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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

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 _

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

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

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.

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

Location: NYC (Midtown) with locations also in Morristown, NJ and Long Island. Compensation: Flexible base + competitive uncapped commission structure Education: Bachelor of Arts or Bachelor of Science Experience Level: Hiring Entry Level and Experienced Recruiters Position Overview Green Key Resources is seeking an experienced 180 or 360 recruiter. We have opportunities across our F&A team, AEC, Technology, Life Sciences and Legal This role is a hybrid of account management and recruiting, focused on building strong candidate and client relationships. Green Key is very established and recruits across the following verticals: Finance & Accounting, AEC, Technology, Pro Services and Legal, Life Sciences. We are open to industry at this time. The ideal candidate is financially motivated, relationship-driven, and well-versed in the sales industry Key Responsibilities • Manage client accounts, ensuring consistent communication, satisfaction, and long-term partnership growth, • Recruiting, sourcing and cold-calling, • Build and maintain candidate pipelines using ATS, LinkedIn Recruiter, and other sourcing tools, • Parse specialized skills and qualifications for sales resumes to match client needs, • Develop creative strategies to recruit both active and passive candidates, • Provide consultative guidance to clients on hiring trends, talent availability, and workforce planning, • Balance client expectations with candidate experience to achieve successful placement, • Collaborate with internal teams to optimize recruiting workflows and meet hiring goals What We Offer • Continuous training and professional development, • Aggressive commission structure with earning potential from $25,000–$250,000 annually on top of base (depends on level and overall responsibilities regarding salary), • Full benefits: medical, dental, vision, 401k, • Paid time off: holidays, sick leave, vacation, • Employee referral program, • Advanced AI tools and technology, Laptops and desktops day 1, stipends, • Team culture: holiday parties, happy hours, outings, summer half-day Fridays, and more Qualifications • BA/BS degree, • Minimum 3 years experience in recruitment or sales, • Strong industry knowledge with ability to discuss relevant skills and companies, • Excellent communication and interpersonal skills, • Proven success in a fast-paced environment with a drive to exceed goals Green Key Resources offers eligible employees medical, dental, and vision coverage; health savings and indemnity options; life, accident, and short and long-term disability coverage; commuter benefits; an employee assistance and work-life program; a retirement savings plan; paid time off and holidays; and parental leave. This position includes incentive compensation in addition to base salary. Eligibility, plan terms, and incentive structure vary by position and location and will be provided during the hiring process.

Role Summary We are seeking an experienced Technical Program Manager / Technical Program Lead to drive the integration capabilities into Client’s ecosystem. The successful candidate will lead complex cross-functional initiatives spanning deposit products, core banking platforms, APIs, data integrations, cloud technologies, and regulated financial services platforms. The role will serve as the primary coordination point between Product, Engineering, Architecture, Operations, Compliance, SC Trust, INDX, and external banking partners to ensure successful delivery of strategic integration initiatives. The program includes enabling insured deposit products, merchant savings solutions, payment integrations, digital asset-related capabilities, and enterprise platform modernization efforts Key Responsibilities Program Leadership • Lead end-to-end delivery of integration initiatives across multiple business and technology workstreams., • Establish program governance, delivery plans, RAID logs, dependency management, and executive reporting., • Coordinate delivery activities across Product, Engineering, Operations, Architecture, Security, Compliance, and vendor teams., • Drive program execution from initiation through production deployment and post-launch support. Technical Delivery Management • Partner with engineering teams to design and deliver integrations involving:, • Core banking platform, • Customer portals and APIs, • Trust systems, • Deposit Network services, • Merchant and payment platforms, • External banking partners and service providers, • Manage API, data, cloud, and operational integration workstreams., • Facilitate technical design reviews and architecture discussions., • Identify and remove delivery blockers across teams. Stakeholder Management • Act as the primary liaison between business stakeholders and technical teams., • Communicate program status, risks, decisions, and milestones to leadership., • Drive consensus across competing priorities and stakeholders., • Support integration activities involving acquired businesses and strategic partnerships. Risk & Compliance Management • Ensure delivery aligns with security, regulatory, and operational requirements., • Partner with Risk, Compliance, and Information Security teams throughout program execution., • Drive readiness activities including operational procedures, support models, business continuity, and production governance. Planning & Execution • Develop and maintain:, • Integrated project plans, • Release schedules, • Milestone tracking, • Resource forecasting, • Executive dashboards, • Manage dependencies across multiple program and vendor organizations., • Drive issue resolution and escalation management. Required Qualifications Experience • 8+ years of experience delivering large-scale technology programs., • 5+ years of experience managing cash management, complex financial services, banking, fintech, or payments initiatives., • Experience leading enterprise integration, platform modernization, or acquisition integration programs., • Experience with cash management, digital assets and stablecoin, • Demonstrated success managing cross-functional delivery teams. Technical Knowledge Strong understanding of: • API-based integrations, • Cloud-native architectures (AWS preferred), • Microservices and distributed systems, • Core banking or financial platforms, • Payment processing and money movement, • Data integration and reconciliation processes, • Security and regulatory requirements in financial services Preferred Qualifications • PMP, PgMP, Agile, Scrum, or SAFe certifications., • Prior experience with:, • Banking products, • Deposits and treasury management, • Payment networks, • Digital assets, • Financial institution integrations, • M&A integration programme experience, • Experience working with modern banking cores. Leadership Competencies • Excellent executive communication skills., • Strong technical acumen and problem-solving ability., • Ability to influence without direct authority., • Strong stakeholder management and negotiation skills., • Comfortable operating in fast-paced, highly regulated environments., • Ability to balance strategic planning with hands-on delivery execution.

Director of Accounting & Tax Services | Public Accounting / Advisory | Morris County, NJ We are recruiting for a Director of Accounting & Tax Services with experience in small to regional public accounting firms and a background advising small to mid-sized businesses. This role is ideal for a CPA who wants to move beyond maintaining someone else’s book of business and take ownership of building and growing an accounting and tax practice. The right candidate will be personable, entrepreneurial, and comfortable serving as a trusted advisor to business owners, founders, and executives. Key responsibilities may include: • Serving as the primary client-facing advisor for domestic and foreign-owned U.S. businesses, • Providing corporate tax planning, sales tax, multi-state compliance, and business advisory services, • Overseeing outsourced accounting, financial statement reviews, business planning, and client onboarding, • Designing accounting workflows, compliance processes, and internal operating procedures, • Selecting and implementing accounting, tax, ERP, and automation platforms, • Supporting M&A due diligence, entity structuring, estate planning, and high-net-worth advisory engagements, • Partnering with legal and advisory professionals on transactional and estate-related matters, • Identifying cross-referral and business development opportunities, • Building and leading a supporting accounting and tax team as the client base grows Ideal background: • Active CPA license required, • 5+ years of recent public accounting experience with a small, regional, or mid-tier firm, • Experience serving small to mid-sized companies, privately held businesses, and business owners, • Strong corporate tax, sales tax, multi-state tax, and regulatory compliance experience, • Background in tax planning, entity structuring, outsourced accounting, and business advisory, • Exposure to high-net-worth individuals, estate and trust planning, or M&A due diligence, • Strong client communication skills and the ability to explain complex tax matters clearly, • Entrepreneurial mindset with an interest in growing a book of business and pursuing a future Partner-level opportunity, • Experience with foreign-owned U.S. entities, international expansion, or cross-border tax matters is a plus This role offers a flexible, hybrid arrangement with potential for more time spent working remotely versus on-site.

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

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.

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.

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

Job Description – IT Business Consultant Location: Berkeley Heights, NJ IT Business Consultant, Staff, DNA Card Online Analyst What You Will Do: This is the ideal opportunity for someone who sees their future career path moving forward into Project Management with a focus on Card Implementations. As an IT Business Consultant, you will function as a Technical Project Analyst in our DNA Card Services Implementation Group. You will have the opportunity to configure applications for transaction testing and implement a variety of Credit and Debit Card products. We seek your highly honed attention to detail, technical skillset combined with coordination and project management skills to keep our projects moving forward and allowing us to meet our client’s commitments. What You Will Need To Have: • Under the mentorship of the Department Managers, oversee and deliver tasks by completing project achievements within the project/task timeline., • Perform Card Services implementation tasks not limited to: installation, setup, for DNA Credit Cards, ATM/Debit Cards., • Install DNA Card software parameters, insert client specific data and other modifications needed within client’s test and production data bases in preparation for live card services event., • Work with project breakthroughs or with the other client assigned tasks to assure that all applications interact according to specifications not limited to Credit Cards or Debit Cards, and other ancillary interfaces for client Card Service Implementation., • Adhere to company Service Level Agreement guidelines, • Capable of multi-tasking across projects within a fast-paced and demanding environment, • Must have exceptional troubleshooting skills and be able to resolve complex technical issues by researching through internet and other internal knowledge base tools, • A self-starter, motivated individual is a must, • Strong verbal and written communication skills, and excellent customer service skills, • Superior attention to detail, and a resourceful problem solver, • Team player who strives for excellence, • Highly collaborative, consultative and solution-oriented work style with the ability to positively negotiate, influence others and maintain effective business relationships, • Excellent professional written, verbal and presentation skills., • Mastery of SQL and other Microsoft Office tools, • Strong research and problem-solving skills., • Other demonstrated attributes – strong communicator, competitive, aggressive, accountable, adaptable, motivated, results-oriented, solution oriented, and driven to succeed., • Demonstrable ability to manage multiple projects in a fast-paced environment while adhering to deadlines., • Flexibility to work after hours/on-call/ weekends as needed

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!

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

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”).

A well-established public accounting and advisory firm is seeking a Bookkeeper with public accounting experience to provide hands-on bookkeeping and accounting support for clients. This is a great opportunity for someone who enjoys working directly with clients and wants to grow within a professional public accounting environment. Responsibilities: • Provide day-to-day bookkeeping and accounting support for clients, • Work onsite at a client location in Englewood approximately 3 days per week, • Answer client accounting questions and provide ongoing support, • Review and clean up monthly QuickBooks activity, • Post and code transactions in QuickBooks, • Prepare bank reconciliations and general ledger entries, • Prepare financial statements, • Reconcile prepaid expenses, accrued expenses, and fixed assets, • Assist with tax notices and follow-up items, • Support tax preparation and year-end accounting projects, • Assist with cash tie-outs, AP searches, AR items, and 1099s, • Work closely with clients and the engagement team, • Manage priorities across multiple client engagements Qualifications: • Public accounting experience required, • Associate’s or Bachelor’s degree in Accounting or related field, • Hands-on bookkeeping and accounting experience, • QuickBooks experience required, • QuickBooks data import experience is a plus, • Yardi experience is a plus, • Strong understanding of accounting principles, • Proficiency with Microsoft Excel, • Strong organizational and time-management skills, • Excellent written and verbal communication skills, • Ability to work independently and directly with clients, • Ability to travel to the Englewood client site approximately 3 days per week

📍 Location: Berkeley Heights, NJ / New York, NY 🏢 Client Site – Onsite 💼 Role: DevSecOps Sr Lead W2- Contract 🔧 Key Skills: DevSecOps, DevOps, Harness, CI/CD, Kubernetes, Docker, AWS/Azure/GCP, Terraform, Python/Bash, Ansible DevSecOps Lead – Senior Manager Job Summary: • Lead and implement DevSecOps practices across multiple projects., • Integrate security throughout the Software Development Lifecycle (SDLC)., • Drive collaboration between Development, Operations, and Security teams., • Manage project timelines, deliverables, resources, and risks., • Promote a culture of security, automation, and continuous improvement. Key Responsibilities: • Lead DevSecOps implementation and security initiatives., • Define and implement security requirements and best practices., • Manage project schedules, deliverables, and resources., • Conduct DevSecOps training and security awareness workshops., • Improve application and infrastructure security through automated testing and monitoring., • Communicate project status and security initiatives to stakeholders., • Identify and mitigate security vulnerabilities and development risks., • Stay updated with DevSecOps trends and emerging technologies. Mandatory Skills: • Strong DevOps knowledge and experience., • Strong understanding of DevSecOps and security practices., • Experience with CI/CD pipelines and automation tools., • Proficiency in security tools and technologies., • Strong Project Management experience., • Excellent analytical and problem-solving skills., • Strong communication and cross-functional collaboration skills. Preferred Skills: • AWS / Azure / GCP and cloud security., • Docker / Kubernetes., • Infrastructure as Code (IaC)., • Security/compliance frameworks: GDPR, HIPAA, PCI-DSS., • DevOps/Security certifications such as AWS DevOps Engineer or CISSP. Education: • Bachelor’s degree in Computer Science, IT, or related field., • Master’s degree or relevant Project Management/Security certifications preferred. 🎯 Most Important: DevSecOps + DevOps + Security + CI/CD + Automation + Project Management + Cross-functional Leadership If you would be intrested share your Updated resume to Deepika.chauhan@talentola.com

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

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.

Role: AppOps Program Manager Location: Berkeley Heights, NJ Work Mode: 5 days client office Role family: Project Management / PMO / App Ops Delivery Leadership Experience: 12–18+ years overall; 8+ years in Application Operations / Production Support / AMS Delivery scope: End-to-end ownership of client App Ops engagements, including people, process, technology and commercials Position Summary We are seeking an experienced and highly motivated Senior Delivery Lead – Application Operations (App Ops) to lead and manage large-scale application support and operations engagements for strategic clients. The ideal candidate should possess strong Project Management, PMO, Delivery Management, or Application Operations Leadership experience, with complete ownership of service delivery, operational governance, client stakeholder management, SLA compliance, team leadership, continuous improvement, and transformation initiatives. This role is responsible for establishing and managing high-performing App Ops teams, ensuring operational excellence, service reliability, client satisfaction, and business growth. Experience • 12 to 18+ years of IT experience., • Minimum 8+ years managing Application Operations, Production Support, or Application Management Services (AMS) engagements., • Prior experience as a Project Manager, PMO Lead, Application Operations Delivery Lead, Service Delivery Manager, or Support Program Manager., • Experience managing offshore, onsite, and distributed support teams., • Experience in client-facing roles across Banking, Financial Services, Retail, Healthcare, Insurance, or similar domains is preferred. Key Responsibilities Delivery Leadership • Own end-to-end Application Operations delivery for one or more strategic client accounts., • Lead multi-tier Application Support teams across L1, L2, L3, SRE, DevOps, and vendor functions., • Ensure adherence to SLAs, OLAs, KPIs, and contractual commitments., • Drive service quality, availability, reliability, and operational excellence., • Establish governance frameworks and service review mechanisms. Client & Stakeholder Management • Act as the primary delivery contact for client leadership., • Conduct weekly, monthly, and quarterly governance reviews., • Present operational metrics, risk assessments, and improvement initiatives., • Manage customer escalations and major incidents effectively., • Build trusted-adviser relationships with client stakeholders. Operational Governance • Lead Incident, Problem, Change, Release, and Knowledge Management processes., • Drive Major Incident Management for P1 and P2 incidents., • Ensure RCA completion and preventive action implementation., • Manage operational risks and service continuity plans., • Oversee compliance, audit, and security requirements. People Leadership • Build and scale Application Operations teams based on client demand., • Mentor Team Leads, Support Managers, and Operations Engineers., • Manage resource planning, utilisation, and succession planning., • Drive performance management and capability development., • Foster a culture of accountability and continuous improvement. Mandatory Skills Leadership & Delivery: Project Management; PMO Management; App Ops Delivery Leadership; Service Delivery Management; Stakeholder Management; Program Governance; Escalation Management; Team Management ITSM & Operations: Incident, Problem, Change, Release, Major Incident, Service Transition, Capacity, Availability, and Knowledge Management Tools & Technology Knowledge ITSM: ServiceNow, BMC Remedy, Jira Service Management, Cherwell Monitoring & Observability: Dynatrace, AppDynamics, Splunk, Datadog, Grafana, ELK, Prometheus DevOps & Release: Azure DevOps, Jenkins, GitHub, GitLab, Octopus Deploy Scheduling & Batch: Control-M, AutoSys Infrastructure & Cloud: AWS, Azure, GCP, Kubernetes, OpenShift, Docker Collaboration & Reporting: Jira, Confluence, Power BI, Excel, MS Project, PowerPoint

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

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.

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.

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)

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

Data Scientist – Regression Analysis Location: Berkeley Heights, NJ (5days Onsite) Contract Role Summary: Analyze data to identify trends, detect variances, explain root causes, and support defect remediation using statistical and regression analysis. Key Responsibilities • Build and validate regression models to explain data drift and variances., • Analyze mismatches between expected and actual results., • Identify root causes of defects and data quality issues., • Perform statistical testing and trend analysis., • Create dashboards, heat maps, and visualizations to monitor drift., • Develop predictive models to detect issues early., • Partner with business, QA, and development teams to prioritize fixes., • Present findings and recommendations to stakeholders. Required Skills • Strong knowledge of regression analysis and statistics., • Experience with Python, SQL, Big Data, Hadoop, and data visualization tools. Machine learning experience is a plus., • Ability to analyze large datasets and identify patterns., • Experience with root cause analysis and anomaly detection., • Strong communication and problem-solving skills. Preferred Experience • Financial services or payments experience., • Data reconciliation and validation., • Drift monitoring and predictive analytics., • Power BI, Tableau, Spark, Snowflake, or Databric Success Measures, • Faster defect diagnosis., • Earlier detection of drift., • Improved validation accuracy., • Reduced manual analysis effort., • Faster remediation and resolution of issues. Ideal Candidate: A data scientist who can use regression analysis, statistical modeling, and data visualization to detect drift, explain variances, identify root causes, and help teams resolve defects faster.

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

Whitman Legal Resources has a great opportunity for a Corporate Mid-Level Transactional Attorney to work for a 50 – 200 employee law firm in their Roseland, NJ office (Hybrid). The ideal candidate for this role possesses advanced transactional experience that includes managing/leading M&A, joint venture (including real estate JVs), and equity and debt financing transactions, as well as drafting and negotiating corporate and transactional documents, including merger agreements, stock and asset purchase agreements, complex operating and shareholder agreements, and various commercial agreements. Excellent client skills, and admission to the NJ bar or NY bar are required. Compensation from $205k – $235k plus a billable hours bonus, a discretionary bonus, and an origination bonus. For more information, please contact Barry Jackson.

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.

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

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.

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)

Objective: Nukk-Freeman & Cerra, P.C. (NFC) is seeking an experienced Billing Coordinator to support the firm’s Billing Department. This position combines hands-on billing and electronic billing responsibilities with client budget creation and management, accrual submissions, intake, conflict checks, and retainer agreement preparation and tracking. The Billing Coordinator works closely with attorneys, Finance, and other administrative teams to maintain accurate billing information, meet client requirements, provide excellent client service, and move matters through the intake and billing processes efficiently. The ideal candidate brings prior law firm billing experience, strong financial and analytical skills, and the ability to independently manage established workflows while providing responsive day-to-day support. Hours: Full-Time (9:00am – 5:00pm) Reports to: Billing Director Classification: Non-Exempt Position Location: Hybrid – work in NFC’s Chatham, NJ office a minimum of two (2) days per week. Under NFC’s current hybrid model (which is subject to change), in-office days are every Wednesday, with a second day on either Tuesday or Thursday. Must be flexible and willing to work in person for additional days as needed for coverage and/or other business needs. Essential Functions: Billing Operations: • Manage prebill preparation, invoice finalization, and electronic billing submissions, ensuring compliance with client billing instructions, documentation requirements, and deadlines., • Maintain accurate client and matter billing information, including approved rates, billing arrangements, special instructions, and insurance coverage information; process approved rate and matter updates., • Enter client-chargeable expenses, prepare supporting disbursement receipts, and transfer temporary time entries to newly opened matters., • Handle routine billing administration, including client onboarding, client portal maintenance, billing contact and address updates, and supporting records., • Monitor shared billing mailboxes and workflow queues, respond to client and attorney inquiries, prepare billing reports, and follow requests through to timely completion. Client Budgets and Accruals: • Assist the coordination, preparation, maintenance, and submission of client budgets, including litigation budgets, by obtaining matter-specific estimates, input, and approvals from attorneys and appropriate internal stakeholders., • Review time, expense, and billing data to track activity against client budgets, identify discrepancies or overruns, and coordinate budget updates and required approvals., • Manage client accrual submissions by tracking deadlines, gathering WIP data, obtaining attorney input, and submitting accurate final reports., • Maintain budget and accrual calendars and supporting records, confirm successful submissions, and resolve rejected, incomplete, or revised requests. Client Intake and Conflict Checks: • Review new client/matter intake requests for completeness, accuracy, and required approvals., • Initiate conflict checks and confirm that all relevant parties, affiliates, adverse parties, and related entities are included., • Resolve incomplete or inconsistent intake information by coordinating with attorneys and staff., • Route potential conflicts to the appropriate attorneys or designated reviewers and document required approvals or waivers., • Open approved clients and matters in the firm’s systems, ensuring that required intake information and authorizations are in place., • Maintain complete and accurate intake and conflict-check records in accordance with firm procedures. Retainer Agreements: • Prepare retainer agreements using approved templates and terms., • Track and follow-up on attorneys’ review and client signatures., • Maintain executed agreements and supporting documentation in the appropriate firm systems., • Track retainer, advance-fee, and replenishment requirements and coordinate with Finance to confirm receipt and application of funds., • Follow up on unpaid or insufficient retainers and promptly escalate delays, discrepancies, or exceptions to the appropriate attorneys and Finance team members. Qualifications and Experience • Three to five years of hands-on billing experience in a law firm or professional services firm preferred., • Demonstrated client budget experience, including preparing, coordinating, tracking, and updating litigation budgets, supported by strong financial and data-analysis skills., • Working knowledge of and experience with the full cycle of the law firm billing process, including prebills, invoice finalization, electronic billing, client accruals, and client-specific billing requirements., • Experience with management of the client/matter intake process, including conflict checks, and preparing and tracking retainer agreements., • Intermediate to advanced Microsoft Excel skills and proficiency in Word and Outlook required., • Demonstrated ability to organize financial information, identify discrepancies, and prepare accurate reports., • Experience with Aderant or Elite 3 billing software preferred but not required., • Strong organizational, problem-solving, and written and verbal communication skills, with the ability to manage competing priorities and collaborate effectively with attorneys, clients, and internal teams., • Sound judgment, discretion in handling confidential information, close attention to detail, and consistent follow-through. Salary Range: $75k – $80k The Firm is providing this good-faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors, including the applicant’s skills and years of experience. Performance and Hours-Based Bonuses: This position is also eligible for an annual discretionary performance-based bonus (percentage of salary). Benefits: This position is eligible for many additional benefits, including paid time off, sick time, medical and dental benefits, 401K contribution (and matching).

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

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

Senior Manager/Associate Director of Accounting About Kalaris Kalaris Therapeutics is a clinical stage biopharmaceutical company dedicated to the development and commercialization of treatments for prevalent retinal diseases with major unmet medical needs. Kalaris’ lead asset, TH103, was developed by Lasker Award winner, Dr. Napoleone Ferrara, a pioneer in the field of VEGF research, and the inventor of Lucentis and Avastin during his time at Genentech. TH103 is a novel, clinical stage anti-vascular endothelial growth factor (VEGF) drug, specifically engineered to achieve extended intraocular retention with enhanced VEGF inhibition in patients with exudative and/or neovascular retinal diseases. In head-to-head preclinical studies, TH103 showed more anti-VEGF activity and longer duration of activity compared to aflibercept, the current market-leading anti-VEGF agent. In a Phase 1a single ascending dose trial, TH103 was generally well tolerated and showed a potent anti-VEGF effect on functional and anatomical outcomes at 1-month post-dosing. Single dose durability signals, including pharmacokinetic analysis and retreatment results, suggest that TH103 may offer extended treatment durability outcomes after a standard four-dose loading regimen. Kalaris is currently enrolling a Phase 1b/2 Multiple Ascending Dose trial of TH103 in patients with nAMD, to help assess the safety and efficacy of repeat TH103 administration and to inform dose selection for potential Phase 3 development. Kalaris’ board of directors, management team and investors include co-founders, scientists and leaders and investors from companies that have played pivotal roles in developing retina therapeutics. About nAMD nAMD is a leading cause of blindness in the United States and Europe that affected an estimated 1.6 million adults in the United States in 2024. Over the past 20 years, anti-VEGF therapeutics have revolutionized the treatment of prevalent exudative and/or neovascular retinal diseases, which represented an estimated $15 billion global branded market in 2024. While clinical trials for these drugs have shown improvements in mean visual acuity, these results often are not reproduced in real-world settings. Many patients find the treatment burden to be challenging because it requires a demanding schedule of clinic visits and years of monitoring and treatments. This onerous treatment burden can lead to a lack of adherence to the frequent visit regimen and a decline in vision after initial gains. Kalaris is seeking a Senior Manager or Associate Director of Accounting to join its growing Finance team. Reporting to the Director of Accounting, this individual will play a key role in the day-to-day accounting operations, monthly financial close, SEC reporting, SOX compliance, stock-based compensation, and financial systems administration. This is a highly visible, hands-on position that will partner across the organization while overseeing outsourced accounting resources and driving process improvements to support the Company's continued growth. This is an exciting opportunity to join a mission-driven, early-stage biotechnology company and contribute meaningfully during a period of significant growth and operational scale-up. The ideal candidate is a proactive, detail-oriented accounting professional who thrives in a dynamic environment and enjoys balancing strategic thinking with day-to-day execution. Job Description and Specific Responsibilities • Own day-to-day accounting operations, including oversight of the general ledger, accounts payable, payroll, cash management, and outsourced accounting resources., • Manage the monthly, quarterly, and annual close processes, including preparation and review of journal entries, account reconciliations, and fluctuation analyses., • Partner cross-functionally with Clinical Operations, R&D, FP&A, and other business functions to develop and review accrual estimates, particularly clinical trial, manufacturing and other research-related accruals., • Execute and monitor internal controls to ensure compliance with SOX requirements, including preparation and review of supporting documentation., • Support IT general controls activities in coordination with internal stakeholders and external service providers., • Manage all accounting and administration aspects of stock-based compensation programs, including equity accounting, system administration, and coordination with third-party providers., • Support the preparation of SEC filings, including financial statements, footnotes, disclosures, and supporting schedules., • Serve as a primary liaison for external auditors during quarterly reviews and annual audits., • Identify and implement process improvements to enhance efficiency, scalability, and controls within the accounting function., • Manage and oversee the work of outsourced accounting consultants, ensuring deliverables are completed accurately and timely., • Perform other duties and special projects as assigned. Desired Qualifications, Skills, & Experience Required • Bachelor's degree in Accounting or Finance, • 6-10 years of progressive accounting and finance experience, including public company experience within the biotechnology or life sciences industry, • Strong knowledge of U.S. GAAP, SEC reporting requirements, and SOX compliance, • Experience supporting month-end close, external audits, technical accounting, and financial reporting processes, • Strong understanding of stock-based compensation accounting, • Demonstrated ability to operate effectively in a fast-paced, high-growth, and resource-constrained environment, • Excellent analytical, organizational, communication, and cross-functional collaboration skills Preferred • CPA, • Big 4 public accounting experience, • Experience with NetSuite and Coupa or other similar ERP and Procurement systems, • Experience with Shareworks or other similar equity administration system Additional Details This role is hybrid and will require at least 1 week per month in office in Berkeley Heights, NJ. The salary range for this position is $150,000 - $180,000 annually. This salary range is an estimate, and the actual salary may vary based on the Company’s compensation practices. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

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.

Position Title: Advisor Services Associate Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: Summit, NJ Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate is a dual-impact role responsible for delivering a premier service experience to our financial advisors while maintaining the operational integrity of our wealth management platform. You will act as the primary liaison between the Advisor, the Firm, and the Custodian, ensuring that every client request—from account opening to complex money movement—is handled with precision and speed. Primary Responsibilities: · AUM Transition Management: Lead the end-to-end execution of asset transitions, including the preparation and processing of ACATS, non-protocol moves, and manual asset transfers. · Concierge Onboarding: Act as the primary project manager for newly affiliated advisors, guiding them through firm registration, system setup, and initial account funding. · Complex Account Opening: Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab, Fidelity, etc.) to minimize NIGO (Not In Good Order) rates. · Custodial Liaison: Serve as the expert interface between advisors and custodians to resolve complex transfer-of-asset (TOA) issues and expedite money movement. · Strategic Training: Conduct deep-dive training sessions for new advisory teams on proprietary technology, portfolio management tools, and Simplicity Wealth’s operational workflows. · Process Optimization: Continuously refine the "onboarding playbook" to reduce the time-to-revenue for new advisors and improve the client transition experience. Qualifications: · Education: Bachelor’s degree or equivalent professional experience. · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). Core Competencies: · Transition Precision: A meticulous eye for detail; you understand that a single error in a transition can delay a firm’s entire launch. · Project Leadership: Ability to manage multiple firm onboardings simultaneously while meeting strict deadlines. · High-Stakes Communication: Professional poise and clarity when communicating with high-net-worth advisors during the stressful "move" period. · Problem Solver: A "figure-it-out" mentality when faced with rejected transfers or complex asset classes. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $60,000 to $75,000 · Annual Performance Bonus Target: 10% · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 475 Springfield Avenue Summit, NJ 07901 Company Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. • For more information, please visit simplicitygroup.com.

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)

Position Summary: The Staff Accountant is a key member of the School’s Business Office, reporting to the Director of Finance. This position is responsible for supporting accurate and timely financial operations, maintaining the integrity of the general ledger, and contributing to the monthly close and annual audit processes. This role is well suited for an accounting professional who is detail-oriented, analytical, and naturally curious—someone who wants to understand not only how a process works, but why. The Staff Accountant is expected to take ownership of their work, recognize when information or results do not appear reasonable, ask thoughtful questions, and identify opportunities to improve and streamline processes. General Responsibilities • Support and execute the Far Brook School Statement of Purpose, Commitment to Diversity, Equity, and Social Justice and core educational mission., • Maintain strict confidentiality regarding all financial records, accounting, transactions, especially with student, personnel, financial, and development records., • Maintain a visible and collaborative presence across campus, willingly assisting with shared duties and operational tasks that contribute to a healthy school ecosystem Essential Responsibilities General Ledger & Financial Reporting • Maintain an accurate general ledger and assist with monthly close and financial reporting., • Reconcile bank and investment accounts, cash balances, A/R, and revenue schedules., • Prepare and record journal entries with supporting documentation., • Develop an understanding of the School’s financial activity and how transactions flow through the accounting system. Accounts Payable & Cash Management • Facilitate accurate and timely payment of vendors and review supporting documentation., • Maintain vendor tax compliance, including W-9/1099 verification and annual 1099 filing., • Review and process employee expense reimbursements and credit card activity., • Monitor cash activity and assist with cash management and reporting., • Research and resolve payment, documentation, or account discrepancies. Accounts Receivable & Revenue • Assist with reconciliation of tuition, auxiliary, and other revenue and A/R balances., • Follow up appropriately on outstanding balances and assist in resolving account questions. Payroll, Audit, Compliance & Other • Reconcile payroll-related general ledger activity and 403(b) activity., • Assist with annual financial statement audits, tax filings, and other compliance requirements., • Prepare schedules, reconcile accounts, and collect and analyze supporting information from departments across the School., • Assist with ad-hoc team initiatives and related tasks as needed Qualifications & Skills Education: Bachelor’s degree in Accounting, Finance, Business, or a related field. Experience: 2+ years of accounting experience demonstrating a solid understanding of fundamental accounting concepts and the ability to apply them to day-to-day transactions. Nonprofit or school accounting experience is preferred but not required. Technical Skills: Familiarity with Blackbaud Financial Edge NXT, Finalsite, and CampBrain is preferred but not required; proficiency in Excel and Google Suite. Competencies: • Strong attention to detail and commitment to accuracy while maintaining an understanding of the broader purpose of the work., • Ability to manage responsibilities independently, prioritize deadlines, and communicate effectively when questions or issues arise. Reporting Relationship: • Reports directly to the Director of Finance. Salary & Benefits: This position is a, full-time, exempt position which provides a salary range and benefits eligibility as follows: The compensation for a staff accountant ranges from $65,000-$75,000 annually, based on professional experience, education degree(s) completed and internal equity considerations. However, final salary will be determined based on all qualifications and must be in alignment with the School's benchmarking and compensation model. • Medical benefits are available to full-time employees following 30 days of employment (beginning of the 1st of the month following a complete 30 days) and include employer-paid contributions to a Health Reimbursement Arrangement (HRA)., • Vision and dental plans are available at the employee's cost., • The School provides employer-paid life insurance (up to $50,000 in coverage) and employer-paid long-term disability insurance., • Additional benefits include tuition remission, educational assistance, and participation in the School's retirement plan, subject to plan eligibility requirements. How to Apply: Please complete the online application. *Benefits are subject to change in accordance with plan documents and School policy.

Private Advisor Group Accounting Manager About Us Private Advisor Group, one of the nation’s top RIA firms, is built on relationships, innovation, and providing the tools advisors need to grow their practice and serve their clients with excellence. We're in the middle of an exciting period of growth, recruiting new advisors, deepening relationships with the advisors already on our platform, and investing in the people and structure to support both. About the Role We are seeking an experienced Accounting Manager to join our finance and accounting team in Morristown, NJ. This role will be responsible for key accounting activities including GAAP-compliant financial reporting, audit preparation, monthly, quarterly, and year-end close, and financial consolidation. The Accounting Manager will play an important role in ensuring the accuracy and integrity of the company’s accounting records and will work closely with their team leader and other members of the Finance team. The ideal candidate is a hands-on accounting professional with strong U.S. GAAP knowledge, audit experience, and general accounting expertise who is comfortable working in a multi-entity and growing organization. Responsibilities: • Ensure accounting records and financial reporting are maintained in accordance with U.S. GAAP., • Prepare and coordinate quarterly and annual audit documentation, schedules, workpapers, and supporting information requested by external auditors., • Execute monthly, quarterly, and year-end close procedures, ensuring accurate and timely financial reporting., • Prepare journal entries, account reconciliations, accruals, supporting schedules, and other close-related calculations., • Support the financial consolidation process across multiple entities, including intercompany eliminations and reconciliation of consolidated balances., • Prepare and coordinate quarterly and annual audit documentation, schedules, workpapers, and supporting information requested by external auditors., • Work directly with external auditors to respond to audit requests and provide appropriate supporting documentation., • Research and document accounting treatment for transactions and technical accounting matters as needed., • Prepare and review balance sheet reconciliations and investigate unusual or outstanding items., • Review financial results and investigate unusual fluctuations or variances., • Support the preparation of financial statements and related reporting., • Maintain and strengthen accounting policies, procedures, documentation, and internal controls., • Identify opportunities to improve, standardize, and automate accounting and close processes., • Partner with the Manager of Accounting, Finance, FP&A, operations, and other departments to ensure accurate financial reporting., • Assist with management reporting and other financial analysis as required., • Support additional accounting and finance initiatives as the organization grows. Qualifications: • Bachelor's degree in Accounting, Finance, or a related field., • Approximately 7+ years of progressive accounting experience., • Strong knowledge and practical application of U.S. GAAP., • Audit experience., • Demonstrated experience with monthly, quarterly, and year-end close procedures., • Strong experience preparing audit schedules, supporting documentation, and financial statement workpapers., • Experience working directly with external auditors during quarterly reviews and/or annual audits., • Experience with multi-entity consolidation and intercompany accounting., • Strong understanding of general ledger accounting, balance sheet reconciliations, journal entries, accruals, and financial statement preparation., • Ability to research and apply accounting guidance to transactions and accounting issues., • Advanced Excel skills and experience with accounting or ERP systems., • Strong organizational skills with the ability to manage multiple deadlines., • High attention to detail and commitment to accuracy., • Strong written and verbal communication skills. Preferred Qualifications: • CPA or CPA candidate preferred but not required., • Public accounting or external audit experience is a plus., • Experience working within a multi-entity or complex organizational structure., • Experience improving or automating accounting close and reporting processes., • Experience working closely with a Manager of Accounting, Controller, or other Lead accounting leadership. Compensation: Base salary of $110,000 - $120,000 with opportunity for a $15,000 annual bonus based on performance. Work Location and hours: This is a full-time in-person position located in Morristown, NJ. Benefits: · Generous PTO policy · Medical · Dental · Vision · 401k · Volunteer days

POSITION SUMMARY: The Investment Consultant - Wealth Planning Specialist is a senior level resource available to FA/PWA team that is responsible for the development, maintenance and oversight of financial plans for the team’s clients, in addition to specializing in the sale of annuities and insurance solutions to complement those financial plans. DUTIES and RESPONSIBILITIES: • Provide financial planning (including basic income replacement needs, supplemental retirement planning, estate and business planning, and wealth transfer planning) to all team clients and ensure that the plan is up to date by conducting a yearly review (as a minimum), • Serve as liaison on behalf of the FA team in the purchase of Annuities and Insurance solutions, • Drive adoption of Goals-Based Wealth Management tools/ practices, • Lead meetings to discuss Insurance and Annuities investment strategies and options, • Critically examining and monitoring the client’s Annuities and Insurance holdings for ongoing suitability and making recommendations to upgrade or re-allocate holdings, where appropriate, • Assist clients with incorporating Insurance and Annuities solutions within their Financial Plans through case design support and asset/liability matching, • Maintain relationships with Retirement Solutions, Trust, and Planning Specialists as well as external partners to facilitate product implementation, • Serve as a source for connecting clients to other product/ service opportunities (i.e. making connections to banking solutions based on the needs identified through the Financial Plan), • Manage client interaction by participating and driving client prospecting and meetings Education and/or Experience • College degree or professional certification required, • 10 or more years of relevant work experience, • CFP, • Insurance Licensed, • Wealth transfer / trust experience, • Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy, • Minimum of 5 years FINRA Registration preferred Knowledge/Skills • Extensive knowledge around Financial Planning, Annuities, and Insurance products, • Familiarity with Morgan Stanley Insurance, Annuities, and Financial Planning suite a plus, • Financial industry and product knowledge, • Excellent interpersonal, written, verbal, and communication skills, • Knowledge of applicable compliance rules and regulations and firm policies REPORTS TO: • Branch Manager and dotted line to the Assistant Complex Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. New York Expected base pay rates for the role will be between $100,000 and $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. New Jersey Salary range for the position: $100,000 and $165,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: _.

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 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