<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity resonates with you, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn how this role aligns with your career goals!</p><p><br></p><p><strong>Paraplanner or Wealth Manager</strong></p><p>We’re partnering with an independent, SEC‑registered RIA in Mill Valley seeking talented individuals to join its growing Wealth Management team. The firm is committed to delivering exceptional client service and engaging deeply with the local community. </p><p><br></p><p>This is an excellent opportunity for someone who values client‑first service, thrives in a collaborative environment, and is eager to grow within a purpose‑driven advisory practice.</p><p><br></p><p><strong>About the Role</strong></p><p>Depending on experience, this opportunity can be structured as a <strong>Paraplanner</strong> or <strong>Wealth Manager</strong>. Both roles support the delivery of comprehensive financial planning, investment management, and exceptional client service. The Wealth Manager role is ideal for advisors with 5+ years of experience seeking greater responsibility and direct client ownership.</p><p><br></p><p><strong>What You’ll Do</strong></p><p>(Responsibilities will be tailored to the individual’s experience and team fit.)</p><p><strong>1. Client Relationship Management</strong></p><ul><li>Support or manage day‑to‑day client interactions</li><li>Build trusted, long‑term relationships through proactive service and thoughtful communication</li></ul><p><strong>2. Financial Planning & Wealth Management</strong></p><ul><li>Develop and present financial plans</li><li>Support investment strategies, portfolio reviews, and planning recommendations</li></ul><p><strong>3. Business Development</strong></p><ul><li>Participate in client acquisition efforts</li><li>Contribute to the firm’s growth and community engagement initiatives</li></ul><p><strong>4. Professional Growth & Contribution</strong></p><ul><li>Collaborate with team members to enhance processes, client experience, and firm initiatives</li></ul><p><strong>5. Compliance & Record‑Keeping</strong></p><ul><li>Maintain accurate, compliant documentation in line with regulatory requirements</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Rich benefits package: 100% employer‑paid employee coverage, 50% for dependents</li><li>401(k) match + profit‑sharing</li><li>Annual VIP music festival tickets and fun team outings</li><li>Supportive, community‑minded culture</li><li>Hybrid flexibility (2–3 days onsite in Mill Valley)</li></ul>
<p>A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing reports, projections and recommendations for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various other duties typical of a financial planner. </p><p><br></p><p><br></p>
<p>A leading investment organization is seeking a Finance professional to join its Boston team. In this role, you’ll partner with investment, legal, tax, and operations teams to support a diversified portfolio and ensure high‑quality accounting, reporting, and performance analysis.</p><p>You will take a key role in overseeing real assets investments—such as real estate, private credit, and private equity—while contributing to broader cross‑asset initiatives. This position offers the opportunity to collaborate with internal stakeholders and external partners, maintain regulatory compliance, and support the full lifecycle of portfolio investments.</p>
<p>Nick Corieri with Robert Half is seeking an experienced Financial Advisor to join a client in Utica, New York. Whether you are newly licensed or have many years of expertise, this role offers a unique opportunity to grow professionally within a supportive environment. This firm provides excellent benefits along with the potential to have a short timeline into partial ownership of the business. </p><p><br></p><p>Responsibilities:</p><p>• Provide personalized financial planning services tailored to client needs and goals.</p><p>• Offer expert guidance on investment strategies and portfolio management.</p><p>• Build and maintain strong relationships with clients to ensure long-term financial success.</p><p>• Conduct thorough financial reviews and assessments to identify opportunities for improvement.</p><p>• Stay updated on market trends and regulatory changes to deliver informed advice.</p><p>• Collaborate with team members to develop innovative financial solutions.</p><p>• Assist clients in understanding complex financial concepts and decisions.</p><p>• Ensure compliance with all industry regulations and standards.</p><p>• Identify and pursue opportunities to expand the firm's client base.</p><p>• Support succession planning initiatives, including potential ownership transitions.</p><p><br></p><p>For immediate consideration, apply to this job posting today and contact Nick Corieri from the Syracuse branch of Robert Half.</p>
<p>A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location.</p><p><br></p><p>Key Responsibilities:</p><p>Support senior advisors with client relationship management</p><p>Build relationships with prospective clients and leverage referral networks</p><p>Develop new business through networking and centers of influence</p><p>Provide personalized financial guidance across investment, retirement, estate, tax, and insurance planning</p><p>Conduct regular client reviews and stay current on market trends</p><p><br></p><p><br></p>
<p>Our client is a reputable and world-renowned Asset Management firm is looking to bring onboard a Finance Associate to the team.</p><p>The Finance team manages and reports on a diverse investment portfolio while collaborating with internal and external stakeholders. This role focuses on private equity investments, with exposure to other asset classes like hedge funds, public equity, and real estate. Key responsibilities include managing valuation and accounting, overseeing fund administrators, collaborating on investment closings, and conducting financial analysis.</p>
<p>We are looking for a Certified Financial Planner (CFP) to join our team in Concord, New Hampshire. In this role, you will deliver personalized financial planning services to individuals and families, ensuring they are equipped to make informed decisions and achieve their long-term financial goals. You will work collaboratively with advisors while adhering to fiduciary principles and fostering strong, trust-based relationships with clients.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Develop tailored financial plans that address clients' individual goals and circumstances.</p><p>• Collaborate with advisors to ensure client needs are met with fiduciary care and transparency.</p><p>• Build and nurture long-term relationships with clients, maintaining regular communication to adapt plans as needed.</p><p>• Conduct thorough assessments of clients' financial situations, including investments, savings, and income.</p><p>• Provide expert guidance on financial strategies, including retirement planning, portfolio management, and wealth preservation.</p><p>• Stay updated on industry trends and regulatory changes to provide accurate and informed advice.</p><p>• Promote business growth by identifying new opportunities and cultivating client referrals.</p><p>• Maintain compliance with all financial regulations and standards in all practices.</p><p>• Utilize strong business development skills to expand the firm's client base.</p><p>• Assist clients in navigating complex financial decisions with clarity and confidence.</p>
<p>We are looking for a motivated and detail-oriented Cash Management Specialist to join our team in Lehi, Utah. This is a Long-term Contract position that offers the opportunity to contribute to critical accounting functions, including cash management and general ledger oversight. The role involves collaborating with internal and external stakeholders, ensuring accurate financial processes, and participating in impactful organizational projects.</p><p><br></p><p>Responsibilities:</p><p>• Accurately post, review, and reconcile daily banking transactions to maintain financial integrity.</p><p>• Perform detailed reconciliations of various accounts, including bank accounts, intercompany clearing accounts, and merchant clearing accounts.</p><p>• Create and distribute cash metric reports and respond to ad-hoc reporting requests with efficiency.</p><p>• Handle cash application tasks for subsidiaries, including logging cases and ensuring timely follow-up.</p><p>• Take ownership of assigned general ledger accounts and ensure they are maintained accurately.</p><p>• Investigate discrepancies in cash transactions and provide actionable resolutions.</p><p>• Execute sweep transfers in NetSuite to reflect daily financial activity.</p><p>• Participate in month-end, quarter-end, and year-end closing processes to ensure timely completion.</p><p>• Export and process monthly bank statements from multiple platforms for reconciliation.</p><p>• Ensure all financial tasks and proceedings are completed on schedule, maintaining consistency and accuracy.</p>
<p><em>The salary range for this position is up to $190,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><br></p><p><strong><u>Position Responsibilities</u></strong></p><ul><li>Work with Senior Leadership Team and Financial Leadership Team to understand the company’s vision and strategy and develop integrated EPM vision and strategies that are aligned with the company's overall strategic initiatives and financial objectives</li><li>Facilitate the establishment of daily, weekly and monthly reporting requirements</li><li>Give significant input to the development of company enterprise structure required to achieve reporting requirements and coordinate with finance and IT resources towards implementation of a transaction systems all the way through EPM reporting systems</li><li>Participate in the selection and configuration of EPM reporting tools consisting of 1) Actual Consolidation, 2) Planning and Forecasting, 3) Workforce Planning, 4) Long Range Planning (3 to 5 years), 5) Integrated Management Reporting and 6) External / SEC Reporting among others [tools currently being implemented are Tagetik and SAP’s SAC]</li><li> Create the vision and strategies for actual, plan / forecast and long range planning reporting</li><li>Establish financial standard reports to assure “one version of the truth”</li><li>Create and govern required reporting Master Data Management (MDM) Change Control processes (for entities, profit centers, cost centers, chart of accounts, standard reporting formats among others) as part of the Enterprise Master Data Governance program.</li><li>Establish links between various transformation initiatives and business strategies using methods/approaches such as capability assessment, business/financial analysis, process management and re-design, organizational assessment and stakeholder management</li><li>Contribute with financial specific expertise in establishing governance program conducted by the Master Core Data Team.</li><li>Support acquisition integration efforts by developing/enhancing playbook activities and repeatable processes for efficient and timely integration of financial data</li><li>Provide direct oversight for the management and prioritization of key projects and milestones. Responsible for overall project/program quality assurance</li><li>Provide thought leadership to ensure program objectives are achieved and stakeholders are aligned</li><li>Work directly with key stakeholders and business partners to drive improvements in core financial processes such as close/consolidations; planning, budgeting and forecasting; and management reporting</li><li>Foster continuous improvement mindset to drive change, improve access to critical information and enhance decision support capabilities across finance</li></ul>
<p>We are looking for a dedicated Financial Advisor to join our team in Greater Minneapolis-St. Paul area. In this role, you will provide personalized financial planning and investment management services to an established client base while collaborating with colleagues in a supportive and team-oriented environment. This position offers the opportunity to build strong client relationships and contribute to their financial success.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement customized financial plans covering areas such as retirement, investment strategies, cash flow management, tax planning, asset protection, and estate planning.</p><p>• Conduct detailed financial analyses tailored to individual client goals, values, and priorities.</p><p>• Prepare for and actively participate in client meetings, ensuring comprehensive follow-up and gradually assuming full management of client relationships.</p><p>• Lead client meetings independently, explaining complex financial concepts and strategies with clarity.</p><p>• Work closely with the Client Service Team to ensure seamless client support and service delivery.</p><p>• Build new client relationships by collaborating with community strategic partners.</p><p>• Contribute to the firm’s collective goals by fostering teamwork and supporting colleagues.</p>
<p><strong>Workday Finance Product Lead</strong></p><p><strong>Department:</strong> Corporate Finance Systems</p><p> <strong>Confidential Search</strong></p><p> <strong>Location:</strong> Remote (Quarterly travel to Michigan headquarters)</p><p><strong>Role Overview</strong></p><p>Our client, a global leader in its industry, is seeking a Workday Finance Product Lead to serve as the finance-facing owner of its Workday Financial Management platform. This role sits at the intersection of accounting, finance operations, and enterprise systems, with primary responsibility for ensuring Workday supports accurate financial reporting, scalable processes, and strong internal controls across a complex, international organization.</p><p>This position is ideal for a finance professional with deep accounting experience who has led Workday Financials implementations and served as a Workday administrator. The role partners closely with global accounting and finance leadership to translate financial requirements into effective system design and execution.</p><p><strong>Key Responsibilities</strong></p><ul><li>Act as the finance product owner for Workday Financial Management, representing accounting and finance priorities across the organization</li><li>Lead and support Workday Financials implementations, enhancements, and ongoing system administration</li><li>Partner with accounting and finance leadership to align Workday functionality with close, reporting, procurement, expense, and project accounting processes</li><li>Develop and maintain a finance-driven roadmap that supports reporting accuracy, operational efficiency, and future growth</li><li>Translate accounting and finance requirements into detailed functional designs and Workday configurations</li><li>Oversee functional delivery of initiatives, ensuring adherence to financial controls, timelines, and quality standards</li><li>Provide guidance on Workday integrations, data flows, and downstream reporting dependencies</li><li>Serve as a key escalation point for system-related accounting issues, driving root-cause analysis and sustainable solutions</li><li>Collaborate with internal teams and external partners to support compliance, audit readiness, and risk management</li><li>Support governance, documentation, and change management related to financial systems</li></ul><p>For immediate and confidential consideration please apply today. If you have questions, or if you would like more information, please call Jeff Sokolowski directly at (248)365-6131.</p>
<p>Our client is hiring a senior finance professional to join a high-performing portfolio finance team supporting private equity, real assets, and private company investments.</p><p><br></p><p>This role owns valuation, accounting, and reporting for complex private investments and works closely with investment, legal, tax, and compliance teams across the full transaction lifecycle. You’ll also contribute to portfolio-wide initiatives, process improvements, and technology-driven enhancements in a fast-paced, sophisticated investment environment.</p>
<p>We are looking for a dedicated licensed <strong>Financial Advisor </strong>to join our team in Harrisburg, Pennsylvania. In this role, you will guide clients through personalized financial planning and investment strategies, helping them achieve their long-term wealth management goals. The ideal candidate will possess knowledge of financial markets and a strong commitment to delivering exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain strong relationships with clients to understand their financial objectives, risk tolerance, and investment preferences.</p><p>• Create tailored financial plans addressing wealth management, retirement planning, estate planning, and other financial goals.</p><p>• Analyze market trends and investment opportunities to recommend effective portfolio strategies.</p><p>• Ensure compliance with industry regulations, company policies, and ethical standards in all financial advisory activities.</p><p>• Expand the client base through networking, referrals, and community outreach efforts.</p><p>• Manage and regularly review client portfolios, making adjustments based on market conditions or changing client needs.</p><p>• Provide clients with education and guidance on financial strategies, investment options, and market trends.</p><p>• Collaborate with other professionals, such as tax advisors and estate planners, to deliver holistic financial solutions.</p><p>• Utilize financial tools and software to streamline planning and investment processes.</p>
<p>We are looking for a dedicated Financial Advisor to join our team in the Twin Cities. In this role, you will provide expert investment management and tailored financial planning services to clients, helping them achieve their financial goals. You will collaborate with other detail oriented individuals and continuously develop your skills to stay ahead in the industry.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain strong relationships with clients, ensuring a thorough understanding of their financial needs and objectives.</p><p>• Develop personalized financial plans that encompass income, expenses, insurance coverage, tax strategies, and risk tolerance.</p><p>• Analyze market trends and client portfolios to create effective investment strategies.</p><p>• Work with tax, legal, and insurance experts to create comprehensive financial roadmaps for clients.</p><p>• Conduct regular reviews of client accounts to assess progress and recommend adjustments based on changing circumstances.</p><p>• Prepare detailed financial summaries, income projections, and investment performance reports to support sound decision-making.</p><p>• Ensure compliance with local and national financial regulations by staying informed about relevant legislation.</p><p>• Participate in ongoing detail oriented development through workshops, webinars, and industry resources to enhance expertise in financial planning and investment management.</p><p>• Utilize financial planning software to optimize client portfolio management and reporting.</p>
We are looking for a dedicated Financial Advisor to join our team in Albany, New York. This role involves assisting clients with comprehensive financial planning, including retirement strategies, tax considerations, and estate management. The ideal candidate will provide expert guidance while fostering strong client relationships to help individuals achieve their financial goals.<br><br>Responsibilities:<br>• Develop detailed financial plans tailored to client needs, including retirement strategies, tax optimization, and estate planning.<br>• Conduct thorough financial analyses and prepare reports, projections, and recommendations.<br>• Collaborate directly with clients to understand their financial objectives and provide personalized solutions.<br>• Create estate flowcharts and other visual aids to simplify complex financial concepts.<br>• Manage some aspects of investment portfolios, ensuring alignment with client goals and risk tolerance.<br>• Offer financial counseling and advice to support clients in making informed decisions.<br>• Utilize computer systems and tools to efficiently manage data and client information.<br>• Handle inside sales activities to promote financial services and expand client relationships.<br>• Provide remote assistance and virtual consultations to clients as needed.
<p>We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive financial planning services to clients, including tax planning, investment analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and accurate financial reporting.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and update client consultation files in collaboration with the Data Input Specialist for annual meetings.</p><p>• Support the Financial Planner in identifying and implementing tailored planning opportunities for clients.</p><p>• Assist clients and the Financial Planner in executing financial strategies and recommendations throughout the year.</p><p>• Conduct reviews of annual income tax returns and develop accurate year-end tax projections.</p><p>• Perform financial analysis and tax planning for clients' business units to optimize outcomes.</p><p>• Participate in annual client meetings alongside the Financial Planner to discuss financial goals and progress.</p><p>• Review and reconcile current investment asset allocations to ensure alignment with client objectives.</p><p>• Analyze and optimize retirement plans based on annual goals and client-specific needs.</p><p>• Coordinate with internal teams and external vendors to facilitate the implementation of financial plans.</p><p>• Provide training and review the work of the Data Input Specialist to ensure accuracy and consistency.</p>
<p>We are seeking an experienced **990 / 990T Tax Consultant** with deep expertise in **IRS Form 990 preparation, compliance and meeting filing deadlines** for </p><p>nonprofit organizations. The ideal consultant will have a proven track record of navigating complex tax regulations (990's), ensuring accuracy, and delivering exceptional client service; especially meeting May deadlines - remote optional. The ideal candidate is a deadline/task-driven individual who thrives working independently while maintaining effective collaboration within the team.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform cleanup tasks for legacy Company tax projects, including exempt organization filings (Form 990) and other tax returns.</li><li>Execute day-to-day data entry for importable files and manual inputs, ensuring accuracy and completeness.</li><li>Troubleshoot unique tax complexities and discrepancies while working independently to resolve issues.</li><li>Provide accounting assistance, including reconciling variances and addressing legacy account issues.</li><li>Collaborate effectively with team members using shared tools, including Google Sheets and calendar systems, to maintain alignment and productivity.</li><li>Utilize tools such as PeopleSoft, Microsoft Excel, and Google Workspace products to organize and execute tasks. Multi systems in play.</li><li>Manage and prioritize multiple initiatives within a fast-moving project environment.</li><li>Communicate updates and progress collaboratively with the team, ensuring timely resolution of tasks.</li></ul><p><br></p><p><strong>Qualifications:</strong></p><ul><li><strong>Experience:</strong> Previous professional experience in 990 tax preparation, or exempt organization filings, with knowledge of unique tax situations and routine/non-routine filings.</li><li><strong>Technology Skills:</strong></li><li>Proficiency in numerous tax softwares and PeopleSoft or comparable ERP systems, a plus.</li><li>Advanced knowledge of Microsoft Excel (e.g., formulas, pivot tables).</li><li>Comfortable using Google Sheets and other collaborative tools in Google Workspace.</li><li><strong>Attributes:</strong></li><li>Highly self-motivated and solution-oriented “Do’er.”</li><li>Strong attention to detail to minimize errors in data entry and tax filings.</li><li>Ability to work independently and meet deadlines in a remote setup.</li><li>Effective communication and collaboration skills within a shared work environment.</li><li><strong>Preferred Qualifications:</strong> Experience with exempt organization tax filings (Form 990) is strongly preferred.</li></ul><p><br></p><p><strong>Contract Overview:</strong></p><p>This position is fully remote, requiring consistent digital engagement and collaboration with the team. The project timeline is estimated at 4 months, with the potential for extensions based on department needs and consultant capabilities. Compensation is competitive and commensurate with experience, considering the highly specialized nature of the work.</p><p>If you are ready to dive into detailed cleanup activities and make a meaningful impact on resolving legacy tax issues, we encourage you to apply for this opportunity.</p>
<p>We are looking for a detail-oriented Cash Application Specialist to join our client's team in Lake Elmo, Minnesota. In this role, you will handle daily financial transactions and ensure accuracy in cash application processes while resolving discrepancies related to accounts payable and receivable. This is a long-term contract position within the manufacturing industry, offering a great opportunity to contribute to essential business operations.</p><p><br></p><p>Responsibilities:</p><p>• Process financial transactions accurately and in a timely manner while adhering to company policies and procedures.</p><p>• Investigate and resolve issues related to missing invoices, policy approvals, and other transactional discrepancies.</p><p>• Collaborate with finance teams and other departments to address unique transactions and ensure proper resolution.</p><p>• Support accounting cycles, including month-end and year-end closings, physical inventories, and audits.</p><p>• Reconcile supplier statements to maintain accurate records and resolve any discrepancies.</p><p>• Assist with financial activities related to mergers and acquisitions as needed.</p><p>• Provide support for internal and external audits, ensuring compliance and accuracy in documentation.</p><p>• Maintain detailed records of customer cash applications and credit postings.</p><p>• Perform additional duties as assigned to support financial operations.</p><p><br></p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration.</p>
<p><strong>Ready to Take the Next Step? Let’s Connect</strong></p><p>If this opportunity aligns with your background and career goals, apply today and send your resume to JC del Rosario via LinkedIn—I’d welcome the chance to connect and learn more about you.</p><p><br></p><p><strong>Financial Advisor</strong></p><p><strong>About the Firm</strong></p><p>We’re partnering with a long‑standing, independent wealth management firm recognized for its fiduciary commitment and client‑first approach. For more than 20 years, the firm has served individuals and families through comprehensive financial planning, disciplined portfolio management, and exceptional high‑touch service.</p><p>The team takes a holistic, goals‑based approach—building deep relationships, adjusting strategies as life evolves, and delivering objective, personalized advice. With strong planning capabilities, a collaborative culture, and a dedicated investments group, the firm helps clients build, preserve, and transfer wealth with confidence.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic guidance across investments, retirement planning, insurance, debt management, and overall financial planning</li><li>Develop tailored financial plans aligned with client goals</li><li>Build and maintain long‑term client relationships through proactive communication</li><li>Monitor portfolios and market trends to adjust strategies as needed</li><li>Ensure adherence to regulatory requirements and internal compliance standards</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Step directly into a meaningful, recurring‑revenue client book</li><li>No existing book required—ideal for advisors looking to advance</li><li>Collaborative, high‑integrity team environment</li><li>Strong infrastructure and support to build your practice</li><li>High‑quality client base from day one</li><li>Long‑term career stability and growth potential</li><li>Profit‑sharing 401(k)</li><li>PTO, sick time, and paid holidays</li><li>Medical, dental, and vision benefits</li><li>Quarterly bonus tied to new assets gathered</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity aligns with your experience and goals, apply today and send your resume to <strong>JC del Rosario via LinkedIn</strong>—I’d love to connect and learn more about your background.</p><p><br></p><p><strong>Financial Advisor</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>We’re representing a well‑established, independent wealth management firm dedicated to providing fiduciary, client‑first financial guidance. For more than two decades, the firm has helped individuals and families achieve their financial goals through comprehensive planning, disciplined portfolio management, and a commitment to high‑touch service.</p><p><br></p><p>The team takes a holistic approach—beginning with a deep understanding of each client’s objectives—followed by tailored recommendations and ongoing support as life and financial circumstances evolve. With a collaborative culture, strong planning expertise, and a dedicated investment team, the firm prides itself on delivering objective advice designed to help clients accumulate, preserve, and transfer wealth confidently.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic financial advice across areas such as investments, retirement, insurance, and debt management</li><li>Develop customized financial plans tailored to each client’s needs and goals</li><li>Build and maintain long‑term client relationships through proactive communication</li><li>Monitor client portfolios and market conditions, making adjustments as necessary</li><li>Ensure full compliance with industry regulations and internal standards</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Step into a meaningful book of recurring‑revenue clients</li><li>No requirement to bring a full book—ideal for advisors ready for the next step</li><li>High‑integrity, collaborative team environment</li><li>Full support to help grow and expand your practice</li><li>Excellent client base from day one</li><li>Long‑term stability and career progression opportunities</li><li>Profit‑sharing 401(k)</li><li>PTO, sick time, and paid holidays</li><li>Medical, dental, and vision coverage</li><li>Quarterly bonus based on new assets gathered</li></ul>
<p>Join our prestigious Financial Management Rotation Program, where you will acquire comprehensive insights into the financial components of our operations and corporate finance functions. This unique opportunity allows you to understand intricate parts of our business, utilize your in-depth education and previous work experience, and actively contribute to our corporate objectives.</p><p><br></p><p>Your 24-month rotational assignment will provide you exposure to essential business departments, such as business planning, mortgage banking, homebuilding operations, treasury/cash management, and internal audit. With successful completion, you will be promoted to Financial Business Partner and seamlessly transition into an operational role within one of our company's regional offices.</p><p><br></p><p>Major Responsibilities:</p><p>- Undertake two significant 12-month assignments in critical corporate finance functions such as Internal Audit and Financial Planning.</p><p>- Independently conduct operational, financial statement, and special investigation audits. Also be involved in risk assessment, scoping, testing, and reporting to better learn and understand the business.</p><p>- Develop and communicate intelligent solutions and recommendations to operational management and executive leadership.</p><p>- Evaluate emerging ESG (Environment, Social, and Governance) trends and implement necessary action.</p><p>- Prepare robust financial analysis and reports to assist management in vital business decisions.</p><p>- Assist in the execution of monthly forecast and annual business planning.</p><p>- Conduct ad hoc analysis and present the findings to the management.</p><p><br></p><p>Please apply directly to this post or contact Lee Chernett (VP at Robert Half Finance & Accounting) with questions via LinkedIn or by calling 571.297.9074.</p>
<p><strong>Position Overview:</strong></p><p>We are seeking an experienced Accounts Receivable / Cash Application Specialist to join our team. The ideal candidate will manage the timely and accurate application of incoming payments and support AR operations to ensure strong cash flow and customer account accuracy.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Accurately post and reconcile customer payments including checks, ACH, wire transfers, and credit card transactions.</li><li>Research, resolve, and clear unapplied and misapplied payments promptly.</li><li>Analyze account discrepancies and support AR collection efforts.</li><li>Reconcile daily deposits to bank records and AR system.</li><li>Communicate with internal teams and customers to resolve payment issues.</li><li>Maintain detailed records and documentation for audits and month-end close processes.</li><li>Support process improvement initiatives to enhance AR and cash application efficiency.</li></ul><p><br></p>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with your background and goals, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you.</p><p><br></p><p><strong>Financial Advisor</strong></p><p><strong>About the Firm</strong></p><p>We’re partnering with a well‑established, independent wealth management firm known for its fiduciary, client‑first approach. For over 20 years, the firm has supported individuals and families through comprehensive planning, disciplined portfolio management, and a commitment to high‑touch service.</p><p>Their team takes a holistic approach—starting with a deep understanding of each client’s objectives and evolving their strategies as life and financial needs change. With strong planning expertise, a collaborative culture, and a dedicated investment team, the firm delivers objective advice designed to help clients build, preserve, and transfer wealth with confidence.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic advice across investments, retirement, insurance, debt management, and overall financial planning</li><li>Develop customized financial plans tailored to each client’s goals</li><li>Build and maintain long‑term client relationships through proactive communication</li><li>Monitor portfolios and market trends, adjusting strategies as needed</li><li>Ensure full compliance with regulatory and internal standards</li></ul><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Step into a meaningful book of recurring‑revenue clients</li><li>No requirement to bring an existing book—ideal for advisors ready to advance</li><li>Collaborative, high‑integrity team culture</li><li>Strong infrastructure and support to grow your practice</li><li>Excellent client base from day one</li><li>Long‑term career stability and advancement</li><li>Profit‑sharing 401(k)</li><li>PTO, sick time, and paid holidays</li><li>Medical, dental, and vision benefits</li><li>Quarterly bonus tied to new assets gathered</li></ul>
We are looking for a detail-oriented Cash Application Specialist to join our team in Cary, North Carolina. In this long-term contract position, you will play a pivotal role in managing cash applications and ensuring accurate accounts receivable processes. This opportunity is ideal for professionals seeking to contribute their expertise in payment posting and financial operations.<br><br>Responsibilities:<br>• Accurately post incoming cash payments to the appropriate accounts and invoices.<br>• Maintain and update accounts receivable records to ensure data integrity and accuracy.<br>• Investigate and resolve discrepancies in payments or account balances.<br>• Collaborate with internal teams to streamline cash application processes.<br>• Monitor and report on payment trends and account statuses.<br>• Ensure compliance with company policies and financial regulations during cash application activities.<br>• Communicate with customers or clients to address payment inquiries or issues.<br>• Assist in reconciling accounts and preparing reports for management review.<br>• Support continuous improvement initiatives within the cash application function.<br>• Provide timely updates and documentation related to payment processing activities.
We are looking for a dedicated Cash Application Specialist to join our team in Louisville, Kentucky. This role involves managing accounts receivable payments, ensuring accuracy in financial postings, and resolving discrepancies to maintain smooth operations. The ideal candidate will have strong analytical skills and a customer-focused approach to support both internal and external stakeholders.<br><br>Responsibilities:<br>• Accurately post daily accounts receivable payments received via the bank.<br>• Prepare and process lockbox deposits for checks received on-site.<br>• Handle and record daily credit card payment requests.<br>• Communicate with internal teams and external customers to address payment issues, including incorrect currencies, discounts, or credits.<br>• Perform weekly and month-end reconciliations of accounts receivable balances against general and sub-ledgers.<br>• Apply adjustments, write-offs, and credit memos to customer accounts as needed.<br>• Coordinate requests for accounts payable checks related to overpayments and miscellaneous items.<br>• Provide attentive and high-quality customer service to both internal and external stakeholders.<br>• Execute miscellaneous tasks as assigned by accounts receivable management.
