Do you love making a difference in a professional financial services environment? Are you focused on delivering outstanding client service as part of a team focused on excellence? Are you an experienced financial services associate looking to use your securities licenses to help support a growing financial planning practice? If so – we want to talk to you!
Established and independent fee-based financial planning/wealth management firm seeks a LICENSED CLIENT SERVICE ASSOCIATE to join our nationally respected team. Candidates with a commitment to accuracy, service and personal integrity will join a great environment and become instrumental in our future growth. We offer a strong focus on the best interest of our clients, competitive pay, mentorship, a convenient location, great insurance, retirement benefits, and an excellent opportunity to develop as a professional.
Responsibilities:
- Process trades, checks, wires, journals, ACH transfers
- Research and answer client questions related to investment account activity, balances, and other miscellaneous requests
- Assist in the client onboarding process and ongoing data maintenance by collecting and organizing client information and documents
- Serve as the first point of contact with clients on day-to-day and operational matters
- Coordinate information requests for investments and other business activities
- Maintain client files and records and consistently update CRM system with any activity (RJ CRM and Salesforce)
- Create new accounts, coordinate communications, and track receipt of paperwork (financial management agreements, letters of authorization, account paperwork, tax documents, and returns, etc.)
- Schedule client appointments and help with meeting preparation and documentation
- Assist in the completion of reports as needed
Qualifications
- Bachelor’s Degree or equivalent experience
- Series 7 and 63 licenses
- Customer-service oriented
- Proficient in Microsoft Office
- 2 years minimum experience in financial services
Essential Traits:
- Strong focus on accuracy and attention to detail
- Strong organizational skills
- Maintain extreme confidentiality in dealing with client matters
- Show initiative and desire to provide a high level of client service
- Proactively anticipate issues and resolve problems
- Team player that enjoys helping people
Carter Financial Management
Related jobs:
Craft Services & Catering Crew
Job Description
A short film production is hiring Craft Services and Catering crew to support cast and crew during filming. This role is essential to keeping the set energized, organized, and running smoothly.
Job Responsibilities
-
Set up and maintain craft services area
-
Prepare and organize snacks, meals, and beverages
-
Ensure cleanliness and food safety standards
-
Support crew morale during long shoot days
Requirements
-
Prior craft services or catering experience preferred
-
Organized and reliable
-
Comfortable working on a film set
Compensation
-
Paid crew position (rate discussed upon selection)
Job Description
A seasonal event brand is hiring two outgoing sales staff to help run a vendor booth during the WEF (Wellington International) season. This is a fast-paced, customer-facing role ideal for someone who enjoys talking with riders, trainers, and owners, and feels confident representing products, starting conversations, and closing sales on-site.
Job Responsibilities
-
Greet attendees and be the friendly face of the booth.
-
Start conversations with riders/trainers/owners and answer basic product questions.
-
Demo products and help close sales on the spot.
-
Keep the booth looking clean, organized, and professional throughout the day.
-
Capture key questions/leads and share them with the team for follow-up.
-
Maintain a positive, professional presence during busy event hours.
Requirements
-
Comfortable working in an equestrian/event environment (hunter/jumper or sport horse background preferred).
-
Experience with vendor booths, event sales, or equestrian sales (preferred).
-
Confident, outgoing, and professional presentation.
-
Must be able to work locally and reliably in the Wellington/West Palm Beach area.
-
Ability to work a seasonal schedule with shared coverage (not necessarily every day).
Compensation Details
-
$20/hour
-
Up to $60/day travel stipend
-
Performance-based commission
Job Description
A local media and storytelling team is hiring a full-time Creative Producer to help shape engaging stories that connect Las Vegans to their city. This role supports content development across audio and digital platforms, working closely with the team to plan, produce, and deliver compelling local storytelling. Candidates must live in the Las Vegas metro area and be excited about community-focused content.
Job Responsibilities
-
Develop, pitch, and produce local story ideas for audio and digital platforms.
-
Coordinate production logistics, including scheduling, planning, and managing deliverables.
-
Support recording sessions and help guide content structure from concept to final output.
-
Collaborate with hosts and internal team members to ensure content aligns with editorial goals.
-
Maintain organized workflows and timelines for ongoing content production.
Requirements
-
Must live in the Las Vegas metro area.
-
Experience producing audio, podcast, or digital content (professional or comparable experience).
-
Strong storytelling instincts and knowledge of local culture/community interests.
-
Excellent organizational skills and ability to manage multiple deadlines.
-
Comfortable working collaboratively in a fast-paced content environment.
Compensation Details
-
Compensation details are not listed in the post (to be provided during the application process).
Job Description
A production company is seeking a Creative Video Producer to join its team and support the development, production, and delivery of high-quality video content. This role is ideal for a creative professional with strong storytelling skills, hands-on production experience, and the ability to manage projects from concept through final delivery. The ideal candidate is collaborative, detail-oriented, and passionate about visual storytelling.
Job Responsibilities
-
Develop and produce video content from pre-production through post-production.
-
Collaborate with creative teams, clients, and stakeholders to bring concepts to life.
-
Oversee shoots, including coordinating crews, equipment, and schedules.
-
Manage post-production workflows, including editing, revisions, and final delivery.
-
Ensure projects are completed on time, on budget, and aligned with creative goals.
-
Contribute creative ideas and solutions to enhance video storytelling and production quality.
Requirements
-
Proven experience as a video producer or in a similar production role.
-
Strong understanding of video production workflows, from planning to final edit.
-
Ability to manage multiple projects simultaneously while meeting deadlines.
-
Excellent communication, organizational, and problem-solving skills.
-
A portfolio demonstrating creative video production work.
Compensation Details
-
Compensation details are not listed in the provided posting (to be discussed during the hiring process).
Job Description
Hiring Check-In Staff and VIP Staff for a rooftop New Year’s Eve event. This is a paid event staffing opportunity for reliable, customer-focused talent who can assist with guest check-in and VIP operations, including escorting VIP guests and managing wristbands and table registration.
Job Responsibilities
-
Check in guests and assist with event entry flow
-
Hand out wristbands and confirm guest access
-
Manage VIP ropes and maintain VIP area organization
-
Escort VIP guests up the elevator to their assigned tables
-
Support VIP table registration and guest coordination
Requirements
-
Professional, reliable, and comfortable working in a fast-paced event environment
-
Strong communication and customer service skills
-
Must wear all-black semi-formal attire
-
Must be able to provide 3 recent photos (no filters), experience (if any), and contact information
Compensation
-
$30 per hour
Model Recruiters for Fashion and Talent Agency
Job Description
A top-tier modeling agency is now hiring motivated Model Recruiters to scout new talent and connect with aspiring models in the Atlanta market and beyond. This is a remote-friendly, commission-based opportunity ideal for self-starters who are passionate about fashion, talent development, and building strong networks in the entertainment industry. If you’re looking for flexibility and income potential while expanding your footprint in the modeling world, this role is for you.
Job Responsibilities
- Identify and recruit potential modeling talent through online platforms and personal networks
- Build and maintain a pipeline of qualified candidates for agency representation
- Conduct initial outreach and guide talent through the application process
- Attend weekly calls and monthly virtual meetings for team updates and support
- Stay informed on trends in the modeling and entertainment industries
Requirements
- Must be 18 or older
- Familiarity with the fashion or modeling industry preferred
- Self-driven, organized, and results-oriented
- Smartphone and/or computer required for daily communication
- Able to work independently with minimal supervision
Compensation
- Commission-based pay structure with unlimited earning potential
- 90% remote flexibility
- Access to an established network within the Atlanta modeling market
- Ongoing mentorship and brand-building opportunities