Megastar Advisors Jobs in Usa

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.

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.

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

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

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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

We are seeking a detail-oriented Administrative Support Specialist to support daily accounting operations through accurate data entry, reconciliations, and documentation management. This role is well-suited for someone who prefers structured, repeatable work and takes pride in accuracy, consistency, and process adherence.

Key Responsibilities

• Perform high-volume, accurate data entry
• Support Accounts Payable processing, including invoice entry and documentation review
• Complete routine bank and account reconciliations and resolve discrepancies
• Review documents for accuracy, completeness, and required approvals
• Manage agreements and forms using DocuSign
• Support expense reporting and reconciliation using Concur
• Complete assigned accounting and data tasks to support ongoing business operations

Required Qualifications

• Prior experience in an accounting, data entry, or administrative role with accounting exposure
• Strong attention to detail and ability to work accurately with financial data
• Proficiency in Microsoft Excel and general office systems
• Experience with DocuSign and Concur (or similar tools)
• Working knowledge of HubSpot or comparable CRM systems
• Strong organizational skills and comfort working in process-driven environments
• Ability to work independently within established procedures and timelines

• 
  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)

Marketing & Office Coordinator

Engel & Völkers Gainesville

Gainesville, Florida | In Person

Engel & Völkers Gainesville is seeking a highly organized and service oriented Marketing & Office Coordinator to support the daily operations and marketing needs of our brokerage.

This role plays an important part in maintaining a professional, efficient, and welcoming office environment while supporting real estate advisors with marketing coordination, technology support, and administrative tasks. The position requires someone who is proactive, dependable, and comfortable working in a fast paced office setting.

The ideal candidate is organized, detail oriented, and capable of handling a variety of responsibilities while delivering excellent customer service to advisors, clients, and visitors.

This is a full time, in office role based in Gainesville, Florida.

Help ensure the brokerage operates smoothly by supporting daily office activities.

• Maintain a professional and organized office environment
• Serve as a welcoming point of contact for advisors, clients, and visitors
• Assist with scheduling, office coordination, and day to day operational tasks
• Help support leadership with administrative and executive assistant type tasks when needed
• Coordinate office supplies, materials, and organization

Assist advisors with general marketing needs and brokerage marketing initiatives.

• Help implement marketing initiatives that support advisors and property listings
• Assist with preparing and coordinating marketing materials using Engel & Völkers marketing platforms and templates
• Ensure brand consistency across marketing materials
• Help coordinate marketing for listings, brokerage events, and office initiatives

Provide assistance with marketing tools and office systems used by the brokerage.

• Assist advisors with marketing platforms and brokerage systems
• Utilize Google Workspace including Docs, Sheets, and Drive for organization and communication
• Help maintain organized digital files and marketing materials

Provide exceptional service to advisors and clients.

• Serve as a resource for advisors who need marketing or operational assistance
• Support client facing interactions when needed
• Help maintain a high level of professionalism and service within the office

• Experience working in an office environment
• Strong organizational and multitasking abilities
• Excellent communication and customer service skills
• Proficiency with Google Workspace including Docs, Sheets, and Drive
• Ability to learn new systems and technology platforms
• Ability to take initiative and work independently
• Professional and dependable work style
• Ability to work effectively in a collaborative in office environment

• Background in marketing, communications, or administrative support
• Experience with social media platforms
• Familiarity with Canva or similar marketing tools
• Familiarity with the real estate industry or brokerage environments

• Self motivated and proactive
• Highly organized and detail oriented
• Strong customer service mindset
• Positive and collaborative team player
• Quick learner who adapts easily to new systems
• Professional and dependable

Location: Gainesville, Florida

Work Environment: In office

Employment Type: Full time

About Alliance Financial Group

Founded in 1987, Alliance Financial Group (AFG) helps individuals, families, and businesses achieve long-term financial security and confidence in their financial decisions.

The Opportunity

Alliance Financial Group is seeking motivated Investment Representatives / Financial Advisors to join our growing team.

In this role, you will partner with clients to design personalized financial strategies that help them protect what matters most while building long-term wealth.

This opportunity is ideal for professionals who are entrepreneurial, client-focused, and looking to build a rewarding career helping others achieve financial independence.

What You’ll Do

• Identify and assess clients’ financial goals, risk tolerance, and long-term objectives

• Develop customized financial strategies including investments, insurance, and retirement planning

• Educate clients on wealth-building, protection strategies, and risk management solutions

• Build and maintain long-term client relationships based on trust and performance

• Stay informed on financial products, market trends, and regulatory requirements

• Achieve sales and client service goals while maintaining the highest ethical and compliance standards

Compensation & Income Stability

This role includes a guaranteed non-recourse draw that functions like a salary, designed to provide financial stability while advisors build their client base.

What this means:

• Paid as W-2 income

• Guaranteed monthly income that never has to be repaid

• Commissions earned offset the draw as production grows

Typical income ranges:

• Experienced & fully licensed advisors:

$6,000 – $8,000/month draw ($72K – $96K annually)

• New or partially licensed candidates:

$4,000 – $6,000/month draw ($48K – $72K annually)

• Seasoned advisors with an active book:

Up to ~$10,000/month combined with potential transition support

Why Advisors Choose Alliance Financial Group

AFG offers a long-term career platform rarely found in the financial services industry:

Lifetime Renewal Income – Continue earning renewals even after retirement

Defined Benefit Pension Plan – A true pension based on W-2 income and tenure

Three Deferred Compensation Programs – Additional long-term wealth building

Book-of-Business Buyout – Guardian purchases your book at retirement

Transition Compensation – Available for advisors with an existing client base

What We’re Looking For

• Strong interest in financial planning, investments, and insurance strategies

• Excellent relationship-building and communication skills

• Analytical mindset with the ability to recommend tailored solutions

• Entrepreneurial drive and commitment to client success

Preferred Qualifications

• FINRA Series 6 or 7 license

• State insurance licenses (or willingness to obtain)

• Background in financial services, banking, insurance, or sales

• Bachelor’s degree in Finance, Business, Economics, or a related field is a plus

Additional Job Application Terms

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

• 
  
• Manages client relationships assigned by the firm and helps clients achieve wealth goals.
  
• Makes critical client decisions such as creating or reviewing financial plans, implementing investment policies and strategies, and recommending investment products.
  
• Coordinates and works closely with the client service team, including Financial Advisors, support staff and administrative staff.
  
• Markets the firm and develops its reputation with referral sources and the community.
  
• Attracts new clients to the firm.
  
• Serves on the firm's Investment Committee or performs due diligence of the investment managers used by the firm.
  
• Supervises the work of other advisors and administrative support.
  
• Participates in critical management and service decisions, including vendor evaluation and the design of processes.
  
• Develops and maintains internal and external Center of Influence (COI) relationships.
  

• 
  
• Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm's financial planning systems.
  
• Works with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions.
  
• Works with the client and under the supervision of VP Regional Director to obtain information and prepare risk profiles and if applicable, investment policy statements.
  
• Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the operations team.
  
• Develops asset allocation strategies and works with the investment team or on her/his own to implement the strategy.
  
• Rebalances portfolios as directed by the investment committee and the Lead Financial Advisor working with the client.
  
• Participates in all client meetings and adds value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information.
  
• Creates custom worksheets and analysis where needed to answer client questions or research investment opportunities.
  
• Researches new investment products and vendors.
  
• Facilitates the adoption of new technology by the client service teams and trains others as necessary.
  
• Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants.
  
• Advises clients on appropriate financial products in the context of their plans.
  

• 
  
• Wealth Analysts and Financial Advisors, if applicable.
  

• 
  
• Has earned an undergraduate degree in a related discipline such as Accounting, Finance or Economics
  
• Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66
  
• Holds appropriate advisory licenses as required by the SEC and state agencies
  
• Completion of CFP program and examination
  
• Brings a minimum of five years and a median of seventeen years of experience in the role
  
• PC, phone system, general office equipment
  
• Demonstrates expert knowledge of Microsoft Office applications, especially Excel
  
• Strong verbal and written communication skills and strong interpersonal skills
  
• Ability to maintain strict confidentiality
  
• Ability to effectively promote Nicolet as an employer of choice
  
• Basic knowledge of banking positions
  
• Strong organizational, multi-tasking and prioritizing skills
  
• Self-motivated and resourceful
  
• Strong leadership and delegation skills
  

Benefits:

• 
  
• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

William Pitt – Julia B. Fee Sotheby’s International Realty is one of the most respected and established luxury real estate firms in the Northeast, with 30 offices and more than 1,100 sales associates serving Connecticut, the Berkshires, and New York. As an affiliate of Sotheby’s International Realty®, we combine global brand recognition with deep local expertise, ranking among the top real estate firms nationally by sales volume.

We are seeking a dynamic, highly organized, and marketing-savvy professional to serve as the Administrative & Marketing Coordinator for our Berkshire and Columbia County operations, based out of our Chatham, New York brokerage. This role functions as the technological, operational, and marketing backbone of the region and is ideal for someone equally comfortable managing systems, supporting advisors, and contributing meaningfully to social media and brand marketing initiatives.

We are specifically looking for an individual with strong experience in social media management, content creation, and marketing strategy — not simply execution — who understands how thoughtful marketing directly supports real estate sales and advisor growth.

Your Impact

As a key member of our regional support team, you will create the operational and marketing infrastructure that allows advisors to focus on serving clients at the highest level. Your work will directly influence agent productivity, brand visibility, and the overall market presence of William Pitt Sotheby’s International Realty in the Berkshires and Columbia County.

You will play a meaningful role in elevating both our advisors’ personal brands and the company’s regional footprint through consistent, high-quality digital marketing and thoughtful operational support.

Essential Responsibilities

Technology & Systems Support

• Serve as the first point of contact for technology needs across regional offices
• Troubleshoot hardware, software, and platform issues to maintain smooth daily operations
• Assist advisors in effectively using company CRM systems, marketing platforms, and digital tools

Social Media & Digital Marketing

• Support company and advisor social media presence across Instagram, Facebook, and relevant platforms
• Create, schedule, and publish engaging content, including property marketing, brand storytelling, community features, and advisor promotion
• Guide advisors in strengthening their own social media strategies and online visibility
• Monitor engagement and performance metrics and recommend improvements
• Stay current on platform updates, trends, and best practices

Marketing Coordination

• Advise agents on marketing opportunities while ensuring adherence to Sotheby’s International Realty brand standards
• Collaborate with corporate marketing and design teams on print and digital campaigns
• Coordinate elevated property marketing initiatives reflective of the luxury marketplace
• Assist in developing presentations, promotional materials, and strategic campaigns

Operational & Administrative Support

• Support daily operations in the Chatham, NY office, with regular travel to the Great Barrington and Lenox, MA offices
• Maintain organized processes that support agent productivity and office efficiency

Cross-Office Consistency

• Uphold consistent operational and marketing standards across all regional offices
• Ensure cohesive brand representation across platforms and locations

Qualifications for Success

• Proven experience managing business or brand social media accounts
• Strong knowledge of Instagram, Facebook, scheduling platforms, and basic analytics
• Proficiency in Canva
• Excellent written and verbal communication skills
• Strong technical aptitude with the ability to troubleshoot systems and platforms
• Exceptional organization and multitasking skills
• Detail-oriented and deadline-driven
• Ability to coach non-technical users with patience and clarity
• Real estate marketing experience preferred but not required
• Valid driver’s license and ability to travel between offices

Ideal Candidate Profile

You are a proactive self-starter who enjoys balancing creativity with operational execution. You are comfortable shifting between solving a technical issue for an advisor, coordinating a listing launch, and developing a strategic social media campaign. You understand that in modern real estate, marketing visibility and operational excellence are inseparable from sales success.

You take ownership, anticipate needs before they arise, and find satisfaction in helping others perform at a higher level.

About the Opportunity

This is an opportunity to join a company committed to excellence in one of New England’s most distinctive luxury markets. You will have the ability to make a measurable impact on regional growth, advisor success, and brand presence while working within one of the world’s most respected real estate networks.

Tax Senior (Public REIT) - American Healthcare REIT, Inc.

Irvine, CA

Full-Time

Job Description

Responsibilities

We are seeking a Tax Senior to join the tax department of a publicly traded U.S. REIT. This role will support all aspects of income tax compliance and financial reporting, including REIT qualification, ASC 740 provision, and multi-state and international tax matters. The position will work closely with the Tax Director and SVP – Tax and will interact regularly with external advisors, auditors, and internal departments. Principal responsibilities include, but are not limited to:

Compliance

• Coordinate preparation and review of federal, state, and local income tax returns with external tax advisors.
• Assist with compliance related to UPREIT structure, including partnership and corporate filings.
• Assist with partnership tax matters, including maintenance of tax capital accounts and 704(b) books.
• Assist with REIT qualification compliance, including:
• Quarterly and annual income and asset testing
• Preparation, review, and maintenance of E&P
• Shareholder reporting (including Forms 1099-DIV).
• Assist with preparation and review of:
• Estimated tax payments
• Extensions
• State apportionment schedules
• Withholding and composite filings

ASC 740 / Tax Provision

• Prepare quarterly and annual income tax provision schedules, including:
• Current and deferred tax calculations
• Return-to-provision true-ups
• Effective tax rate analysis
• Valuation allowance considerations
• Uncertain tax position documentation
• Assist with preparation of tax-related financial statement disclosures and footnotes.
• Support provision documentation and workpapers for external audit review.

Operations & Process

• Prepare and analyze tax data from general ledger and financial systems.
• Maintain tax fixed asset schedules and depreciation support.
• Maintain tax calendar and compliance timelines.
• Assist with responses to federal, state, and local tax notices.
• Support documentation and internal controls related to the tax function (including audit support).
• Support ongoing tax planning initiatives led by tax leadership.
• Partner with accounting, financial reporting, legal, investor relations, and property accounting teams to support tax reporting and compliance.
• Coordinate closely with external accounting firms and advisors.

Requirements

• Bachelor’s degree from an accredited college or university, preferably in accounting or finance.
• 3-6 years of experience in BIG 4 or national accounting firm and/or public company tax department in real estate industry.
• Solid experience in corporate and partnership income tax return preparation in a multi-state environment.
• Experience with REIT and real estate are strongly preferred.
• CPA license is strongly preferred.
• Experience with ASC 740.
• Excellent Microsoft Office computer skills, including Excel & Word. Experience with E-forms is a plus.
• Experience with tax provision software (OneSource, Corptax etc.) a plus.
• Experience with tax return preparation software (GoSystem etc.) required.
• Excellent written and verbal communications skills
• Strong work ethic, team player with strong attention to details and ability to work independently and take ownership of assigned workstreams
• Excellent critical thinking, problem solving, mathematical and sound judgement skills
• Strong accounting, multitasking and organizational skills

Position: Program Assistant 

Reports to: Program & Events Manager

Location: New York City, hybrid

Status: Full-time, exempt

About the Science Philanthropy Alliance

The Science Philanthropy Alliance is the world’s first and longest-standing organization dedicated to advising philanthropists on giving to discovery science (also known as basic science). Founded in 2014 by six visionary foundations, the Alliance has grown into a vibrant network of over 40 member organizations and a global community of funders, scientists, and advisors committed to advancing scientific discovery for the benefit of humanity.

We support both emerging and established science funders with tailored advisory services including landscape analyses, program design, and connections to leading scientific experts across disciplines. Beyond advising, we convene funders and leaders in philanthropy, academia, and government to foster connection, shared learning, and innovation.

At the heart of our work is a unique model: our advisory services are provided at no cost to philanthropists, made possible by the generosity and shared vision of our members. This approach allows us to remain impartial, flexible, and fully focused on helping funders achieve meaningful impact.

Our interdisciplinary team and network of renowned science advisors bring deep expertise in philanthropic strategy and emerging scientific research. Together, we provide the insights, guidance, and connections that help philanthropists make a lasting impact.

Position Summary

The Program Assistant provides programmatic and administrative support for the Science Philanthropy Alliance, primarily related to our member network and philanthropic advisory services. The Alliance’s team works in a highly collaborative process to provide bespoke advisory services to increase philanthropic funding for scientific research. The team organizes discussions and events for members, enabling a science philanthropy community focused on networking, shared learning, and dynamic collaborations and partnerships. These activities are key benefits for many members and increase the impact, effectiveness, and visibility of science philanthropy.

Responsibilities

The Program Assistant plays an instrumental role in ensuring that the Science Philanthropy Alliance’s team is organized and consistently prepared to deliver the highest possible level of service to our philanthropic members and advisory clients. Specific responsibilities include: 

●      Plan and coordinate team meetings;

●      Manage a complex schedule of meetings with advisors, members, advisees, and partners for the Principal Director, Philanthropic Advising and other team members, as needed;

●      Maintain Salesforce data hygiene and produce standard reports on advisory services and membership engagement, events, and outcomes;

●      Assist in planning and executing the Alliance’s membership events, including at least two 1.5-day conferences, 2–5 lunches/receptions, and 5–10 webinars annually;

●      Provide day-of logistics and materials support for events, including check-in/registration, coordination with onsite vendors (catering, A/V), and PowerPoint deck preparation and last-minute edits;

●      Assist in managing the team’s domestic and international travel;

●      Process and submit the team’s monthly expenses on a timely basis;

●      Conduct occasional research (e.g., brief background summaries) on philanthropists, scientists, or scientific topics to support our advisory services;

●      Contribute to an inclusive, respectful professional culture and environment; and 

●      Perform other duties as assigned to support the coordination and collaboration of the team.

Qualifications 

●      At least two years of professional experience preferred in a role with administrative, data entry, event management, and project management responsibilities.

●      Strong oral and written communication skills, ideally with experience in correspondence with senior executives.

●      Excellent organizational and project management skills, with a demonstrated ability to manage multiple priorities and meet deadlines.

●      Exceptional attention to detail and accuracy.

●      Ability to take initiative, a strong work ethic, and a highly collaborative orientation.

●      Unimpeachable integrity and trustworthiness, including a fine-tuned sense of discretion in the handling of confidential and sensitive matters.

●      Passionate about the power of science and/or philanthropy to make positive change in the world.

●      Highly proficient with the Microsoft Office suite and Zoom.

●      Experience with Salesforce or additional CRM platform preferred.

Position specifics

The salary range for this position is $60,000 to $70,000. The Alliance offers a robust benefits package including full medical, dental, disability, and life insurance benefits, retirement plan participation and flexible spending accounts, vacation, personal and volunteer leave benefits. The Alliance’s New York City based team is expected to work in the office on Tuesday, Wednesday, and Thursday, with the option to work remotely on Monday and Friday, except when job commitments require presence in the office.

How to apply

Please submit a résumé and answer a short questionnaire. No calls please.

• The Science Philanthropy Alliance is an equal opportunity employer.