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Actively introduces additional sales opportunities to current clients in order to expand the Agency’s book of business and increase policy revenue. Assists members of their dedicated sales/service team as needed.

Weichert Insurance Agency is hiring an Account Manager I in Morris Plains, NJ.This is a Hybrid position with 2 in-office days.The Account Manager I is an entry level position that follows a developmental path of growth and internal benchmarking which will lead to the servicing of a small territory o

Please find the Job Position Details; Position: Accounting Manager Location: East Hanover, NJ (3 Days Onsite & 2 Days Remote) Duration: 12+ Months (with possible extension) Pay Rate: $65-$74/hr. on W2 (Depending upon the experience) Job Description: The accounting manager’s goal is to fulfill revenue objectives and adhere to accounting and reporting policies. This includes reviewing and analyzing finances, ensuring compliance with regulations and refining reporting documentation. This is all performed all while verifying the integrity and accuracy of financial operations and safeguarding organizational assets. The accounting manager is also responsible for overseeing certain contracts as it relates to financial reporting, leading strategic planning for accounting policies and maintaining internal controls over financial transactions. Duties and Responsibilities: • Managing the general accounting function., • Develops accounting organizational strategies by contributing accounting and financial, • information, analysis, and recommendations to strategic thinking and direction; establishing, • functional objectives in line with organizational objectives., • Oversees the completion of ledger accounts and financial statements., • Evaluates and makes appropriate improvements to internal accounting processes ensuring that practices are in line with the overall goals of the organization., • Provides financial projections by coordinating budget/forecast preparation; collecting,, • analyzing, and consolidating financial information; advising departments on the collection and, • analysis of data., • Relies on extensive experience and judgment to plan and accomplish goals., • Leads and directs the work of others., • Maintains sufficient funds by forecasting cash requirements and obligations., • Accomplishes department and organization mission by completing related results as needed. Qualifications: • Proficiency in Microsoft Word, Access, Excel., • Working knowledge of Accounting, Purchasing and Payroll software and systems such as Microsoft D365/ADP., • Prior Biotech experience a plus, • Strong written and verbal communication skills, • Prior experience preparing information for audits., • Strong organization skills, flexibility and the ability to set priorities., • Ability to prioritize and juggle concurrent demands., • Work accurately with close attention to detail., • Maintain confidentiality of sensitive information. Minimum education, training, and experience • Bachelor’s Degree in Accounting or related discipline required., • Designation of CPA preferred., • At least 7+ years of experience in the field of accounting

\n • Position: Senior Accountant (6-month contract with potential for permanent hire), based in Montville, NJ, with a hybrid schedule (4 days on-site, 1 day remote).\n, • Reporting: Reports to the Regional Controller and supports accounting operations for a $50M manufacturing business.\n, • Core Responsibilities: Lead month-end/year-end close, prepare financial statements, journal entries, reconciliations, and financial reporting.\n, • Accounting Expertise: Manage Percentage-of-Completion (POC) accounting, revenue recognition, cost accounting, and ensure compliance with US GAAP and IFRS.\n, • Financial Analysis: Support budgeting, forecasting, variance analysis, and analyze project costs, inventory, and gross margins in partnership with Engineering, Manufacturing, and Operations.\n, • Operational Support: Assist with audits, internal controls, ERP enhancements, and oversee day-to-day accounting functions including AP, AR, fixed assets, and reporting.\n, • Required Qualifications: Bachelor's degree in Accounting, 4+ years of accounting experience (manufacturing and/or public accounting preferred), strong Excel skills, and knowledge of manufacturing cost accounting and POC accounting. CPA preferred.\n, • Preferred Skills: Experience with Power BI, SQL, ERP systems (M3, Jobscope, SAP), IFRS 15, ASC 606, IFRS 16, financial system implementations, and bilingual English/Spanish.\n, • Key Competencies: Strong analytical, organizational, communication, and cross-functional collaboration skills with the ability to work independently.\n, • Why Join: Opportunity to grow within a collaborative manufacturing company offering competitive compensation, benefits, and the potential for permanent employment.\n\n

Tax Manager or Director | Public Accounting | $150-200K Base + 15% Bonus | Onsite | Mount Arlington, NJ Send resume to Michael@sherwoodSP.com Most firms say they care about work/life balance. This one caps busy season at 50 hours, and the office is mostly empty by 5 PM the rest of the year. We're a mid-sized public accounting firm of about 150 people, with a 30 person tax team, and we're adding a Tax Manager. Our people stay because the work is interesting, the hours are reasonable, and leadership treats the team well. What You'll Work On • Individual, trust, partnership, and S corp returns, • Small and mid-sized business clients, with a strong base in manufacturing, • Reviewing work, developing staff, and serving as a main point of contact for clients, • Working closely with a tax team that knows what it's doing Compensation and Benefits • $150-200K base, depending on experience (senior-level CPAs coming in around $180K), • 15% bonus for managers, • Profit sharing, with 3% of salary contributed to your 401(k), • 5 weeks of PTO, • Full family medical coverage through Cigna Why People Like Working Here • Busy season tops out around 50 hours a week. Outside of tax season, people head home around 5., • A low-stress environment where you're trusted to do your job, • Flexibility on schedule (this is an onsite role, but beyond that we're easy to work with), • Regular firm events, golf outings, and a team that actually enjoys being around each other, • A real path forward. Senior Manager and Director roles are in reach, with partner track possible from there. What We're Looking For • CPA preferred, • Public accounting tax experience, including review, • Comfort working across individual, trust, and entity returns, • Someone who wants a long-term home, not just another stop If you're tired of 70 hour weeks and vague promises about advancement, let's talk. All inquiries are confidential.

About Us DOWC is a fast-growing third-party service provider in the automotive industry. We partner with thousands of dealerships nationwide, including exclusively for Nissan. We offer finance & insurance solutions to our partners and help service over a million contract holders across the country. Voted NJBIZ Best Place's to Work 4 years in a row! We’re looking for a Sr. Director of Accounting Operations to lead and elevate our Accounts Receivable / Order-to-Cash and Treasury functions. This is a highly visible leadership role for an accounting professional who thrives on improving processes, developing people, and bringing structure and efficiency to high-volume financial operations. You’ll oversee a team of approximately 15 accounting & treasury professionals and play a key role in ensuring the organization maintains strong cash flow, disciplined working capital management, accurate receivables, and effective treasury operations. What You’ll Do: Lead Accounting Operations • Lead, mentor, and develop a team of approximately 15 professionals across AR, Order-to-Cash, and Treasury., • Establish clear goals, performance expectations, KPIs, and accountability across the team., • Serve as a hands-on leader who can step into complex issues while empowering managers and team members to own their areas., • Partner closely with senior leadership, Accounting, Finance, Operations, and other internal teams. Own Accounts Receivable/Order-to-Cash • Oversee the full Order-to-Cash lifecycle, including invoicing, cash application, collections, account reconciliation, and dispute resolution., • Drive improvements in DSO, aging, collections performance, cash application, and overall working capital., • Establish and monitor AR reporting, KPIs, dashboards, and performance metrics., • Identify bottlenecks and implement scalable processes that improve efficiency, accuracy, and customer experience., • Develop SOPs for O2C operations specific to industry standards and implement process improvements for best efficiency., • Ensure appropriate controls are in place around billing, collections, cash receipts, and account reconciliations. Lead Treasury Operations • Oversee daily treasury and cash management activities, including cash positioning, bank activity, transfers, and reconciliations., • Monitor liquidity and cash requirements and help optimize the organization's cash position., • Manage banking relationships and support banking administration, including account openings, closures, signatories, and related documentation., • Strengthen treasury processes, controls, and reporting., • Partner with leadership to improve cash forecasting and visibility. What We’re Looking For • Bachelor’s degree in Accounting, Finance, Business, or a related field, • 5+ years of experience as a controller, assistant controller, VP of accounting, director of accounting, or related role, • Must have experience overseeing treasury and accounts receivable teams, • Strong understanding of AR operations, cash application, collections, reconciliations, corporate treasury, and cash management, • Experience improving processes, implementing controls, and driving operational efficiencies, • Strong analytical and problem-solving skills with the ability to turn financial data into actionable insights, • Excellent communication skills and the ability to collaborate effectively across departments, • Strong ERP/accounting systems experience; experience with automation and process improvement initiatives is highly valued, • NetSuite experience is a plus Come join our growing team here in Parsippany! As NJ's Best Places to Work Honoree for four years in a row, we offer: • Competitive compensation, • PTO and Sick Time, • Medical, Dental, Vision, 401k matching, ancillary benefits, • Full-service cafeteria on-site serving breakfast & lunch from a private chef, • Corporate events, team activities, employee awards and recognition, 5-year employee loyalty vacation and more! DOWC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Applicants who require accommodation to participate in the job application process may contact us for assistance

Summit Financial LLC is a $30 billion Registered Investment Advisory (RIA) firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. Consistently recognized for our expertise, Summit currently ranks in the top 40 of all RIA firms by Barron's & Forbes and is one of the fastest growing RIAs in the country with over 200 advisors across 30 states and headquartered in Parsippany, New Jersey. Junior Associate, Marketing Summit Financial is seeking a creative, detail-oriented Junior Marketing Associate with a strong graphic design background to support the Marketing team. This individual will help develop visually compelling content and materials that support Summit's brand, advisor network, and partner firms, while gaining exposure to the full scope of marketing operations at a fast-growing wealth management firm. This role is ideal for someone early in their career who has a strong design sensibility, an eye for detail, and an interest in building a well-rounded marketing skill set in financial services. Responsibilities • Design marketing collateral, presentations, digital assets, and print materials that align with Summit's brand identity and standards., • Support the creation of content for advisor-facing communications, partner materials, social media, email campaigns, and the company website., • Collaborate with the Marketing team to concept, design, and execute materials for events, conferences, and internal initiatives., • Maintain and organize the firm's design asset library, templates, and brand guidelines to ensure consistency across all materials., • Assist with photo and video editing, formatting, and light production work for marketing campaigns., • Partner with internal stakeholders, including advisors and other departments, to understand marketing needs and translate them into effective visual solutions., • Support day-to-day marketing operations, including tracking project timelines, coordinating approvals, and managing multiple design requests simultaneously., • Stay current on design trends, tools, and best practices, and proactively bring fresh ideas to the team. Qualifications • 2-5 years of experience in graphic design, marketing, or a related creative field; internship experience considered., • Strong portfolio demonstrating graphic design skills and proficiency with design software (e.g., Adobe Creative Suite — Illustrator, Photoshop, InDesign; Figma)., • Bachelor's degree in Graphic Design, Marketing, Communications, or a related field., • Strong attention to detail, with the ability to manage multiple projects and deadlines in a fast-paced environment., • Excellent communication and collaboration skills, with a willingness to take direction and incorporate feedback., • Highly organized, proactive, and eager to learn, with a strong sense of ownership over deliverables., • Experience in financial services, professional services, or a corporate marketing environment is a plus but not required. $65K plus for salary

AEM Solution Architect Location: Parsippany, NJ Minimum experience: 14 to 20 years Salary: up to $170,000 per year A global technology services organisation is seeking an experienced AEM Solution Architect to lead the architecture and evolution of an enterprise digital experience platform for a major consumer brand. This is a high-impact opportunity to shape a modern, scalable ecosystem spanning Adobe Experience Manager, headless delivery, modern frontend frameworks, APIs, cloud infrastructure, CDN technologies and enterprise integrations. N.B. Only US Citizens or Green Card holders can be considered for this position. What You’ll Do • Own the architecture of enterprise-scale AEM Sites, Assets, Headless and hybrid solutions, • Define component frameworks, templates, content models, taxonomies and content structures, • Develop multi-site, multi-brand, localisation and content-governance strategies, • Architect Dispatcher configurations, caching models and scalable performance solutions, • Guide AEM as a Cloud Service migrations, cloud readiness and platform modernisation, • Define CDN and edge architectures using platforms such as Akamai, CloudFront, Cloudflare or Fastly, • Establish strategies for edge caching, routing, media optimisation, WAF and bot mitigation, • Lead frontend architecture using React, Angular or Vue, • Govern SPA and micro-frontend patterns and their integration with AEM, • Design Backend-for-Frontend services using Node.js, Java or Spring Boot, • Define secure and scalable API contracts, orchestration patterns and integrations, • Partner with engineering, security, infrastructure, product and experience teams, • Set standards for performance, accessibility, security, resilience and maintainability What You’ll Bring • 14+ years of progressive experience in digital platforms, engineering or enterprise architecture, • Expert knowledge of AEM 6.x and/or AEM as a Cloud Service, • Strong experience with Sling, OSGi, JCR, HTL, Dispatcher, workflows and Multi Site Manager, • Experience designing AEM Sites, Assets, Headless or hybrid implementations, • Strong understanding of GraphQL, REST APIs and Sling Models, • Experience with modern frontend frameworks and SPA architecture, • Knowledge of BFF and API-driven architecture using Node.js, Java or Spring Boot, • Experience with CDN and edge platforms, caching and performance optimisation, • Strong knowledge of DevOps, CI/CD pipelines and cloud deployment models, • Understanding of security, authentication and authorisation, including OAuth 2.0, SAML and JWT, • Ability to translate complex technical needs into clear, pragmatic architectural decisions, • Strong communication and stakeholder-management skills Experience That Would Be a Plus • Adobe AEM Architect, Developer or equivalent certification, • Hands-on AEM as a Cloud Service migration experience, • Multi-brand, multi-region or multilingual platform architecture, • Adobe Dynamic Media and image or video optimisation, • Adobe Target, Adobe Analytics or similar personalisation and analytics platforms, • CRM, commerce, identity or marketing technology integrations Why Consider This Opportunity? You’ll have the opportunity to influence a highly visible enterprise platform, establish architectural standards and help modernise a complex digital ecosystem. The role combines strategic ownership with enough technical depth to remain close to the solutions being delivered. Benefits may include: • Medical, dental and vision coverage, • Disability and insurance options, • Parental and family leave, • 401(k) plan and performance-based incentives, • Paid vacation, sick leave and holidays, • Certification and training reimbursement, • Commuter benefits, • Legal and financial assistance programmes, • Student-loan refinancing and education-planning support, • Pet, home, auto and identity-theft insurance options Interested in shaping the future of an enterprise digital experience platform? Apply or get in touch to learn more.

We are recruiting for multiple positions at public accounting firms ranging from 20-100 ees. A CPA would be a "nice to have" not a must have. We have roles in auditing, tax, business advisory, from staff to senior to managers. Each firm carries its own WFH policy, some more lenient than others. Our clients are located from Bergen/Passaic/Morris counties as well as NYC. Some clients are offering attractive base salaries with a bonus and to a lesser extent a chance to get equity. Robert Half is the leader in public accounting placement, please reach out to me if you have any desire to find a larger firm, if you are in a smaller firm; or if you have a specialist skillset and want to diversify. We have various firms that can use assistance at various levels. Reach out for a conversation.

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking, • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance, • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations, • Location: In-office presence required, • Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience • Education: Bachelor's degree or equivalent skills and work experience, • Licensing: State Life & Health, SIE, Series 7, Series 66, • Personal Attributes: values-driven with a track record of success and accomplishment, • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence, • Mindset: entrepreneurial spirit with a desire to positively impact others' lives, • Collaboration: ability to work with and learn from top performers, • Work Authorization: must be authorized to work in the United States Training & Development • FINRA Sponsorship: provided for required FINRA licensing, • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training, • Virtual University: access to Equitable Advisors' Virtual University for continuous learning, • Mentorship: opportunities for joint work and mentorship, • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed, • Leadership Development: access to Leadership Development School for those with management ambition, • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations., • Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $33,400 annually., • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus., • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Wealth Advisor – Northern or Central New Jersey This is an opportunity for an established advisor who enjoys owning and developing sophisticated client relationships, with the platform and resources to focus on both deepening existing relationships and driving thoughtful growth. The firm is experiencing significant organic growth and is investing heavily in its local advisory teams. The successful candidate will work directly with high-net-worth individuals and families, taking ownership of existing and incoming relationships while delivering comprehensive financial planning, investment advice, and ongoing wealth management. The platform combines the resources, infrastructure, and capabilities of a large national wealth management firm with locally led advisory teams and a strong regional culture. The Role The Wealth Advisor will serve as a primary relationship manager for high-net-worth clients and their families, working closely with internal planning, investment, tax, estate, and client-service resources. Responsibilities will include: • Serving as the lead advisor and primary point of contact for a portfolio of high-net-worth client relationships., • Developing a deep understanding of each client's financial objectives, family dynamics and longer-term planning needs., • Delivering comprehensive wealth management advice across investments, retirement, estate planning, tax strategy, risk management and other areas of financial planning., • Building trusted, long-term relationships with clients and their families., • Identifying opportunities to deepen existing relationships and expand the firm's work with clients over time., • Partnering with investment, planning and specialist teams to provide coordinated advice., • Supporting the onboarding and transition of new client relationships coming onto the platform., • Developing relationships within the local professional community and generating referrals where appropriate., • Contributing to the continued growth and development of the Greater Philadelphia advisory team. Ideal Background • Meaningful experience advising high-net-worth individuals and families., • A track record of directly owning and managing client relationships rather than operating solely in a support capacity., • Approximately 5+ years of relevant wealth management, private wealth, RIA or financial advisory experience., • Strong financial planning and investment knowledge., • A consultative, relationship-oriented approach rather than a purely transactional or product-driven background., • The ability to communicate sophisticated financial concepts clearly and credibly with clients., • Strong judgment, interpersonal skills and a collaborative working style., • A desire to continue developing as an advisor within a growing organization., • A CFP designation or progress toward the CFP strongly preferred. CFA, CPA or other relevant credentials are also valuable., • Existing relationships or roots within the Greater Philadelphia market are preferred. This opportunity may be particularly relevant to advisors currently within independent RIAs, private wealth firms, bank wealth platforms, or larger advisory organizations who want greater access to resources, client opportunities, and professional infrastructure. Why Consider the Opportunity? The firm is in an unusually strong growth position, with substantial new client demand and continued investment in its advisory platform. The platform offers: • A strong and growing flow of client opportunities., • Established national resources with locally based leadership., • Comprehensive investment and financial planning capabilities., • Significant operational and client-service support., • The opportunity to inherit and develop meaningful client relationships., • A collaborative advisor culture rather than an eat-what-you-kill brokerage model., • Competitive base compensation and performance-based incentive opportunity., • Longer-term career and economic upside as the organization continues to grow.

Financial Advisor Prudential Financial Parsippany, New Jersey About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Basking Ridge firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. About the Role The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendations Responsibilities Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Life-long student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent Required Skills The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Preferred Skills Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave. Pay range and compensation package Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify. Howard Diamond Howard.diamond@prudential.com

A 40 person CPA firm can offer something the big firms struggle to replicate. Big firm quality work, without becoming a small part of a very large machine. This growing New Jersey firm is entrepreneurial, ambitious and serious about giving good people a route to Partner. Ideas are welcomed, feedback is listened to and everyone has a voice. They’re looking for a Tax Manager to join their modern Parsippany office. You’ll heavily review tax returns, lead and mentor staff and gain broad exposure across tax and accounting. The firm invests heavily in technology and continuing education too, giving people better tools to do better work. • Clear opportunity to progress to Partner, • Entrepreneurial and ambitious culture, • Modern office in Parsippany, NJ, • Significant investment in technology, • Continuing education and professional development, • Opportunity to lead and mentor staff, • Broad exposure across tax and accounting, • Leadership that actively welcomes ideas and feedback How to Apply Here’s the thing about job applications. Many people overthink them. It’s easy to assume you need to tick every single box before applying, but that’s not how we work. If this role catches your interest, just go ahead and apply. Clicking “apply” isn’t a lifelong commitment; it’s simply the first step in a conversation. Prefer a more personal connection? Feel free to give me a call at 646-681-4031 You can also find my details on LinkedIn - I’m Ian Hallam at Distinct North America. Worried you don’t check every single requirement? That’s absolutely fine. The CPA firms we work with value people who bring different perspectives and experience. At the end of the day, the worst-case scenario is simply a friendly conversation about your career.

Collections Recovery Specialist Advanced Recovery Group LLC (ARG) is a rapidly growing commercial collections agency specializing in Merchant Cash Advance (MCA) and business to business debt recovery. As our company continues to expand, we are seeking motivated, professional, and results-driven individuals who are interested in building a long term career with our team. The Collections Recovery Specialist will be responsible for managing a portfolio of delinquent commercial accounts and negotiating effective repayment solutions. The ideal candidate is a confident communicator and skilled negotiator who demonstrates sound judgment, strong problem solving abilities, and the ability to succeed in a fast paced, performance driven environment. Responsibilities • Manage and maintain a portfolio of commercial collection accounts, • Review account history, contracts, payment activity, and supporting documentation, • Contact business owners and debtors through phone calls, emails, and text communication, • Negotiate payment arrangements and settlements, • Encourage timely resolution of outstanding balances, • Maintain detailed and accurate account notes and collection activity, • Investigate accounts using skip tracing techniques and other research methods, • Meet daily, weekly, and monthly collection goals, • Work collaboratively with management and legal teams when necessary, • Provide professional and compliant communication with clients and debtors Qualifications & Skills • Previous experience in commercial collections, debt recovery, or a related field preferred, • Strong negotiation and communication skills, • Comfortable handling outbound calls and difficult conversations, • Ability to multitask and manage a high-volume workload independently, • Experience with Microsoft Office, Excel, CRM systems, and databases, • Familiarity with skip tracing techniques is a plus, • Strong attention to detail and organizational skills, • Goal-oriented mindset with the ability to perform under pressure, • Associate’s degree required; Bachelor’s degree preferred Compensation & Benefits • Base Salary: $50,000 - $60,000 annually, • Uncapped Monthly Commission At ARG, we value hard work, growth, and team culture. We are looking for individuals who are motivated to succeed and want to be part of a company that is continuously expanding. Job Type: Full-time in office Benefits: • Dental insurance, • Health insurance, • Paid time off, • Vision insurance, • 401k

Our client is seeking a hands-on Finance Director/Controller to lead day-to-day financial operations for its U.S. business, drive an ERP implementation as part of its integration into a larger international group, and serve as a true finance business partner to leadership through a period of rapid growth. KEY RESPONSIBILITIES • Own day-to-day financial operations and oversee the local accounting/administration team (accounting, payroll, banking, accounts payable, and billing functions), • Lead the U.S. side of an ERP implementation (SAP), replacing the legacy system, including inventory tracking, costing, and bill-of-materials setup, • Run monthly physical/perpetual inventory counts and closes to accurately calculate margin, • Maintain regular, hands-on presence across operations (warehouse, logistics, plant floor) to understand first-hand where financial and inventory data originates — this is not a desk-only role, • Provide technical accounting support to the local team on more complex journal entries and transactions, • Maintain rolling revenue and margin forecasts and proactively escalate emerging risks or variances to leadership in real time, ahead of period close, • Prepare monthly, quarterly, and half-year financial reporting packages for the parent company's HQ, including in-depth variance analysis (actual vs. budget and prior period) on revenue, margin, and net financial position, • Support quarterly consolidated reporting required under the group's senior credit facility covenants, • Partner with external auditors and tax advisors on annual financial statements and related tax filings, • Manage working capital, cash flow, and the short-term credit line; support negotiation of a new Capex credit facility, • Provide hands-on financial and margin analysis (cost of goods, first margin, pricing) in partnership with sales and operations leadership, including monitoring and timely execution of price increases to protect margin QUALIFICATIONS & EXPERIENCE • Prior experience as a Controller, Finance Director, or senior financial/accounting leader in a manufacturing or distribution business, • Hands-on, detail-oriented approach — comfortable working at the transaction level and spending time in operations, not just reviewing reports from a desk, • Experience with ERP implementations (SAP strongly preferred), including inventory, costing, and bill-of-materials setup, • Strong controlling/FP&A orientation combined with solid core accounting fundamentals, • Experience working with external auditors and tax advisors on annual financial statements and compliance, • Comfortable building process and working with a lean team in a still-maturing finance function, • Available to work on-site in New Jersey daily; this is not a remote position PREFERRED QUALIFICATIONS • Background in food & beverage, CPG, or a similar distribution/manufacturing industry (a plus, not required), • Experience in a private-equity-backed or multinational group environment, • Exposure to both U.S. GAAP and IFRS reporting COMPENSATION & BENEFITS • Competitive base salary plus annual performance bonus tied to company financial KPIs (e.g., EBITDA, net financial position), • Choice of three medical plans through a national carrier (HSA-eligible EPO, EPO, and PPO), with employee-only contributions as low as $0 per pay period, • 401(k) plan with immediate eligibility (minimum age 21, no waiting period) and a 3% employer safe harbor contribution for all eligible participants, immediately 100% vested, • Relocation assistance open for discussion for the right candidate

Our client, located in Parsippany, NJ is looking to hire a Director of SEC Reporting and Technical Accounting. Hybrid. $185k-$225k plus bonus as well as equity. Requirements/Responsibilities: • CPA with 10-15 years of relevant external reporting experience, • A mix of Big 4 and industry experience, • Own the preparation of SEC financial statements, footnotes, and related disclosures, • Own technical accounting positions including segment reporting, EPS, stock-based compensation (ASC 718), revenue recognition (ASC 606), and business combinations (ASC 805), • Research, evaluate, and document complex, non-standard transactions in clear, auditable technical memos, • Build and maintain the external reporting calendar, disclosure controls and procedures, and the supporting tie-out process, • Monitor, assess, and lead the adoption of new accounting standards, and own the company's accounting policy, • Serve as a primary technical point of contact for external auditors

🔥 Remote PT or FT Insurance Sales/Management — Daily Pay Warm leads. Free training. Performance-based income. If you’re looking to build income without giving up your life, this may be the opportunity you’ve been searching for. We’re growing our team and looking for motivated, business-minded individuals who want flexibility, structure, and real earning potential. No cold calling. Just a proven system. Candidates Must Reside in the US 💼 Why This Works • Work from home with a flexible schedule, • Get paid daily based on performance, • Earn more when you do more — simple, • Warm leads (clients request information), • Free training and ongoing support 🎓 Perfect for Young Professionals Early career ≠ limited income. Skip the ladder. Build real skills. This role is remote, flexible, and results-driven, built for people who thrive with structure, discipline, and clear expectations. 🧠 What You’ll Do • Follow a proven, repeatable system, • Work with clients requesting life insurance guidance, • Help families protect their families, futures and finances, • Build income at your pace with support every step of the way ✅ What You’ll Need • Drive, consistency, and coachability, • Willingness to obtain a state life insurance license (we help you) 👉 Ready to Learn More? Apply or message us here on LinkedIn.

Immediate Interview & Hire opportunity Job Role: IT Staffing Account Manager (Banking & Financial Services customer) Employer: Pyramid Consulting, Inc. Work Location: Morristown, NJ (Hybrid) Willing to Travel for client meetings and industry networking events Education: Bachelor's Degree Skills: Sales, Business Development, Account Management, Farming, Hunting, IT Staffing, Managed Services, SOW, Team as a Service, HTD/Upskilling, Bestshoring (Onshore/Nearshore/Offshore), Direct Sourcing Platform, MSP, Procurement. Customer Industry: Banking & Financial Services Position Summary We are seeking a results-driven IT Staffing Account Manager to develop and grow client relationships for technology staffing and workforce solutions services. This role is responsible for driving new business, managing existing accounts, identifying staffing opportunities, and partnering with recruiting teams to deliver top technology talent across contract, contract-to-hire, and direct-hire engagements. The ideal candidate has experience selling IT staffing services, building long-term client partnerships, and managing full-cycle account growth within enterprise and mid-market organizations. Key Responsibilities Business Development & Sales • Identify, prospect, and develop new client relationships for IT staffing and workforce solutions services., • Generate new business opportunities through networking, referrals, cold outreach, and strategic account targeting., • Conduct client meetings to understand hiring needs, project requirements, and workforce challenges., • Present staffing solutions including contract staffing, permanent placement, managed services, and project-based hiring., • Negotiate service agreements, rates, terms, and contract renewals. Account Management • Serve as the primary point of contact for assigned client accounts., • Build and maintain strong relationships with hiring managers, procurement teams, HR, and technology leaders., • Manage ongoing client communication regarding open positions, candidate feedback, and delivery performance., • Identify opportunities for account expansion and increased staffing penetration., • Ensure high levels of client satisfaction and retention. Recruiting Collaboration • Partner closely with recruiters and delivery teams to align on client requirements and candidate pipelines., • Prioritize requisitions and communicate client expectations, timelines, and feedback., • Support candidate interview coordination, offer management, and onboarding processes., • Help resolve delivery issues and ensure successful placements. Market & Industry Expertise • Maintain knowledge of IT hiring trends, labor market conditions, and competitive staffing landscape., • Understand technology skill sets including software development, cloud, cybersecurity, infrastructure, data analytics, ERP, and AI/ML., • Provide workforce insights and talent market guidance to clients. Reporting & CRM Management • Maintain accurate pipeline, activity tracking, and forecasting in CRM systems., • Track KPIs including revenue growth, gross margin, placements, and client activity., • Prepare regular account reviews and business updates for leadership. Required Qualifications • 5+ years of experience in IT staffing sales, account management, and business development., • Proven track record of generating staffing revenue and managing client accounts., • Strong understanding of technology roles and IT staffing delivery models., • Experience selling contract staffing, staff augmentation, or managed staffing services., • Experience working with MSP/VMS environments and enterprise procurement processes., • Knowledge of staffing metrics including spread, margin, utilization, and fill ratio., • Excellent communication, presentation, and negotiation skills., • Ability to manage multiple priorities in a fast-paced sales environment. Preferred Qualifications: • Existing relationships with technology hiring managers or procurement leaders. COMPENSATION: The base pay for this position ranges from $80,000 to $90,000 with a potential earning opportunity of 200K+. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Dependent on the position offered, commission, bonus, and other forms of compensation may be provided as part of a total compensation package. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), unlimited vacation and 401(k) plan. ABOUT PYRAMID CONSULTING, Inc. – as one of the largest minority and privately owned staffing firms in the U.S., Pyramid Consulting focuses on providing our clients with high-quality technical professionals and services to support their business and IT initiatives. The success of our clients is facilitated through our ability to provide full-spectrum support via our development centers – from a single consultant under their management, at their site, to full turnkey solutions onsite and offshore. Pyramid Consulting, Inc. is an Equal Employment Opportunity Employer. All applicants hired will be subject to a background check and drug screening.

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: • Build a client base and develop knowledge of Bankers Life financial products and market trends, • Develop yourself with our award-winning training and mentorship network, • Present clients with financial solutions and drive them to action, • Take ownership of your business and build a team The ideal candidate will have: • Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®), • High level of self-motivation; ability to accomplish goals independently, • History of success in sales, competitive roles, client services, or client-facing roles, • Excellent time-management skills, • Desire for continuous learning What we offer: • Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years, • Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®, • Inclusive culture, career long mentorship, and the support of an established office structure, • Progressive advancement opportunities, • Flexible hybrid schedule once you complete your agent training, • Sales leads, marketing tools and leading technology, • Uncapped earnings ($80,000 - $100,000 1st year average), • Passive income opportunities and bonus programs, • Retirement savings program and more Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

About Us Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment to our guiding principles, which enable us to consistently deliver exceptional results. As strategic business advisors and critical thinkers, we are dedicated to empowering entrepreneurs and professionals in the pursuit of genuine and often multigenerational wealth. Our firm was established on the foundational belief that true success is achieved through attentive listening and proactive engagement, allowing us to guide our clients toward enduring financial equilibrium. About Opportunity NEPCG is seeking a Client Service Associate to support the onboarding of new clients and the servicing operations of existing clients. The ideal candidate must be detail-oriented, have excellent communication skills, possess a keen sense of prioritization and organization, and thrive in a high-paced entrepreneurial organization. Industry experience is preferred but not required. Specific duties include, but are not limited to: • Serve as the first point of contact for client requests and services, • Accurately prepare, complete, and review account paperwork, • Process account onboarding forms, confirming client information is correctly entered at the custodial level as well as the firm’s CRM, • Respond to and manage client inquiries. Troubleshoot and research any account issues that arise, • Communicate with clients at a high level in a clear, courteous, and responsive manner through email, phone, and mail, • Input prospective client, current clients, and account information into the firm’s CRM accurately by following the firm’s established procedures, • Maintain contact with clients and custodians to ensure that all accounts have been opened and transfers have been completed, • Assist clients in rolling over funds from qualified retirement plans, including initiating contact with the plan sponsor/administrator, aiding in paperwork questions, and following up with the client once funds are received, • Ensure all applicable clients satisfy their required minimum distributions from qualified retirement plans, • Report to the Chief of the Servicing team and other management personnel as required/requested for completion of various investment-related tasks, • Guiding team members as needed in the successful completion of Alternative Client Support processes, deliverables, and improvements, • Perform special projects as needed Education, Training, and Skills: • A bachelor’s degree in business, finance, economics, or a related field is preferred, • High degree of accuracy and attention to detail, • Strong problem-solving skills, • Dedicated team player with strong communication skills to use information from different sources to accomplish tasks, • Ability to organize, multitask, and prioritize in a deadline-driven environment and day-to-day cycle workflow., • Strong understanding of the MS Office suite, with an emphasis on Word and Excel, • Past industry experience is preferred but not required, • Knowledge of software NETX360, Envestnet, SEI, and Brinker Advisor platform is preferred but not required Job Type: Full-time on-site Compensation & Benefits • Base salary: $50,000 to $53,000, • Bonus potential: Discretionary, based on individual and firm performance., • Benefits: Health, dental, vision, life, and disability; 401 (k) (eligibility after one year of employment), • Growth & culture: Collaborative, professional environment with opportunities for expanded responsibility and long-term growth.

Company Overview: Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families. Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering wide-ranging client service with an unwavering commitment to excellence. Position Overview: The Technical Lead – Application & Platform Engineering is a senior engineering leader responsible for architecting, developing, and optimizing advisor and client facing applications and platforms. The ideal candidate brings strong hands-on engineering ability, architectural vision, and leadership experience in regulated environments, application modernization, SaaS integrations, AI-enabling integrations, and user-centric development. Key Responsibilities: Application & Platform Engineering & Integration • Lead end-to-end engineering for advisor and client platforms, emphasizing performance, scalability, and financial industry security standards., • Architect and evolve distributed microservices using Java, Python, Spring Boot, REST APIs, and event-driven patterns; guide frontend engineering with ReactJS or other modern JavaScript frameworks., • Lead SaaS integration strategy and enterprise-grade API ecosystems across custodians, market data providers, and third-party financial services applications, standardizing authentication, data synchronization, and lifecycle management., • Design AI-enabling integrations – including AI connectors, tools, and Model Context Protocol (MCP) servers – that securely expose platform data and actions to LLMs, AI agents, and agentic workflows under governed, permissioned, and auditable controls., • Champion AI-assisted development and code generation agents within the SDLC to accelerate delivery, testing, and code review while preserving quality, security, and human-in-the-loop controls., • Define standards for API governance, authentication, observability, and lifecycle management. SDLC Governance & Engineering Excellence • Oversee the full SDLC within Agile frameworks, driving quality and high-velocity delivery., • Advance CI/CD pipelines, automated testing, code quality practices, and cloud-native deployment (containers, ARM templates, GitHub Actions). Team Leadership & Cross-Functional Alignment • Mentor engineers across backend, frontend, DevOps, and QA functions, and lead technical decision-making for modernization efforts and new platform capabilities., • Partner with business, product, operations, and compliance teams to ensure solutions meet regulatory, audit, and data security requirements. Metrics, Optimization & Continuous Improvement • Define and track engineering KPIs for productivity, reliability, and performance; drive refactoring, technical debt reduction, and platform resilience to support growth., • Evaluate emerging technologies that improve advisor experience, automation, and digital service delivery. Required Experience & Skills: Core Technical Skills • Java, Spring Boot, microservices, and RESTful APIs; Python and FastAPI; ReactJS, JavaScript/TypeScript (Redux, Next.js, Node.js); component libraries (MUI) and micro-frontends (Module Federation)., • API design, integration patterns, and SaaS orchestration, with hands-on experience integrating custodians, market data providers, and financial services SaaS platforms., • AI-enabling integration experience — building AI connectors, tools, and MCP servers that expose data and services to LLMs, AI agents, and agentic workflows through secure, governed APIs., • Code generation agents and AI-assisted development tools (e.g., GitHub Copilot, Claude Code), with secure-by-design coding and quality guardrails for AI-generated code., • Cloud engineering (Azure preferred; AWS a plus), containers (Docker, Kubernetes), IaC (Bicep/Terraform), and CI/CD (Azure DevOps, GitHub)., • Working knowledge of Azure AI Foundry and the Azure AI/OpenAI service ecosystem., • Identity and access engineering — OAuth 2.0/OIDC, SAML, SSO federation, token exchange, and role/entitlement models for advisor- and client-level data access., • SQL/NoSQL databases, caching, and event-driven architectures (Kafka, Azure Service Bus), • Reliability practices — SLOs, observability (OpenTelemetry/App Insights)., • AI security, quality, and safety — guardrails, prompt-injection/data-leakage protection, and evaluation of prompts and agent actions. Leadership & Delivery • 10+ years in application/platform engineering with increasing responsibility., • Proven ability to lead cross-functional teams and deliver complex solutions at scale., • Strong communication skills with the ability to engage both technical and business stakeholders. Reports To: Director of Applications Direct Reports: None Location: Florham Park, NJ. Flexible across Steward Partners offices; hybrid and remote options are also available for the right candidate.

Transition Project Coordinator FLSA Status: Exempt Employment Type: Full-Time Location: OnePoint BFG Wealth Partners Parsippany, NJ, United States (On-Site) At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Transition Project Coordinator. Position Overview: The Transition Project Coordinator supports the Advisor Integrations Manager in executing day-to-day project operations for advisor transitions and M&A integrations. Under the manager's relationship-building and strategic direction, this role tracks project milestones, coordinates meetings and agendas, maintains task tracking, and manages internal communication across departments. The coordinator is responsible for the project related and operational execution of transitions while developing relationship management and client-facing skills. Key Responsibilities: • Track transition milestones, schedules, and deliverables across multiple concurrent transitions; monitor progress and report status to the Advisor Integrations Manager, • Schedule and coordinate transition meetings (kickoff, weekly updates, status reviews); prepare agendas, meeting notes, and action item tracking, • Manage transition-related data in Excel and reporting dashboards; assist in preparing weekly progress reports with transition metrics and key performance indicators, • Support relationship building with internal departments (compliance, legal, IT, client services) and external partners (custodians, vendors) under manager guidance; develop communication and coordination skills through hands-on experience, • Track advisor progress through training modules, milestones, and assessments; support training scheduling and report acclimation status to the Integrations Manager, • Monitor day-to-day transition alerts and cleanup items; flag priority issues to the Advisor Integrations Manager for direction and resolution, • Support maintenance of centralized repository of transition documents, checklists, and SOPs Qualifications: Education Bachelor's degree in business administration, finance, project management, or related field preferred. Experience • 1-3 years of relevant experience in project coordination, operations, wealth management, or client relationship management (or equivalent demonstrated competency), • Experience supporting transition initiatives, process improvements, or cross-functional projects a strong plus, • Demonstrated proficiency in Excel (pivot tables, VLOOKUP, data validation, conditional formatting), • Experience with CRM platforms, business intelligence tools, or project management software (Asana, Salesforce, Tableau) is a plus Desired Skills and Competencies Organization & Execution Strong organizational skills and attention to detail in tracking project timelines, tasks, and deliverables across multiple concurrent transitions. Ability to identify issues early, escalate appropriately, and adapt to changing priorities. Self-motivated and able to work under direction; takes responsibility for assigned tasks, follows through on commitments, and flags items that need attention without waiting to be asked. Communication & Collaboration Strong written and verbal communication skills with the ability to listen carefully and follow directions clearly. Comfortable assisting with cross-functional coordination under direction. Developing ability to explain transition processes and build relationships through hands-on experience and manager mentorship. Willing to learn relationship-building practices as a collaborative support resource within the team. Technical Proficiency Strong Excel skills (pivot tables, VLOOKUP, data validation, conditional formatting) and comfort with data entry, validation, and quality assurance. Able to troubleshoot technical issues and comfortable learning new software platforms and tools (Salesforce, Tableau, project management software). Why Join Us: Joining our team means becoming part of a firm recognized by Financial Planning as one of the Best RIAs to work for—a distinction that reflects our deep commitment to our people and our culture. Here is why you should build your career with us: • Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry., • Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success., • Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent., • Professional Advancement: Benefit from continuous development opportunities and long-term career progression. Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Equal Employment Opportunity (EEO) Statement: OnePoint BFG Wealth Partners is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions at OnePoint BFG Wealth Partners are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. OnePoint BFG Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. OnePoint BFG Wealth Partners expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of OnePoint BFG Wealth Partners’ employees to perform their job duties is not tolerated.

Title: Investment Analyst Job Description As an integral part of OnePoint BFG Wealth Partners, the Investment Analyst works closely with the Wealth Advisor and Team Lead in providing support across all client and prospect relationships. The Analyst is primarily responsible for building financial plans, preparing client and prospect deliverables, and trading client accounts. Responsibilities Responsibilities and essential job functions include but are not limited to the following: • Build and maintain comprehensive financial plans, including retirement projections, education savings analysis, and cash flow modeling., • Create and prepare client and prospect deliverables, including proposals, portfolio reviews, and presentation materials, prior to meetings., • Trade client accounts, including stocks, ETFs, mutual funds and fixed income, and execute portfolio rebalancing., • Participate in the portfolio review/monitoring process, supporting cash flow and tax considerations associated with client portfolios., • Any other duties as requested by the Wealth Advisor or Team Lead. Requirements • 4+ years of experience in wealth management, financial planning, or an investment-related field; scope of role and seniority scale with experience., • Candidates with approximately 10+ years of relevant experience and prior people-management or supervisory experience will be considered for the Team Lead track, which includes oversight of Analyst staffing and workflow., • Ability to collaborate closely and effectively with Wealth Advisors., • Ability to communicate clearly and concisely, both orally and in writing., • Strong mindfulness and attention to detail., • Demonstrated ability to perform effectively in a fast-paced, high-volume, high-performance environment., • Advanced skills in Excel, with knowledge of one or more of the following: Morningstar, Bloomberg, ycharts, and/or eMoney., • Experience with RedBlack is considered a strong asset and will enhance a candidate's overall profile., • Bachelor's degree in math, finance, accounting, or business preferred. Licenses/Certifications Candidates holding a Series 7, Series 65, CFA, CFP, or ChFC designations preferred. Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Employee will receive a copy via email. 300 Kimball Drive, Suite 310 | Parsippany, NJ 07054 Office. 973.575.4180· www.onepointbfg.com Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as “OnePoint BFG”).

Background: The Practice Lead, Digital Assurance Services is a rare opportunity to build a new practice from the ground up inside a Top 100 firm. Wiss is launching a new Digital Assurance practice focused on SOC 1 and SOC 2 examinations and emerging AI assurance and certification services, and we are hiring the leader who will build it from the ground up. You will define the methodology, stand up the team, shape the technology stack, own quality, and grow the book of business, with the full backing of firm leadership and WissLabs, our AI innovation arm. This role demands an uncommon combination: a licensed CPA who can sign attestation reports and hold the line on AICPA professional standards, paired with genuine technology depth across information security, cloud environments, and modern audit tooling. Digital trust certifications are fast becoming table stakes for doing business, and we are building an AI native practice designed to deliver them faster and better than the legacy players. If you have been the technical backbone of someone else's practice and want your name on one you built, this is that opportunity. Practice Building and Strategy • Build the Digital Assurance Services practice from the ground up: service methodology, engagement workflow, templates, quality control framework, and delivery standards., • Own the practice growth plan, including service line roadmap (SOC 2 first, expanding into AI assurance and related certifications), pricing strategy, and staffing model., • Shape the technology stack for an AI native delivery model, evaluating audit platforms (Fieldguide and similar) and partnering with WissLabs on automation across testing, evidence collection, documentation, and reporting., • Establish and track practice KPIs including utilization, realization, engagement margins, and client satisfaction., • Serve as the market face of the practice: thought leadership, referral relationships, conference presence, and partnership development. Engagement Delivery and Quality: • Lead SOC 1 and SOC 2 examinations end to end (Type 1 and Type 2), in accordance with AICPA attestation standards (SSAE 18, AT-C 105, 205, and 320) and the Trust Services Criteria., • Serve as signing practitioner on attestation reports, with full responsibility for engagement quality, independence, and objectivity., • Build and maintain the practice's peer review readiness, working with the firm's quality control leadership., • Advise client executives (CISOs, CIOs, CFOs, compliance leaders) on control design, readiness, and remediation, while maintaining independence in fact and appearance under the AICPA Code of Professional Conduct. Coordinate with firm compliance leadership before accepting or continuing attest engagements for any client that has received control design, implementation, or remediation services from Wiss, including through the Wiss Advisory practice, within the same or a look-back period., • Quality control leadership retains independent authority to pause, modify, or decline any engagement on quality or independence grounds, including engagements this role would otherwise pursue for growth or pricing reasons. This role does not have override authority on QC or independence determinations., • Review technical workpapers, assess control environments across cloud and hybrid infrastructures, and ensure timely delivery of high-quality reports. Technology and AI Native Delivery: • Champion AI assisted delivery: apply LLM tools and agentic workflows to evidence review, documentation, testing, and report generation while maintaining professional skepticism and audit quality., • Evaluate emerging assurance domains including AI governance frameworks (ISO/IEC 42001, NIST AI RMF) and position the practice for AI certification services., • Partner with WissLabs to productize repeatable assurance workflows and continuously improve delivery speed and margin. Team and Talent: • Recruit, train, and mentor the practice team, with a hiring philosophy favoring technical and IT backgrounds developed into assurance professionals., • Lead internal training on SOC reporting, internal controls, and attestation standards as the practice scales., • Build a culture of quality, curiosity, and speed consistent with Wiss values. Qualifications: Required • Active CPA license (non-negotiable; the report signer must be a CPA under AICPA attestation standards)., • 10+ years of audit or assurance experience, with 5+ years performing and managing SOC 1 and SOC 2 examinations at a professional services firm., • Deep working knowledge of AICPA attestation standards (SSAE 18, AT-C sections), Trust Services Criteria, and peer review expectations for attestation practices., • Demonstrated technology depth: comfort assessing controls across cloud platforms (AWS, Azure, GCP), identity and access management, change management, and security operations., • Leadership experience managing engagement teams and developing staff., • Track record of building, launching, or significantly growing a service line or practice., • Excellent executive presence and communication skills for client-facing and market-facing work. Preferred • CISA, CISSP, CISM, CCSK, or comparable security and IT audit credentials., • Familiarity with AI governance and assurance frameworks (ISO/IEC 42001, NIST AI RMF) and genuine interest in AI certification as an emerging service line., • Hands-on experience with modern audit delivery platforms (Fieldguide, AuditBoard, or similar) and with applying generative AI tools to assurance work., • Exposure to adjacent frameworks (HITRUST, ISO 27001, CMMC) sufficient to advise clients on the broader compliance landscape. Why Wiss? • Wiss isn't just a place to work, it's a place to grow. We believe in empowering our people, celebrating individuality, and cultivating a culture that balances innovation, collaboration, and care. If you're passionate about people, growth, and making a lasting impact, we'd love to meet you., • This is a true build role: the chance to design a practice your way, backed by an established Top 100 platform, an existing client base with real cross-sell demand, and WissLabs, our internal AI innovation team, giving you tooling advantages the legacy assurance shops don't have., • You will report directly to firm leadership, with executive sponsorship for the practice from day one. At Wiss, we believe that diversity drives innovation and success. We're committed to building a welcoming, inclusive workplace where every team member can thrive and bring their authentic self to work. We welcome candidates from all backgrounds and experiences. Applicants must be authorized to work for any employer in the U.S. This policy applies equally to all, regardless of national origin. Wiss is proud to be an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status. To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss. Compensation will be commensurate with experience which includes Salary, discretionary bonus and comprehensive benefits!

Senior Accountant – Manufacturing We are seeking a Senior Accountant to join our manufacturing client’s accounting team. This role is ideal for a hands-on accounting professional with strong inventory experience who wants visibility across operations and clear room for growth into leadership. Key Responsibilities • Manage month-end close activities, including journal entries, reconciliations, accruals, and financial statement support., • Maintain and analyze inventory accounting, including inventory reconciliations, reserves, variance analysis, and support for physical counts and cycle counts., • Partner closely with plant operations, supply chain, and production leadership to ensure accurate inventory valuation and cost reporting., • Assist with cost accounting functions, including standard costing, BOM review, labor and overhead analysis, and manufacturing variance reporting., • Support internal controls, audit preparation, and compliance with company policies and accounting standards., • Identify process improvements across inventory, costing, and general ledger workflows to improve efficiency and accuracy., • Prepare account reconciliations and assist with budgeting, forecasting, and ad hoc financial analysis., • Serve as a key resource for ERP and reporting improvements related to inventory and manufacturing accounting. Required Qualifications • Bachelor’s degree in Accounting, Finance, or related field., • 4+ years of progressive accounting experience, preferably within a manufacturing environment., • Hands-on inventory accounting experience is required, including reconciliations, physical inventory support, and inventory variance analysis., • Strong understanding of general ledger, month-end close, and manufacturing or cost accounting concepts., • Experience working with ERP systems; exposure to SAP, Oracle NetSuite, Microsoft D365, or similar platforms is helpful. (Source: Q1 2026_The Demand for Skilled Talent.pdf), • Advanced Excel skills and strong analytical ability. Preferred Qualifications • CPA or CMA is a plus. (Source: 2027 Salary Guide Copy Master File.pdf), • Experience supporting a plant, distribution, or multi-site manufacturing operation., • Strong communication skills with the ability to work cross-functionally with both finance and operations teams. Why This Role • Highly visible role with direct exposure to operations and leadership., • Opportunity to build on inventory and cost accounting expertise in a growing manufacturing environment. (Source: 2027 Salary Guide Copy Master File.pdf), • Clear path for advancement into roles such as Accounting Manager or Plant Controller.

About the Company Our client is seeking a Staff Accountant & Billing Specialist to join their growing Accounting & Finance team. This role is ideal for an accounting professional who has a strong foundation in month-end close, account reconciliations, revenue recognition, and financial reporting, while also owning the customer billing process from invoice generation through collections support. Responsibilities • Own the end-to-end customer billing process, including invoice preparation, contract review, billing validation, and customer support., • Perform monthly account reconciliations and investigate discrepancies to ensure accurate financial reporting., • Support month-end and year-end close activities, including preparation of journal entries, accruals, prepaids, and deferred revenue adjustments., • Maintain and reconcile revenue-related accounts in accordance with accounting policies and revenue recognition requirements., • Analyze customer contracts to ensure proper billing and revenue treatment., • Monitor accounts receivable aging and partner with customers to resolve outstanding balances., • Prepare financial schedules and supporting documentation for audits and management reporting., • Manage customer tax records and sales tax compliance activities., • Administer customer billing platforms and onboarding portals., • Identify and implement process improvements to increase efficiency and accuracy across billing and accounting functions., • Support budgeting, expense management, and other accounting initiatives as needed. Successful candidates typically come from small-to-mid sized companies where they have owned portions of the month-end close process, performed account reconciliations, worked with accruals and deferred revenue, and supported revenue recognition in addition to managing billing activities. Location: Hybrid in Mount Arlington, NJ (Wednesdays and Thursdays onsite) Job Type Direct-Hire Required Skills • Bachelor's degree in accounting required., • 3-5+ years of progressive accounting experience with exposure to both financial accounting and customer billing., • Demonstrated experience supporting month-end close processes., • Experience preparing and reviewing account reconciliations., • Understanding of accrual accounting, deferred revenue, and revenue recognition concepts., • Experience managing accounts receivable and customer billing functions., • Strong analytical skills and attention to detail., • Excellent organizational and communication skills., • Proven ability to work independently in a fast-paced environment. Preferred Skills • Experience working in a SaaS or subscription-based business model., • Experience with QuickBooks Online, Salesforce, and/or Maxio., • Knowledge of Avalara or sales tax compliance processes. Pay Range & Compensation Package Salary Range: $60-75k Benefits: Candidate will be eligible for all benefits directly through the client. Equal Opportunity Statement We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form.

Senior Tax Manager opportunity with a growing public accounting and advisory firm offering a faster path to client ownership and leadership. This is a succession-driven opening where the right person can transition into an existing book of client relationships over time. The work is focused on closely held businesses, business owners, HNW individuals, partnerships, S-Corps, C-Corps, and individual tax clients, with a blend of review, planning, compliance, and advisory. Ideal background is 8+ recent years in public accounting tax, strong prep/review experience, and comfort working directly with clients. CPA preferred, not required. The team is modern, tech-forward, growth-minded, and building more efficient workflows around tax and advisory. Hybrid flexibility available across Northern NJ, NYC, and remote work once ramped. Base compensation is expected in the $120K-$170K range, plus bonus potential.

Job Title : GCP Performance Engineer Employment Type : Contract Location: Parsippany – NJ (Hybrid- 3 days work from office) Job Description : Key Responsibilities • Monitor application and infrastructure performance in GCP environments., • Analyze latency, throughput, and resource utilization metrics., • Support performance testing and workload validation activities., • Assist in tuning BigQuery queries and AlloyDB database performance., • Work with Cloud Monitoring dashboards and alerts., • Identify CPU, memory, disk, and network bottlenecks. Required Skills • Hands-on experience with GCP services., • Knowledge of BigQuery, AlloyDB, and Compute Engine., • Basic Python programming and optimization techniques., • Experience with monitoring and observability tools., • Understanding of performance testing concepts., • Optimize Python, BQ, AlloyDB, AlloyDB, Pub/Sub Process

We are working with a well-established wealth management firm in Parsippany that has more than $500 million in assets under management and continues to grow. About the Role They are looking for an experienced investment and financial planning professional who can step into a broad, hands-on role. This person will be involved in investment research, portfolio construction, financial planning, client meeting preparation, and oversight of the day-to-day work being handled by the team. The environment is small and close-knit, so personality fit is important. They want someone who is sharp, dependable, willing to jump in where needed, and comfortable working without a lot of ego or hierarchy. Responsibilities • Research and evaluate mutual funds, ETFs, investment managers, and portfolio strategies, • Review performance across different market cycles, including risk, return, downside protection, fees, and tax impact, • Build and maintain investment models and portfolio allocations, • Prepare financial plans covering retirement, tax, estate, insurance, cash flow, and investment planning, • Gather client information and prepare materials for advisor and client meetings, • Handle follow-up items, update the CRM, and help make sure recommendations are carried through, • Review work completed by other team members and help keep processes moving, • Explain investment and planning concepts clearly to advisors, clients, and internal staff Qualifications • 7 to 10+ years of experience within an RIA, wealth management, private wealth, or financial planning firm Required Skills • Strong investment analysis and portfolio construction experience, • Someone who knows how to look beyond historical returns and evaluate investments based on risk, volatility, downside performance, and overall portfolio fit, • Experience preparing comprehensive financial plans and supporting high-net-worth clients, • Strong communication and presentation skills, • A detail-oriented, organized approach with the ability to manage several priorities at once, • A team-first attitude and willingness to handle both higher-level analysis and day-to-day responsibilities Preferred Skills • CFP, CFA, CPA, CIMA, CPWA, or a similar designation is preferred Candidates coming from an institutional investment background may be considered, but they need to have direct experience working with advisors, financial planners, or high-net-worth clients.

Key ResponsibilitiesFinancial Planning & Analysis • Analyze clients' financial goals, current financial positions, investment portfolios, and risk profiles., • Develop customized recommendations aligned with client objectives, time horizons, and preferences., • Identify gaps and opportunities within financial plans, including insurance and investment needs., • Prepare comprehensive financial plans consistent with advisor best practices and planning philosophy., • Create investment proposals, asset allocation recommendations, and Investment Policy Statements (IPS)., • Prepare Morningstar reports and other portfolio analysis materials.Advisor & Client Support, • Prepare materials for client and prospect meetings, including:, • Financial plans, • Investment summaries, • Consolidated performance reports, • In-force insurance illustrations, • Client review presentations, • Gather research, annual reports, marketing materials, and supporting documentation for advisor meetings., • Assist advisors in responding to client questions and servicing requests., • Consult with advisors on the presentation of planning recommendations and investment strategies., • Provide guidance and support to advisors and staff regarding planning-related service requests.Insurance & Investment Case Preparation, • Prepare insurance illustrations and insurance proposals., • Develop investment recommendations and supporting documentation., • Ensure all client deliverables are accurate, complete, and compliant with firm standards.QualificationsRequired, • New Jersey Life & Health Insurance License, • FINRA Series 6 License, • FINRA Series 63 License, • 3+ years of financial planning or wealth management experience, • Proficiency with Microsoft Office (Outlook, Word, Excel), • Strong analytical, organizational, and communication skills, • Commitment to continuing professional developmentPreferred, • Prior experience supporting Financial Advisors or Wealth Management Advisors, • FINRA Series 7 License, • Experience with Morningstar, NetX360, CRM systems, or financial planning softwareCompensation, • Competitive salary based on experience, $100,000 - $150,000, • 3-6+ years of relevant experience consideredBenefits, • 401(k) retirement plan, • Health insurance, • Dental insurance, • Vision insurance, • Disability coverage, • Paid time off (PTO)

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of our team, you'll work one-on-one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Apply today. We support you every step of the way: • No finance background? No problem—sales, service, or people-facing experience is a big plus!, • First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business., • Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion., • Award winning mentorship and training programs that support your move into sales leadership and wealth management., • Income support to get you started on top of your commissions and bonuses. *This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors. Why Join Us? • Top-tier training with mentors and resources to help you succeed at every level., • Your career, your pace by moving into a leadership role in as little as 12 months., • Continuous support with tech tools, marketing leads, and team collaboration., • Unlimited income streams with uncapped commissions, renewals, and bonuses., • Live life with exciting awards trips, lasting friendships and true work-life integration. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. Please visit our career site to learn more and apply: https://careersatbankerslife.com Note: Applicants must reside in the state of position to be considered. By applying, you agree to be contacted via phone, email and/or SMS.

Private Advisor Group Director of Advisor Growth & Engagement About Us Private Advisor Group, one of the nation’s top RIA firms, is built on relationships, innovation, and providing the tools advisors need to grow their practice and serve their clients with excellence. We're in the middle of an exciting period of growth, recruiting new advisors, deepening relationships with the advisors already on our platform, and investing in the people and structure to support both. About the Role Private Advisor Group is seeking an analytical, relationship-oriented professional to help drive value creation across its ecosystem of wealth advisors. This role will work with a team and serve as a point of contact for our affiliated advisors, developing a deep understanding of each business and working closely with leadership teams to support growth, identify challenges, and drive solutions. This role will be located in our Morristown, NJ headquarters and report to our Chief Client Officer. Responsibilities • Serve as relationship manager for affiliated advisors, maintaining regular engagement with leadership teams and acting as a trusted representative of Private Advisor Group., • Develop and maintain a deep understanding of each advisor’s operations, organizational structure, strategic priorities, and key personnel., • Monitor business performance and partner health through financial, operational, and qualitative indicators; proactively identify risks, challenges, and opportunities., • Help partner leadership teams address complex business issues, evaluate strategic initiatives, and navigate operational, organizational, and growth-related decisions., • Partner with the finance, investment, data/BI, and other internal teams to develop insights and support informed decision-making across the portfolio., • Build and maintain financial models, performance analyses, and reporting frameworks to support portfolio oversight, budgeting, forecasting, and long-range planning., • Prepare management reporting, dashboards, and analyses that provide visibility into partner performance and key business drivers across the ecosystem. Qualifications • 5+ years of experience in management consulting, strategic finance, corporate development, wealth management, or a related field., • Strong financial analysis capabilities, with the ability to assess business performance and identify key drivers of growth and profitability., • Demonstrated ability to build trusted relationships with executives, founders, and business owners., • Strong business judgment and problem-solving skills, with the ability to synthesize complex information and develop practical solutions., • Excellent communication and interpersonal skills, with experience influencing stakeholders across diverse organizations., • Highly organized, self-directed, and comfortable operating in a dynamic, growth-oriented environment., • Strong sense of ownership and accountability, with a proactive approach to execution and follow-through., • Experience working with founder-led businesses, RIAs, wealth management firms, or professional services organizations is preferred. Compensation Base salary of $125,000 – $175,000 depending on experience, with the opportunity for an annual bonus based on performance. Benefits • Medical, • Dental, • Vision, • 401k, • Volunteer days Work Location and Hours This is a full-time in-person position located in Morristown, NJ.

INVESTMENT STRATEGIST FLSA Status: Exempt Employment Type: Full-Time Location: OnePoint BFG Wealth Partners Parsippany, NJ, United States (Also open to Richmond, VA or Minneapolis, MN) At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as an Investment Strategist. Position Overview The Investment Strategist serves as the central investment point person for one of the firm's largest, high-touch advisory practices, reporting directly to the Chief Investment Platform Officer. This pivotal role sits at the intersection of client-facing investment guidance, portfolio strategy, and rigorous market research. The successful candidate will utilize sharp investment judgment and deep portfolio management expertise to translate sophisticated investment theories, market developments, and portfolio transactions into clear, actionable insights that clients and advisors can act on with total confidence. By bridging the gap between complex economic concepts and real-world client portfolios, this position will directly influence client outcomes and help actively shape our rapidly growing, entrepreneurial RIA investment platform. Key Responsibilities • Practice Investment Lead: Serve as the dedicated investment point person for a large, high-touch advisory practice, ensuring client portfolio needs are met with exceptional speed and accuracy., • Client & Advisor Communication: Distill complex portfolio transactions, market developments, and sophisticated investment theories into clear, engaging, and actionable guidance for clients and advisors., • Portfolio Monitoring: Continuously evaluate client portfolios, the broader markets, and the evolving investment marketplace to proactively identify opportunities to optimize and improve client outcomes., • Manager Research: Conduct comprehensive manager research across all asset classes in both public and private investment universes as demanded by client and business needs., • Committee Presentation: Synthesize research findings and present institutional-quality investment recommendations to the OnePoint Investment Committee., • Cross-Functional Collaboration: Partner closely with internal stakeholders across the investments, advisory, wealth planning, and operations teams to execute seamless investment workflows., • Brand Ambassadorship: Engage regularly in current and prospective client conversations, serving as a trusted ambassador for the firm’s fiduciary investment philosophy and process. Qualifications • Industry Experience: Minimum of 5 years of asset management industry experience in client-facing investment roles, ideally within the private wealth channel, with a proven track record of building trusted relationships., • Education: Bachelor’s degree in business, finance, or a related field is preferred; an advanced degree is considered a strong plus., • Professional Credentials: CFA designation, or active progress toward a CFA, is highly desired; CAIA, FRM, or CIMA designations are also favorable., • Technical Domain Expertise: Strong command of asset allocation, portfolio management, investment implementation, trading, and ongoing portfolio oversight across both public and private investments., • Workflow Proficiency: Solid working knowledge of relevant investment technology stacks and the ability to rapidly adopt new digital tools and financial platforms. Desired Skills and Competencies • Communication Excellence: Exceptional written and verbal communication skills, with a distinct ability to "speak life" into complex financial topics for diverse audiences., • Fiduciary Mindset: A natural fiduciary alignment that thrives within a true, relationship-first Registered Investment Advisor (RIA) culture., • Adaptability & Drive: An entrepreneurial mindset with the comfort and flexibility to adapt as the role’s scope evolves alongside a rapidly growing firm., • Relationship Building: Strong interpersonal and relationship-management habits that foster deep collaboration across multi-disciplinary teams and high-net-worth clientele. Why Join Us Joining our team means becoming part of a firm recognized by Financial Planning as one of the Best RIAs to work for—a distinction that reflects our deep commitment to our people and our culture. Founded in 1985, we serve thousands of clients across the country with a team of 220+ professionals and more than $18B in assets under management. Here is why you should build your career with us: • Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry., • Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success., • Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent, including medical, dental, vision, life, AD&D, disability insurance, and a 401(k) with profit sharing., • Professional Advancement: Benefit from continuous development opportunities and long-term career progression. Right to Revise This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Equal Employment Opportunity (EEO) Statement OnePoint BFG Wealth Partners is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions at OnePoint BFG Wealth Partners are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. OnePoint BFG Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. OnePoint BFG Wealth Partners expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of OnePoint BFG Wealth Partners’ employees to perform their job duties is not tolerated.

Driven to be the Best People. Performance. Purpose. At Avis Budget Group, we’re driven to be the best vehicle rental company in the world, together. Our 25,000 employees raise the bar every day, bringing different perspectives, taking ownership, and leading with integrity. We’re defining the future of mobility with safe, sustainable solutions that move people, businesses, and communities forward. Avis Budget Group is seeking a highly motivated Senior Financial Analyst to join the Americas Financial Planning & Analysis team. This role will play a critical part in delivering financial insights, supporting strategic decision-making, and producing high-quality analysis and reporting for the company’s strategic business units. The ideal candidate combines strong financial acumen, analytical rigor, and the ability to leverage analytical tools and technology to produce data into clear, actionable insights to drive performance. This role will partner closely with FP&A and Operations to support a more data-driven approach to planning and performance management. What You'll Do: • Own and enhance forecasting and models specific to the company’s strategic business units, ensuring accuracy and valuable insights., • Support financial planning processes, including monthly forecasts and annual operating plans., • Perform variance analysis and ensure consistent financial reporting across business units., • Analyze large data sets to identify trends, risks, and opportunities., • Produce executive-ready reporting and presentations focused on business unit performance, trends, and key drivers., • Share actionable insights with the management team through both ad-hoc reporting and building dashboards using business intelligence tools Perks You’ll Get: • Access to Medical, Dental, Vision, Life and Disability insurance, • Eligible to elect other voluntary benefits including: Group Auto Insurance, Group Home Insurance, Pet Insurance, Legal Assistance, Identity Theft Protection, FSA, Accident Insurance, Critical Illness Insurance, and additional life insurance coverages, • 401(k) Retirement Plan with company matched contributions, • Full training to learn the business and enhance professional skills, • Employee discounts, including discounted prices on the purchase of Avis/Budget cars, • Access to an Employee Assistance Program for services including counseling, financial and legal consultation, referrals for care service and more What We're Looking For: • Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, or a related field with a minimum GPA of 3.5, • Minimum of 2-3 years of professional work experience, • Ability to work in person 3 days a week in our World Headquarters in Parsippany, NJ., • Strong financial modeling and analytical skills, • Proven ability to create executive-level materials and communicate insights clearly., • High attention to detail with strong ownership mindset, • Ability to work independently and manage multiple priorities, • Experience with data visualization and analytics tools (e.g., Excel, Power BI, Claude or similar), • Basic knowledge of SQL, or other data querying tools, • Data-driven problem solver with strong business judgment, • Ability to shorten time spent on tasks with your technical background The annual starting salary for this position is between $70,000 - $90,000 annually. Factors that may affect starting pay within this range include geography/market, skills, education, experience, and other qualifications of the successful candidate. Who We Are: Here at Avis Budget Group, you will be joining a team of 25,000 driven people, performing with purpose. Together, we’re moving the future of transportation forward with our innovative, customer-focused solutions. Our culture is performance driven, where we encourage and support each other to be at our best through leadership, training, tools, and rewards. We're proud to make a positive difference to the lives of our colleagues, customers, and communities where we operate. Avis Budget Group is an Equal Opportunity Employer – Qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or any other category protected by applicable law. This advertisement does not constitute a promise or guarantee of employment. This advertisement describes the general nature and level of this position only. Essential functions and responsibilities may change as business needs require. The compensation and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law. This position may be with any affiliate of Avis Budget Group.

Company Overview: Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families. Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering wide-ranging client service with an unwavering commitment to excellence. Position Overview: The Support Technician will be the main point of contact for our employees to provide thorough and responsive support to troubleshooting requests and timely resolution to tickets for a variety of systems and platforms in an adaptable role. Duties & Responsibilities: • Support a growing user base’s software and hardware troubleshooting requests coming via multiple channels., • Review, monitor, upgrade, and secure computers, phones, and networks., • Help on site resources deploy new equipment, onboard new users, and open new office locations remotely., • Triage support requests and route to internal departments or external vendors/SaaS providers as needed or for escalation., • Perform password resets, entitlement/permission management, user account creation/terminations., • Create documentation for self-service support, “day one” questions, and efficiency improvements., • Assist with user training for technology platforms and workflows., • Work with the Technology department on ongoing projects and implementations. Skills, Experience and Qualifications: • Experience with Ticket tracking systems (JIRA, ConnectWise, ZenDesk, etc.), • Experience with remote support software (ScreenConnect/CW Control, LogMein, etc.), • Experience with device management (InTune, LabTech/CW Automate, N-Able, etc.), • Experience with Enterprise email (Microsoft 365, Exchange), • Experience with Microsoft servers/services (Azure AD, Active Directory, Group Policy, SharePoint), • Experience with SSO environments (Okta, Azure, etc.), • Experience with Networking (TCP/IP, IPSEC VPNs, DNS, firewalls/NAT, VOIP), • Experience with Windows 10/11 (installation, configuration, management), • Strong knowledge of financial industry with Compliance and Regulatory requirements Reports To: Head of Data & Infrastructure Direct Reports: None FLSA Status: Non-Exempt Location: This position is based in the greater Northern New Jersey and New York metropolitan area. Candidates should reside within reasonable commuting distance of Steward Partners' Florham Park, New Jersey office and be able to maintain a regular onsite presence to support leadership responsibilities, strategic planning, vendor engagements, technology initiatives, and collaboration with business stakeholders. Steward Partners promotes a flexible work environment. Remote work is available when business, operational, project, or leadership requirements do not necessitate an in-office presence.

Financial Controller Reports To: Chief Financial Officer (CFO) Our client that is rapidly growing and is seeking an experienced and strategic Financial Controller to join their leadership team. This position will report directly to the CFO, this role is responsible for overseeing the company's accounting operations, ensuring the accuracy and integrity of financial reporting, and driving continuous improvement across financial processes. The ideal candidate must be a hands-on leader who thrives in a collaborative manufacturing environment and is passionate about developing people, improving systems, and supporting business growth. . Key Responsibilities • Lead the annual audit and the budgeting and forecasting process, including variance analysis and reporting., • Oversee all general ledger activities, including account analysis and reconciliations., • Oversee treasury management and related processes., • Develop, document, maintain, and improve accounting policies and procedures., • Ensure compliance with internal controls and financial reporting standards., • Partner cross-functionally with departments to resolve processes affecting accounting and financial matters., • Identify and implement cost control initiatives and process improvements. Qualifications • Bachelor's degree in Accounting, Finance, or a related business discipline., • CPA and/or MBA preferred., • Minimum of 8+ years of progressive accounting experience, with increasing levels of responsibility., • Experience working with ERP systems, MUST BE within a manufacturing environment., • Advanced proficiency in Microsoft Excel and the Microsoft Office Suite., • Exceptional analytical, organizational, and problem-solving skills., • Strong written and verbal communication skills with the ability to collaborate across all levels of the organization., • Ability to manage multiple priorities, adapt to changing business needs, and consistently meet deadlines., • High level of accuracy, attention to detail, and commitment to financial integrity.

The ideal candidate will be responsible for overseeing all tax related decisions and activities in the organization. You will help us stay tax-compliant and up-to-date on new tax laws. Responsibilities • Perform tax research, • Prepare and review tax returns, • Identify opportunities to minimize the effective tax rate, • Oversee non-income tax compliance, • Prepare for and lead tax audits Qualifications & Skills: • Bachelor or master’s degree in accounting or related discipline, • A minimum of 5 years work experience within public accounting, • Ability to work collaboratively with others, • Interest in pursuing CPA certification desired, though not a requirement

Role: Product Owner/Manager – UI/UX Location: Whippany, NJ 07981 Type: Contract We are seeking an experienced Product Owner – UI/UX with strong knowledge of SAFe Agile to drive the vision, prioritization, and delivery of user-centered digital products. The role will bridge business stakeholders, UX/UI designers, engineering teams, architects, and Agile delivery teams to ensure that products provide intuitive user experiences while meeting business and technical objectives. The ideal candidate should have hands-on experience with Product Ownership, UX/UI, customer journey mapping, user research, backlog management, Agile delivery, and SAFe ceremonies. Key Responsibilities • Own and communicate the product vision, roadmap, and UI/UX priorities., • Translate business objectives and customer needs into clear features, capabilities, and user stories., • Partner with UX/UI designers to define intuitive and consistent user experiences., • Conduct and participate in user research, usability testing, journey mapping, personas, and customer interviews., • Define UI/UX requirements, acceptance criteria, and measurable outcomes., • Maintain and prioritize the Product Backlog based on business value, customer impact, dependencies, risk, and technical considerations., • Collaborate with Scrum Masters, UX designers, developers, architects, QA, business stakeholders, and other Product Owners., • Participate in SAFe Program Increment (PI) Planning and help establish PI objectives., • Work with the Product Manager to break down features and capabilities into actionable stories., • Participate in backlog refinement, iteration planning, daily syncs, reviews, demos, and retrospectives., • Ensure stories are ready for development and have clear acceptance criteria., • Review completed functionality and provide Product Owner acceptance., • Use analytics, customer feedback, usability findings, and product metrics to drive UI/UX improvements., • Identify dependencies and risks across Agile teams and coordinate their resolution., • Ensure UI/UX designs align with accessibility, usability, branding, security, and technical standards., • Collaborate with development teams to ensure the delivered product matches approved designs and business requirements., • Continuously prioritize enhancements based on customer feedback and product performance., • Support release planning and communicate product priorities to stakeholders.

Private Advisor Group Technology Portfolio Lead About Us Private Advisor Group, one of the nation’s top RIA firms, is built on relationships, innovation, and providing the tools advisors need to grow their practice and serve their clients with excellence. We're in the middle of an exciting period of growth, recruiting new advisors, deepening relationships with the advisors already on our platform, and investing in the people and structure to support both. About the Role Private Advisor Group is seeking a Technology Portfolio Lead to turn business priorities into technology improvements that strengthen the advisor experience, improve back-office efficiency, and equip employees to best serve our advisors. Based at our Morristown, NJ headquarters, this position reports to the Head of Business Operations. This role combines product management with project delivery. You will serve as the internal owner of the firm's technology roadmap and as the product lead for our external development partner, which provides a dedicated engineering team for the firm's systems. Working directly with business unit leaders and firm leadership, you will set priorities, define requirements, oversee delivery and acceptance, and be accountable for the adoption of each initiative. You will also support the firm's AI acceleration initiative, helping identify where AI tools can meaningfully improve the day-to-day work of our employees. Responsibilities: • Serve as product lead for our external development partner, setting priorities, refining business requirements, and overseeing delivery through testing, implementation, and adoption., • Partner with business units to translate needs into clear requirements. Develop a deep understanding of our processes and data to identify opportunities for better approaches., • Own the technology portfolio end to end, maintaining a clear view of the pipeline, requirements, business impact, and timing for every request, and ensuring each initiative has an identified business owner., • Report portfolio status to leadership, including timelines, risks, and decisions required, and provide transparency into prioritization and trade-offs., • Review existing technology spend and usage to identify underused tools, workflows that can be simplified, and costs that can be reduced., • Support the firm's AI acceleration initiative by running AI and automation pilots with relevant teams, evaluating usefulness, accuracy, and data handling, and bringing successful pilots into regular use. Qualifications: • Bachelor’s degree in Business, Information Systems, or a related field, or equivalent relevant experience., • 5+ years of experience in technology portfolio or product management, project management, business analysis, or consulting, with direct ownership of implementations and their outcomes., • Experience as product owner for a development team or vendor, including prioritization, requirements, backlog management, and acceptance of delivered work., • Ability to work effectively between business and technical teams, with enough fluency in process and data models to evaluate proposals from both sides., • Strong business judgment, including the ability to weigh costs against benefits and make a supported recommendation., • Clear written and presentation skills, including the ability to produce concise materials leaders can use to make decisions., • Strong organization and follow-through, with the ability to manage several initiatives at once., • Practical interest in AI and automation, with a realistic understanding of current capabilities and limitations. Preferred Qualifications: • Wealth management experience, particularly within an RIA, broker-dealer, custodian, or wealth technology provider. Broader financial services experience is also valuable., • Experience evaluating software vendors, managing a technology budget, or contributing to roadmap and investment decisions., • Ability to perform data analysis and use reporting tools to investigate business questions independently. Compensation: Base salary of $100,000 - $140,000 depending on experience, with the opportunity for a $20,000 - $30,000 annual bonus based on performance. Work Location and hours: This is a full-time in-person position located in Morristown, NJ. Benefits: · Generous PTO policy · Medical · Dental · Vision · 401k · Volunteer days

Private Advisor Group Sales Enablement Specialist About Private Advisor Group Private Advisor Group, one of the nation’s top RIA firms, is built on relationships, innovation, and providing the tools advisors need to grow their practice and serve their clients with excellence. We're in the middle of an exciting period of growth, recruiting new advisors, deepening relationships with the advisors already on our platform, and investing in the people and structure to support both. About the Role Private Advisor Group is seeking a full-time Sales Enablement Specialist to be located in office in our Morristown, NJ or Rock Hill, SC headquarters. The Sales Enablement Specialist plays a critical role in equipping our growth & engagement and business development teams with the necessary tools and resources they need to optimize their pipelines and drive growth. This role collaborates with our Marketing team to build the content, dashboards, and campaigns that support every territory's recruiting and growth efforts and manages relationships with our preferred sponsors. You'll report directly to our Chief Client Officer and partner closely with our three Territory Managers, our Growth & Engagement Consultants, and our Business Development Consultants. Responsibilities: • Build content that wins: Partner with our Marketing team to build and maintain the recruiting decks, advisor growth playbooks, competitive positioning, and case studies our territories use every day, keeping content current and consistent across West, Central, and East territories., • Surface the data: Build and maintain the Salesforce reports and dashboards that track our recruiting pipeline and organic growth, surfacing the data and providing actionable insights to leadership and growth teams., • KPIs: Establish and track key performance indicators (KPIs) tied to advisor growth, engagement, retention, productivity and solution adoption., • Support sales campaigns: Partner with our Marketing team to design and run campaigns, referral pushes, and in-market events that support both new advisor recruiting and organic growth of advisors already on our platform., • Support sponsor relations: Maintain our existing sponsor relationships and assist in evaluating new ones, coordinating sponsor-funded events and content so sponsor activity supports our recruiting and growth goals rather than running separately from them., • Partner across the firm: Work closely with our three Territory Managers and their teams to understand the territory needs and pivot as needed., • Measure results: Measure effectiveness of enablement initiatives through analytics and feedback; recommend enhancements to refine enablement strategies based on performance results. Qualifications: • 3-5 years of marketing, sales operations, or sales enablement experience, ideally within an RIA, broker-dealer, or comparable advisor-services platform., • Comfortable working with Salesforce, translating data into something a territory can act on., • Strong project management skills juggling multiple priorities and deadlines at once while staying organized under pressure and keeping everything on track. Compensation: Base salary of $80,000 – 120,000 depending on experience with the opportunity for an annual bonus based on performance. Work Location and hours: This is a full-time in-person position located in Morristown, NJ or Rock Hill, SC. Benefits: · Generous PTO policy · Medical · Dental · Vision · 401k · Volunteer days

Senior Wealth Advisor Fairfield, NJ | Hybrid Industry: Registered Investment Advisor (RIA) / Wealth Management Compensation: $175,000-$250,000 base salary plus bonus About the Senior Wealth Advisor Role Our client is an established and rapidly growing Registered Investment Advisor seeking an experienced Wealth Advisor to manage and deepen relationships with high-net-worth and ultra-high-net-worth clients with sophisticated financial planning needs. The Senior Wealth Advisor will serve as the primary Relationship Manager for a growing book of business and will be supported by a highly credentialed team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals. The firm benefits from a strong and consistent pipeline of client referrals allowing advisors to focus on client relationships, planning, and advice rather than business development. A portable book of business is not required. This is an excellent opportunity to join a collaborative, team-oriented organization with strong leadership, significant resources, and continued growth. Key Responsibilities of the Senior Wealth Advisor • Serve as the primary Relationship Manager for a growing portfolio of HNW and UHNW clients, • Develop and maintain trusted, long-term client relationships, • Deliver comprehensive wealth management and financial planning solutions for clients with complex needs, • Lead client meetings and proactively identify planning, investment, estate, tax, and wealth management opportunities, • Partner with a highly credentialed team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals, • Work with a strong pipeline of prospective and newly referred clients generated through the firm's parent accounting organization, • Collaborate closely with advisors and internal specialists to deliver an exceptional client experience, • Contribute to the continued growth and development of the firm and its client relationships Qualifications of the Senior Wealth Advisor • 8+ years of relevant experience in wealth management, private wealth, or financial advisory services, • Demonstrated experience managing relationships with HNW and/or UHNW clients, • Strong financial planning expertise and the ability to address complex client needs, • CFP designation required, • CFA, CIMA, and/or CPA designation is a significant plus, • Strong client relationship management, communication, and interpersonal skills, • Stable career history with a demonstrated record of long-term tenure and professional progression What They Offer • This hire is part of the firm’s long-term succession plan as several advisors approach retirement., • Strong Compensation Package: Base salary of $200,000–$250,000 plus performance-based bonus, • Strong, collaborative team culture with highly experienced leadership, • Support from a deeply credentialed team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals, • Established pipeline of clients and referrals, with no portable book required, • Significant opportunity for professional growth and long-term career development Keywords CFA, CFP, CIMA, complex financial planning, CPA, high-net-worth, HNW clients, hybrid, private client advisor, relationship manager, Registered Investment Advisor, RIA, Series 65, UHNW clients, ultra-high-net-worth, wealth advisor, wealth management

About Us: For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes! Wealth & Investment Management: • Advisory Services, • Brokerage Services, • Private Wealth Management Financial Planning: • Retirement Planning, • Estate Planning, • Business Planning Insurance Products: • Life Insurance, • Disability & Long-term Care Insurance, • Annuities Why join Northwestern Mutual: • $404 billion in Wealth & Investment Management, • No. 109 Fortune 500 ranking, • Revenue: $41 billion, • Total Clients: 5.2 million, • Top 10 US Independent Broker-Dealer, • $9.2 billion total dividend payout, • $399 billion total company assets, • Moody's Aa1 Rating, • AM Best Company A++ Rating, • Fitch AAA Rating, • S&P AA+ Rating, • 5.2 million total clients, • $42.3 billion in Annuities, • $2.5 trillion in Risk Management, • $225+ million in Venture Investments, • $520 million in donation to nonprofits Responsibilities: • Engage with clients to provide tailored financial planning services, including retirement planning, investment strategies, and financial advisory support., • Conduct client consultations, analyzing financial needs, executing financial strategies, and offering informed guidance to help clients achieve their long-term financial goals., • Building lasting client relationships and maintaining up-to-date knowledge of financial markets are key aspects of this role., • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Manage your client’s financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life Qualifications: • B.A/B.S. degree preferred, • Excellent communication skills, • Proven track-record of influencing, • Ability to effectively network

About Us: For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: • Fortune 500 company (2023), • Top 100 Internship Programs, Yello x WayUp (2022), • 5.0+ million clients and growing2, • $257 billion retail investment client assets held or managed by Northwestern Mutual3, • Forbes' Best Employers for Diversity (2018-2021), • Unsurpassed financial strength4, • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative career, allowing you to: • Learn how to prospect and network to build your business and client base, • Develop and execute on a business strategy, • Call on potential clients and set meetings to understand their financial goals, • Prepare plans and offer useful recommendations, • Gain exposure to proprietary planning software platforms, • Engage in weekly coaching, training, and development meetings, • Receive Risk Product State Licensing: Life, Accident, and Health, • Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Are you a fit for this internship? • Full-time student; 2027 Senior, • Entrepreneurial ambitions and curiosity for sales, • Highly involved on campus (leader, athlete, campus orgs, student government, etc), • Excellent time-management skills, • Interest in financial literacy and planning tools, • Business savvy and desire to increase critical thinking abilities Compensation & Benefits: • Performance-based earnings and revenue, • Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions), • Productivity Bonuses, • Support for insurance licensing (life, health, DI, LTC), • Support for SIE, Series 6, Series 63 registrations (eligibility required)

Background: Wiss is a regional CPA and advisory firm that's been deeply embedded in the Northern NJ community for over 50 years. We serve small to mid-market clients across Tax, Assurance, Advisory, and Wealth Management — with a focus on relationships, not transactions. Wiss is actively seeking a client-centric Tax Partner who demonstrates extensive experience within business tax ideally serving in a consultative manner with business owners. The ideal candidate will possess a deep understanding of technical tax while providing exceptional client service. Core Responsibilities: • Act as a trusted advisor to family-owned businesses, delivering sophisticated tax planning, compliance, and advisory services tailored to the unique needs of real estate clients., • Lead client engagements with a hands-on approach, ensuring technical excellence and proactive communication., • Oversee complex partnership tax compliance, including preparation and review of partnership returns, allocations, basis calculations, and multi-tiered entity structures., • Develop and implement tax strategies that support clients' long-term business goals, including succession planning, entity structuring, and transaction support., • Collaborate with fellow partners and firm leadership to shape strategic direction, drive growth, and enhance service offerings., • Mentor and develop high-performing tax professionals, fostering a culture of technical rigor, accountability, and client-first thinking., • Stay abreast of evolving tax legislation and industry trends, translating insights into actionable guidance for clients and the firm., • Identify business development opportunities and attend industry-specific networking events to facilitate a growing prospect pipeline and strengthening the Wiss brand. Qualifications: • CPA required; MST preferred, • Minimum of 10 years of progressive tax experience, with significant exposure to small to mid-market clients across diverse industries (Manufacturing, Engineering, Real Estate, Consumer Packaged Goods, etc)., • Deep technical expertise in partnership taxation, real estate transactions, and developing tax planning strategies, • Extensive experience reviewing complex partnership returns, • Prior experience leading, motivating and developing a team of Tax professionals, • Demonstrate polished written and presentation skills with the ability to build trust and credibility with clients At Wiss, we are independent by choice. While much of the profession is consolidating or taking outside capital from Private Equity, we're building a different model — one focused on long-term careers, strong culture, and better client service. We are also investing heavily in AI and modern finance tools, not to replace our people, but to remove lower-value work and give our professionals more room to advise, think, and grow. Wiss is an Equal Opportunity-Affirmative Action Employer - Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation / Age" "Wiss is committed to diversity and inclusion. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work." To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.

Background: Wiss is a regional CPA and advisory firm that's been deeply embedded in the Northern NJ community for over 50 years. We serve small to mid-market clients across Tax, Assurance, Advisory, and Wealth Management with a focus on relationships, not transactions. Wiss is actively seeking a client-centric Tax Partner who demonstrates extensive experience within the construction industry. The ideal candidate will possess a deep understanding of technical tax while providing exceptional client service. With all the disruption in the public accounting market, at Wiss, we are independent by choice. While much of the profession is consolidating or taking outside capital from Private Equity, we’re building a different model — one focused on long-term careers, strong culture, and better client service. We are also investing heavily in AI and modern finance tools, not to replace our people, but to remove lower-value work and give our professionals more room to advise, think, and grow. Core Responsibilities: • Act as a trusted advisor to family-owned businesses, delivering sophisticated tax planning, compliance, and advisory services tailored to the unique needs of construction and engineering clients., • Lead client engagements with a hands-on approach, ensuring technical excellence and proactive communication., • Oversee complex corporate and partnership tax compliance, including preparation and review of S & C Corps and partnership returns, allocations, basis calculations, and multi-tiered entity structures., • Develop and implement tax strategies that support clients' long-term business goals, including succession planning, entity structuring, and transaction support., • Collaborate with fellow partners and firm leadership to shape strategic direction, drive growth, and enhance service offerings., • Mentor and develop high-performing tax professionals, fostering a culture of technical rigor, accountability, and client-first thinking., • Stay abreast of evolving tax legislation and industry trends, translating insights into actionable guidance for clients and the firm., • Identify business development opportunities and attend industry-specific networking events to facilitate a growing prospect pipeline and strengthening the Wiss brand. Qualifications: • CPA required; MST preferred, • Minimum of 10 years of progressive tax experience, with significant exposure to construction and engineering clients, • Deep technical expertise in partnership taxation, real estate transactions, and developing tax planning strategies, • Extensive experience reviewing complex corporate and partnership returns, • Prior experience leading, motivating and developing a team of Tax professionals, • Demonstrate polished written and presentation skills with the ability to build trust and credibility with clients Compensation: Target Salary - Commensurate with the level of experience + discretionary bonus and comprehensive benefits including 401K. "Wiss is committed to fostering a welcoming community. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work. Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin. To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.

OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms. This role functions as an advisor-focused CSA, working behind the scenes to support advisors and internal teams rather than serving end clients directly. The CSA will partner closely with the Transition Operations Manager to manage the operational and custodial components of advisor transitions, with a primary focus on data entry, paperwork processing, and asset transfers. This role is highly process-driven and ideal for someone who enjoys execution, accuracy, and supporting complex workflows during critical transition periods. The ideal candidate has a strong operational mindset, experience in the financial services industry, and the ability to manage multiple tasks while tracking progress and communicating effectively with internal teams and external partners. Key Responsibilities: • Assist in managing the end-to-end transition process for incoming advisor teams and firms, ensuring operational tasks are completed on time and accurately., • Handle the day-to-day details of account transfers, client data migration, and paperwork, ensuring all processes are executed smoothly., • Generate and issue Investment Advisory Agreements and other internal contracts, forms, and materials to advisors, staff, and clients, maintaining efficiency and regulatory alignment., • Maintain structured digital filing systems and upload documentation into project management software to support team collaboration and operational efficiency., • Serve as a point of contact for advisors and internal departments, addressing simple operational questions and escalating complex issues to the Advisor Integrations Manager as needed., • Track the progress of transitions, maintaining accurate records of tasks, documentation, and communication throughout the process., • Ensure all compliance and regulatory requirements are met during transitions, working closely with the compliance and legal teams to manage necessary documentation., • Provide administrative and operational support to the Advisor Integrations Manager, assisting with the execution of workflows, scheduling, and project management tasks., • Collaborate with technology teams to help set up new advisors on OnePoint’s systems, providing guidance and troubleshooting when necessary., • Work with the team to train teams on custodial functionality and best practices, as well as other supporting platform systems. Qualifications: • Bachelor’s degree in Business, Finance, or a related field., • 2+ years of experience in financial operations, client services, or an administrative role in the financial services industry., • Familiarity with client account processes, operations systems, and financial technology platforms., • Strong organizational and time management skills, with the ability to handle multiple tasks and deadlines., • Excellent communication and interpersonal skills, with a service-oriented mindset., • Basic knowledge of regulatory compliance and industry standards (FINRA, SEC, etc.) is preferred., • Ability to work collaboratively in a fast-paced environment., • Experience with Charles Schwab and/or Fidelity a plus., • Experience with Salesforce and Orion, or similar reporting software a plus., • Experience with DocuSign a plus

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of our team, you'll work one-on-one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Apply today. We support you every step of the way: • No finance background? No problem—sales, service, or people-facing experience is a big plus!, • First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business., • Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion., • Award winning mentorship and training programs that support your move into sales leadership and wealth management., • Income support to get you started on top of your commissions and bonuses. *This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors. Why Join Us? • Top-tier training with mentors and resources to help you succeed at every level., • Your career, your pace by moving into a leadership role in as little as 12 months., • Continuous support with tech tools, marketing leads, and team collaboration., • Unlimited income streams with uncapped commissions, renewals, and bonuses., • Live life with exciting awards trips, lasting friendships and true work-life integration. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. Please visit our career site to learn more and apply: https://careersatbankerslife.com Note: Applicants must reside in the state of position to be considered. By applying, you agree to be contacted via phone, email and/or SMS.

Company Description Envirosight provides advanced sewer inspection technologies that help municipalities and contractors understand underground infrastructure and make informed decisions. Its solutions are designed for demanding field conditions, combining durable equipment with reliable performance and efficient workflows for both crews and managers. The product portfolio includes crawler systems, inspection trucks, zoom survey cameras, push cameras, HD video nozzles, automated manhole scanners, and asset management software that support defect detection, planning, compliance, and visibility across sewer systems. Envirosight is supported by a nationwide network of regional training, service, and support locations, ensuring customers have dependable equipment, accurate data, and timely assistance when work is critical. Role Description The Financial Controller role is a full-time, remote position responsible for overseeing Envirosight’s financial operations and ensuring accurate, timely reporting. This role includes managing accounting activities such as general ledger maintenance, month-end and year-end close processes, and coordination with external auditors. The Financial Controller prepares and reviews financial statements, develops budgets and forecasts, monitors cash flow, and supports strategic decision-making with data-driven financial analysis. Day-to-day tasks also involve implementing internal controls, ensuring compliance with relevant accounting standards and regulations, optimizing financial processes, and collaborating with leadership on financial planning and performance metrics. Qualifications • Strong foundation in Accounting and Finance, with the ability to oversee core financial processes and internal controls., • Experience preparing and reviewing Financial Statements and managing Financial Reporting in accordance with applicable standards., • Advanced Analytical Skills for budgeting, forecasting, variance analysis, and supporting data-driven strategic decisions., • Bachelor’s degree in Accounting, Finance, or a related field; CPA or equivalent professional certification is preferred., • Proficiency with accounting software and ERP systems, as well as strong skills in spreadsheets and financial modeling tools., • Demonstrated ability to work independently in a remote environment, prioritize tasks, and meet deadlines with attention to detail., • Clear written and verbal communication skills and the ability to collaborate effectively with cross-functional teams and leadership., • Experience in manufacturing, industrial equipment, or infrastructure-related industries is a plus.