of assigned outcomes
• Represent the firm through participation in client and networking events
• Perform additional duties as assigned by management

To be considered for this position, you should possess the following qualifications:

• Associate or bachelor’s degree (Business or related field preferred)
• 2+ years of experience in financial services (retirement plans, advisory, or banking preferred)
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Experience with CRM platforms (Salesforce preferred)
• Familiarity with retirement plan tools (RPAG preferred)
• Strong organizational and time-management skills
• Professional communication and client service orientation
• Attention to detail and accuracy in documentation and reporting
• Ability to manage multiple priorities in a collaborative team environment

We offer an excellent benefit package, including medical, dental, vision, life, 401k/profit sharing and an Employee Stock Ownership Plan!

Fragasso Financial Advisors has previously received “Best Places to Work” awards by organizations such as the Pittsburgh Business Times and Investment News.1

Fragasso Financial Advisors is an Equal Opportunity Employer D/V/LGBT

Investment advice offered through Fragasso Financial Advisors, a registered investment advisor.

1 The results of Best Places to Work are based on an online survey of employees, which were conducted in 2025 and in previous years. Companies are surveyed on a variety of factors ranging from employee job satisfaction to salary satisfaction to perspectives on management.

INSIDE SALES ACCOUNT EXECUTIVE (PAYMENTS & CAPITAL SOLUTIONS)

Tripoli Advisors | Scottsdale, AZ (In-Office)

Tripoli Advisors is building one of the fastest-growing advisory and merchant-services platforms in the country and we are hiring elite inside sales closers to help us scale.

We provide payment processing, POS technology, equipment financing, leasing, and capital solutions to SMBs across the U.S. Our team moves fast, competes hard, and wins consistently. If you are a serious closer who thrives in a structured, high-performance environment with real earning upside, this is the seat for you.

WHAT YOU WILL DO

• Run high-volume outbound outreach to SMB decision-makers (calls, follow-ups, email, CRM workflows)

• Conduct discovery, position Tripoli solutions, and close new merchant accounts

• Sell across multiple verticals including payments, POS, equipment financing, leasing, and capital

• Own the full sales cycle from prospecting through close and handoff

• Maintain strong pipeline discipline and clean CRM activity (Zoho CRM)

• Hit and exceed daily, weekly, and monthly KPIs

WHAT WE ARE LOOKING FOR

• 1–3+ years of inside sales, B2B, or outbound closing experience

• Strong phone presence and objection-handling skills

• Competitive, coachable, and KPI-driven mindset

• Comfortable working in a structured, in-office sales environment

• Experience in payments, fintech, SaaS, or lending is a plus but not required

COMPENSATION AND UPSIDE

• Competitive base salary plus uncapped commissions

• Strong performers realistically earn $100K+ annually

• Residual income opportunities available

• Weekly coaching, structured training, and clear growth path

WHY TRIPOLI

• Fast-growing platform with strong leadership and deal flow

• Multiple products mean more ways to win deals

• Proven sales infrastructure, including leads, scripts, training, and CRM workflows

• Clear path to Senior AE and leadership roles

• High-energy, professional office culture in Scottsdale

WHO THIS ROLE IS FOR

This role is for disciplined closers who want structure, accountability, and unlimited upside. If you want easy, this is not it. If you want to build a serious sales career and get paid like a producer, apply.

HOW TO APPLY

Submit your resume for immediate consideration or direct message via Linkedin to be contacted.

Thanks,

Tripoli Advisors Team

Company Description

Goodwin Advisors is a commercial real estate boutique capital markets firm based in Texas. We prioritize bespoke advice and optimal execution by customizing solutions for clients' needs rather than focusing on our number of assignments. Based in Texas we are committed to delivering on our promises without cutting corners.

Role Description

This is a full-time hybrid role for an Investment Sales Associate, Senior Associate or Broker (Entry to Mid-Level) at Goodwin Advisors. This position will be responsible for knowledge of their product type and covered markets, assisting in valuations and creation of presentations (BOVs, Pitches, OMs), execution of marketing plans, and assisting in closings. Strongly prefer experienced professionals in the Senior Associate to Vice President range but will consider entry-level depending upon applicable degree and internships/work experience. Compensation is based upon successful closings of assignments.

Qualifications

• Finance and brokerage experience
• Business development drive
• Strong analytical and problem-solving skills
• Excellent communication and negotiation skills
• Ability to work independently and collaboratively
• Experience in the commercial real estate investment sales/finance or investment banking industries
• Bachelor's or Master's degree in Real Estate, Finance, Accounting, Business, or related field
• Knowledge of Argus is big positive

Multifamily Land Advisory Analyst

Institutional Multifamily | Investment Sales Advisory

Location: In Office – Atlanta, GA

3400 Peachtree Road NE

Suite 650

Atlanta, Georgia 30326

Company Overview

Land Advisors Organization is a nationwide team of respected, connected, and highly specialized land professionals providing advisory and brokerage services to clients seeking a data-driven roadmap for acquiring, selling, financing, or developing land and land-related assets.

Headquartered in Scottsdale, Arizona, with 32 offices across the country, Land Advisors combines local market expertise with national reach to deliver strategic insights and execution for institutional and private clients.

Position Overview

The Land Acquisition Analyst will focus exclusively on institutional multifamily land and investment land sales transactions. This role offers exposure to every stage of the transaction lifecycle — including market research, underwriting, financial modeling, offering memorandum preparation, and Broker Opinion of Value (BOV) deck creation.

This is a high-energy, team-oriented environment where Analysts work closely with Producers and clients to identify, evaluate, and position multifamily land opportunities. The ideal candidate is analytical, detail-oriented, and motivated to build a long-term career in institutional real estate brokerage and acquisitions.

Key Responsibilities

Transaction & Financial Analysis

• Perform complex financial modeling and underwriting for multifamily land and commercial real estate transactions
• Analyze market comparables, internal LAO data, and macroeconomic trends to support pricing and positioning strategies
• Prepare investment sales advisory packages, offering memoranda, BOV presentations, and executive summaries
• Assist in evaluating acquisition opportunities, budgets, assumptions, and risk factors

Research & Market Intelligence

• Conduct in-depth market research, demographic analysis, and economic trend evaluation
• Source and research land acquisition opportunities
• Utilize proprietary databases and third-party platforms to identify trends and actionable insights
• Review real estate documents (leases, loan documents, appraisals, surveys, etc.) to identify potential risks or issues
• Maintain a project pipeline of potential site opportunities across multiple markets/states

Business Development & Team Collaboration

• Support Producers in client pitches and meetings through data preparation and presentation materials
• Participate in weekly deal flow and strategy meetings
• Assist in building and maintaining industry relationships through events and trade organizations
• Contribute to expanding the multifamily land acquisition pipeline

Additional Duties

• Perform other responsibilities as assigned in support of office and transaction objectives

Qualifications

• Bachelor’s degree required (Real Estate, Finance, Business, Economics, or related field preferred)
• 2–4 years of real estate brokerage, investment sales, private equity, or commercial finance experience required
• Advanced financial modeling and analytical skills
• Strong understanding of multifamily fundamentals and commercial real estate underwriting
• Ability to synthesize macroeconomic data and local market research into actionable insights
• High attention to detail and strong organizational skills
• Excellent written and verbal communication skills
• Self-starter who thrives in a collaborative, high-performance environment

Compensation & Benefits

• Base salary range: $80,000 – $95,000, commensurate with experience
• Performance-based bonus tied to meaningful transaction contributions
• W-2 employee status
• Annual raise eligibility
• Health insurance and additional benefits
• Significant exposure to institutional-level transactions and career growth opportunities

Company Description

Mark Cuban Cost Plus Drug Company, PBC, is committed to transforming the pharmaceutical industry by offering medicines at fixed, transparent profit margins, making them affordable for patients underserved by current market and regulatory systems. Our mission is to mitigate unnecessary drug shortages in the United States and improve access to essential medications. By reshaping the way medicines are produced and sold, we strive to deliver cost-effective solutions directly to consumers. Join us in our mission to make healthcare more accessible and equitable for all.

Role Description

The Chief Information Security Officer (CISO) is responsible for establishing, leading, and executing the enterprise-wide information security strategy to protect MCCPDC’s digital assets, AI driven technology platforms, data systems, and regulated operations. The CISO will build and oversee a comprehensive cybersecurity program aligned with industry best practices, FDA expectations, and organizational risk tolerance. This executive leader will partner with Technology, Quality, Regulatory, Operations, and Legal to maintain a secure, resilient, and compliant environment.

Qualifications

Strategic Leadership

• Develop and execute the enterprise cybersecurity strategy with an integrated trust management platform • Establish information security governance, policies, and risk frameworks (US Data Privacy, HIPAA, SOC 2). • Create governance frameworks for secure management of AI/ML

• Report security posture, risks, and incidents to the CEO and Board.

Cybersecurity Operations

• Oversee security monitoring, threat intelligence, and incident response

• Manage vulnerability management, penetration testing, and remediation activities.

• Lead digital risk assessments for critical systems (ERP, QMS, LIMS, 503B systems, distribution platforms).

Regulatory & Compliance

• Ensure alignment with FDA, HIPAA, NIST, SOC-2 where applicable.

• Partner with Quality & Regulatory to safeguard data integrity in GMP-regulated systems.

Risk & Governance

• Own enterprise risk management for technology/cybersecurity.

• Conduct annual and ongoing security risk assessments.

• Oversee business continuity/disaster recovery planning and execution for cybersecurity incidents.

Vendor Oversight

• Utilize our trust management platform for third-party security, vendor assessments, external audits, policy management, and automation

Production Supervisor needed to lead a team of roughly 7-12 employees in Rochester, MA. Company is in growth mode looking for someone who desires long-term employment and career growth.

Location: Rochester, MA (100% On-site)

Salary Range: $115K–$120K, health insurance with an HRA, dental, vision, LTD, and a 401(k) retirement plan with an employer match. 3 weeks PTO, 1 week sick. Generous relocation package offered. Qualified candidates are encouraged to apply.

Company Overview

A leading precast concrete supplier in MA and NH with 50+ years of experience, providing high-quality products such as septic tanks, manholes, drainage structures, curbing, steps, and retaining walls. Serves engineers, contractors, and homeowners with a focus on performance and customer service.

Position Summary

• Lead and supervise production operations in a precast concrete facility.
• Support the Plant Manager in ensuring safety, quality, and compliance with regulations.
• Coordinate work activities and resources for efficient, high-quality output.

Responsibilities

• Oversee and participate in the production of concrete products.
• Delegate tasks and ensure adherence to safety policies and quality standards.
• Coordinate schedules and set production priorities with the Plant Manager.
• Drive continuous improvement to boost efficiency and reduce costs.
• Maintain and track equipment maintenance and requisitions for supplies.
• Manage hiring, training, and evaluation of production staff.
• Prepare incident reports and ensure a clean, safe work environment.
• Attend management meetings and stay current with NPCA PQS courses.
• Encourage employee engagement and improvement programs.

Minimum Qualifications

• 5+ years’ experience in precast manufacturing.
• Strong self-starter with energy and results orientation.
• Knowledge of quality systems, health & safety compliance, and production tools.
• Ability to read blueprints and apply math concepts.
• Proficient in MS Word, Excel, and general computer skills.
• Strong communication and leadership skills.
• Valid driver’s license.
• PQS1 and ACI certifications preferred.

Supervisory Responsibilities

• Assist the Plant Manager in supervising production employees.
• Serve as Acting Plant Manager in their absence.

Key Competencies

• Teamwork and collaboration
• Critical thinking and decision-making
• Time management and organization
• Delegation and coordination
• Conflict resolution and stress tolerance

Work Environment & Physical Demands

• Industrial plant setting.
• Frequent climbing, lifting, walking, and handling materials.
• Ability to lift/carry up to 50 lbs and work at heights up to 10 ft.
• Must wear proper PPE at all times.

Our client is seeking a driven and relationship-focused Project Manager to lead commercial electrical construction projects from preconstruction through closeout. This organization is known for investing in its people, building strong internal teams, and creating clear pathways for professional advancement.

You will join a company that values collaboration, accountability, and continuous improvement, where leadership development and hands-on training are part of the culture, not an afterthought. This is an opportunity to grow your career while managing meaningful commercial projects and working alongside experienced industry professionals.

This role oversees planning, execution, financial performance, and client coordination while ensuring projects are delivered safely, on schedule, and within budget.

Key Responsibilities

• Lead the full lifecycle management of electrical construction projects
• Build and coordinate internal project teams to ensure alignment on scope, schedule, and deliverables
• Maintain accountability for project budgets, forecasting, and financial performance
• Develop and track project schedules, adjusting as needed to meet changing conditions
• Review contract documents and ensure compliance with all project requirements
• Serve as the primary point of contact for clients throughout the duration of the project
• Oversee subcontractors and trade partners to ensure performance standards are met
• Manage change order processes and support accurate billing in accordance with contract terms
• Identify risks proactively and communicate mitigation strategies
• Support and reinforce jobsite safety standards
• Collaborate with engineering teams on design-build projects as applicable

Qualifications

• Minimum of 3-5 years of experience managing electrical construction projects
• Experience with large scale commercial, multi-family, or data center projects preferred
• Demonstrated experience overseeing multiple projects simultaneously
• Strong understanding of construction contracts, scheduling, budgeting, and cost control
• Experience coordinating with field operations and construction leadership
• Ability to build strong client relationships and contribute to repeat business opportunities
• Working knowledge of electrical systems and construction methodologies
• Strong communication and leadership skills
• Bachelor’s degree in Construction Management, Engineering, or related field preferred
• Journeyman or Master Electrician license is a plus
• Experience in design-build environments is advantageous

Compensation and Benefits

• $130,000-$180,000+ depending on experience
• Bonus potential
• Medical, dental, vision, 401k match

As part of its commitment to investing in its people, the company offers a comprehensive benefits package that supports health, financial security, professional development, and overall well-being.

Our client is is looking to add an experienced Plumbing Estimator to its growing preconstruction team onsite in Dallas, TX.

This group supports a diverse portfolio of projects including apartments, hotels, senior living communities, and student housing, ranging from low-rise wood frame construction to large mixed-use and high-rise developments.

Responsibilities include:

• Preparing detailed plumbing estimates including labor, materials, and equipment

• Reviewing drawings, specifications, and project documents to determine scope

• Performing quantity takeoffs and coordinating vendor pricing

• Preparing bid proposals, scope clarifications, and cost summaries

• Tracking addenda and scope changes during the bid process

• Supporting project handoff to operations and participating in preconstruction meetings

Qualifications:

• 5+ years of plumbing estimating and/or field experience

• Experience estimating plumbing systems on commercial or multifamily projects

• Familiarity with estimating software and digital takeoff tools

• Strong attention to detail and ability to manage multiple bids simultaneously

This is an opportunity to join a team working on large-scale multifamily developments across multiple markets, with continued growth and expansion.

Our client is seeking a driven and relationship-focused Project Manager to lead data center electrical construction projects from preconstruction through closeout. This organization is known for investing in its people, building strong internal teams, and creating clear pathways for professional advancement.

You will join a company that values collaboration, accountability, and continuous improvement, where leadership development and hands-on training are part of the culture, not an afterthought. This is an opportunity to grow your career while managing meaningful commercial projects and working alongside experienced industry professionals.

This role oversees planning, execution, financial performance, and client coordination while ensuring projects are delivered safely, on schedule, and within budget. This is for a remote travel opportunity for Cedar Rapids, Iowa.

Key Responsibilities

• Lead the full lifecycle management of electrical construction projects
• Build and coordinate internal project teams to ensure alignment on scope, schedule, and deliverables
• Maintain accountability for project budgets, forecasting, and financial performance
• Develop and track project schedules, adjusting as needed to meet changing conditions
• Review contract documents and ensure compliance with all project requirements
• Serve as the primary point of contact for clients throughout the duration of the project
• Oversee subcontractors and trade partners to ensure performance standards are met
• Manage change order processes and support accurate billing in accordance with contract terms
• Identify risks proactively and communicate mitigation strategies
• Support and reinforce jobsite safety standards
• Collaborate with engineering teams on design-build projects as applicable

Qualifications

• Minimum of 5 years of experience managing electrical construction projects
• Experience with data center projects preferred
• Demonstrated experience overseeing multiple projects simultaneously
• Strong understanding of construction contracts, scheduling, budgeting, and cost control
• Experience coordinating with field operations and construction leadership
• Ability to build strong client relationships and contribute to repeat business opportunities
• Working knowledge of electrical systems and construction methodologies
• Strong communication and leadership skills
• Bachelor’s degree in Construction Management, Engineering, or related field preferred
• Journeyman or Master Electrician license is a plus
• Experience in design-build environments is advantageous

Compensation and Benefits

• $130,000-$180,000+ depending on experience
• Bonus potential
• Medical, dental, vision, 401k match
• Relocation assistance provided

As part of its commitment to investing in its people, the company offers a comprehensive benefits package that supports health, financial security, professional development, and overall well-being.

Commission - $75,000+

• Be a coachable, organized team member interested in pursuing training development and educational opportunities
  
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  

• Requires a Bachelor’s degree in business administration, finance, or other related field
  
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  

Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.

We can be different by doing the right thing!

Compensation details: 75 Yearly Salary

PIa6d1599f18f6-3631

Sales pros: If you can build relationships and generate your own opportunities, this might be for you.
I’m grow

ng my team at Integrity Health Insurance Advisors and looking for a motivated sales professional who wants to help individuals, families, and small business owners find the right health coverage to protect their financial future.
This is

remote opportunity with first-year earning potential of $50,000–$100,000+, depending on effort and performance.
This rol

is ideal for someone who enjoys networking, building relationships, and creating opportunities through referrals, social media, and community connections.
If you’r

waiting for someone to hand you leads… this probably isn’t the right fit.If you en

joy connecting with people and building your own book of business, keep reading.
What You

ll Do
Help ind

viduals, families, and small business owners understand their health coverage options and guide them toward solutions that protect them in the event of unexpected illness or injury.
What We

rovide

Training and mentorship

A wide portfolio of health coverage solutions

Flexible remote work environment

Weekly commission advances and bonuses

Incentive contests and performance rewards

Career advancement opportunities

Long-term residual income potential
First Ye

r Income Potential: $50,000 – $100,000+
Who I’m

ooking For
• Sales

r customer service background helpful• Self-mo

tivated and coachable• Comfort

able talking with people and building relationships• High in

tegrity and strong work ethic• A genui

ne passion for helping others
Our miss

on is simple: Helping Other People Everyday.
If you’r

looking for a career where you can truly make an impact while building something meaningful for yourself, I’d love to connect.

Message me directly or comment “INFO” and I’ll reach out.

Job Title: Senior Accountant

Location: Phoenix, AZ

Work Model: Full-Time, Fully Onsite

Compensation: $100,000 - $120,000, Commensurate with Experience

About the Company: Our client is an industry-leading commercial real estate platform with a proven track record across development, acquisitions, and asset management. Based in Phoenix, the firm operates nationally and manages a diversified portfolio spanning self-storage, industrial, office, multifamily, and healthcare assets. Projects include ground-up development, build-to-suit, acquisitions, and redevelopment initiatives across multiple asset classes.

About the Role: The Senior Accountant to support the Director of Finance in overseeing daily accounting operations and financial reporting for its Self-Storage portfolio. This position plays a critical role in both the Operations and Development functions of the platform, working closely with Managing Directors and Asset Management leadership.

The ideal candidate is a motivated self-starter with strong technical accounting skills, exceptional attention to detail, and the ability to thrive in a fast-paced, collaborative environment. This is a high-visibility role with exposure to partners, lenders, auditors, and ownership groups.

Key Responsibilities:

Technical Accounting & Reporting

• Manage full-cycle accounting for commercial real estate investments, primarily within the self-storage portfolio
• Maintain general ledger accuracy, including journal entries, accruals, and reconciliations
• Prepare detailed month-end close schedules and supporting documentation
• Assist with accounts payable processes, including invoice review and coding
• Translate property-level operating reports into ownership-level financial
• reporting
• Prepare monthly, quarterly, and annual financial packages for partners, lenders,
• and ownership groups

Capital & Transaction Support

• Prepare capital call and loan draw packages
• Support acquisition and disposition accounting, including settlement statements,
• sources and uses, and distribution calculations
• Assist with debt compliance and lender reporting requirements

Audit & Tax

• Serve as a key liaison during annual audits, including preparation of PBC schedules and support during fieldwork
• Prepare and manage local tax filings (sales and property taxes)
• Assist in the preparation and review of annual tax returns with external advisors

Cash & Asset Management

• Oversee cash management, including daily transaction verification and monthly bank reconciliations
• Maintain fixed asset schedules, including depreciation and amortization calculations

Strategic & Cross-Functional Collaboration

• Partner with Operations, Asset Management, and Development teams
• Support special projects, financial modeling initiatives, and ad hoc analyses

Required Qualifications & Experience:

Education

• Bachelor’s degree in accounting, finance, or related field

Experience

• 3-7 years of relevant accounting experience
• Public accounting and/or real estate accounting experience highly preferred
• Experience with month-end close, audit support, and financial statement
• preparation

Skills & Attributes

• Strong technical accounting knowledge
• High attention to detail and analytical capability
• Excellent organizational and time management skills
• Effective communication skills with ability to interface with executives, lenders,
• auditors, and ownership groups
• Proficiency in Microsoft Office; Yardi experience preferred
• Professional demeanor with a positive, team-oriented attitude

• 
  Curriculum Vitae - Your most recently updated C.V.
  
• 
  Cover Letter (Optional)
  
• 
  Statement of Research - Statement of Research and Extension
  Please submit a 2-page Statement of Research and Extension Interests including how your current and/or past research and extension experience could contribute to, or be applicable to, the needs of the local community. Provide examples of potential goals and outcomes from your research and extension activities.
  
• 
  References - Please provide 3 references: names, titles and contact information.
  
• 
  College Level Transcripts - Electronic transcripts or legible scanned copies (PDF) of original transcripts will be accepted. Transcripts must identify course work completed, grades earned, degrees conferred and confer dates. Please DO NOT send transcripts that are password protected.
  

• 3-5 required (contact information only)

About the Company: LiveWell Group (LWG)

LiveWell Group (LWG) is a vertically integrated real estate development and property management company dedicated to exemplifying a new model for middle-market rental homes centered on community, wellness, and sustainability. Our mission is to develop healthy and vibrant rental communities that make living easy and allow residents to pursue wellness their way. With approximately $175,000,000 in assets under management and a team of roughly 50 passionate individuals, LWG is committed to building meaningful communities and helping people LiveWell. Our integrated business lines – LiveWell Brokerage, LiveWell Construction, LiveWell Communities, and LiveWell Energy – work collaboratively to create exceptional living experiences for our residents and drive sustainable growth for the company. We are guided by our core values of being Growth Minded, Caring, and Passionate, doing the Right Thing, and maintaining a Collaborative Spirit, all in pursuit of our 15-year target of helping 1,500 households LiveWell by 2040.

Position Summary

LiveWell Group (LWG) is seeking an experienced Director of Finance and Administration to provide operational leadership and oversight of the company’s financial and human resource functions. Reporting directly to the President and CEO, this role will oversee financial administration and human resources operations for our real estate and property management portfolio. This role involves managing financial reporting, budgeting, and compliance while simultaneously guiding benefits administration and HR strategy. The ideal candidate will have a strong background in real estate finance and a proven track record of managing the administrative lifecycle of a growing team. The individual will be responsible for the financial and operational oversight of the following business lines: 

• LiveWell Brokerage: Assist with operational finances of brokerage platform, including receipt of escrow payments, remittance of payments to independent contractors, and administrative support for licensed agents.
• LiveWell Construction: Assist with cost analysis, financial modeling, and real estate development activities. Manage budget controls, cost management, and monthly bank requisitions. Ensure financial alignment with project feasibility and tax implications.
• LiveWell Communities: Supervise financial operations of the property management division, including revenue management, expense controls, and resident service cost analysis.
• LiveWell Energy: Direct the financial management of the community solar energy platform. Assist with assessment of financial impact of sustainability initiatives such as EV-charging and electrification.
• LiveWell Group: Lead the HR function across all business lines, ensuring consistent culture, equitable benefits, and streamlined administrative workflows for our 50+ employees.

Essential Duties and Responsibilities

Financial Leadership

• Financial Planning and Analysis (FP&A): Develop, implement, and manage the comprehensive financial planning and analysis process for property management operations. This includes financial modeling to evaluate portfolio health, identifying trends in property-level performance, and providing actionable insights to optimize the company's financial trajectory.
• Financial Reporting: Lead the preparation of monthly, quarterly, and annual financial statements for all entities. Ensure accuracy while maintaining a transparent audit trail for stakeholders and ownership.
• Banking Oversight: Provide oversight of accounts payable, accounts receivable, and general ledger maintenance. Ensure the integrity of the financial data and manage intercompany transactions and reconciliations across business lines.
• Budgeting and Strategic Forecasting: Coordinate the annual budgeting process and rolling forecasts by working in close partnership with internal staff. Analyze variances between actuals and budgets to assess property performance and ensure alignment with the company’s long-term growth targets.
• Relationship Management: Serve as point of contact with external auditors, tax advisors, and financial institutions. Facilitate the seamless flow of information for tax filings, annual audits, and the maintenance of credit facilities or project-based financing.
• Payroll and Compensation Administration: Manage the comprehensive payroll function, ensuring timely and accurate processing for all employees and independent contractors.

HR & Benefits Administration

• Benefits Management: Lead the administration of employee benefits programs, including health insurance, employee retirement savings plans, and wellness initiatives; manage annual renewals and open enrollment.
• People Operations: Oversee the onboarding and offboarding processes, maintaining all personnel records and ensuring compliance with labor laws.
• Policy Development: Maintain and update the Employee Handbook; ensure HR policies align with the company's core values.
• Performance Support: Partner with department heads to facilitate performance reviews and compensation planning.
• Compliance: Ensure company-wide compliance with local, state, and federal employment regulations (EEO, FMLA, COBRA, etc.)

Skills and Educational Requirements

• Bachelor’s degree in accounting, finance, or human resources; CPA, CMA, or SHRM/PHR certification preferred.
• Meaningful experience in accounting/finance, specifically within real estate or property management.
• Proven experience in HR administration, including managing benefits providers and payroll systems.
• Proficient in accounting software and Microsoft Excel; experience with HRIS or property management software (e.g., Yardi, AppFolio) is a plus.
• Strong knowledge of real estate accounting and employment law/compliance principles.
• Effective communication skills with the ability to collaborate across diverse departments.

Desired Attributes

• Integrated Thinker: Ability to see the link between financial health and employee well-being/retention. Adept at identifying discrepancies in cash and equity accounts across business lines and resolving them promptly. Proficient in coordinating with finance leadership to align cash management strategies with broader business objectives.
• Detail-Oriented: Demonstrated accuracy in month-end close processes and precision in benefits data management. Proactive and results-oriented mindset with a strong work ethic and a commitment to excellence.
• Strategic Navigator: Ability to translate the company’s vision into actionable financial, tax, and human capital plans. Effective communication skills with the ability to collaborate across diverse departments.
• Culture Carrier: A proactive and results-oriented mindset with a commitment to fostering a positive, collaborative team environment.

Physical Demands

To successfully perform the essential functions of this job, employee is required to:

• Communicate effectively in-person, over the phone, and via digital platforms.
• Occasionally lift or move up to 25 pounds, with or without assistance.
• Possess manual dexterity to operate a computer, tools, and standard office or field equipment.
• Effective communication skills with the ability to collaborate across diverse departments.