Advisory jobs in Elizabeth, New Jersey - Page 4Create job alerts

The Transaction Experienced Advisory Services Senior Associate will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the USA. Prepares data book, reconciles company financial statements generates financial

A prominent accounting and advisory firm located in Woodbridge Township, New Jersey, is seeking a Sales Tax Consulting Manager to manage the sales tax compliance process, conduct research, and interact with clients. This role requires 6+ years of experience in sales tax compliance, along with a Bach

Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. Schwab's Wealth Advisory team embodies our firm's commitment to client-cen

A leading accounting and advisory firm in New Jersey is seeking a Tax Partner for its Private Client Services team. The role involves partner level tax compliance, client consultations, and mentoring staff. Candidates should have a Bachelor's degree and CPA or JD, along with significant tax experien

Senior Associate Account Manager. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. The Senior Associate Account Manager supports the day-to-day managemen

A leading accounting and advisory firm seeks a Manager for its National Tax Office, focusing on M&A Transactions.The candidate should have over 4 years of federal income tax consulting experience and relevant qualifications such as J.Responsibilities include researching tax issues, assisting with M&

Responsibilities include supervising staff, reviewing corporate tax returns, and enhancing client relationships.

EisnerAmper is seeking a Sales Tax Consulting Manager to join our State and Local Tax (SALT) practice. What it Means to Work for EisnerAmper You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your

The International Tax and Transaction Services practice is comprised of three competencies focused on advising corporate and private equity clients on all aspects of their capital agenda Transaction Tax Advisory, International Corporate Tax Advisory and Transfer Pricing. The International Corporate

A leading accounting firm seeks a Manager (Healthcare) to join their Deal Advisory practice.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Pay Range: $117,800 to $183,100 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U. Cherry Bekaert deliv

Serve as a trusted advisor to senior leaders and business partners by assessing business strategies, identifying AML & Sanctions risks, and recommending practical, risk?based solutions that align with regulatory expectations. Proven ability to act as a strategic advisor to senior leaders, influencin

Job DescriptionDescription: Hybrid 50% ON SITE, half remote, work site either Jersey City, NJ or Westlake, TX Our client seeks a Principal Software Engineer to advance an enterprise AI/ML platform within a large, highly regulated industry environment. This role is ideal for a seasoned engineer who has “been around the block” — someone who has designed, built, and operated enterprise-scale platforms and can provide long-term architectural and technical leadership. The role will design and deliver reliable, secure, and cost-efficient capabilities for model packaging, deployment, serving, and observability. You will collaborate with platform engineers and data scientists to operationalize models at scale on AWS, drive standards, and improve reliability and velocity across teams. In this role, you will address complex technical challenges using Python code and have a focus area in delivering machine learning solutions at an enterprise scale. You’ll work on core platform services that enable machine learning and generative AI models to be safely, securely, and cost‑effectively deployed across the organization. A major focus of this role is a Python-based web service that acts as a gateway for AI models. You will be responsible for developing, building, and enhancing platform capabilities that are reliable, secure, and cost-efficient. This position offers the opportunity to collaborate with multiple teams to implement practical and robust solutions widely used in production. Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance. Rate: $65.00 to $70.00/hr. w2 Responsibilities: • Design, build, and evolve enterprise-scale Python services that support AI/ML and generative AI use cases., • Lead the technical direction and standards for model packaging, deployment, serving, and observability., • Partner closely with data scientists and application teams to operationalize models and accelerate adoption across the business., • Own and enhance a Python-based API and web service used as a gateway for AI tools, including usage tracking and cost controls., • Drive best practices for cloud-native architecture in AWS, with a focus on reliability, security, and cost efficiency., • Define and improve CI/CD pipelines, reusable frameworks, and paved paths to increase engineering velocity., • Lead incident response, root cause analysis, and post-mortems; implement systemic improvements to prevent recurrence., • Mentor senior and mid-level engineers and provide cross-team technical leadership., • Develop and evolve Python based platform capabilities for enterprise-scale ML packaging, deployment, serving, and observability. This will focus on fullstack work as well as model and data observability including drift detection, prediction quality monitoring, uncertainty signals, and diagnostics., • Partner with Data Scientists to package, scale, and operationalize models with clear APIs, guardrails, and automation, work to enable secure, scalable access to traditional and generative models through enterprise gateways and services., • Set platform strategy and standards for ML packaging, deployment, serving, and observability., • Lead cross-platform incident response and post-mortems, driving systemic fixes., • Introduce reusable frameworks and CI/CD templates to enhance engineering velocity., • 8+ years, typically 10+, building and operating production platforms at scale., • Deep Python development experience and distributed systems expertise with production-grade services. Requires In-depth Python development experience, including building APIs and production-grade services., • Familiarity with Java or Groovy (HIGHLY preferred)., • Technical Expertise:, • Deep expertise in Python and distributed systems, requires strong background in distributed systems and enterprise-scale platforms., • Proficiency in Linux and scripting., • Cloud platform leadership, particularly in AWS (S3, Lambda, Batch). Requires extensive experience designing and operating applications deployed in AWS (S3, Lambda, Batch, and related services)., • Experience with DevOps and CI/CD, including Jenkins and Git-based workflows., • Expertise in Infrastructure as Code (CloudFormation, Terraform/OpenTofu)., • ML enablement in production, including model packaging and deployment strategies, requires practical experience enabling ML in production, including deployment strategies, performance tuning, and observability., • Leadership: Cross-organizational technical leadership and mentoring experience.Proven ability to provide long-term design input and technical leadership on complex, enterprise initiatives., • Strong communication skills — able to clearly explain complex systems and design decisions to technical and non-technical stakeholders. Nice to Have • Exposure to Java or Groovy in enterprise environments., • Familiarity with Docker-based frameworks for model packaging and deployment., • Experience with generative AI platforms and managing secure access to tools such as large language models., • Exposure to Azure or GCP in addition to AWS., • Experience in cost governance or usage monitoring for shared platforms. Education Requirements: • Bachelor’s degree, Controller’s degree, or equivalent experience in Computer Science, Software Engineering, or a related field. W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality. If anyone reaches out to you about an open position connected with Eliassen Group, please ensure that you are working directly with us by confirming the following: · When you work with Eliassen Group, all email communication will come from an Eliassen.com address, never Gmail, Yahoo, etc. · Eliassen Group will never ask you for personal information (home address, bank account, or check routing number) until you have worked with someone clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact . About Eliassen Group: Eliassen Group is a strategic consulting firm that helps organizations reach further and achieve more through our technology, business advisory, and life sciences solutions. For nearly 40 years, we have combined exceptional people, deep domain expertise, and intelligent capabilities to expand our clients’ capacity and accelerate meaningful outcomes. We are driven by a purpose to positively impact the lives of our employees, clients, consultants, and the communities we serve. Eliassen is committed to building a diverse and inclusive team from a variety of backgrounds, perspectives, and skills. We are an Equal Opportunity and Affirmative Action Employer and all employment decisions are based on merit, performance, and business needs. Eliassen does not discriminate on the basis of race, color, gender identity or expression, sexual preference or orientation, sex (including pregnancy, childbirth, and related medical conditions), marital status, creed, religion, physical or mental disability, genetic information, military or veteran status, age, ancestry, national origin, citizenship status, prohibited criminal record inquiries of applicants and employees, or any other category protected by federal, state, or local laws. Don’t miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!

Job DescriptionDescription: Hybrid Every other week onsite/5 days in Jersey City, NJ Our client seeks a senior software engineer to lead design and development of next-generation electronic trading systems. The role focuses on low-latency, high-throughput, distributed platforms with event-driven architectures. You will collaborate across teams, mentor engineers, and drive performance, scalability, and resilience improvements in a mission-critical environment. Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance. Rate: $75.00 to $85.00/hr. w2 #LI-JS1 Responsibilities: • Architect and develop distributed, event-driven trading systems optimized for low latency and high throughput., • Design and implement asynchronous processing frameworks and resilient messaging services., • Collaborate with internal and external teams to deliver robust, end-to-end electronic trading workflows., • Lead platform-wide performance tuning and optimization initiatives., • Mentor engineers and promote engineering best practices., • 10+ years of hands-on software design and development experience., • Expertise in Java, C/C++, Python, and Linux., • Deep experience with low-latency messaging systems such as 29West or Kafka., • Proficiency with KDB+ or other time-series databases., • Background in building scalable, distributed, asynchronous, and event-driven applications., • Advanced knowledge of low-latency design patterns and performance optimization techniques., • Experience with Capital Markets or Brokerage systems, including order management., • Understanding of the FIX protocol and FIX engines., • Familiarity with AI developer assist tools such as GitHub Copilot., • Experience with CI/CD tools including GitHub, Maven, Jenkins, Artifactory, and uDeploy., • Hands-on experience deploying applications to AWS or other cloud platforms., • Ability to analyze end-to-end systems to identify performance, scalability, and resilience bottlenecks., • Strong analytical, communication, and organizational skills., • Ability to manage multiple tasks and work in a collaborative team environment., • Self-driven innovation and comfort working with leadership. W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality. If anyone reaches out to you about an open position connected with Eliassen Group, please ensure that you are working directly with us by confirming the following: · When you work with Eliassen Group, all email communication will come from an Eliassen.com address, never Gmail, Yahoo, etc. · Eliassen Group will never ask you for personal information (home address, bank account, or check routing number) until you have worked with someone clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact . About Eliassen Group: Eliassen Group is a strategic consulting firm that helps organizations reach further and achieve more through our technology, business advisory, and life sciences solutions. For nearly 40 years, we have combined exceptional people, deep domain expertise, and intelligent capabilities to expand our clients’ capacity and accelerate meaningful outcomes. We are driven by a purpose to positively impact the lives of our employees, clients, consultants, and the communities we serve. Eliassen is committed to building a diverse and inclusive team from a variety of backgrounds, perspectives, and skills. We are an Equal Opportunity and Affirmative Action Employer and all employment decisions are based on merit, performance, and business needs. Eliassen does not discriminate on the basis of race, color, gender identity or expression, sexual preference or orientation, sex (including pregnancy, childbirth, and related medical conditions), marital status, creed, religion, physical or mental disability, genetic information, military or veteran status, age, ancestry, national origin, citizenship status, prohibited criminal record inquiries of applicants and employees, or any other category protected by federal, state, or local laws. Don’t miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!

Job Description Company Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary • Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete ALL Primary Activities., • Setup and maintain accurate account details, contacts, and policy information in EPIC, • Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance, • Attach, organize, and name documents in EPIC, • Initiate endorsements, proofs of insurance and invoices, • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc., • May pull items such as MVR, CLUES, Risk Meters, RCE etc., • Generate and send renewal proofs, if requested, • Check endorsement against request, • Knowledge of Excel, Word, and other MS Office products to include basic formatting, • Knowledge of agency management systems and Carrier sites., • Possesses a basic understanding of property and casualty coverage., • Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems., • Able to meet quality standards and achieve urgent tasks., • Strong written, oral, and interpersonal communication skills, • Able to follow a well-established and familiar set of activities and/or process to derive a solution. Physical Demands Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-PK1 Powered by JazzHR oGD1pCXXHL

Job Description Investment Advisor – Client Acquisition (Remote) About Ridgewood Investments Ridgewood Investments is an investment advisor delivering intelligent, long-term money management solutions. We serve affluent individuals, retirement plan sponsors, and financial professionals with customized strategies rooted in disciplined, time-tested investing principles. Our focus is simple: build trust, grow assets, and deliver long-term results. The OpportunityWe are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients. This role combines daily outbound engagement with high-level investment conversations. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close. This is not a passive relationship role. This is a performance-driven position for someone who is comfortable doing the work required to win. • Key Responsibilities Execute consistent outbound calls and follow-ups to engage prospective clients, • Navigate organizations and relationships to reach decision-makers, • Build, manage, and advance a pipeline of qualified prospects, • Lead investment conversations and guide prospects through the decision process, • Convert opportunities into new clients and drive AUM growth, • Maintain ongoing engagement with prospects throughout the sales cycle, • Track activity, pipeline, and results within CRM and reporting systems, • Collaborate with internal teams to deliver a seamless client experience, • Active securities license required (Series 65, 7/66, or equivalent), • 5+ years of experience in wealth management, investment advisory, or financial sales, • Proven ability to generate new business and close clients, • Comfortable with high daily call volume and structured outreach, • Strong communication skills with the ability to build trust quickly, • Highly organized with the ability to manage multiple opportunities simultaneously, • A producer who is willing to do the daily activity required to win, • A strong communicator who can confidently guide financial conversations, • Someone who thrives in a structured sales process and clear expectations, • Persistent, resilient, and comfortable working through objections, • Base salary 60K-75K + aggressive performance-based incentives tied to AUM growth, • Significant earning potential for high performers, • Clear expectations and measurable targets tied to activity and results We believe structure creates freedom. Our systems, processes, and investment philosophy are designed to support high performers who are willing to execute. If you are looking for a role where effort, discipline, and performance directly translate into growth and income—this is that opportunity. This role is for someone who can both start the conversation and finish it.

Job DescriptionCompany Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Consolidations Broking Associate has a strong ability to influence and negotiate with trading partners to achieve optimal outcomes for clients and prospective clients. This position works under the direction of senior staff to coordinate consolidation activities on new and renewal business in support of business retention and production goals. The Consolidations Broking Associate will be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting, and legislative changes and will build and grow relationships with clients, carrier representatives, and fellow World associates. Primary Responsibilities • Coordinate consolidation strategy with World Client Advisors and Account Managers to achieve optimal outcomes for clients and prospective clients, • Lead a competitive coverage consolidation process and demonstrate strong negotiation skills to achieve appropriate cost, coverage, and capacity targets for clients and prospective clients, • Maintain productive and responsive relationships with underwriters at World’s key Trading Partners, • Participate as requested by senior staff in program design and placement strategy meetings with client advisors and account executives, • Promote utilization of strategic Trading Partners critical to maintaining secure and dependable relationships for World to generate optimal outcomes for clients and prospective clients, • Collaborate with National Placement resources as necessary to ensure client’s and prospective client’s coverage needs are comprehensively addressed, • Support senior staff in larger, more complex placements as requested, • Recommend commercial insurance program designs to the Client Advisor and/or Account Manager after review with senior staff, • Assist with the preparation of submissions and applications required by the underwriting community, • Direct submissions to the appropriate trading partners and negotiate best in class coverage terms, conditions, capacity, and cost, • Prepare coverage comparisons based upon quotations and proposals received from underwriters, • Serve as secondary internal source of information concerning market trends, pricing practices, and other underwriting policies, • Maintain focus on World-authorized workflow and standard operating procedures to support consistency across the World enterpriseWork Experience, • 2+ years’ experience in Commercial Property and CasualtyProfessional Licenses/Certifications, • Licensed Property & Casualty insurance producer in resident state, • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Basic understanding of standard property and casualty insurance programs, • Purposeful, results-driven, competitive, tenacious desire to win, • Knowledgeable of the insurance marketplace and keeps current with marketplace changes, • Strong ability to influence and negotiate with trading partner peers, and achieve optimal outcomes for clients and prospective clients, • Broad and diverse knowledge of the global insurance industry marketplace including:, • Small Commercial and Middle Market account segments, • Standard property and casualty products, • Excess and Surplus Lines marketplace and how to access, • 4-year college degree from an accredited institution or equivalent professional designation Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 Powered by JazzHR OVk0C7YJgN

Job Description Experienced Financial Advisor – Independence & Growth Opportunity Please note: We would strongly prefer candidates who are local to OR, NY, NJ, FL, IL or CA based on current business needs. Cross Financial | High Payout. True Ownership. Real Upside. Are you a successful financial advisor who feels underpaid, constrained, or inefficient at your current firm? Cross Financial is seeking experienced wealth advisors with an established, transferable book of business who want significantly better economics, operational efficiency, and a clear path to leadership—without giving up ownership of their clients. This is a rare opportunity to more than double the national average payout while maintaining control over your practice and positioning yourself for long-term growth. Why Cross Financial * Elite payout structure: 60–80%+, depending on book size and profile * True client ownership — your relationships remain yours. No non-competes tied to your client relationships, or forced succession structures. * Independent, advisor-first platform built to reduce friction and inefficiency * Scalable infrastructure that lets you focus on clients, not admin * Leadership and equity potential for advisors who want to help shape the firm’s future * Built for experienced advisors—not trainees or product pushers The Role * Transition your existing book of business to a more efficient, higher-payout platform * Maintain full ownership and control of client relationships * Deliver comprehensive wealth management advice aligned to your clients’ needs * Collaborate with other senior advisors and firm leadership * Participate in firm growth initiatives, mentorship, and leadership opportunities (optional, not required) Who This Is For * Financial / Wealth Advisors with a transferable book of business * Wirehouse or bank advisors currently earning ~25–35% * Independent advisors burdened by inefficiencies and lack of opportunity * Those with strong client retention and an extensive relationship management track record * Advisors motivated by better economics, autonomy, and long-term upside * Collaborative professionals who value flexibility and ownership * High-level professionals with experience in custodian platforms LPL and/or Schwab. Preferred (Not Required): * Book size of $20M–$100M+ * Located in the following states: OR, NY, NJ, FL, or CA Compensation & Financial Upside * Payout range: 60–80%+ based on book size and structure * Top-tier payout bands available for advisors with larger, scalable books * No forced production grids or artificial caps * Clear alignment between revenue generation and take-home pay * Select advisors may have the opportunity to participate in long-term value creation initiatives, including leadership roles and potential equity participation. * On-Target Earnings: $150K - $600K+| Uncapped earnings structure directly tied to revenue production and growth. In addition to a rewarding career and a robust benefits package, we provide: * Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! The Bottom Line If you’ve built a successful book and believe you should be earning more for the value you create, Cross Financial offers a platform designed to reward experience, performance, and ownership—without sacrificing independence. Confidential conversations encouraged. Ready to elevate your career in an environment where your impact matters? Apply today. “Cross Financial, an independent member of the Crete Professionals Alliance, is the brand name under which Cross Financial and its affiliated entities (collectively referred to as “Cross Financial”) provide professional services. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand. Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-BP1

Job Description POSITION DESCRIPTION Position: Administrative Assistant Department: Schools Office Reports To: Superintendent of Schools Classification: Non-Exempt General Description Provides secretarial assistance and program support for the Office of the Superintendent of Schools. Specific Duties/Responsibilities The following specific responsibilities are representative of duties required in this position. They may be unilaterally but reasonably changed based on the working environment and departmental needs. • Prepare letters, memoranda, notes, and documents for Superintendent of Schools., • Maintain and update school leadership contact list and directory of schools., • Keep track of schools' submittal of requested forms and information and follow-up with schools, as needed, via phone and e-mail communication., • Handle confidential information in a professional manner., • Organize, maintain, and update Schools Office files (electronic and hard copies)., • Reserve rooms and submit catering orders for Schools Office sponsored meetings., • Prepare and duplicate materials needed for meetings and workshops., • Greet visitors and conduct them to appropriate area or person., • Assist in collecting information and compiling statistical reports., • Process ministerial agreements for superintendent's signature., • Maintain updated log of ministerial agreements., • Monitor general Schools Office email inbox and forward emails to appropriate staff member., • Prepare Schools Office invoicing and track collection of payments., • Prepare APOs for superintendent's approval., • Assist members of the professional staff with typing, proof reading and duplication of correspondence or other printed materials for distribution., • Record and distribute minutes of Schools Office staff meetings., • Process applicant information for school leadership positions and assist with scheduling of interviews., • Gather employment paperwork for new principals and prepare personnel file for transfer to HR., • Assist with NJ Pass the Trash inquiries and maintain a tracking system and database., • Assist with employment verification for former school employees., • Answer general phone line when Schools Office receptionist is unavailable or busy with another call., • Update and maintain School Advisory Board database., • Assist with preparation of materials and mailings for Cooperative Admissions program., • Performs any other job-related tasks to ensure the efficient operations of the Catholic Schools office as assigned by the Superintendent. Qualifications/Skills • Exceptional organizational skills and ability to manage multiple tasks simultaneously, • Excellent communication skills and phone manner, • Ability to work with others, • Must work well under pressure and be able to meet deadlines, • Attention to detail, • Ability to prioritize tasks, • Strong computer skills: proficient with Microsoft Word and Excel, e-mail etiquette, and general Internet usage and research, • Able to maintain confidentiality Education and/or Experience (Preferred) • Bachelor's Degree, • Three or more years of secretarial experience Physical Demands The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Rev. 12/2024 Monday - Friday, 8:45 AM - 4:45 PM 35 hours weekly, BENEFITS: A) Health Insurance B) Dental Insurance C) Life Insurance D) Pension E) Disability and F) Voluntary 403b Plan

Job DescriptionCompany Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Broking Consultant is responsible for providing expert advice to clients, analyzing their insurance needs, and recommending suitable coverage options. This role is responsible for broking all lines of property & casualty insurance in an effort to increase the Company’s market share in commercial businesses and organizations through an in-depth knowledge of insurance risks and markets. Will also be responsible for leading the renewal, tender and prospecting processes Primary Responsibilities • Perform the services of a Property and Casualty Insurance Broker for all lines of coverage, • Advise and execute on the placement strategy of new and renewal P&C programs on behalf of existing and new clients in collaboration with the Client Advisor and service team., • Execute coverage placement strategy within required timeframe., • Analyze and review insurance programs for clients to determine optimum program including structure, pricing, terms and conditions for both new and renewal business., • Help with the development of new and innovative solutions for the Commercial Lines Practice, • Develop, maintain, and expand strong, collaborative relationships with Trading Partners including direct insurance companies, intermediaries, and alternative risk facilities., • Aid in the development of Broking Associates and Specialists on the team, provide mentorship and guidance., • Work as a team member and collaborate with other colleagues within the team., • Execute corporate Trading Partner strategy and influence other team members to do same., • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Good understanding of complex property and casualty insurance programs, risk management, and alternative risk structures, • Purposeful, results-driven, competitive, tenacious desire to win, • Understands how to identify and apply corporate resources to achieve optimal outcomes for clients and prospective clients, • Knowledgeable of the global insurance marketplace and keeps current with changing marketplace landscape Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. Compensation This position is located in New Jersey/NY Metro. The base salary for this position at the time of this posting may range from $88,900 to $109,800. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. #LI-MA1 Powered by JazzHR FkKJyxoT84

Job Description Client Acquisition Manager About Ridgewood Investments: Ridgewood Investments is an investment advisor delivering intelligent, long-term money management solutions. We serve affluent individuals, retirement plan sponsors, and financial professionals with customized strategies rooted in disciplined, time-tested investing principles. Our focus is simple: build trust, grow assets, and deliver long-term results. The Opportunity: We are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients. This role combines daily outbound engagement with high-level investment conversations. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close. This is not a passive relationship role. This is a performance-driven position for someone who is comfortable doing the work required to win. • Key Responsibilities Execute consistent outbound calls and follow-ups to engage prospective clients, • Navigate organizations and relationships to reach decision-makers, • Build, manage, and advance a pipeline of qualified prospects, • Lead investment conversations and guide prospects through the decision process, • Convert opportunities into new clients and drive AUM growth, • Maintain ongoing engagement with prospects throughout the sales cycle, • Track activity, pipeline, and results within CRM and reporting systems, • Collaborate with internal teams to deliver a seamless client experience, • Active securities license required (Series 65, 7/66, or equivalent), • 5+ years of experience in wealth management, investment advisory, or financial sales, • Proven ability to generate new business and close clients, • Comfortable with high daily call volume and structured outreach, • Strong communication skills with the ability to build trust quickly, • Highly organized with the ability to manage multiple opportunities simultaneously, • A producer who is willing to do the daily activity required to win, • A strong communicator who can confidently guide financial conversations, • Someone who thrives in a structured sales process and clear expectations, • Persistent, resilient, and comfortable working through objections, • Base salary 60K-75K + aggressive performance-based incentives tied to AUM growth, • Significant earning potential for high performers, • Clear expectations and measurable targets tied to activity and results We believe structure creates freedom. Our systems, processes, and investment philosophy are designed to support high performers who are willing to execute. If you are looking for a role where effort, discipline, and performance directly translate into growth and income—this is that opportunity. This role is for someone who can both start the conversation and finish it.

Job Description Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $60,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-ET1 Powered by JazzHR mMxNdE0Yhd

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