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BCG Securities is part of the Horace Mann family of companies. Build Your Practice with a Firm Focused on Advisor Support and Retirement Plan Opportunities We are seeking an experienced Financial Advisor who is relationship-driven, entrepreneurial, and motivated to grow their practice within a supportive environment. BCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. We understand that today’s advisors want more than a platform. They want flexibility, support, meaningful client relationships, and opportunities to grow their business in multiple ways. At BCG Securities, advisors have the opportunity to serve individual clients while also supporting retirement plan relationships, plan participants, business owners, and employers. For the right advisor, this creates opportunities for broader planning conversations, stronger client relationships, and long-term practice growth. Compensation Structure: This opportunity offers production-based compensation designed for advisors who want to grow their earnings alongside the growth of their practice and client relationships. Compensation may include advisory fees, commissions, and other production-based earnings, supported by a collaborative platform, operational resources, and retirement plan opportunities. What We Offer At BCG Securities, we understand that advisors want the freedom to grow their practice while having access to meaningful operational, planning, and retirement plan support. We provide advisors with the resources, collaboration, and infrastructure to help them focus on client relationships and long-term business growth, including: • Comprehensive medical, dental, and vision coverage, • 401(k) with company match, • Life insurance and long-term disability coverage, • Retirement plan support and resources, • Internal support staff and operational assistance, • Practice-management support, • Planning and investment resources, • Ongoing training and professional development opportunities, • Collaboration across planning, investments, insurance, retirement plans, operations, and client service teams, • A team-oriented culture focused on advisor success and long-term client relationships Why Advisors Choose BCG Securities Our advisors are supported by experienced professionals and resources that help them focus on building relationships and delivering client-centered advice. Advisors have access to: • Retirement plan support and resources, • Wealth management, investment, insurance, and financial planning solutions, • Internal support staff and planning resources, • Practice-management support, • Collaboration across operations, investments, insurance, retirement plans, and client service teams, • Training and professional development opportunities, • A team-oriented culture focused on long-term advisor success This opportunity may be a strong fit for advisors interested in: • Building long-term client relationships, • Expanding financial planning and wealth management conversations, • Supporting retirement plan participants and employer relationships, • Growing across investments, retirement planning, and insurance solutions, • Working independently while leveraging a collaborative support structure Key Responsibilities • Develop and maintain financial plans for new and existing clients based on their goals, financial circumstances, time horizon, and risk tolerance, • Provide investment recommendations and portfolio guidance consistent with client objectives, applicable standards of care, and firm policies, • Deliver ongoing client service, including reviews, plan updates, and portfolio recommendations as client needs evolve, • Discuss insurance and annuity solutions, where appropriate, as part of the planning process, • Support retirement plan relationships, plan participants, and employer-sponsored retirement plan opportunities, where applicable, • Support clients through broader planning conversations, including financial planning, retirement income planning, wealth management, and insurance solutions, • Build and manage strong client relationships through consistent communication, service, and follow-through, • Work with internal teams, support staff, and subject matter resources to support a strong advisor, client, and retirement plan experience Position Requirements • Bachelor’s degree, • Minimum of 3 years of experience as a Financial Advisor, • Series 7 and Series 66 securities licenses, or Series 7 with Series 65/63, • Life and Health insurance licenses preferred, • Experience with retirement plans, employer-sponsored plans, education markets, participant engagement, or business-owner relationships preferred, but not required, • Strong client relationship management skills, • Excellent verbal and written communication skills, • Ability to work independently and collaboratively while managing multiple priorities, • Commitment to ethical conduct, regulatory compliance, and client-focused service Additional Compensation Information Actual compensation will vary based on production, business mix, experience, licensing/registration status, applicable payout structures, and advisor growth, subject to firm policies. All applications will be handled confidentially. #LI-JC1 #vizi# #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our _ All applicants should review our _

FP&A Analyst Location: 999 Clifton Avenue, Clifton, NJ (Hybrid) Department: Finance Reports To: Director of Finance Position Summary We are seeking a FP&A Analyst with a strong foundation in healthcare finance to support a rapidly growing multi-entity healthcare platform. This role will drive FP&A, operational analytics, and strategic finance initiatives, with direct exposure to executive leadership. The ideal candidate has a strong foundation in FP&A, including budgeting, forecasting, and pro forma modeling, along with an understanding of healthcare financial drivers such as payer mix, collections, and procedure-level economics. Key Responsibilities FP&A & Financial Reporting • Build and maintain budgets, forecasts, and cash flow models, • Support monthly close and multi-entity P&L reporting, • Analyze budget vs. actual performance and identify key drivers and variances, • Assist in developing standardized reporting cadence and outputs Operational Analytics • Build and maintain operational reports and dashboards to track key performance indicators across sites and service lines, • Ensure consistency and accuracy of operational data used in financial reporting and analysis • Identify trends and variances in operational performance and escalate insights to finance and leadership Strategic Finance & M&A • Support financial diligence and underwriting for acquisitions, • Assist leadership in evaluating new service lines and growth initiatives, • Build pro forma models based on operational and revenue assumptions, • Analyze service line performance, strategic initiatives and growth opportunities, • Translate acquisition and integration performance into inputs for ongoing forecasting and deal diligence Ad-Hoc • Support ad hoc financial and operational analyses as needed to inform business decisions, • Build quick-turn models and scenario analyses to support time-sensitive leadership requests, • Prepare presentation-ready schedules and materials for executive, board, and lender requests, • Partner with operations, accounting, and clinical leadership to source data and validate assumptions Required Qualifications • Bachelor's degree in Finance, Accounting, or related field, • 2–4 years of experience, healthcare finance preferred, • Strong understanding of payer mix, reimbursement models, and revenue cycle, • Experience with procedure-level or service line financial analysis, • Advanced proficiency in Excel What We're Looking For Technical ability is important, but resourcefulness and ownership are equally important in this role. The successful candidate should be someone who: • Can take an assignment from concept through completion without requiring constant direction, • Knows how to research and troubleshoot problems independently, • Can take an incomplete data set or loosely defined problem and determine how to move forward Compensation $80,000–$100,000 base salary, depending on experience and qualifications. What Success Looks Like Within the first several months, the Analyst should own recurring budgeting and forecasting, multi-entity P&L reporting, operational dashboards, and variance analysis with limited supervision — given the objective, the data, and initial direction, then figuring out how to get to the finished product.

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

FP&A Analyst Location: 999 Clifton Avenue, Clifton, NJ (Hybrid) Department: Finance Reports To: FP&A Manager Position Summary We are seeking a highly analytical, resourceful, and self-motivated FP&A / Operations Analyst to support financial planning, reporting, forecasting, and operational analysis. Reporting directly to the FP&A Manager, this role works across Finance and Operations to analyze business performance, improve reporting processes, and turn financial and operational data into actionable insights. We are looking for someone exceptionally strong in Excel, comfortable with Power Query and PivotTables, and quick to learn new systems. The right candidate does not need every step mapped out: if given A through C, they should understand the objective, ask the right questions, and independently work their way through D to Z. Key Responsibilities Operations & Business Analysis · Track and analyze key financial and operational KPIs · Analyze location-level performance and identify trends, risks, and opportunities · Work with operational teams to understand the business drivers behind financial results · Identify opportunities to improve efficiency, reduce costs, and increase profitability Financial Planning & Analysis · Prepare and analyze monthly P&L reporting across locations and business units · Perform budget-to-actual, forecast-to-actual, and prior-period variance analysis · Identify and investigate drivers of revenue, expense, and profitability changes · Assist with annual budgeting and periodic forecasting Excel, Data & Process Improvement · Build and maintain advanced Excel models, reports, and analytical tools · Use Power Query to import, clean, combine, and automate recurring data · Use formulas such as XLOOKUP, INDEX/MATCH, SUMIFS, IF statements, and other advanced Excel functions · Improve and automate manual or repetitive reporting processes · Learn new systems, data sources, and business processes quickly What We're Looking For Technical ability is important, but resourcefulness and ownership are equally important in this role. The successful candidate should be someone who: · Can take an assignment from concept through completion without requiring constant direction · Knows how to research and troubleshoot problems independently · Can take an incomplete data set or loosely defined problem and determine how to move forward Qualifications · Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or related field · 1–3 years of experience in FP&A, financial analysis, accounting, operations analysis, or a similar analytical role · Advanced Microsoft Excel skills · Hands-on experience with Power Query and PivotTables · Working knowledge of P&Ls and financial statements · Strong analytical and problem-solving abilities · High attention to detail and accuracy · Strong written and verbal communication skills Preferred Qualifications · Experience with large data sets · Experience working with ERP, accounting, or financial reporting systems Compensation $60,000–$80,000 base salary, depending on experience and qualifications. What Success Looks Like Within the first several months, the Analyst should own recurring P&L reporting, Excel models, Power Query workflows, KPI reporting, and variance analysis with limited supervision — given the objective, the data, and initial direction, then figuring out how to get to the finished product.

Growing medical device manufacturer is seeking an experienced Payroll (Paycom) Specialist to support payroll processing and HR-related functions for approximately 100 employees, primarily located in New Jersey. This is a hands-on contract opportunity for a payroll professional who is comfortable managing the full payroll process while also providing support with general HR, administrative, and employee-related activities. • Key ResponsibilitiesProcess and administer bi-monthly payroll for approximately 100 employees using Paycom., • Ensure payroll is processed accurately and timely, including review of hours, overtime, deductions, timekeeping, and payroll adjustments., • Research and resolve payroll discrepancies and employee payroll questions., • Maintain accurate employee and payroll records within Paycom., • Assist with onboarding, employee documentation, and other HR administrative activities., • Provide general HR support as needed, including employee records, reporting, and personnel-related documentation., • Assist with benefits administration and other HR processes as needed., • Support various administrative projects and day-to-day needs of the HR function., • Maintain confidentiality of employee, payroll, and other sensitive company information., • Perform other related duties and special projects as assigned., • Required Qualifications2–3 years of hands-on payroll experience., • 2–3 years of experience using Paycom or strong recent experience with the Paycom payroll platform., • Experience processing payroll accurately and independently., • Strong attention to detail and organizational skills., • Ability to handle confidential employee and payroll information professionally., • Strong communication and problem-solving skills., • Proficiency with Microsoft Office, particularly Excel., • Preferred QualificationsAdditional HR Generalist or HR administrative experience., • Experience supporting employees in a manufacturing, healthcare, medical device, or other regulated environment., • Familiarity with benefits administration, onboarding, employee records, and HR compliance., • Experience working in a fast-paced, growing organization. Ideal Candidate: A dependable, detail-oriented payroll professional who can take ownership of payroll processing while also providing flexible HR and administrative support to a growing organization.

Due to continued growth this VC firm has a need for a Senior Fund Accountant. They are looking to bring on board a well-rounded professional to manage the accounting, administration, reporting, tax and audit affairs of the firm. 4 plus years of fund accounting experience are needed for this role as well as advanced software and IT skills. Great opportunity!!!

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.

Our client is looking for a Full Charge Bookkeeper to join their team! You will take ownership of the all the Accounting, Operations and Admin processes. Fun culture, great staff & great work/life balance…..apply today! Salary: Up to $100K Responsibilities: • Process accounts payable transactions and verify vendor bills, • Post bills into the system, track expenses and process expense reports,, • Assist with check runs, • Prepare bank reconciliations and prepare journal entries, • Assist with month-end closings, • Prepare analysis of accounts, • Reconcile credit card accounts, • Assist with year-end tax returns preparations including 1099 filings., • Maintain vendor files; correspond with vendors and respond to inquiries, • Administrative tasks (phone, data entry, plan company events, etc) Qualifications: • Bachelors degree in Accounting or Finance, • Experience in excel and QuickBooks, • 4+ years experience in Accounting or Bookkeeping role

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

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.

Financial Professional Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link _ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.6 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the help we’ve provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8, • The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 1. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 2. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., 3. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., 4. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., 5. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023., 6. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

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

Overview Our client is seeking a Senior Accountant to join their team in Northern NJ. Construction background is a big plus but not required. For more opportunities from KNM Resources, please visit _. Responsibilities • Maintain the general ledger, journal entries, reconciliations and month-end close., • Generate monthly financial statements and supporting schedules., • Resolve account reconciliation variances., • Maintain fixed asset records and depreciation schedules., • Review monthly financials for unusual trends, fluctuations, and inconsistencies., • Perform monthly variance analysis against budget, forecast, and prior periods., • Develop recurring financial reports, dashboards, and KPIs., • Compile financial data for budgeting, forecasting, and strategic planning., • Identify opportunities to improve processes., • Evaluate job cost reports for accuracy and proper allocation., • Investigate cost variances., • Assist with WIP schedules and project performance reporting., • Maintain and distribute Time & Material and Change Order pricing schedules. Qualifications • Bachelor’s degree in Accounting or Finance, • Construction background is a big plus but not required., • Strong Excel skills

Account Manager - Trenton – Bucks County Region Mending and Restoring Everyday Life Founded in 1979, Renewal of Greater NYC is a family-owned company providing disaster recovery services for fire, flood, mold, and other property damage. We help individuals, families and businesses restore their homes, belongings, and lives by returning a sense of normalcy through high-quality service and insurance support. We are seeking a highly motivated Sales Account Manager, for the Trenton (NJ) / Bucks County (PA) region. Renewal of Greater NYC works directly with property owners, insurance professionals, and restoration contractors to provide compassionate, high-quality service during challenging times. Join a team where Top Sales Talent Thrives when Lives Are Restored! What You Will Do • Develop and maintain successful relationships that produce sales revenue growth., • Identify new opportunities and advance existing client relationships by proactively communicating and connecting via phone, email, text, and in-person visits., • Prospect, develop, and qualify leads within your respective territory., • Develop and manage target accounts engaging in daily routes visiting prospective clients, • Plan for and achieve Sales Targets identifying new opportunities and advancing existing relationships, • Set and attend face-to-face meetings to establish new business relationships, • Visit job sites meeting with property owners, insurance agents and other stakeholders to assess project scope and identify client needs while providing professionalism and empathy, • Conduct thorough needs assessments to recommend tailored service solutions, • Handle objections and challenges with professionalism and confidence to close new business, • Identify and resolve client concerns in order to grow overall sales., • Build and maintain strong client relationships throughout the sales process and beyond, • Generate leads through networking, referrals, and existing client relationships, • Maintain accurate records of all interactions in our CRM system, • Collaborate on content for email marketing and assist with organizing company events, • Serve as a liaison between the client and our organization, • Participate in regular internal sales meetings presenting territory achievements, challenges, market and industry trends. What You Bring • 2–5 years of B2B sales or account management experience, • Proven success in prospecting, qualifying, and closing new accounts, • Compassion, integrity, accountability and the ability to align with our core values while developing new and existing business., • Strategic and organized; you approach your sales with a defined strategy and goal in mind and always understand where you are in the sales process with your prospects/clients, • Winner attitude, you always strive to be the best at whatever you choose to do, • A self-starter mentality with a strong work ethic, grit, and desire to challenge yourself., • Exceptional communication and interpersonal skills, • Strong time management and organizational abilities, • A passion for relationship-building and customer service, • Willingness to travel frequently within the region, including occasional overnight stays for industry events and conferences., • Ability to work in the field at sites where fire, flood or other damage has occurred., • Experience with restoration, remediation, insurance a big plus! What We Offer: Compensation and Total Rewards • Base Annual Salary and uncapped commission o Base Annual Salary Range: $60,000 to $70,000 Individual base annual salary will take into account a number of factors including but not limited to location, scope and responsibilities of the role, qualifications as well as business needs. o Estimated annual earnings: $65,000 to $120,000 USD (Includes Base salary plus estimated uncapped commission structure per territory) • Company vehicle, • Company provided mobile phone, • Comprehensive Benefits, • 401(k) plan with company match, • Paid Time Off, • Direct exposure to leadership and strategic business initiatives APPLY TODAY! Renewal of Greater NYC does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law.

Senior Manager, Fund Accounting, Client Services Hybrid Schedule In Either Livingston, NJ or Wilmington, DE Shift: Monday to Friday 9:00 to 6:00 p.m. Some of the things you will be doing: The Senior Manager candidate will manage multiple client relationships ensuring superior client service with their client service team members. Deliverables include fund administration services provided to private equity funds such as: • Review accounting records, financial statements and support schedules (GAAP & OCBOA), • Review SBA compliance reporting, including SBA Form 468 preparation, • Review capital call & distribution calculations and letters, • Review waterfalls and partner capital account statements, • Coordinate deliverables with Investor Services team, • Career development, supervision and training of staff, • Daily client and team member interaction, • Leading certain client relationships, • Internal responsibilities (filing, status reports, time tracking, etc.), • Review processes and make recommendations on how they can become more efficient What technical skills, experience, and qualifications do you need? • BS Degree in Accounting - CPA or CPA candidate preferred, • Leadership experience in private equity accounting is required, • Working knowledge of US GAAP, • Advanced Excel skills (VLOOKUP, SUMIF, IF/THEN, XIRR, SUBTOTAL, ROUND, named ranges), • Investran experience preferred, • Able to multi task and perform tasks under strict deadlines, • Experience delegating, training, and supervising staff, • Experience managing and leading client relationships, • Professional verbal and written communication skills, • Attention to detail and strong organizational skills At CSC, compensation decisions are dependent on a number of factors including job location and the knowledge and experience of each individual. A reasonable estimate of the current range is $100,000 to $150,000. #Privateequityaccounting #accounting #fundadministration #fundadministrator #fundaccountingmanager

🚀 Sales Professionals Wanted – No Capped Income | Warm Leads | 100% Remote Available If you're driven, coachable, and ready to take control of your income, this could be the opportunity you've been looking for. The financial services industry is experiencing unprecedented demand. Millions of families still need financial protection while thousands of experienced agents are retiring each year—creating a tremendous opportunity for motivated sales professionals. At The Bill Lampe Group Inc., we provide the training, mentorship, systems, and qualified leads so you can focus on what you do best: helping people and building a successful business. 🚀 Next Steps – Please Follow These Instructions Ready to learn more? Getting started is simple: 1. Visit our Careers Page Go to: https://billlampegroup.com/careers 1. Watch the Business Overview Video Once you're on the careers page, watch the Business Overview video. 1. Schedule Your Interview After watching the Business Overview video, use the scheduling option located directly below the video to schedule your interview. 👉 Start Here: https://billlampegroup.com/careers 🌐 Learn more about The Bill Lampe Group: https://billlampegroup.com/ What You'll Do • Meet with families who have requested information about life insurance., • Conduct professional needs-based consultations., • Recommend customized life insurance solutions that fit each client's goals., • Build lasting client relationships through exceptional service., • Manage your own schedule and grow your personal book of business., • Participate in ongoing training and leadership development. Why Join The Bill Lampe Group? • ✔️ Compliant leads available—spend more time selling and less time prospecting., • ✔️ Comprehensive training—no insurance experience required., • ✔️ Licensing assistance provided., • ✔️ Experienced mentors invested in your success., • ✔️ Flexible schedule with remote opportunities., • ✔️ Clear path to leadership and agency ownership., • ✔️ Performance-based compensation with no income ceiling. We're Looking For People Who... • Have sales experience (a plus, but not required)., • Communicate confidently and build trust quickly., • Are self-motivated and competitive., • Want to be rewarded based on performance., • Can work independently while following a proven system., • Are willing to obtain a life insurance license—we'll walk you through the process. Compensation This is a 100% commission-based opportunity designed for professionals who want to be paid based on results—not capped by a salary. • Industry-leading commission structure., • Monthly performance bonuses., • Renewal (residual) income on retained business., • Unlimited earning potential., • Income varies based on production and performance. We look forward to connecting with motivated professionals who are ready to take the next step! 100% Remote Options Available | Commission-Based | U.S. Applicants Only

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

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.

Tax Manager/Senior Tax Manager – Office Lead Our client is an accounting platform that acquires established CPA practices and gives them the resources, capital, and infrastructure to grow beyond what most independent firms can access on their own. They're seeking a Tax Manager or Senior Tax Manager to serve as principal in charge of an established, well-regarded practice in the West Caldwell area. The practice already has a loyal client base and a team in place, this is a chance to step into real ownership of the business and shape where it goes next. This role is hybrid and based in West Caldwell. Key Responsibilities • Lead the office as principal in charge, owning its clients, quality, delivery, and day-to-day operations, • Manage and develop a team of 4 to 6, supervising work and coaching staff in a collaborative environment, • Review and sign off as the senior technical authority on returns and client deliverables, • Stay hands-on with tax preparation and planning for clients where your expertise matters most, • Own client relationships and serve as the trusted advisor clients rely on through and beyond the transition, • Partner on growth initiatives, integrate AI tools into the practice, and help scale what's working Required Qualifications • CPA preferred; experienced EAs will be considered, • 6-8+ years of public accounting experience including multistate tax work, • Experience leading or mentoring a team, or clear readiness to step into that role, • Comfortable being hands-on through busy season as a true player-coach, • Strong, warm client-facing communication skills, • Tech-forward mindset with genuine interest in how AI is reshaping the accounting industry What's Offered • Performance bonus tied to client retention and office growth, • Access to modern AI-assisted technology that handles the drudgery so you can focus on judgment and clients, • A deliberately sane busy season, • A real seat at the table as the platform continues to scale This is a strong opportunity for an experienced tax professional who's ready to lead, not just execute, and wants to do it inside a firm that's building something genuinely different. For immediate consideration, please contact Gage Plueger or Gatlin Johnson directly. About The Agency Recruiting The Agency Recruiting is a specialized search firm that connects high-performing talent with growth-focused organizations across a diverse range of industries nationwide. Through strategic and confidential recruiting partnerships, we help companies secure the leadership and professional talent that drives long-term success. All career opportunities listed on The Agency Recruiting's official website and official LinkedIn page are verified and deemed credible. Any postings appearing on ancillary job boards or third-party sites are not verified by The Agency Recruiting. Equal Employment Opportunity Statement The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.

Client Sales Representative (Entry-Level) Summit Sky Consulting Remote | United States Summit Sky Consulting is currently seeking motivated individuals to join our growing team as Client Sales Representatives. This is an excellent entry-level opportunity for candidates looking to start a rewarding career in sales and client relations. No prior sales experience is required. We provide comprehensive training, ongoing mentorship, and professional development programs to help you build the skills needed for long-term success. Whether you are a recent graduate, transitioning careers, or seeking a new professional opportunity, we welcome candidates who are eager to learn, grow, and advance. Responsibilities • Connect with prospective clients and build professional relationships, • Learn and follow a proven client acquisition and sales process, • Understand client needs and present appropriate solutions, • Maintain consistent communication and provide excellent customer service, • Participate in training, coaching, and development programs, • Collaborate with team members in a supportive, growth-focused environment What We Offer • Comprehensive Training Provided No experience needed. Our structured onboarding and ongoing coaching programs are designed to help you succeed from day one. • Remote Flexibility Work from home with the flexibility to manage your schedule while achieving your professional goals. • Career Growth Opportunities We promote from within and provide clear pathways for advancement into leadership and management positions. • Supportive Team Environment Work alongside experienced professionals committed to mentorship, collaboration, and personal development. Qualifications • No experience required, • Entry-level candidates are encouraged to apply, • Strong communication and interpersonal skills, • Self-motivated and goal-oriented, • Professional attitude and willingness to learn, • Ability to work independently and as part of a team Benefits and Incentives • Company-sponsored travel incentives for qualifying team members, • Ongoing sales and leadership development programs, • Access to life insurance and medical, dental, and vision exchange options Compensation This is a commission-based opportunity with uncapped earning potential. Income is based on individual performance, dedication, and results. If you are looking for an opportunity that offers professional growth, comprehensive training, remote flexibility, and unlimited earning potential, we encourage you to apply and learn more about a career with Summit Sky Consulting.

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”).

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

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!

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.

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.

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

Position Overview We're a leading beverage distribution company based in New Jersey, seeking an experienced Controller to oversee all accounting and financial operations of the business. This is a hands-on leadership role responsible for financial reporting, internal controls, cash flow management, and process improvement in a fast-paced distribution environment. The ideal candidate will bring strong accounting expertise, operational insight, and the ability to improve systems and reporting. Key Responsibilities Financial Management & Reporting • Oversee all accounting operations including general ledger, AR, AP, inventory, and payroll, • Prepare accurate and timely monthly, quarterly, and annual financial statements, • Manage and execute the month-end and year-end close process, • Maintain and reconcile all balance sheet accounts, • Coordinate with external CPA firm for tax filings and year-end review Cash Flow & Working Capital Management • Monitor and manage cash flow and liquidity, • Oversee accounts receivable and collections, • Analyze and improve AR aging and customer credit policies, • Manage vendor payments and optimize payment terms, • Develop and maintain cash flow forecasts Inventory & Cost Accounting • Oversee inventory accounting and reconciliation, • Ensure accurate inventory valuation and costing, • Monitor and report on inventory variances and shrinkage, • Partner with operations to improve inventory controls and processes Operational & Financial Analysis • Develop and maintain margin reporting by SKU, customer, and channel, • Analyze profitability across key accounts (e.g., Costco, Jetro, Restaurant Depot, direct store delivery), • Support pricing and cost decisions with data-driven analysis, • Prepare management reports and dashboards Compliance & Internal Controls • Establish and maintain strong internal controls, • Ensure compliance with state and local regulations, including: New York State container deposit laws, • Oversee sales tax filings and regulatory reporting, • Support audit processes and documentation Systems & Process Improvement • Optimize use of Sage 100 ERP system, • Identify and implement process improvements and automation, • Leverage technology and AI tools to improve efficiency and reporting, • Reduce manual processes and improve data accuracy Qualifications Required • Minimum 5+ years experience as a Controller or equivalent role in a small to mid-sized business, • Strong experience in distribution, beverage, or consumer goods industry, • Hands-on experience with inventory and cost accounting, • Experience managing accounts receivable, collections, and cash flow, • Knowledge of New York State container deposit (bottle bill) accounting and reporting, • Strong understanding of GAAP and financial reporting, • Experience with ERP systems (preferably Sage 100 or similar) Preferred • CPA or public accounting background (e.g., audit experience), • Experience working in a family-owned or entrepreneurial business, • Experience implementing systems improvements or automation, • Advanced Excel and financial modeling skills, • IMPORTANT Key Attributes Hands-on and detail-oriented Strong organizational and leadership skills Ability to operate in a fast-paced, operationally driven environment Excellent communication skills with both financial and non-financial teams Proactive problem solver with a continuous improvement mindset Compensation Competitive salary commensurate with experience Performance-based bonus Health benefits and paid time off Why Join Us Established and growing beverage company with strong market presence High-impact role with visibility to ownership Opportunity to improve systems and drive operational efficiency Collaborative, family-oriented work environment

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

Regional Vice President / Producing Manager We’re looking for a high-performing Loan Officer who is ready to step into leadership—without giving up production. This is not a traditional management role. You won’t be buried in operations, fixing problems, or managing day-to-day workflows. Instead, this role is designed for a proven producer who wants to scale their impact by leading a team while staying focused on what they do best: originating and driving business. What This Role Offers • The ability to build and lead a team without operational drag, • Dedicated operational infrastructure to support your business and your team, • A focus on sales leadership, mentorship, and growth, • The opportunity to scale beyond your personal production, • Top-tier P&L upside tied to team performance Your Focus • Continue producing at a high level, • Lead from the front through production and example, • Provide mentorship and group coaching (a few hours per week), • Help recruit and develop talent on the sales side, • Drive culture, accountability, and performance What You Won’t Be Doing • Managing day-to-day operations, • Cleaning up processing or fulfillment issues, • Wondering why you gave up volume to herd cats Who This Is For • A top producing LO or player-coach, • Someone who wants to grow into leadership without sacrificing income, • A builder who wants to create something bigger than their own book of business, • A leader who prefers influencing performance over managing tasks Why This Role Exists Most leadership paths force top producers to choose between income and influence. This model is built so you don’t have to. You can scale a team, expand your impact, and still maintain your production—with the right structure behind you. If you’ve been thinking about leadership but don’t want to lose momentum in your own business, this is worth a conversation. What you’ll gain by joining PRMI: A 28-year-old, multi-billion-dollar production engine with superior access to capital markets. One of the industry’s deepest product benches, unparalleled origination technologies. Actively doing business in 49 states. A FNMA, FHLMC, and GNMA “direct” seller/servicer. Participation with over 40 state housing authorities. Competitor-envied divisional support. A “game changing” value proposition for recruiting and keeping top-producing mortgage talent. Top-tier compensation driven by your divisional P&L revenue, and an extensive employee-benefits palette. Outstanding performance is regularly recognized, including significant awards-travel. What we’re looking for in a leader: • Approximately 5 years of successful experience in retail mortgage origination, to include Principal lending management roles. Less experience may be considered given past achievements., • You must have extensive experience managing and maintaining a network of referral partners to be considered for this position., • Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies., • Demonstrated ability to recruit, hire, train, lead, and motivate branch personnel., • Knowledgeable of, and committed to, QC compliance., • Ability to effectively and professionally handle difficult situations that may arise when working with branches/ division., • Excellent presentation and communication skills, both verbal and written., • Leadership skills evolving from a passion for sales accomplishment, team development, training, and practice growth., • Familiarity with Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.) If you’re looking for a partnership with like-minded, entrepreneurial mortgage professionals, we need to talk! Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Paid time off, • Retirement plan, • Vision insurance Physical setting: • Office Schedule: • Monday to Friday Supplemental pay types: • Bonus pay, • Commission pay Experience: • Mortgage Origination: 5 years (Required) License/Certification: • Mortgage Loan Originator License (Required), • Mortgage Principal Lending License (Required) Work Location: In person Job Type: Full-time

Remote Sales Agent | PT or FT | Licensing Assistance Included Performance-Based | Daily Pay | Career Growth Opportunity Candidates Must Reside in the U.S. About the Company The Gibbons Group is dedicated to helping individuals and families protect what matters most through simplified issue life insurance solutions with valuable living benefits. We believe success starts with opportunity. Whether you're beginning a new career or looking for a flexible way to build your future, we provide the training, support, and resources to help motivated individuals develop professionally while making a meaningful impact in the lives of others. Position Overview We are seeking motivated individuals to join our team as Remote Sales Agents. This opportunity is ideal for those looking to start or grow a rewarding career in the life insurance industry while enjoying the flexibility of working remotely on a part-time or full-time basis. As a Remote Sales Agent, you will educate clients on life insurance solutions, help them choose coverage that fits their needs, and build lasting relationships through professional service. No prior insurance experience is required—we provide licensing assistance, comprehensive training, and ongoing mentorship to help you succeed. If you are driven, coachable, and excited to build a career with unlimited earning potential, this opportunity offers the tools, support, and flexibility to help you reach your goals. Key Responsibilities • Connect with individuals and families to understand their financial protection needs., • Educate clients on life insurance products, including simplified issue coverage with valuable living benefits., • Build strong, lasting client relationships through professional communication and exceptional service., • Guide clients through the application process while providing support and answering questions., • Follow up with prospective and existing clients to ensure a positive customer experience., • Participate in training, coaching, and professional development to build product knowledge and sales skills., • Utilize company-provided tools, systems, and resources to effectively manage daily activities., • Maintain professionalism while working independently in a remote environment., • Continuously develop your skills and contribute to personal and team success. Qualifications • Previous sales, customer service, or relationship-building experience is helpful but not required., • No prior insurance experience is necessary—licensing assistance, training, and ongoing support are provided., • Strong communication and interpersonal skills with a passion for helping others., • Self-motivated, coachable, and eager to learn in a performance-based environment., • Ability to work independently while effectively managing your time in a remote setting., • Positive attitude with a commitment to personal and professional growth., • Comfortable using technology and virtual communication tools. What We Offer • Licensing assistance to help you start your career in the life insurance industry., • Comprehensive training, mentorship, and ongoing professional development., • Flexible remote work with part-time or full-time opportunities., • Competitive commission structure with uncapped earning potential., • Performance-based incentives and opportunities for career advancement., • Access to industry-leading tools, systems, and resources designed to support your success., • A collaborative, team-oriented culture focused on growth, integrity, and helping others succeed. Compensation & Business Structure This is a 1099 Independent Contractor opportunity. • Compensation is 100% commission-based with uncapped earning potential., • Performance-based incentives are available based on individual production and results., • Whether you choose to work part-time or full-time, your income is directly tied to your effort, commitment, and personal goals., • Agents have the opportunity to build a rewarding career while enjoying the flexibility of managing their own schedule., • This opportunity offers the independence of self-employment with the support, training, and resources of an established organization. Our Core Values At The Gibbons Group, our core values guide how we serve our clients, support our agents, and build meaningful relationships. • Integrity: We believe in honesty, transparency, and always doing what is right for our clients, agents, and partners., • Growth: We are committed to continuous learning, personal development, and helping individuals reach their full potential., • Service: We are passionate about helping families find solutions that protect their financial future., • Respect: We value every individual and believe in creating an environment where people feel supported and appreciated., • Partnership: We believe success is built through teamwork, collaboration, and supporting one another. Why Join The Gibbons Group? At The Gibbons Group, we believe the right opportunity can create lasting personal and professional growth. We are committed to providing motivated individuals with the training, support, and resources needed to build a successful career in the life insurance industry. Whether you are looking for a new career path, a flexible opportunity, or the ability to grow professionally, this role provides the tools and guidance to help you move forward. If you are driven, coachable, and ready to take the next step toward a rewarding career while helping families protect their financial future, we would love the opportunity to connect with you.

A well-established firm in Northern New Jersey is looking for a Senior Controller to join its team in a unique role that combines construction accounting, client advisory services, and internal financial leadership. This is not a traditional accounting position. You will work directly with a group of construction and closely held business owners, helping them improve financial reporting, cash flow visibility, job costing, WIP, budgeting, and overall accounting processes. At the same time, you will serve as the internal Controller for the CPA firm, overseeing its financial operations and working closely with the Managing Partner. What You’ll Do • Provide hands-on Controller and accounting support to construction and closely held business clients., • Oversee month-end close, financial reporting, cash flow, budgeting, job costing, WIP, and project-based accounting., • Work directly with business owners and senior leadership to improve financial reporting and business processes., • Manage multiple client engagements and priorities in a fast-paced environment., • Serve as the internal Controller for the CPA firm, overseeing its books, reporting, cash flow, and financial operations., • Help the Managing Partner with financial, administrative, vendor, insurance, and operational matters., • Identify opportunities to improve processes, reporting, and financial visibility across both client businesses and the firm. What We’re Looking For • Strong Controller or senior-level accounting experience, ideally within construction or another project-based business., • Solid understanding of job costing, WIP, financial reporting, budgeting, and cash flow management., • Ability to work independently and manage multiple businesses or engagements., • Strong communication skills and the ability to work directly with owners and senior executives., • Hands-on, solutions-oriented approach with the ability to move beyond simply preparing financial statements., • CPA firm, outsourced accounting, client advisory, or fractional Controller experience is a plus, but not required.

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.

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.

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.

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

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)

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

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 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 Accounting Associate will support the firm’s technical accounting, equity management, and financial reporting processes. This role will work closely with the Technical Accounting Manager to assist with the interpretation and application of U.S. GAAP across complex transactions, including equity, stock-based compensation, and M&A activity. This position is designed to build foundational technical accounting expertise while providing critical support across financial reporting, audit, and control-related initiatives in a fast-growing environment. Duties and Responsibilities: • Assist in the preparation and maintenance of technical accounting memos, including research, documentation, and updates for new and existing accounting positions, • Support equity accounting processes, including tracking issuances, terminations, and modifications within the firm’s equity management platform, • Assist in the preparation of journal entries and supporting schedules related to equity, stock-based compensation, and other complex transactions, • Support the development and maintenance of accounting policies, procedures, and internal controls to ensure compliance with US GAAP and regulatory requirements, • Assist with audit support, including preparing documentation, compiling support for technical accounting positions, and maintaining audit request trackers, • Perform research on technical accounting topics and summarize findings into clear, concise documentation for internal and external stakeholders, • Support M&A and complex transaction accounting by assisting with data gathering, documentation, and analysis (e.g., purchase accounting, earn-outs, valuations), • Partner with the Technical Accounting Manager and broader finance team to identify process improvements and strengthen controls around financial reporting and equity management Skills, Experience & Qualifications: • Bachelor’s degree in accounting required CPA or CPA-track strongly preferred, • 0–2 years of experience in accounting or finance; public accounting internship or experience strongly preferred, • Foundational knowledge of US GAAP, with demonstrated ability to research and apply accounting guidance, • Strong analytical and problem-solving skills, with the ability to understand and break down complex accounting concepts, • Excellent written communication skills, with the ability to support preparation of clear, concise accounting memos and documentation, • High attention to detail and strong organizational skills, particularly in documentation, audit support, and tracking activities, • Proficiency in Microsoft Excel; ability to work with large datasets and supporting schedules, • Experience or exposure to financial reporting, equity/stock-based compensation, or technical accounting topics is a plus, • Ability to manage multiple priorities and meet deadlines in a fast-paced, growth-oriented environment, • Strong interpersonal skills and ability to collaborate across teams, including Accounting, Finance, Legal, and external auditors Reports To: Technical Accounting Manager Direct Reports: None

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.

About the Firm A boutique Registered Investment Advisor serving as a multi-client family office dedicated to providing comprehensive, customized wealth management solutions to high-net-worth individuals, families, and foundations. We pride ourselves on delivering white-glove service, sophisticated alternative investment strategies, and high-touch client experience. Role Overview We are seeking an experienced Senior Client Service Associate (SCSA) to lead client operations and account administration. This critical role acts as the operational engine of our firm, serving as the primary liaison between our advisors, operational teams and our clients. The ideal candidate possesses a deep expertise in custodian platform workflows, extensive hands-on experience completing alternative investment subscription documents, and an understanding of private market valuations and pricing update cycles. Key Responsibilities Client Service & Custodial Operations • Manage end-to-end daily client account operations across Charles Schwab (Institutional/Advisor Center) and Fidelity (Wealthscape/IWO) platforms., • Execute account maintenance requests, including seamless onboarding, new account openings, money movement (wires, ACH, ACAT transfers), DTC transfers and funding Donor Advised Fund accounts., • Manage, execute and track RMD distributions., • Manage task workflow and action items in SalesForce, • Serve as the primary operational contact for clients and their accountants, delivering proactive, high-touch resolution for sophisticated service requests., • Manage and tracking of year end activity of charitable contributions, gifting and GRAT distributions., • Manage 1099 and K-1 tax document delivery to our clients and their respective accountants Alternative Investment Administration & Documentation • Oversee the end-to-end subscription process for private equity, venture capital, real estate, hedge funds, and private credit investments., • Review, complete, and track Subscription Documents, Operating Agreements, Accredited Investor / Qualified Purchaser verifications, and Power of Attorney forms., • Maintain rigorous recordkeeping for client capital commitments, uncalled capital, and private asset documentation. Manage the periodic statement and pricing update process for all alternative and illiquid holdings across client portfolios with our operational teams Qualifications & Requirements • Experience: 4–7+ years of client service or operational experience within an RIA or multi-family office setting., • Custodial Expertise: Strong proficiency in Charles Schwab Institutional (Advisor Center) and Fidelity Institutional (Wealthscape) platforms., • Alternative Asset Expertise: Demonstrated experience completing private placement subscription documents (CAIS, iCapital, or direct funds) and managing capital call/distribution workflows is required., • Education: Bachelor’s degree in finance, Business, Economics, or related field., • Skills: High attention to detail, exceptional written/verbal communication, and mastery of CRM software (e.g., Salesforce).

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.

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

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

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.

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.

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking an Senior Account Manager to join our growing team. The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses. This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery. Responsibilities: • Manages the overall team operations, client coordination, and customer service delivery. This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload., • Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members., • Assists Producers and Account Executives with Client service commitments., • Ensures service standards are met, trends are identified, and process improvements are implemented on the team., • Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success., • Manages the new business and renewal process, as well as oversees day to day client changes., • Accountable for client service delivery through: High and/or increased client retention, Rounding of accounts, Referrals and Uneventful renewals, • Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes., • Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed. Creates accurate proposal/deliverable for the Producers and Service Teams to utilize at client renewal meeting., • Reviews quotes for accuracy against supporting documents. Negotiates additional coverage/price with the underwriter., • Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file., • Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests. Requirements • Current Insurance License in Health & Life for the state in which your agency office is located., • Ability to work toward professional designation., • Must be comfortable in an electronic environment with strong computer skills., • Strong working knowledge of Word, PowerPoint, and Excel., • Excellent people skills and ability to work well in a team environment., • Excellent verbal and written communication skills., • Strong organizational skills and attention to detail. Education and Experience: • High school diploma (college preferred), • Bachelor’s Degree in a Business or related field OR equivalent relevant experience, • A minimum of 5 years' experience within the insurance industry or business-related experience Pay Details: The base compensation range for this position is $70,000 - $90,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: • Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time., • Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription., • Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs., • Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage., • … and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com. Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.