The Client Development Associate will engage potential clients, generate leads, set meetings for the Director of Client Development, and close leads, focusing on building relationships and achieving sales targets.

The Head of Advisory Services will lead Earned's advisory platform, shaping strategy, scaling operations, and ensuring client value creation. They will oversee team dynamics, drive integration, and represent the platform in leadership discussions.

The Revenue Operations Analyst role involves optimizing sales infrastructure, driving outreach efficiency, managing CRM platforms, and analyzing sales performance data to support client and corporate growth initiatives.

The Wealth Advisor will provide tailored financial advice to doctors, develop financial plans, build client relationships, and ensure exceptional service in a fiduciary capacity.

The Tax Manager/Senior Tax Manager will focus on tax planning and preparation, oversee client financial statements, manage relationships, and ensure compliance with tax regulations while training other team members.

The Salesforce Architect will design, implement, and scale the Salesforce ecosystem, optimizing integrated systems and collaborating cross-functionally to meet business goals.

Assist the advisory team in client meetings, develop financial plans, onboard and support clients, and ensure compliance with regulatory requirements.