Role Description Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career. - Work-Life Balance: Embrace the freedom to work from home and tailor your schedule to fit your lifestyle, ensuring you have time for what matters most to you. - Supportive Environment: Join a nurturing community that values work-life harmony and provides the support and flexibility you need to thrive in your career. - Mentorship & Growth: Access mentorship opportunities from experienced leaders who are dedicated to helping you succeed, empowering you to grow and excel in your role. Qualifications - Dedication to delivering exceptional customer service experiences. - Strong communication and interpersonal skills. - Ability to lead and inspire teams to achieve outstanding results. - Desire to pursue professional growth and development while maintaining a healthy work-life balance. Benefits - Flexible work-from-home options. - Tailored schedules to fit your lifestyle. - Access to mentorship and growth opportunities. Requirements - All interviews will be conducted via Zoom video conferencing. - Global Elite Empire Consultants is a third-party recruiter, not an insurance agency. - We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. - Final hiring decisions are ultimately made by humans.

Role Description Responsibilities include workload planning and prioritization of marketing and business development support personnel in conducting research and intelligence gathering for potential pursuits; development of strategy for proposals and interviews; as well as writing and producing statements of qualifications, proposals, and interview presentations. The optimal candidate will have superior management and organizational skills, effectiveness in collaborating with business development leadership, technical experts, and federal contracts management personnel as well as knowledge and experience with capture and management of major indefinite quantity / indefinite delivery contracts. Additional skills of importance include: - Data management - Excellent writing capabilities - Strong design sensibility - Ability to structure complex information and content into effective storytelling, regardless of the medium The position requires: - Team collaboration - Hands-on attention to details - Creativity - Strategic thinking - Ability to deliver high-quality work products in a fast-paced, deadline-driven environment Your Key Responsibilities: - Assist the Director of Business Development with cross-leveling of resources, organization, and prioritization of foreseeable/projected and day-to-day capture, pursuit, and proposal workload - Assist Client and Practice Leads, contracts management, and marketing specialists, with organization of data, development of presentations, graphics, and compelling text for statements of qualifications, RFIs, and account planning and reporting - Lead and collaborate with capture leads, pursuit managers, and marketing specialists - Be a key player in capture and pursuit development, overseeing consistency of messaging and delivery across Client Working Groups and Accounts - Collect and build on lessons learned to improve the team’s responsiveness and win rates over time - Assist with Deltek Capture Management opportunities data entry and management and associated reporting - Support and, as necessary, lead proposal development to include: - Define proposal structure and organization per RFP/RFQ instructions to develop responsive writing outlines, input requirements, and templates - Be a full participant in the writing of project descriptions, personnel qualifications, description of management planning and quality control measures and other components of a typical RFQ/RFP - Coordinate development of and communicate schedules for proposal completion - Fully understand RFP/RFQ instructions as to all supplemental forms/requirements that must be completed - Support development of subcontractor teaming agreements and relationships - Craft and organize data calls to subcontractors - Track and communicate RFQ/RFP amendments with proposal writing team - Edit and rewrite proposal sections to achieve a concise, coherent message Benefits - Regular full-time and part-time employees (working at least 20 hours per week) have access to medical, dental, and vision plans - Wellness program - Health saving accounts - Flexible spending accounts - 401(k) plan - Employee stock purchase program - Life and accidental death & dismemberment (AD&D) insurance - Short-term/long-term disability plans - Emergency travel benefits - Tuition reimbursement - Professional membership fee coverage - Paid family leave - Ten paid holidays in each calendar year - Accrue vacation between 10 and 20 days per year - Eligible for paid sick leave (and if more generous, in accordance with state and local law) - Temporary/casual employees have access to 401(k) plans, employee stock purchase program, and paid leave, in accordance with state and local law The benefits information listed above may not apply to union positions because benefits for such positions are governed by applicable collective bargaining agreements.

Role Description Traction Forge Financial is expanding and seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services while helping families create stronger financial futures. No prior experience is required. We provide training, mentorship, and licensing support to help you succeed. - Educate clients on retirement, protection, and wealth-building strategies - Conduct financial needs analyses - Help create personalized financial plans - Build long-term client relationships - Utilize digital platforms to support clients - Continue professional and industry development Qualifications - Legal U.S. Resident, Citizen, or valid Work Permit with SSN - Life Insurance License preferred - If not licensed, willingness to obtain within 14 - 21 days required - Soft background check required Requirements - Self-motivated and coachable - Strong communicators who enjoy helping people - Interested in personal and professional growth - Entrepreneurial in mindset - Willing to obtain financial licensing (training provided) - Experience in customer service, sales, hospitality, business, or finance is helpful, but not required. Benefits - Career growth and leadership opportunities - Comprehensive training and mentorship - Flexible, remote work environment - Purpose-driven work helping families plan for the future

Title: Registered Client Service Associate Location: MD - Annapolis - 2077 Somerville Rd Ste 320. Full time Job Description: Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! Responsibilities: - Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. - Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. - Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies. - Ensures key client information and documentation is current with firm and industry requirements, rules and regulations. - Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received. - Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns. - Reviews, assesses and responds to all corporate action items and client account alerts. - Prepares financial reports, spreadsheets and other materials for client meetings. - Inputs orders and rebalances portfolios on behalf of the Financial Advisors. - Creates and maintains records and files utilizing Client Relationship Management (CRM) software. - Assists Financial Advisors with marketing efforts including seminars and other client-facing events. - Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. - Performs other duties and responsibilities as assigned. Skills: - Company’s working structure, policies, mission, and strategies. - Managed account platforms. - General office practices, procedures, and methods. - Investment concepts, practices and procedures used in the securities industry. - Financial markets, products and industry regulations. - Trading terminology. - Client Relationship Management (CRM) software, or similar contact management software. - Goal planning software. - Excel, including developing spreadsheets as needed and for ongoing reporting. - Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) - Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. - Analyze and research account information. - Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. - Identify time sensitive items and assess competing priorities. - Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. - Handle stressful situations and provide a high level of customer service in a calm and professional manner. - Analyze problems and establish solutions in a fast paced environment. - Use mathematics sufficient to process account and transaction information. - Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. - Work both independently and as part of a cohesive team. - Provide a high level of customer service. Education/Previous Experience - High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications - SIE required provided that an exemption or grandfathering cannot be applied. - Series 7 required. - Series 63, 65 and/or 66 as required by state. Education High School (HS) (Required) Work Experience General Experience - 7 to 12 months Certifications s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $55,000.00-$75,000.00 Travel Less than 25% Workstyle Hybrid The total compensation for this position includes base salary orwages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.