Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a client's financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to them. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations.

Industry: Financial Services
Company Size: 201-500 employees

Wealthspire Advisors

Savvy Admin PROD

AVPAD014124_1

**Who We Are**

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

As an **AVP, Advisor ** at Wealthspire, you will leverage deep financial expertise to craft tailored investment strategies that align with client aspirations and regulatory standards. You'll lead the execution of sophisticated financial plans, ensuring optimal outcomes while nurturing enduring client relationships. Collaborating with external experts, you'll contribute to strategic initiatives and guide the development of comprehensive wealth solutions. Embracing diversity and fostering a culture of continuous growth, Wealthspire offers a dynamic environment where your expertise can thrive.

**Job Responsibilities**

- Lead and/or support other advisors in the management of client engagements.

- Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledge.

- Execute investment and planning activities (e.g. rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.).

- Actively service client accounts by performing and/or coordinating administrative tasks (e.g. tracking and monitoring account/asset transfers, preparing and presenting performance reports, processing transaction requests as directed, handling necessary paperwork for accounts, etc.).

- Initiate and field client calls on various topics and miscellaneous requests (e.g. account specific questions, general inquiries regarding portfolios, investment market discussions, planning items, money movements, etc.).

- Assist with the development of client financial plans using financial planning software and present results and solutions to clients.

- Monitor client investments, review performance, and suggest changes to client portfolios as appropriate.

- Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities.

- Create proposals for prospective clients.

- Coordinate with clients’ attorneys, accountants, and other professionals as needed

- Develop and maintain working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.

- Pursue professional development opportunities to include additional licenses and/or designations and actively participate in internal and external training sessions and networking events

**Requirements**

- Minimum 5+ years of wealth management experience (other or additional experience will be considered).

- Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus.

- Bachelor’s degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience.

- Ability to independently manage and prioritize multiple projects.

- Organized, detail-oriented, and able to effectively manage task lists.

- Excellent written and verbal communication skills.

- Flexible team player who is highly adaptable to change and open to new ideas.

- Ability to think creatively.

- Reliable, follows through on commitments.

- Personal integrity and professional initiative.

- Previous supervisory experience managing teams is a plus.

- Strong problem-solving and influence/consensus-building skills.

- Strong communication and organizational skills.

- Ability to work through questions and concerns collaboratively

**Do you see yourself excelling in this position?**

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives.

**What We Offer**

Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our emp

AVP, Wealth Advisor

Pura Vida Miami stands as the premier wellness and lifestyle brand with locations in Florida and New York and has been transforming the way people eat since its establishment in 2012 by Founder Omer Horev in South Florida.

Pura Vida Miami has become a beacon of health-conscious living, offering a diverse menu of nutritious and delectable dishes. Omer and Jennifer Horev, the husband-wife duo behind the brand, have meticulously curated a menu that harmonizes nutritious and indulgent offerings. From raw acai bowls to superfood smoothies and clean chef-driven salads, each dish is a celebration of high-quality ingredients.

As we continue to expand, our brand remains committed to its founding principles of health and wellness. As part of our community culture, we actively engage in eco-friendly practices such as composting food waste and donating soil to local farms, exemplifying its commitment to a sustainable future. More than a culinary destination, we are a lifestyle brand that encapsulates the essence of a healthier and happier community.

Industry: Hospitality
Company Size: 501-1,000 employees

Pura Vida Miami

~~We are a lifestyle brand!We are on a mission to provide the world with simple, wholesome food and beverage items that fit today's lifestyle, offering an intimate, yet fast and consistent, experience to our customers.We love and take pride in what we do, and we currently offer an exciting opportunity to join a thriving and ever-growing brand in this industry.~~

**PRINCIPAL RESPONSIBILITIES/ESSENTIAL JOB FUNCTIONS:**

- Welcome all guests into our stores with a friendly and positive attitude.

- Provide our guests with the highest level of customer service, ensuring a memorable and enjoyable experience.

- Take orders from guests and provide recommendations based on their preferences.

- Answering guests' questions regarding our menu and services.

- Craft a variety of hot and cold coffee beverages, including but not limited to espresso, cappuccino, matcha lattes, and cold brews.

- Restock stations regularly to ensure they are clean, organized, and fully stocked with necessary supplies.

- Follow all policies and procedures for health and food safety, ensuring an inviting environment for both guests and team members.

- Collaborate with your manager and team members to maintain smooth operations and a positive work atmosphere.

- Support with any additional duties assigned.

**REQUIREMENTS:**

- Previous experience in the hospitality and/or food service industry (e.g. restaurant, hotel, etc.)

- Barista experience and latte art is required.

- Passionate about providing excellent customer service.

- Fun and outgoing attitude!

- Restock stations and keep them clean and organized.

- Ability to work efficiently in a fast-paced environment and multitask effectively.

- May stand for long periods of time and lift up to 50 pounds.

**BENEFITS:**

- Health & Wellness – Medical, Dental, Vision, Telemedicine, and more.

- Discounted Meals

- Growth & Advancement Opportunities

- 401(k) Plan with Company Match

The general nature and level of work being performed by persons assigned to this job classification are contained in this job description. This job description should not be construed as an exhaustive list of all responsibilities, essential job functions, duties, skills required and other job requirements of personnel in this role. All employees may be required to perform duties outside of their normal responsibilities from time to time as needed. Management reserves the right to assign or reassign duties and responsibilities to the job at any time.

Pura Vida Miami is proud to be an equal opportunity employer. We are committed to creating a workplace where diversity is celebrated and everyone feels welcome, regardless of race, color, religion, national origin, age, sex, sexual orientation, gender identity or expression, disability, veteran status, or any other legally protected characteristic. We believe that building a team with diverse perspectives and experiences makes us stronger, more creative, and more connected to the communities we serve.

**Agency Disclaimer**

We’ve got this covered! At Pura Vida Miami, our Talent Acquisition team leads all hiring efforts internally. We do not accept unsolicited resumes from agencies, we mean it. Any resumes sent our way without a signed agreement in place (including those sent directly to our team or hiring managers) will be considered property of Pura Vida Miami and we won’t be responsible for any fees. If you’re interested in partnering with us, reach out to our Talent team first. We’re happy to connect the right way!

**$16.00/HOUR+TIPS**

**# **DCPV2025

Barista

Shulman Rogers is a full-service law firm with over 100 attorneys, offering strategic solutions for businesses, individuals and families. Our corporate services cover business planning, mergers and acquisitions, securities, employment, intellectual property, government contracting, tax, cybersecurity and corporate governance. We excel in real estate transactions, including commercial and residential closings, leasing, development, acquisitions and sales. Our litigators specialize in complex litigation, mediation, and arbitration. Personal legal services include trust and estate planning, family law, real estate settlements, medical malpractice, and personal injury.

Industry: Legal Services
Company Size: 201-500 employees

Shulman Rogers

Shulman Rogers is seeking a Legal Administrative Assistant to join our Potomac office. This role provides comprehensive and transactional support to attorneys, with a focus on commercial real estate matters. The ideal candidate will have 5+ years of commercial real estate experience, be a proactive team player with strong communication skills, posses the ability to manage multiple priorities, and committed to delivering exceptional client service.

**Primary Duties And Responsibilities**

- Proofread legal documents, including all types of real estate documents, including purchase and sale agreements, leases, loan documents, closing binders, and correspondence.

- Manage and organize case files, ensuring all relevant documents are properly filed and easily accessible.

- Assist with post-closing activities, including preparation of closing binders and distribution of final documents.

- Manage the engagement letter and conflicts process.

- Schedule and coordinate meetings, and other appointments.

**Qualifications And Skills**

- 5+ years of administrative support experience in real estate or transactional legal practice (commercial real estate preferred).

- A bachelor's degree or equivalent experience.

- Strong understanding of real estate transactions and related documentation.

- E-filing of pleadings in both state and federal courts in Maryland, DC, and Virginia.

- Proficiency in Microsoft Office (with particular expertise in Microsoft Word) and document management software (experience with i-Manage a plus).

Shulman Rogers offers excellent long-term career opportunities and full benefits. This position also offers a flexible work environment with a minimum of four days in the office per full work week.

**Job Posted by ApplicantPro **

Legal Administrative Assistant - Real Estate

We provide individual and couples counseling, child, teen and family therapy, medication management, psychological testing and evaluation, ARMHS & CTSS, embedded programming & organizational mental health support, and additional customized services both in-office and in-home. We are proud to be able to serve communities across Minnesota via online therapy and medication management services.

Each of our counselors, therapists, psychologists and practitioners bring their unique experience, passion, specialty and personality to therapy, and all understand the power and importance of human connection and good relationships in the process of healing and self-discovery.

Industry: Mental Health Care
Company Size: 51-200 employees

Ellie Mental Health

**This position is flexible remote...meaning some in person and some through Telehealth. Looking for the right fit to work with our team!**

**We Have Immediate Openings For LGPC Therapists**

- Offer guaranteed pay for the initial 8 weeks as you ramp your caseload

- Active patient waiting list waiting to be assigned to therapist

- Provide Clinical supervision by MD state-licensed LCSW-C and LCPC at no cost to you

- Ability to provide different types of therapy (individual, group, play, etc)

- We have a wide variety of patients for great exposure to new clinical experiences

- Awesome leadership team focused on supporting you and your growth

- Steady pay with excellent benefits, and bonus structure

- Ability to customize your hours

- Ability to grow into leadership role within the organization

**Who we are looking for: Therapists!!!**

The perfect candidate will share our passion for improving and expanding access to quality mental health care and will thrive in a culture that emphasizes: autonomy, flexibility, creativity, authenticity, humor, compassion, acceptance, and determination. Opportunities for individual, family, and group therapy services as well as Telehealth.

**Responsibilities And Duties**

- Evaluate mental health diagnosis, create and implement a treatment plan, and complete ongoing documentation including further diagnosis, treatment plan reviews, and case notes according to company policy

- Maintain a caseload of 25 client sessions per week

- Provide excellent customer service for clients and collaborate with a dynamic team to further the mission of filling gaps in our community

- Utilize creativity in interventions to help clients achieve and exceed goals

- Coordinate services with case managers, families, work personnel, medical personnel, other Ellie staff, and school staff as needed

- Attend and participate in all clinical staff meetings and training

- Other stuff we probably forgot to add but just as meaningful and important to your role

**Required Qualifications And Skills**

- Candidates are required to have a master’s degree in social work or one of the behavioral sciences or related fields from an accredited college or university.

- Required to be a licensed mental health professional in the state of Maryland.

- Required experience with completing DAs, treatment plans, and clinical case notes

**Preferred Qualifications And Skills**

- Prefer candidates with creative and innovative approaches to mental health

- Prefer experience with children, adolescents, and teens

- Preferred experience with couples and families

- Ideal candidates will have a general knowledge of therapy services, community resources, insurance billing

**What We Have To Offer**

- Our salary compensation package is straightforward with no games.

- Excellent benefits package, PTO accrual, and professional development.

- Flexible scheduling

- Hourly pay structure PLUS commission on claims

- Access to Continuing Education CEU Library

**What Else You Should Know**

- This position will be under the general direction of the Clinical Director.

- Learn more about our amazing company at www.elliementalhealth.com

Flexible work from home options available.

Compensation: $70,000.00 - $83,000.00 per year

**Seeking creative & collaborative humans with a passion for changing mental health care in fun and meaningful ways.**

**Don’t meet EVERY requirement?**

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. Ellie Mental Health is devoted to purposefully building an inclusive and diverse workplace where all of our humans can be their authentic selves! ~~(Authenticity is one of our core values, after all…) ~~ If you’re excited about the chance to be a change-maker with us, but your past experience doesn’t perfectly align with every single qualification of the job description, we encourage you to apply anyways. Our mental health jobs need dedicated individuals from every background who are willing to care for others. And who knows, you might just be the perfect candidate for another role!

**Employee Experience**

We take care of our people. It’s that simple. From investing in their financial future, to providing wages that shatter the ceiling in our industry to reasonable caseload expectations we ensure that our people are happy. Happy employees do better work and provide better client care! No matter what it is that you do in your mental health career at Ellie, our clients depend on us cultivating an environment where our employees can thrive so that ~~they ~~ can thrive too!

Y’all, jobs in mental health are tough jobs with a high risk of emotional fatigue and burnout. At Ellie, we use all of our core values of humor, creativity, authenticity, acceptance, determination, and compassion not just out in our communities, but we turn them inwards too! Our employees have clear growth paths for advancing their careers.

We have created a culture that reminds us that our employees are our leaders!

**Company Structure**

Ellie is a socially responsible for-profit business, which allows us to be flexible and responsive to our community’s needs. Many mental health and wellness-focused companies are non-profits or government agencies, which rely on the general public, grants, or large donors for funding. This model often results in little creativity and lower compensation for employees, promoting a work culture that just makes people feel “blah.”

Feeling ~~blah ~~ doesn’t help employees stay motivated, engaged, or even in their jobs for a very long time! So we created a new model: one that puts flexibility, innovative decision-making, creativity, and our people first, while remaining a socially conscious and responsible for-profit business focused on changing how we treat mental health.

**In short, we’re just people helping people. Wanna join the herd? **

LGPC Mental Health Therapist

**Benefits**

- Dental insurance

- Flexible schedule

- Free food & snacks

- Health insurance

- Paid time off

- Vision insurance

**We Have Immediate Openings For LMSW/LGPC Therapists**

MUST HAVE ACTIVE LMSW or LGPC in Maryland.

- Offer guaranteed pay for the initial 4 weeks as you ramp your caseload

- Active patient waiting list waiting to be assigned to therapist

- Provide Clinical supervision by MD state-licensed LCSW-C and LCPC at no cost to you

- Ability to provide different types of therapy (individual, group, play, etc)

- We have a wide variety of patients for great exposure to new clinical experiences

- Awesome leadership team focused on supporting you and your growth

- Steady pay with excellent benefits, and bonus structure

- Ability to customize your hours

-  Ability to grow into leadership role within the organization

**Who we are looking for: Therapists!!!**

The perfect candidate will share our passion for improving and expanding access to quality mental health care and will thrive in a culture that emphasizes: autonomy, flexibility, creativity, authenticity, humor, compassion, acceptance, and determination. Opportunities for individual, family, and group therapy services as well as Telehealth.

**Responsibilities And Duties**

- Evaluate mental health diagnosis, create and implement a treatment plan, and complete ongoing documentation including further diagnosis, treatment plan reviews, and case notes according to company policy

- Maintain a caseload of 25 client sessions per week

- Provide excellent customer service for clients and collaborate with a dynamic team to further the mission of filling gaps in our community

- Utilize creativity in interventions to help clients achieve and exceed goals

- Coordinate services with case managers, families, work personnel, medical personnel, other Ellie staff, and school staff as needed

- Attend and participate in all clinical staff meetings and training

- Other stuff we probably forgot to add but just as meaningful and important to your role ;)

**Required Qualifications And Skills**

- Candidates are required to have a master’s degree in social work or one of the behavioral sciences or related fields from an accredited college or university.

- Required to be a licensed mental health professional in the state of Maryland.

- Required experience with completing DAs, treatment plans, and clinical case notes

**Preferred Qualifications And Skills**

- Prefer candidates with creative and innovative approaches to mental health

- Prefer experience with children, adolescents, and teens

- Preferred experience with couples and families

- Ideal candidates will have a general knowledge of therapy services, community resources, insurance billing

**What We Have To Offer**

- Our salary compensation package is straightforward with no games.

- Excellent benefits package, PTO accrual, and professional development.

- Flexible scheduling

- Hourly pay structure PLUS commission on claims

- Access to Continuing Education CEU Library

**What Else You Should Know**

- This position will be under the general direction of the Clinical Director.

- Learn more about our amazing company at www.elliementalhealth.com

Flexible work from home options available.

Compensation: $70,000.00 - $83,000.00 per year

**Seeking creative & collaborative humans with a passion for changing mental health care in fun and meaningful ways.**

**Don’t meet EVERY requirement?**

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. Ellie Mental Health is devoted to purposefully building an inclusive and diverse workplace where all of our humans can be their authentic selves! ~~(Authenticity is one of our core values, after all…) ~~ If you’re excited about the chance to be a change-maker with us, but your past experience doesn’t perfectly align with every single qualification of the job description, we encourage you to apply anyways. Our mental health jobs need dedicated individuals from every background who are willing to care for others. And who knows, you might just be the perfect candidate for another role!

**Employee Experience**

We take care of our people. It’s that simple. From investing in their financial future, to providing wages that shatter the ceiling in our industry to reasonable caseload expectations we ensure that our people are happy. Happy employees do better work and provide better client care! No matter what it is that you do in your mental health career at Ellie, our clients depend on us cultivating an environment where our employees can thrive so that ~~they ~~ can thrive too!

Y’all, jobs in mental health are tough jobs with a high risk of emotional fatigue and burnout. At Ellie, we use all of our core values of humor, creativity, authenticity, acceptance, determination, and compassion not just out in our communities, but we turn them inwards too! Our employees have clear growth paths for advancing their careers.

We have created a culture that reminds us that our employees are our leaders!

**Company Structure**

Ellie is a socially responsible for-profit business, which allows us to be flexible and responsive to our community’s needs. Many mental health and wellness-focused companies are non-profits or government agencies, which rely on the general public, grants, or large donors for funding. This model often results in little creativity and lower compensation for employees, promoting a work culture that just makes people feel “blah.”

Feeling ~~blah ~~ doesn’t help employees stay motivated, engaged, or even in their jobs for a very long time! So we created a new model: one that puts flexibility, innovative decision-making, creativity, and our people first, while remaining a socially conscious and responsible for-profit business focused on changing how we treat mental health.

**In short, we’re just people helping people. Wanna join the herd? **

LMSW Mental Health Therapist

**Benefits**

- 401(k)

- 401(k) matching

- Bonus based on performance

- Flexible schedule

- Free food & snacks

- Health insurance

- Paid time off

- Training & development

**We Have Immediate Openings For LMSW Therapists**

-  LMSW in state of Maryland Required

-  We provide supervision at no cost to you

-  Ability to provide different types of therapy (individual, group, play, etc)

-  We have a wide variety of patients for great exposure to new clinical experiences

-  Awesome leadership team focused on supporting you and your growth

-  Steady pay with excellent benefits

-  Ability to customize your hours

-  Ability to grow into leadership role within the orginization

**Who is Ellie?**

Ellie Mental Health is a highly successful mental health organization with clinics structured to remove many of the daily obstacles that get in the way of providing world-class mental health services. Ellie makes the clinician’s experience a priority by offering: excellent compensation, benefits, training, and flexible scheduling. Not to mention providing centralized administrative, technology, referral and inquiry support, scheduling, client/therapist matching, billing and collections, and even CEU programs. Ellie strives to lower the administrative aspects of providing care to the absolute minimum, so our practitioners have more time to focus on what they love - serving clients! We want our people to be happy because happy therapists do better work and provide better client care!

**Who we are looking for: Therapists!!!!**

The perfect candidate will share our passion for improving and expanding access to quality mental health care and will thrive in a culture that emphasizes: autonomy, flexibility, creativity, authenticity, humor, compassion, acceptance, and determination. Opportunities for individual, family, and group therapy services as well as Telehealth.

**Responsibilities And Duties**

- Evaluate mental health diagnosis, create and implement a treatment plan, complete ongoing documentation including further diagnosis, treatment plan reviews, and case notes according to company policy

- Maintain a caseload of 25 client sessions per week

- Provide excellent customer service for clients and collaborate with a dynamic team to further the mission of filling gaps in our community

- Utilize creativity in interventions to help clients achieve and exceed goals

- Coordinate services with case managers, families, work personnel, medical personnel, other Ellie staff, and school staff as needed

- Attend and participate in all clinical staff meetings and training

- Other stuff we probably forgot to add but just as meaningful and important to your role ;)

**Required Qualifications And Skills**

- Candidates are required to have a master’s degree in social work or one of the behavioral sciences or related fields from an accredited college or university.

- Required to be a licensed mental health professional in the state of Maryland.

- Required experience with completing DAs, treatment plans, and clinical case notes

**Preferred Qualifications And Skills**

- Prefer candidates with creative and innovative approaches to mental health

- Prefer experience with children, adolescents, and teens

- Preferred experience with couples and families

- Ideal candidates will have a general knowledge of therapy services, community resources, insurance billing

**What We Have To Offer**

- Our salary compensation package is straightforward with no games.

- Excellent benefits package, PTO accrual, and professional development.

- Flexible scheduling

- Hourly pay structure PLUS commission on claims

- Access to Continuing Education CEU Library

**What Else You Should Know**

- This position will be under the general direction of the Clinical Director.

- Learn more about our amazing company at www.elliementalhealth.com

Flexible work from home options available.

Compensation: $71,000.00 - $86,000.00 per year

**Seeking creative & collaborative humans with a passion for changing mental health care in fun and meaningful ways.**

**Don’t meet EVERY requirement?**

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. Ellie Mental Health is devoted to purposefully building an inclusive and diverse workplace where all of our humans can be their authentic selves! ~~(Authenticity is one of our core values, after all…) ~~ If you’re excited about the chance to be a change-maker with us, but your past experience doesn’t perfectly align with every single qualification of the job description, we encourage you to apply anyways. Our mental health jobs need dedicated individuals from every background who are willing to care for others. And who knows, you might just be the perfect candidate for another role!

**Employee Experience**

We take care of our people. It’s that simple. From investing in their financial future, to providing wages that shatter the ceiling in our industry to reasonable caseload expectations we ensure that our people are happy. Happy employees do better work and provide better client care! No matter what it is that you do in your mental health career at Ellie, our clients depend on us cultivating an environment where our employees can thrive so that ~~they ~~ can thrive too!

Y’all, jobs in mental health are tough jobs with a high risk of emotional fatigue and burnout. At Ellie, we use all of our core values of humor, creativity, authenticity, acceptance, determination, and compassion not just out in our communities, but we turn them inwards too! Our employees have clear growth paths for advancing their careers.

We have created a culture that reminds us that our employees are our leaders!

**Company Structure**

Ellie is a socially responsible for-profit business, which allows us to be flexible and responsive to our community’s needs. Many mental health and wellness-focused companies are non-profits or government agencies, which rely on the general public, grants, or large donors for funding. This model often results in little creativity and lower compensation for employees, promoting a work culture that just makes people feel “blah.”

Feeling ~~blah ~~ doesn’t help employees stay motivated, engaged, or even in their jobs for a very long time! So we created a new model: one that puts flexibility, innovative decision-making, creativity, and our people first, while remaining a socially conscious and responsible for-profit business focused on changing how we treat mental health.

**In short, we’re just people helping people. Wanna join the herd? **

LMSW Social Worker Therapist

Acosta brings simplicity to retail sales. We act as a catalyst to boldly connect brands, retailers and consumers, fueling growth and building long-term value throughout North America and Europe.

We are deeply embedded in every corner of the retail industry, strengthening the local, regional and national relationships between brands and retailers. Our team of experts uses deep industry insight, cutting-edge analytics and integrated partnerships to help our clients move ahead with confidence.

Industry: Retail
Company Size: 10,001+ employees

Acosta

**General Information**

**Company: ** ACO-US

**Location: ** POTOMAC, Maryland, 20854

**Ref #: ** 115383

**Pay Rate: ** $ 17.84

**Experience/skills and/or location may influence position wage rate**

**Range Minimum: ** $ 17.84

**Range Maximum: ** $ 17.84

**Function: ** Merchandising

**Employment Duration: ** Full-time

**Benefits:**

- Medical, dental and vision insurance

- Company-paid life insurance, short-term and long-term disability

- 401k program

- Generous Paid Time Off (PTO) program

**Description And Requirements**

As a Retail Coverage Merchandiser, this role helps products from one of the world’s largest CPG companies stand out in assigned grocery stores. By ensuring product availability, building displays, and supporting promotional activity, this position connects shoppers with the brands they love while driving incremental sales. This position offers independence, flexible scheduling, and hands-on merchandising.

**$150 Bonus!**

Join us as a **Retail Coverage Merchandiser ** and stay active for at **least 60 days ** and you'll earn an extra **$150 ** just for being part of the team!

**What's in it for you?**

- Set your own workdays, Monday thru Friday, with occasional ad-hoc day-specific or weekend work.

- Work with brands you know and love across multiple product categories.

- Experience a dynamic, independent workday with variety in daily tasks

- Learn from retail experts to master merchandising and reporting tools

- Earn reimbursement for travel between stores

- Competitive salary with opportunities to advance within Acosta

**What will you do?**

- Visit, support, and drive strong display standards for a territory of 20-40 stores

- Sell pre-approved incremental items to support promotions and build secondary displays

- Ensure client products are stocked, properly displayed, and positioned to drive incremental sales

- Collaborate with store managers to resolve inventory issues

- Complete client-required audits and submit same-day reporting through mobile technology

- Stock, pack out, and merchandise products, regularly lifting up to 40 lbs

- Receive promotional and marketing materials at home and deliver them to stores for installation

- Pre-sell and build displays that enhance product visibility

- Capture and upload photos of completed work to demonstrate merchandising execution

- Partner with store leadership and associates while staying in communication with the direct manager via phone, email, and text

**How will you succeed?**

- Maintaining strong attention to detail and commitment to high-quality work

- Staying organized, self-motivated, and consistent with store visit execution

- Demonstrating professionalism when engaging with store teams and managers

- Following instructions accurately and completing technology-based reporting reliably

- Working efficiently with minimal supervision while adapting to varying store needs

- Managing time effectively across multiple stores and tasks

- Showing reliability, accountability, and consistency in completing responsibilities

**Experience and Qualifications ** :

- High School Diploma or GED required

- Min 6 months retail experience in a customer facing role required

- Ability to lift up to 40 lbs and stand/walk for extended periods

- Comfortable using technology such as tablets, mobile apps, Teams, Excel, and Outlook

- Strong communication, customer service ability, and attention to detail

- Reliable transportation

- Must be at least 18 years old

**Who We Are:**

**Acosta is a part of Acosta Group – a collective of the industry’s most trusted retail, marketing and foodservice agencies reimagining the way people connect with brands at every point in their shopping journey.**

**Specializing in retail sales services, digital strategy, and business intelligence, Acosta empowers brands to thrive in the world of omnichannel shopping. Our sales and digital teams build lasting relationships, ensuring our client brands get the space they deserve in stores and outperform the competition online, while our merch reps make brands shine in retail locations across the world.**

**But it’s not just about what we do – it’s about who we are. With a team of over 20,000 associates, we’re a community of forward-thinking, value-driven professionals committed to an unmatched level of trust and transparency in the industry. And, we understand the importance of work-life balance, which is why many of our field roles provide our associates with flexible scheduling options. Join us and be a part of a team that values growth and making a real impact for our clients, retail partners and their customers.**

**We empower you to Discover Your Path and fully embrace BEING YOU as you shape your journey with us. At Acosta Group, we value equal opportunity in employment practices and career progression. We are dedicated to fostering a diverse, inclusive workforce, and provide equal employment opportunity for all applicants and employees. Employment decisions are based on business needs, job requirements, and individual qualifications without regard to race/ethnicity, gender/gender identity, disability, veteran status, or any other basis protected by federal, state, and local laws.**

**As an equal-opportunity employer, Acosta Group will provide reasonable accommodations for applicants with physical or mental disabilities to complete applications or interviews for employment. If reasonable accommodation is needed to participate in the job application or interview process, please contact EmployeeServices@acosta.com.**

**By applying, you agree to our Privacy Statement and Terms of Conditions. US: http://acosta.jobs/privacy-policy-us/Canada: http://acosta.jobs/privacy-policy-ca/**

**Acosta is an Acosta Group Agency. To learn more about Acosta, click here.**

Equal Opportunity Employer (Disabled, Veteran) | Under applicable requirements, such as the San Francisco FCO and the Los Angeles FCHIO, we consider for employment qualified applicants with arrest and conviction records or criminal histories | E-Verify Employer

- Acosta Group, in good faith, believes that any posted range of compensation is the accurate range for this role at the time of this posting. Acosta Group may ultimately pay more or less than the posted range depending on candidate qualifications and locations. This range may be modified in the future.

Retail Coverage Merchandiser - Grocery

The measure of our success is in what we achieve together.
At BDO, culture is the first order of business. We succeed when we cultivate a conscious and caring corporate culture that puts people at the center of everything we do. 

In essence, the business of our business is to help people thrive every day. This mindset powers our growth by supporting the development of our people, the success of our clients, and the betterment of our communities. It means taking an expansive view of what’s possible, and committing ourselves to achieving exceptional outcomes. At BDO, we are cultivating a culture where our professionals thrive in their work of providing middle market leaders with insight-driven perspectives and assurance, tax and advisory services, helping companies take business as usual to better than usual.

BDO is the brand name for the BDO network and for each of the BDO Member Firms. BDO USA, P.C, a Virginia professional corporation, is the U.S. member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member firms.

Industry: Accounting
Company Size: 10,001+ employees

BDO USA

**Job Summary**

**JOB DESCRIPTION**

The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the PCS-FOS Experienced Manager is responsible for client relationship management including regularly meeting with the client and assigned staff, reporting financial information and making financial management recommendations, timely billing and resolution of client issues. In this role, PCS-FOS Experienced Manager is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the PCS-FOS Experienced Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.

**Job Duties**

**Client Service Delivery:**

-  Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function

-  Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger

-  Creates accounting records such as bill payments, client invoices, payroll, and others; identifies and records adjustments; produces accurate financial statements, and provides financial analysis

-  Understands the technology packages clients are using to support their accounting/finance functions; can describe the major functions each system performs, and knows how the system performs those functions

-  Explains the purpose and value of system functions that a client may not be using

-  Identifies when a client is not using a technology package in a proper or efficient manner

-  Learns new technology quickly, understands the essence of technologies, how they can be used, how they interact with other technologies and business functions, what the best methods/benefits are for using them, and applies these technologies to an engagement

-  Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure

-  Designs integrated solutions that respond to the specific situation; knows BDO well enough internally to identify when services outside of PCS-FOS should be included and describes what these services achieve and how they operate; outlines the solution in a concise document and vets it internally with their leaders and other BDO stakeholders

-  Accurately determines the cost of building a client solution; can calculate the benefit to a client in dollar terms of the solution, using the pricing process

-  Compares the differences between the perspectives, and if there is sufficient margin in between (given our confidence in our calculations) to have a profitable engagement, proposes a fixed fee based on current scope for review by leadership

-  Works with Senior Managers to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues

-  Educates clients on how their finance and accounting needs will change as their business evolves

-  Helps clients identify areas of opportunity and future business needs.

-  Periodically reviews solutions with their clients to determine if it is still the right solution for the current state of the business and recommends appropriate changes

-  Learns to manage conflict; proactively engages senior leadership when conflict arises

-  Learns to support the client through business changes and helps to develop and execute the change management plan

-  Handles full-life cycle of all assigned engagements by providing technical management for all areas within the accounting function

-  Gathers information necessary from the client to execute on engagements

-  Maintains a running list of information that is needed, and follows up to gather information that is missing

-  Organizes this information so it is easily accessible for the team and the client as applicable

-  Creates, develops and maintains strong business relationships with clients, both internal and external

-  Understands tax planning considerations/concepts for various business entities; comprehends the information presented on different tax return forms, analyzes this information to draw conclusions and have an intelligent conversation with clients – helping clients navigate business decisions and their potential financial and tax implications

-  Appropriately refers tax related matters to Core Tax and Specialty Tax Services

**Business Development**

-  Learns business development strategies and service offerings targeted for various industries

-  Ensures prospect and sales information is entered into CRM as appropriate

-  Recommends and designs solutions for clients

-  Learns to evaluate clients for acceptance (e.g. general risk matters, regulations that affect our work, international business, background checks, etc.), and develops statements of work based on solutions they have proposed, with support from leadership

-  Develops exposure to industry teams and business development resources

-  Develops an awareness of the impact that different industries and service offerings have on the technical work and final deliverable

-  Participates in industry trade groups and networking events

-  Listens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadership

-  Initiates conversation of the Advisory service offerings, as well as the broader firm, to a client, prospect, or contact

-  Understands and articulates PCS-FOS’s value proposition and understands the target market/client profile

**Developing Others**

-  Identifies staff needs to develop analytics and forecasting skills at a level where they are capable of interpreting financial results, recognizing trends and gaining insights into business performance improvements

-  Participates in recruiting efforts for Associates and Senior Associates and assists with the new employee on-boarding process

-  Serves as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions, technology for supporting these functions and how tax planning can differ by industry and business structure

**Project Management**

-  Creates a work plan following best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress)

-  Bills engagements in a timely and effective manner, appropriate to the client’s situation and the state of the work; contributes to economic management matters such as forecasting and monitoring/managing to key metrics

-  Learns to scope a new project and construct a fee estimate/budget that considers all appropriate details, including, but not limited to: architecting, designing and planning/estimating a tailored client solution; identifies resource requirements and develops transition plans and estimates appropriate margins for the client engagement and the overall picture of the client relationship

-  Oversees client satisfaction with quality of work products, assigned staff, and engagement performance

-  Ensures clients are billed timely in accordance with the SOW and follows PSC-FOS billing and collections best practices; works with team to resolve any client billing issues

**Tax Related Duties**

-  Research

-  Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis

-  Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process

-  Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis

-  Involves firm specialists, as appropriate

-  Strategy Development

-  Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.

-  Consistently makes suggestions as to how previous work products or approaches can be improved

-  May present complex strategies to clients and prospective clients

**Other Duties**

-  Travels up to 20% of the time

-  Other duties as required

**Supervisory Responsibilities**

-  Supervises associates and senior associates on all projects

-  Reviews work prepared by associates and senior associates and provide review comments

-  Trains Associates and Seniors how to use all current software tools

-  May act as a Career Advisor to associates and senior associates

-  Schedules and manages workload of associates and senior associates

-  Provides verbal and written performance feedback to associates and senior associates.

**Education**

**Qualifications, Knowledge, Skills and Abilities:**

-  One of the following is required:

-  Bachelor’s degree, focus in Accounting or Finance, preferred AND seven (7) or more years of experience performing general accounting transactions and functions, required; OR

-  Nine (9) or more years performing general accounting transactions and functions with some supervisory and consultative or business advisory experience without a degree, required

-  MBA or other relevant advanced degree (Masters in Accountancy), preferred

**Experience**

-  Three (3) or more years of supervisory experience, preferred

-  Experience working with outsourced and/or delivery center operations, preferred

-  Consultative or business advisory experience, preferred

**License/Certifications**

-  CPA certification, preferred

**Software**

-  Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required Experience utilizing industry standard accounting software and BDODrive platform software such as Intuit’s QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferred

-  Prior experience utilizing industry recognized accounting research tools, preferred

-  SEI Archway and Qvinchi, preferred

**Language**

-  N/A

**Other Knowledge, Skills & Abilities**

-  Excellent verbal and written communication skills

-  Understands the finance and accounting functions generally performed by a business (e.g. sales, purchasing, A/R, etc.) and common best practices/processes for how they operate, as well as how they interact; understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services or processes may be inefficient or missing and where we can add value

-  Understands what is required from a compliance perspective and develops an understanding of what is considered a standard or best practice for the industry or business structure

-  Presents well in one-on-one and small group settings; presents well to all levels of management, internally and with clients; projects confidence and expertise; communicates in a clear and concise manner that emphasizes key points; persuades others to their points of view; self-aware – knows when an approach is not working and can change course immediately

-  Strong analytical and basic research skills

-  GAAP and TAX knowledge, financial statement presentation, and report writing

-  Solid organizational skills especially the ability to meet project deadlines with a focus on details

-  Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery

-  Takes personal accountability for work products and accepts constructive feedback to guide future actions

-  Ability to successfully manage multiple tasks while working independently or within a group environment

-  Ability to act as the primary contact on assigned engagements and effectively manage a team of professionals including delegating work assignments as needed

-  Ability to effectively manage a team of professionals and contribute to the professional development of assigned personnel, while delegating work assignments as needed

-  Interacts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with internal and client personnel

-  Ability to travel up to 25% of the time

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

Colorado Range: $125,000 - $150,000

Maryland Range: $121,000 - $145,000

Massachusetts Range: $130,000 - $147,750

New Jersey Range: $130,000 - $165,000

NYC/Long Island/Westchester Range: $170,000 - $185,000

Washington DC Range: $140,000 - $162,000

**About Us**

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On

- Welcoming diverse perspectives and understanding the experience of our professionals and clients

- Empowering team members to explore their full potential

- Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities

- Celebrating ingenuity and innovation to transform our business and help our clients transform theirs

- Focus on resilience and sustainability to positively impact our people, clients, and communities

- BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

- Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more!

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

Tax Experienced Manager, Private Client & Family Office Services

EMPOWERHOME is The Trusted Real Estate Industry Solutions Provider, supporting Realtors, Mega Teams, and Core Services Companies that are essential to a real estate transaction worldwide. As the shared service provider for our partners, we deliver solutions for Lead Generation, Inside Sales, Marketing, Database Management, Coaching, Finance, Human Resources, Customer Experience, and more. Working with real estate agents, real estate teams, loan officers, insurance agents, and others, our Sales, Marketing, and Operations teams provide industry leading support services and training to grow their business and increase client retention & satisfaction.

Industry: Business Consulting and Services
Company Size: 51-200 employees

EmpowerHome

**EmpowerHome Team**

Full-Time | Commission-Based | $150,000–$300,000+ Earning Potential

**Active Maryland Real Estate License Required**

**Leads Provided**

Why This Real Estate Agent Role is Different

Are you a **licensed Maryland Realtor ** looking to **close more deals without spending hours generating your own leads **? The EmpowerHome Team is one of the **top-performing real estate teams in the U.S. **, and our biggest challenge isn’t finding buyers—it’s having enough great agents to meet demand.

We provide **pre-qualified buyer and seller appointments ** so you can focus on what matters: **selling homes, making clients happy, and growing your income **.

**No cold calling. No door knocking. No buying leads. Just show up and sell.**

**What You’ll Get As An EmpowerHome Agent**

**Leads & Pipeline**

- Company-provided, pre-qualified buyer and seller appointments

- Warm prospects ready to meet and move forward

- Your own consistent sales pipeline without the stress of lead generation

**Full-Time Support Team**

- Admin, marketing, and transaction support to handle the busywork

- Focus your energy on appointments, showings, and closing deals

- Streamlined workflow so you can maximize your income

**Training & Coaching**

- Hands-on mentorship with top-performing real estate strategies

- Proven buyer & seller scripts, follow-up systems, and negotiation tactics

- Ongoing coaching to help you win faster and earn more

**Income Potential**

- First-year agents following our system commonly earn $100,000+

- Consistent top performers earn $150,000–$300,000+ annually

- Unlimited upside — your effort drives your results

**Culture & Team Environment**

- High-energy, team-first culture

- Collaborative environment where wins are celebrated

- Accountability, support, and growth opportunities

**Compensation: ** $150,000+

Real Estate Sales Agent

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