Purple Squirrel Advisors Jobs in Usa

Equinox Group is a high growth collective of the world's most influential, experiential, and differentiated lifestyle brands. We restlessly seek what is next for maximizing life - and boldly grow the lifestyle brands and experiences that define it. In addition to Equinox, our other brands, SoulCycle and Equinox Hotels are all recognized for inspiring and motivating members and employees to maximize life. Our portfolio of brands is recognized globally with locations within every major city across the United States in addition to London, Toronto, and Vancouver.

We are passionate about high performance living and we practice what we preach investing time in our own health and fitness. We believe that everyone has untapped potential within them and it takes a disruptive approach to unleash it. We dream big and don't settle for the status quo. We sweat the details. We never accept less than 110% to help each other deliver the Equinox experience and enable our members to get great results. We are obsessed with what's new, what's now, what's next. Never following, always leading, and living ahead of the moment in fashion, culture, and consumer behavior. We aren't just a company; we're a community vested in each other's success. We value humility and a team approach at every level of the company.

If you are a high performing individual who is passionate about winning and inspiring others then we are excited to discuss career opportunities with you.

We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at its state-of-the-art location in Beverly Hills! This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization.

The Style Advisors provides a total and unparalleled customer experience to all visitors Equinox and Shop visitors. The Style Advisors takes direction from the Shop MOD on business strategy and action plans to ensure maximum productivity and compliance with all company policies and procedures. The Style Advisors also assists with the timely and accurate completion of operational tasks.

Responsibilities include, but are not limited to the following:

• Achievement of assigned monthly sales goals (individual contribution to total monthly store goal)
• Ensure an unparalleled customer experience for all visitors to The Shop and to Equinox
• Maintain knowledge of all club and Shop services, programs and products

• Understands and upholds all loss prevention and inventory management policies on a consistent basis
• Ensures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks

• Assists Shop MOD to ensure that The Shop is reflective of the company brand standards; i.e., through assisting with execution of merchandising and marketing direction, and through adherence to The Shop dress code
• Maintains excellent housekeeping and organizational standards on sales floors, at cash wraps and in stockrooms

• Builds effective relationships and partnerships with fellow employees, colleagues, supervisors and clients
• Maintains working knowledge of happenings and general standards and practices outside of The Shop, in other departments to encourage camaraderie and team spirit
• Complies with and enforces all company policies and procedures; embraces and supports company initiatives
• Communicates clearly and effectively at all levels with both tact and diplomacy

To successfully perform in this role, the individual should meet the following minimum requirements and qualifications:

• The ability to take direction
• Experience in a customer service business; preferably in retail
• Hardworking and diligent, possessing both honesty and personal integrity
• Excellent time management, organizational, problem solving and communication skills
• Ability to utilize new techniques and ideas
• Be available to work a varied schedule, based on the needs of our unique retail business

As a member of the Equinox team you will receive:

• We offer competitive salary, benefits, and industry leading commission opportunities for club employees
• Complimentary Club membership
• Perks and incentives with our products and services including Personal Training, Pilates, Spa and Shop

Pay Transparency: $17.87 per hour

This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities, or requirements. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department.

All your information will be kept confidential according to EEO guidelines. Must have a legal right to work in the United States.

Equinox Group is a high growth collective of the world's most influential, experiential, and differentiated lifestyle brands. We restlessly seek what is next for maximizing life - and boldly grow the lifestyle brands and experiences that define it. In addition to Equinox, our other brands, SoulCycle and Equinox Hotels are all recognized for inspiring and motivating members and employees to maximize life. Our portfolio of brands is recognized globally with locations within every major city across the United States in addition to London, Toronto, and Vancouver.

We are passionate about high performance living and we practice what we preach investing time in our own health and fitness. We believe that everyone has untapped potential within them and it takes a disruptive approach to unleash it. We dream big and don't settle for the status quo. We sweat the details. We never accept less than 110% to help each other deliver the Equinox experience and enable our members to get great results. We are obsessed with what's new, what's now, what's next. Never following, always leading, and living ahead of the moment in fashion, culture, and consumer behavior. We aren't just a company; we're a community vested in each other's success. We value humility and a team approach at every level of the company.

If you are a high performing individual who is passionate about winning and inspiring others then we are excited to discuss career opportunities with you.

We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team. This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization.

The Style Advisor provides a total and unparalleled customer experience to all visitors Equinox and Shop visitors. The Style Advisor takes direction from the Shop MOD on business strategy and action plans to ensure maximum productivity and compliance with all company policies and procedures. The Style Advisor also assists with the timely and accurate completion of operational tasks.

Responsibilities include, but are not limited to the following:

SALES & SERVICE:

• Achievement of assigned monthly sales goals (individual contribution to total monthly store goal)
• Maintain knowledge of all club and Shop services, programs and products

OPERATIONAL EXCELLENCE:

• Understands and upholds all loss prevention and inventory management policies on a consistent basis
• Ensures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks

PRODUCT & PRESENTATION

• Assists Shop MOD to ensure that The Shop is reflective of the company brand standards, i.e., through assisting with execution of merchandising and marketing direction, and through adherence to The Shop dress code
• Maintains excellent housekeeping and organizational standards on sales floors, at cash wraps and in stockrooms

• Experience in a customer service business; preferably in retail and/or hospitality
• Hardworking and diligent, possessing both honesty and personal integrity
• Excellent time management, organizational, problem solving and communication skills
• Ability to utilize new techniques and ideas
• Be available to work a varied schedule, based on the needs of our unique retail business
• Complies with and enforces all company policies and procedures; embraces and supports company initiatives

As a member of the Equinox team you will receive:

• Complimentary Club membership
• Perks and incentives with our products and services including Personal Training, Pilates, Spa and Shop

This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities, or requirements. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department.

Equinox is an equal opportunity employer. For more information regarding our career opportunities, please visit one of our clubs or our website.

All your information will be kept confidential according to EEO guidelines. Must have a legal right to work in the United States.

For additional information visit our Career Site.

At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future.

• High school diploma or equivalent
• Ability to work flexible schedule and/or in multiple locations
• Sales/marketing experience

• Answer phones and greet clients in a personalized, friendly, and inviting manner
• Match clients with the best-suited tax professional for their needs
• Schedule clients how they would like to be scheduled
• Help to ensure all clients needs have been met during service both in person, over the phone or virtually
• Maintain office cleanliness and organization of resources with team members
• Other duties as assigned

• Experience working in a fast-paced environment
• Previous experience in a customer service environment
• Ability to multi-task
• Strong organizational and time-management skills
• Computer proficient with the ability to use Microsoft Office

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate.
• Wellbeing program, BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you're looking to make an impact, H&R Block is the place for you.

Sponsored Job #66505

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

Joining H&R Block as a Tax Associate means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful. You will also have the freedom, flexibility, and extra earnings you will need to embrace what makes your life uniquely yours.

Conduct tax interviews with clients face to face and through virtual tools video, phone, chat, email

Prepare complete and accurate tax returns

Generate business growth, increase client retention, and offer additional products and services

Provide clients with IRS support

Support office priorities through teamwork and collaboration

Grow your tax expertise

It would be even better if you also had:

Bachelor's degree in accounting or related field

Previous experience in a customer service or retail environment

Experience working in a fast-paced, supportive environment

Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks

What you'll bring to the team:

Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course1

Experience working in a fast-paced environment

Comfort working with virtual tools video, phone and chat

Ability to effectively communicate in person, via phone and in writing

Must meet all other IRS and applicable state requirements

High school diploma / equivalent or higher

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

Employee Assistance Program with Health Advocate

Wellbeing program, BetterYou, to help you build healthy habits.

Neurodiversity and caregiver support available to you and your family.

Various discounts on everyday items and services.

Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.

The Community You Will Join:

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you're looking to make an impact, H&R Block is the place for you.

The Estimator will collaborate with Operations and the Field Team to estimate and create bids for all new projects.

RESPONSIBILITIES

• Analyze bid invitations, blueprints, specifications, and scopes of work to gain a thorough understanding of the project and its requirements.
• Prepare accurate bids for and demonstrate expertise in stucco and siding scopes of work.
• Attend pre-bid meetings, job walks, and post-bid interviews as required.
• Perform detailed quantity take-offs of masonry scopes of work.
• Generate Requests for Information (RFI’s) when drawings and specifications are unclear or contradictory.
• Create cost estimates, including materials, labor, and equipment.
• Determine project durations from quantities, crew size, and productions.
• Assist in sequencing the project to meet project schedules and optimize production.
• Ensure costs reflect current market rates and what is shown in the plans and specifications.
• Submit proposals to General Contractor by published due dates.
• Provide cost breakouts as requested by the client.
• Find creative solutions for Value Engineering.
• Develop and maintain relationships with company vendors and contractors.
• Manage bids from vendors and subcontractors.
• Establish and maintain communication with the project team, including post-bid follow-ups, alternates, extra work, and change orders.
• Maintain Estimate files in a neat and organized manner.
• Assist the Operations team with identifying and pricing changes that happen during the project.

EDUCATION AND EXPERIENCE

• A high school diploma or equivalent is required.
• A bachelor’s degree (B.A.) from a four-year college or university is preferred.
• Deep understanding of construction project lifecycles, including pre-construction, estimating, and project management processes.
• Extensive knowledge in exterior envelope systems, including siding and stucco related finishes.
• Experience in commercial construction (Division 4 Masonry preferred).
• Ability to read and interpret drawings, blueprints, and specifications.
• Good organizational and time management skills.
• Strong verbal and written communication skills.
• Ability to multi-task and meet strict deadlines.
• Knowledge of Bluebeam, Excel, CAD, and/or Tradesmen's is a plus.
• Experience in sales (creating, developing, and supporting customer relationships).

Purple is a digitally-native vertical brand with a mission to help people feel and live better through innovative comfort solutions. To us, comfort means more than great products, it means empowering every employee to feel comfortable being themselves. We believe your career at Purple will be a one-of-a-kind \"Career in Comfort\" because our workforce is one-of-a-kind. We are committed to a culture of collaboration where every voice is heard and understood. As an innovation company at our core, we believe a diversity workforce brings better insights, solutions and products and serves as the backbone to bettering our company. Join with us as we add to our team of exceptional individuals who will help us take over the world one mattress at a time.

Compensation: The compensation for this role is $14.00 hourly. In addition, this role is eligible for monthly commissions on qualifying mattress sales, per the commission agreement terms and conditions.

The Sales Associate is motivated and positive. They drive sales by assisting customers with their buying experience. Must be a go-getter with an aptitude for persuasive communication and a drive to succeed. Will interface with our customers, and contributing to the overall success and profitability of the store. As a Sales Associate, you will be responsible for generating sales on the retail floor. You will take charge of hitting performance goals, driving personal sales, and delivering an exceptional shopping experience for every Purple customer. This role will give you plenty of opportunities to grow your selling skills, expand your product knowledge, and work in a fun, positive environment.

Essential Duties And Responsibilities:

Drive Personal Sales:

• Provide a exceptional selling experience for all Purple customers to increase sales/KPIs
• Make strategic sales decisions that align to Purple's values
• Drive individual results through sales strategies to meet Purple's performance metrics
• Establish clear personal goals, take ownership of results, consistently monitor progress, and track personal performance
• Ability to work a flexible schedule including evenings, weekends, and holidays

Personal Development:

• Exhibit selling behavior that aligns with Purple's sales strategy
• Continuously grow in selling skills, performance, and product knowledge
• Help foster a positive work environment

Uphold Purple Values And Strategy:

• Adheres to all retail and safety company policies
• Provides excellent customer service and demonstrates a solution-oriented mindset
• Strong product knowledge skills
• Demonstrates company values through behavior

Required Skills, Education And Experience:

• Minimum of high school diploma or equivalent
• 1+ years of experience working in a retail environment strongly preferred
• Comfortable learning & adapting to new technology
• Excellent interpersonal communication capabilities
• Customer service-oriented attitude
• Ability to stay organized and manage time effectively
• Desire to improve selling behavior and problem solving
• Enthusiasm and a positive attitude
• Proven competencies in effective communication
• Ability to learn and communicate product knowledge to match customer's needs
• Willingness to learn and tackle new challenges

Physical Requirements:

Physical Activities may occasionally include:

• ascending or descending ladders, stairs, ramps, and the like;
• moving self in different positions to accomplish tasks in various environments;
• communicating with others to exchange information.

Physical Activities may constantly include:

• remaining in a stationary position, often standing for prolonged periods;
• moving about to accomplish tasks or moving from one worksite to another, reaching or bending repeatedly
• adjusting or moving objects up to 50 pounds in all directions; Capability to lift up to 200 pounds via team lift or equipment
• repeating motions that may include the wrists, hands and/or fingers;
• operating power tools, depending on position;
• assessing the accuracy, neatness and thoroughness of the work assigned.

Work Hours (Good Faith Estimate): This part-time position is expected to work approximately 15-29 hours per week. This is a good faith estimate, and actual hours may vary based on business needs.

Purple Perks:

• 401(k) Match
• Earn a Mattress
• Purple Swag
• Amazing Purple Products

Why Work At Purple?

• Make your mark: We value innovative thinking. At Purple, you will be empowered to bring your ideas to life as we work together to improve people's lives through comfort.
• Gain unique experience: Be a part of one of the fastest growing companies in Utah! The contributions you make will matter at Purple as the company continues to grow with you.
• Awesome culture: Join the tight-knit team at Purple and you can enjoy working alongside industry experts, making close friends, and annual employee appreciation events.

Purple provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment.

Megastar Advisors is redefining support for financial planning professionals by delivering powerful marketing solutions and seamless back-office support. We help advisors focus on what they do best—serving clients—while we handle the details that drive their success.

Are you detail-driven, upbeat, and energized by fast-paced work where accuracy truly matters? Do you enjoy being the go-to problem solver who keeps complex processes moving forward? If so, this is your opportunity to step into a highly visible, impactful role on a growing team.

The Opportunity

As an Advisor Support Specialist, you’ll play a critical role at the intersection of our advisors, their clients, and insurance carriers. You’ll own the new business process from submission to completion—ensuring applications are accurate, requirements are met, and business flows smoothly through the pipeline. This role is perfect for someone who thrives on organization, collaboration, and continuous improvement.

What You’ll Do

• Drive new business forward: Review and process insurance contracts across all lines of business, ensuring accuracy and completeness.
• Be the connector: Act as a key liaison between agents and insurance carriers to resolve issues and keep cases moving.
• Own the details: Submit required documentation to carriers and maintain precise, up-to-date records in our CRM.
• Problem-solve proactively: Identify missing requirements, coordinate resolutions, and document every step along the way.
• Stay ahead of the curve: Keep current on carrier forms, procedures, and industry updates to ensure best-in-class service.

What You Bring

• Ability to work confidently both independently and as part of a collaborative team
• Strong interpersonal and communication skills with a positive, solutions-focused mindset
• Excellent time management and attention to detail in a deadline-driven environment
• Proficiency in Microsoft Outlook, Word, and Excel

Experience & Qualifications

• 2+ years of experience in financial services, insurance, banking, or title services preferred

Why Megastar Advisors

You’ll be challenged, trusted, and supported in a role that directly impacts advisor success and client satisfaction. If you’re ready to grow your career in a dynamic environment where your work truly matters, we’d love to meet you.

Apply today and help power the business behind top financial advisors.

Kx Advisors provides strategic support to executives at leading Pharmaceutical and Medical Device companies. Consultants at Kx Advisors are a critical part of every project team, and support engagements by managing the research and fact-gathering process, analyzing and synthesizing findings, and developing deliverables for clients. Consultants with PhDs are also expected to collaborate in a team environment and lead junior staff (Associate Consultants).

The primary role of a Senior Consultant is to support engagements by managing the research and fact-gathering process, analyzing and synthesizing findings, and developing deliverables for clients. Consultants serve as a coach and mentor to small teams of junior consultants on each project.

As a Senior Consultant, you'll:

• Serve as a mentor and coach to small teams of junior consultants; this includes supporting Associate Consultants in research plan execution
• Act as a direct resource for clients throughout the engagement by facilitating and leading portions of client meetings, depending on project needs
• Use qualitative and quantitative analysis techniques and robust problem-solving approaches to distill research into actionable conclusions
• Develop clinical and commercial assessments, identifying and evaluating insights through primary and secondary sources
• Monitor and assess clinical, regulatory and competitive landscapes, as well as clinical trials, research literature, and conference and journal abstracts
• Be supported by an unparalleled group of peers and leaders throughout each engagement

Required Qualifications:

• Advanced degree (PhD, MD, PharmD, MBA) or a BA/BS/MS degree with 1-3 years of experience in life sciences strategy consulting or the biopharmaceutical industry
• Demonstrated ability to synthesize data and draw accurate, logical conclusions including business research and analysis experience
• Demonstrated experience successfully leading workstreams and small project teams
• Demonstrated experience working and presenting to experts internally and externally
• Excellent verbal and written communication
• Excellent people management skills
• Creative, \"big picture\" thinking while maintaining keen attention to detail

Salary range: $128,000 base plus bonus eligible

The salary range provided represents what a potential hire may expect to earn in this role at Kx Advisors. Actual salary decisions will be influenced by several factors that we use to determine overall fit, including experience (both direct and indirect), education, training, demonstrated qualifications, and organizational need. Salary is only one component of the total rewards package offered at Kx Advisors. Kx Advisors offers medical, dental, and vision healthcare benefits for eligible roles.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other legally protected basis, in accordance with applicable law.

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.