Advisory jobs in Commack, New YorkCreate job alerts

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a life insurance agent while helping clients achieve their financial goals. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by their customers its first priority. Training, Development & Benefits: Our training program extends beyond the virtual and physical classroom, as our agents learn best by doing. Every office has a dedicated sales-support team, consisting of our management team and in-office sales management trainers, who work with agents step-by-step to ensure they’ve honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V • Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time., • Source: Individual Third Party Ratings Reports as of 7/30/18., • MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 Our new blended training and development program is designed to work with your schedule and in this type of role that makes all the difference. Our multifaceted system includes: • In conjunction with in-office trainings; a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want!, • Once established in the career, Fast Track to Management opportunities for qualified professionals Compensation: $60,000 - $100,000 yearly Responsibilities: • Prospect and contact potential clients to discuss their financial needs and concerns, • Offer high quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs, • Spotlight a multitude of potential solutions within our competitive suite of products and services while assisting clients in reaching their financial goals, • Improve your professional skills and knowledge through the New York Life training curriculum, • Ability to understand the needs and financial concerns of clients, • Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter, • Promote customized ways for clients to achieve their long-term financial goals, • Cultivating relationships with a view to helping every family member or individual pursue financial security, • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients. Providing compassion and guidance to clients when unfortunate life circumstances arise, • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over timeQualifications:, • Ability to engage your community and leverage personal networks and contacts, • Strong written and verbal communication skills are required to effectively share complex ideas, • Strong business acumen, • Growth mindset and sales experience strongly preferred, • Sales experience preferred – an enterprising mindset, • Strong communication skills, both written and verbal, • Desire to help others, • Strong business acumen, • Perseverance in the face of a challenge, • Ability to engage your community and leverage personal networks/contacts We’ve built a strong company, one that puts its clients first. We have confidence in our products, but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the fieldwork provide one-on-one support and guidance to every Agent they hire. About Company As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $75,000 - $100,000 yearly Responsibilities: • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional, • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives, • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances, • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM, • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services, • New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds, • As a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures Qualifications: • Must possess uncompromising integrity and the ability to communicate complex ideas, • Relationship management skills are required, • Highly self-motivated and self-disciplined with the ability to work effectively and independently, • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others, • Fearless, positive attitude, and willingness to be accountable for results, • Organized, detail-oriented, and excellent time-management skills, • The desire for continuous learning, • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise mannerAbout Company As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

Job Description Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City, Melville, New York and New Jersey. Overview As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. Forest Hills Financial Group (FHFG) is looking for self-motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. You possess… • A passion for helping others and making a positive impact in your community., • An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms., • A lifelong learner mentality with a desire to continue growing., • Self‐motivation, a confident personality, high integrity, and a strong desire to succeed. What you’ll be doing… • Working with clients to understand their goals, concerns, and current financial information., • Analyzing information to create a strategy with appropriate products and services., • Developing and maintaining a base of clients who value your input and guidance., • Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. What we provide… • Tools and technology to help you appropriately gather, manage, and service your clients., • Development and training—locally, virtually, and nationally—to support your educational needs., • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients., • Mentorship and joint-work opportunities., • Superior service and support., • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities., • The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. Benefits * Life Insurance * Flexible schedule * Vision Insurance * 401(k)matching * Flexible spending account * Health insurance * Dental insurance * Retirement plan Requirements • Must be a US citizen or permanent resident, • A four‐year college degree(Preferred), • Obtain appropriate licensing Pay: Commission Bonus Who we are… Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-155774 (Exp. 5/25)

Job Description 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 clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a Financial Advisor, 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 clients. Why work for us? • Industry top tier Training & Development, • Career growth opportunities We are currently only accepting applicants located in Long Island and Queens, New York, All other applicants will not be considered. Compensation: $120,000+ at plan earnings Responsibilities: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications: • Competitive, • Driven, • Go-getter, • Coachable, • Communicative, • Self-disciplined, • AuthenticAbout Company 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 funds 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, estate planning strategies, and business solutions. If Leadership is in your career path New York Life gives you the opportunity to join our 6-month Fast-Track Management program, Corporate Careers, Training & Development positions, Consultant Opportunities, and much more.

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. If you are a leadership-oriented individual who is ready to take your financial career to the next level as a partner in our general office, we have an opportunity for you! New York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training in which participants start as financial professionals who gain first-hand experience in the field. Completion of the program requirements can lead to a transition into management as an associate partner. If this sounds like a fit for you, apply today! Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1 - Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2 - Source: Individual Third Party Ratings Reports as 7/30/18. 3 - MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4 - Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see : $120,000 at plan Responsibilities: • Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals, • Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager, • Become an associate partner on the management team after successfully completing all program requirements, • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more, • Recruit and develop your own team of financial professionals as an Associate Partner Qualifications:, • Required knowledge and experience working in the insurance or financial services field, • Bilingual in Spanish, Portuguese, or another language is a plus, • Some sales experience needed, • Knowledge of cultural markets a plus, • Goal-oriented, highly motivated, and seeking a rewarding and challenging career About Company About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services. What we offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why join Eastern Advisory Group? • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788. We can only consider applicants authorized to work in the United States. Compensation: $100,000 at planned earnings yearly Responsibilities: • Work closely with clients to gather in-depth financial details and build individualized profiles that accurately represent their income, goals, and full financial situation., • Serve as a collaborative and dependable team contributor while continually developing your skills through ongoing training and professional learning opportunities., • Actively engage with prospective clients, fostering strong relationships and positioning yourself as their trusted financial guide., • Create tailored financial plans that shift and adjust as clients move through different life phases, career changes, and financial priorities., • Provide well-considered recommendations—spanning financial products, planning solutions, and investment approaches—to support clients in reaching their goals., • Obtain Life and Health certification within 45 days of employment.Qualifications:, • Long Island/Queens candidates only., • Previous Sales experience preferred., • Must be able to commute to Hauppauge, Long Island, for training.About Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Candidates must be within a close commute to 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788. We can only consider applicants authorized to work in the United States.

Job Description Great opportunity available at the New York Life Long Island, NY for an Entry-Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with us. Drive your professional development independently and positively impact households. Potential for substantial earnings and career progression. Engage with a diverse client base including families, individuals, business owners, and corporations. Training provided to explore Wealth Management. Start a rewarding career journey with our dynamic team, offering flexibility and attractive earning potential. Compensation: $117,000 plus Benefits Responsibilities: • Provide expertise, insights, and financial solutions to families, individuals, business owners, and corporations in the Melville, NY area, • Manage your own financial practice with the backing of a leading Fortune 100 company, • Assist clients in planning and prioritizing their unique financial goals, • Begin as an agent with the potential to advance into an advisory role, • Enjoy the benefits of being an independent business owner while receiving support and guidance, • Contribute to shaping the financial futures of clients in the local community Qualifications: • Experience is not needed, but a plus. We provide Training and Licensing, • Athletes Preferred, • We’re proud to offer training to help you grow your career, • You’ll be in business for yourself, but not by yourself. Development Managers will mentor you and help you grow your career, particularly as you start out, • Bachelor's degree is a plus, • With our training and support, you have the opportunity to work towards the credentials that will qualify you as a licensed Financial Advisor or grow into a leadership role as part of the management team, • Looking for an individual who is coachable and willing to learn, • We are searching for Driven and competitive individuals, • MBA degrees qualify for Fast Track management opportunitiesAbout Company 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 clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job Description Estamos buscando personas que deseen generar un impacto duradero en el bienestar financiero de individuos, familias y pequeñas empresas. Esto no es simplemente un trabajo de ventas, sino una carrera con propósito y oportunidades. Brindarás tranquilidad a tus clientes mientras los ayudas a enfrentar retos que muchos consideran complejos y confusos, como prepararse para la jubilación y ahorrar para la universidad. Como Asesor Financiero, tendrás la oportunidad de ver el impacto positivo de tu trabajo durante muchos años. Crecerás personal y profesionalmente junto a tus clientes. Lo que ofrecemos: capacitación y desarrollo. Te proporcionaremos una formación integral que incluye una plataforma de aprendizaje líder en la industria, asesoría personalizada por parte de profesionales dedicados a la capacitación y la oportunidad de obtener certificaciones profesionales del sector. También podrás recibir reconocimientos e incentivos de ventas, así como viajes de desarrollo profesional destinados a nuestros Asesores Financieros de mejor desempeño. Estamos tan comprometidos con tu desarrollo que patrocinaremos todas las licencias y certificaciones necesarias para impulsar tu carrera. Esto también te abrirá la puerta para unirte a nuestra oportunidad de Fast-Track to Management en un plazo de un año para iniciar tu camino en liderazgo. Además de esta formación y apoyo, New York Life te brindará las herramientas que necesitas para tener éxito en tu día a día, incluyendo expertos disponibles para responder tus preguntas y un conjunto de herramientas digitales de ventas, prospección y marketing que te ayudarán a atraer y retener clientes mediante contenido web, redes sociales y correo electrónico. New York Life, junto con sus subsidiarias, ofrece una variedad de productos, incluidos seguros de vida, anualidades, seguros de cuidado a largo plazo, seguros de ingresos por discapacidad y productos de inversión como fondos mutuos a través de nuestra firma de corretaje, NYLIFE Securities LLC (miembro de FINRA y SIPC), una agencia de seguros autorizada, lo que garantiza que las soluciones que desarrolles con tus clientes contribuyan a que ellos y sus familias alcancen sus metas financieras. También tendrás la opción de especializarte y obtener experiencia en diferentes áreas, como convertirte en asesor financiero con Eagle Strategies LLC, nuestra división de asesoría en inversiones, para ofrecer servicios de gestión patrimonial y asesoría, estrategias de planificación patrimonial y soluciones empresariales. Cuando te unes a New York Life, te unes a un equipo sólido con opciones de apoyo entre colegas, como grupos de estudio, mentorías y otras oportunidades para interactuar con tus compañeros Asesores Financieros. Compensation: $125,000 yearly Responsibilities: • Engage customers and prospects using events and other marketing initiatives that support insurance sales and brand awareness, • Handle the management of all marketing strategies and campaigns - communicating with marketing, sales, insurance agents, and vendors, • Involucrar a clientes y prospectos mediante eventos y otras iniciativas de marketing que apoyen las ventas de seguros y el reconocimiento de la marca., • Gestionar todas las estrategias y campañas de marketing, comunicándose con los equipos de marketing, ventas, agentes de seguros y proveedores.Qualifications:, • Deseo de trabajar duro y construir una carrera exitosa.About Company 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 funds 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, estate planning strategies, and business solutions. If Leadership is in your career path New York Life gives you the opportunity to join our 6-month Fast-Track Management program, Corporate Careers, Training & Development positions, Consultant Opportunities, and much more.

Job DescriptionAre you ready to make a difference in your community? Do YOU want to work on a team that is committed to empowering individuals? At Helen Keller Services, our employees work in an environment that is more than just a workplace, it’s a community. Since 1893, Helen Keller Services (HKS) has been committed to improving the lives of individuals who are blind, visually impaired, or have combined hearing and vision loss. HKS serves in the New York City/Long Island area from its new headquarters in dynamic downtown Brooklyn and the Helen Keller National Center for Deaf-Blind Youth and Adults of Sands Point, New York, which has a network of regional offices that extends HKS' reach across the United States. Helen Keller Services for the Blind is thrilled to announce we will be expanding our Children's Learning Center to a brand-new Long Island location in Suffolk County! This state-of-the-art facility will serve preschool children who are blind or have low vision, as well as multiple disabilities, autism, Down syndrome, or pervasive developmental delays. This new facility will be located at 11 Oval Drive in Islandia, NY with plans to open in July 2026. This expansion reflects HKSB’s commitment to ensuring that Long Island families have access to the same high-quality early education and support services that have transformed lives in Brooklyn. We are currently seeking a full time Principal to oversee preschool operations at our Islandia campus, including staff supervision, program quality, and family partnerships—ensuring an inclusive, high‑support environment for every child we serve. About the Role The Principal will be responsible for executing HKSB’s mission and strategic objectives through the development and operational delivery of services at the Suffolk Children’s Learning Center. This leadership role requires a strong commitment to excellence, compliance, and collaboration. This position is specifically responsible for: Monitoring all regulatory and compliance issues related to the 4410 program for: · Suffolk County and partnering local districts · New York State Education Department · Office of Children and Family Services (OCFS) · Fire safety regulations pertaining to childcare centers • Keeping policies and procedures up to date and in compliance with all pertinent regulations, • Monitoring and approving evaluation reports, updates, IEP’s and IFSP’s, • Applying for and monitoring grants that will enrich the CLC Program, • Overseeing contractual services, • Observing and supervising all instructional and therapeutic staff, • Monitoring classroom instruction through observation, review of lesson plans and class schedules, • Developing instructional approaches and curricula based on best practice in the field of vision impairment and multiple disabilities and gauge implementation in the classrooms, • Overseeing and monitoring therapy schedules to assure delivery of services and fulfillment of student mandates, • Conducting and monitoring outreach to increase awareness of CLC programs, • Participating in coalition and committee meetings such as the DDSO Children’s Committee meetings, Grant advisory Board Meetings, etc., • Monitoring and addressing maintenance needs of the physical plant of the school, • Monitoring monthly school fire drills, • Monitoring transportation services, • Travel required to the Brooklyn CLC on a weekly basis (prior to the Suffolk location opening in mid-July) Qualifications • Master’s degree in education or related field, • Certification as a Special Education Teacher or Teacher of the Visually Impaired, • School Building Leader Certification required, School District Leader Certification preferred, • Minimum 5 years of experience in early childhood special education leadership, • Strong knowledge of regulatory compliance and program development, • Be part of a mission-driven organization with a proven preschool model, • Lead a dedicated team in a brand-new facility designed for inclusive education, • Competitive salary and comprehensive benefits package At HKS we strive to provide a healthy work-life balance for our employees. We offer generous paid time off and a comprehensive benefit package after meeting requirements. • 403(B), • 403(B) matching, • Dental Insurance, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off., • Retirement plan, • Vision insurance Helen Keller Services for the Blind is an equal opportunity employer.

Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options., • Full benefits package: health, dental, vision, 401(k), pension, and life insurance., • Training stipend and performance-based bonuses., • Company-sponsored travel and professional development programs., • Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Compensation: $100,000+ OTE Responsibilities: • Maintain compliance with industry regulations and licensing requirements., • Develop client relationships and provide tailored financial strategies., • Attend hybrid meetings, including in-person team collaboration, as required., • Attend virtual and in-person training to enhance financial expertise., • Utilize marketing tools and resources to grow your client base.Qualifications:, • Must be authorized to work in the US., • Strong interpersonal and communication skills., • Self-motivated, coachable, and driven to succeed., • Demonstrated leadership or a proven track record of success., • No prior experience in finance is required—comprehensive training is provided.About Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good."

Job Description Senior Accountant Responsibilities: • Prepare corporate, individual, partnership, fiduciary, and multistate tax returns under supervision., • Perform tax and accounting research, tax planning projections, and assist with advisory deliverables., • Manage accounting assignments such as write-ups, trial balances, and financial statement preparation (compilations and reviews)., • 2+ years of experience in public accounting., • Experience with tax preparation (individual, corporate, partnership); multistate returns a plus., • Strong background in financial statement preparation, journal entries, and trial balance generation; audit experience a plus., • Excellent communication skills with ability to work independently and collaboratively. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined 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. 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 Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Flexible schedule, • Health insurance, • Paid time off, • Parental leave, • Tuition reimbursement, • Vision insurance Ability to Commute: • Melville, NY 11747 (Required) Ability to Relocate: • Melville, NY 11747: Relocate before starting work (Required) Work Location: In person

Job Description Why Choose to Work with Us At SMG ABA LLC, we take pride in being more than just an accounting firm. We foster a unique team spirit that sets us apart from our competitors. Guided by a set of core values, we have established ourselves as a six-time Inc. 5000 company, demonstrating our unwavering commitment to success and continuous growth. With headquarters in Islandia, New York, and additional offices in New York City and St. Petersburg, Florida, we offer a dynamic and vibrant work environment. Job Summary: We are seeking an experienced and dynamic Senior Tax Manager to be a leader in our tax department and deliver high-quality tax planning, compliance, and advisory services to a diverse client base. In this role, you will manage client relationships, oversee complex tax filings, and mentor a team of professionals while driving operational excellence and ensuring regulatory compliance. Key Responsibilities: Leadership & Supervision • Supervise, mentor, and support tax staff to ensure timely, accurate work., • Provide ongoing training and foster a collaborative, growth-oriented team culture., • Review and prepare complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts., • Develop and execute tax strategies to reduce client liabilities while ensuring full regulatory compliance., • Serve as a trusted tax advisor, delivering customized guidance and solutions., • Proactively identify client needs and promote relevant firm services., • Improve tax department workflows for greater efficiency and accuracy., • Ensure strict adherence to all relevant tax laws, ethical standards, and firm policies., • Proven leadership and team management capabilities., • Excellent organizational and multitasking skills., • Strong analytical, written, and verbal communication abilities., • High attention to detail and commitment to confidentiality., • Proficiency in Microsoft Office Suite and tax/accounting software (e.g., CCH Axcess)., • Bachelor's degree in accounting, Finance, or related field required., • CPA license or Master's degree preferred., • Minimum of 5–7 years of experience in public accounting with a focus on tax., • Deep knowledge of federal and state tax codes and regulations., • Strong client service orientation and problem-solving skills. Job Posted by ApplicantPro

Job DescriptionJob Description: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what’s TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role – Federal Tax Manager Requirements -\tBachelor’s or master’s degree in accounting, tax, or other closely related field -\tCPA, EA, JD, or LLM in Taxation -\t5+ years of federal tax experience in public accounting or corporate tax department; experience with corporate entity structures in addition to a general level of knowledge in other areas of taxation, including partnerships, trusts, and individuals Responsibilities -\tAdvise clients on a full spectrum of tax services: planning, research, compliance, provision -\tReview workpapers and tax returns -\tPlan and coordinate the flow of information with clients and effectively manage client needs -\tDevelop and sustain strong client relationships -\tSimultaneously manage multiple projects, teams, and clients across various industries -\tDevelop, motivate, and train staff level team members -\tKeep up to date on current tax practices and changes in tax law -\tAssist with new business development proposals All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Job Advertisement: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what’s TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role – Federal Tax ManagerRequirementsBachelor’s or master’s degree in accounting, tax, or other closely related field CPA, EA, JD, or LLM in Taxation 5+ years of federal tax experience in public accounting or corporate tax department; experience with corporate entity structures in addition to a general level of knowledge in other areas of taxation, including partnerships, trusts, and individuals ResponsibilitiesAdvise clients on a full spectrum of tax services: planning, research, compliance, provision Review workpapers and tax returns Plan and coordinate the flow of information with clients and effectively manage client needs Develop and sustain strong client relationships Simultaneously manage multiple projects, teams, and clients across various industries Develop, motivate, and train staff level team members Keep up to date on current tax practices and changes in tax law Assist with new business development proposalsAll qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job DescriptionJob Description: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what’s TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role – Federal Tax Senior Manager Requirements -\tBachelor’s or master’s degree in accounting, tax, or other closely related field -\tCPA, EA, JD, or LLM in Taxation -\t8-10 years of federal tax experience in public accounting or corporate tax department; experience with corporate entity structures in addition to a general level of knowledge in other areas of taxation, including partnerships, trusts, and individuals Responsibilities -\tAdvise clients on a full spectrum of tax services: planning, research, compliance, provision -\tReview workpapers and tax returns -\tPlan and coordinate the flow of information with clients and effectively manage client needs -\tDevelop and sustain strong client relationships -\tSimultaneously manage multiple projects, teams, and clients across various industries -\tDevelop, motivate, and train staff level team members and new managers -\tKeep up to date on current tax practices and changes in tax law -\tAssist with new business development All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Job Advertisement: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what’s TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role – Federal Tax Senior Manager Requirements Bachelor’s or master’s degree in accounting, tax, or other closely related field CPA, EA, JD, or LLM in Taxation 7+ years of federal tax experience in public accounting or corporate tax department; experience with corporate entity structures in addition to a general level of knowledge in other areas of taxation, including partnerships, trusts, and individuals Responsibilities Advise clients on a full spectrum of tax services: planning, research, compliance, provision Review workpapers and tax returns Plan and coordinate the flow of information with clients and effectively manage client needs Develop and sustain strong client relationships Simultaneously manage multiple projects, teams, and clients across various industries Develop, motivate, and train staff level team members and new managers Keep up to date on current tax practices and changes in tax law Assist with new business development All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job DescriptionJob Description: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what’s TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role – Senior Tax Consultant – Federal Corporate Tax Requirements -\tBachelor’s or master’s degree in accounting, tax, or other closely related field -\tPossess or be working towards CPA, EA, or JD licensure -\t2-4 years of professional tax or accounting experience, preferably within a large professional services or public accounting environment Responsibilities -\tPrepare and review computations, workpapers, schedules, and other items related to tax return filings, estimated and extension payments, and ASC 740 income tax provision calculations for domestic corporations. -\tPerform technical research supporting positions taken in tax filings, including drafting written memorandums. -\tAssist with client tax planning and provide business expertise based on working knowledge of client industries and experience with broad entity types. -\tContact tax agencies to obtain information, resolve issues, and reconcile notices. -\tMeet deadlines and complete work products to drive successful client engagements. -\tSupervise staff and actively participate in engagement planning and decision-making. -\tKeep up to date on current tax practices, technical issues, and changes in tax law. -\tActively participate in training. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Job Advertisement: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what’s TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role – Senior Federal Tax ConsultantRequirements Bachelor’s or master’s degree in accounting, tax, or other closely related field Possess or be working towards CPA, EA, or JD licensure 2-4 years of professional tax or accounting experience, preferably within a large professional services or public accounting environment Responsibilities Prepare and review computations, workpapers, schedules, and other items related to tax return filings, estimated and extension payments, and ASC 740 income tax provision calculations for domestic corporations. Perform technical research supporting positions taken in tax filings, including drafting written memorandums. Assist with client tax planning and provide business expertise based on working knowledge of client industries and experience with broad entity types. Contact tax agencies to obtain information, resolve issues, and reconcile notices. Meet deadlines and complete work products to drive successful client engagements. Supervise staff and actively participate in engagement planning and decision-making. Keep up to date on current tax practices, technical issues, and changes in tax law. Actively participate in training. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job Description Senior Tax Manager- Business Tax Advisory Hybrid Melville, NY or Holmdel, NJ Details • Masters in taxation, or similar degree and CPA, • 7+ years of Business Tax Returns (1120, 1120S, 1065), • Identify and Implement Planning Opportunities, • Business Tax Advisory Reviews of Tax Compliance and Planning Memos, • Ensure complete client and team satisfaction through open communication, managing deadlines and proactively sharing tax savings strategies, • Work closely with Partners, Directors, Senior Managers and staff on client management and professional development Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. What we offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • Create customized financial plans suitable for each client based on potential life changes and changing financial needs, • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products, • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations, • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives, • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice givenQualifications:, • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital, • Bachelor’s degree in business administration, finance, or related field is required, • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred, • Superior customer service skills, math skills, relationship skills, and communication skills are preferred, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essentialAbout Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good."

Job Description Senior Tax Accountant Location: Kings Park, NY Employment Type: Full-Time Salary: $80,000-$120,000 to start based on experience and expertise Experience Level: Senior (5+ years) About Us: At Hall CPA Group LLP, we are an established and dynamic CPA firm specializing in small business accounting and both individual and business income tax services. With a dedicated team of 18 professionals, we are committed to providing our clients with comprehensive and personalized solutions. Our firm thrives on collaboration, integrity, and a client-first approach. As we continue to grow, we are looking for a highly skilled and motivated Senior Tax Accountant to join our team. Job Description: As a Senior Tax Accountant at Hall CPA Group LLP, you will play a key role in providing high-quality tax preparation and advisory services to our diverse client base. You will work closely with both individual and business clients to manage their tax filings, identify tax planning opportunities, and ensure compliance with all applicable tax laws. Key Responsibilities: * Prepare and review individual, corporate, partnership, and fiduciary tax returns * Conduct research on tax laws and regulations to ensure accuracy and compliance * Work with clients to gather necessary financial data and resolve tax-related issues * Provide tax planning advice for both individuals and businesses * Collaborate with team members to ensure timely and accurate completion of tax returns * Maintain up-to-date knowledge of tax changes and apply them effectively * Assist with the development and mentorship of junior staff members * Utilize Lacerte tax software to prepare and review income tax returns and projections * Organize and manage multiple client portfolios, ensuring deadlines are met * Work on a variety of tax-related projects, including audits, tax projections, and consulting services Qualifications: * 5+ years of experience in public accounting or a CPA firm * Extensive experience with tax preparation, including both individual and business tax returns * Proficiency in Lacerte tax software is required * Strong computer skills and familiarity with QuickBooks accounting software, Gsuite, Adobe, and Microsoft Office Suite * Highly organized, with the ability to manage multiple projects and deadlines simultaneously * Detail-oriented with a strong focus on accuracy and quality * Excellent verbal and written communication skills * Strong problem-solving and analytical skills * CPA license or EA designation preferred Why Join Us? * Collaborative Environment: Work alongside a talented, close-knit team of professionals who value open communication and mutual support. * Career Growth: Opportunities for professional development and growth within the firm. * Competitive Compensation & Benefits: We offer a competitive salary and comprehensive benefits package, including health insurance, retirement plan, paid time off, and more. * Work-Life Balance: We believe in maintaining a healthy work-life balance and offer flexibility where possible.

Job Description Requirements As Physician Reviewer/Advisor for Independent Medical Exams (IME), you will utilize clinical expertise and reviews insurance appeals, and prospective and retrospective claims. The Physician Reviewer will provide an interpretation of the medical necessity of services provided by other healthcare professionals in compliance with client specific policies, nationally recognized evidence-based guidelines, and standards of care. MAJOR DUTIES AND RESPONSIBILITIES: • Reviews all medical records and addresses each question posed by the client utilizing client specific criteria or other nationally recognized evidence-based criteria, • Ensures that the rationale for the determination is clear, concise, and contains adequate supporting documentation to substantiate the decision, • Identifies, critiques, and utilizes current criteria and resources such as national, state, and professional association guidelines and peer-reviewed literature that support sound and objective decision-making and rationales in reviews; refrains from using case studies, cohorts, and the like to make decisions due to their limited sample sizes, • Provides copies of any criteria utilized in a review with the report in a timely manner, • Returns cases on or before the due date and time, • Makes telephone calls as mandated by the state and/or client specifics, • Maintains proper credentialing and state licenses and any special certifications or requirements necessary to perform the job, • Attends all required orientation and training, • Performs other duties as assigned including identifying and responding to quality assurance issues, complaints, regulatory issues, depositions, court appearances, or audits, • Board certification required, active practice required PLEASE BE AWARE: In the interest of the security of all parties, Dane Street will never conduct interviews via text or request checks from candidates for any reason including the purchase of equipment. Benefits • Robust opportunity for supplemental income, • Schedule flexibility and predictable work hours - You choose services and case types, dictate volume, and conduct exams and reviews based on your schedule availability, • No doctor/patient relationship is established and no treatment is provided. These are advisory-only opinions., • Enhanced industry expertise strengthening your medical practice with medical necessity and utilization review/management expertise, • Expanded credentials as an expert in Independent Medical Exams and physician advisor services, • Fully prepped cases, streamlined case flow, transcription services at no cost, and user-friendly work portal Dane Street supports all referral processes, scheduling, preps cases extensively, prepares all medical records, provides transcription services as applicable, facilitates all client communications, and ensures the quality and timeliness of all reports and report delivery. Apply for this job

Please visit this link for information about anticipated application deadlines:. As part of the Financial Markets Business Advisory team you provide guidance on global tax information reporting and withholding rules. Providing guidance on global tax information reporting and withholding rules.

Promote an environment that supports belonging and reflects the M&T Bank brand. This position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank. M&T Bank is committed to fair, competitive, and market-informed pay for our employees.

As part of the PwC Private Personal Financial Services team you are expected to lead the creation and implementation of impactful financial advisory services. A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range

Securities and investment advisory services offered through Voya Financial Advisors, Inc. To be eligible for the Financial Advisor role, candidates must possess the following qualifications:. Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the effor

EisnerAmper is seeking a Bankruptcy and Restructuring Services Partner. The partner will source and lead complex advisory engagements and drive strategic outcomes for distressed companies, creditors, and other stakeholders. The partner will play a key role in growing the practice, developing talent,

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 days in support of our commitment to work/life balance* You will join a culture that has received mult

As an Accounting Advisory Services Managing Director, you will be responsible for teams that consult with Grant Thornton accounting advisory clients on complex accounting transactions.

Transaction Services Manager page is loaded. We are seeking a Transaction Services Manager to lead financial due diligence (FDD) and M&A advisory engagements. UHY is one of the nations largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices.With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial l

A prominent accounting and advisory firm in Melville, NY, is looking for an experienced federal income tax consultant with 20+ years of experience.Responsibilities include researching tax issues, assisting with M&A structuring, and drafting memos.The ideal candidate will have a CPA, JD or LL.M (Tax)

A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, po

Tax Senior Manager - Business Tax Advisory. Tax Senior Manager - Business Tax Advisory. Please read on to discover if you could see yourself joining the HBK Family as our newest Tax Senior Manager – Business Tax Advisory.

Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc. Master’s degree in accounting or taxation. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insig

A leading audit and tax advisory firm is seeking a Managing Director and Associate General Counsel, Lead Audit Counsel to oversee legal compliance and regulatory matters within their Audit and Assurance Practice.

Director of Benefits Consulting (Hybrid) role at Patriot Growth Insurance Services, LLC.About Premier Benefit Plans, A Division of Patriot Growth Insurance Services: Founded in 1995 on Long Island, Premier Benefit Plans is a strategically focused and service driven employee benefits advisory and bro

We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. Our clients a

Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Manager Job Description & Summary A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax complia

Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentor

The ideal candidate willpossess strong technical accounting skills and be responsible formanaging a team of accountants who perform all back-office accounting functions for clients. You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. Full-

Partner- Bankruptcy and Restructuring. EisnerAmper is seeking a Bankruptcy and Restructuring Services Partner to lead complex advisory engagements, drive strategic outcomes for distressed companies, creditors, and stakeholders, and contribute to practice growth and talent development.

Job Description We’re looking for driven and motivated leadership-oriented individuals to join our Management Career Path. In this career, you’ll have the opportunity to accelerate your path to management and advance within 6 months. Our ideal candidate is a dynamic and creative thinker with experience in any capacity of Management or Sales and is ready to confidently bring a winning sales plan to our exciting team. MBA Candidates also qualify. Apply today! Why work for us? • $100K base Salary plus Compensation, • Full employee Benefits: Health, dental, Vision, Life Insurance, and Disability, • Profit Sharing, • 401k, • Pension, • Build and develop a Team of Advisors, • Recruit potential candidates, • Motivate the sales team to meet or exceed established monthly, quarterly, and annual sales targets, • Assist your team in generating new business, closing deals, and increasing revenue, • Study and research local market trends and competitor activity to discover potential leadsQualifications:, • Experience in any Sales Capacity, • Experience in Management or any leadership role, • MBA degree About Company 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 funds 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, estate planning strategies, and business solutions. If Leadership is in your career path New York Life gives you the opportunity to join our 6-month Fast-Track Management program, Corporate Careers, Training & Development positions, Consultant Opportunities, and much more.

Job Description JOB DESCRIPTION OFFICE ADMINISTRATOR LOCATION: MELVILLE, NY Brief Description The Office Administrator is responsible for managing office communications and facilitating key tasks and procedures to ensure effective and efficient operations firm-wide. They will act as the first point of contact for internal and external parties of the firm while consistently offering excellent customer service. Responsibilities · Directing incoming and outgoing calls, from a multi-line phone system, to appropriate parties · Greeting all clients/visitors, ensuring guests are comfortable and connected with appropriate personnel. Always maintaining a positive, professional demeanor and ensuring all guests receive an outstanding impression of the firm is essential · Managing the administrative calendar as well as calendars designated for the utilization of conference rooms · Monitoring and ordering inventory for office, as well as break room and cleaning supplies · Filing and organizing records, inputting invoices, and maintaining other important and confidential documentation · Managing incoming and outgoing correspondence, including emails, faxes, mail, and express packages · Keeps management informed and oversees building related matters including scheduling of repairs, maintenance, inspections, security, etc. · Evaluate/Develop/Implement procedures with team members to improve office operating efficiencies · Assist the Compliance group with various record keeping tasks · Assist Advisory teams with ad-hoc tasks Qualifications and Requirements · Bachelor’s Degree is preferred · General knowledge of office management practices and procedures · Proficiency and experience using Microsoft Word, Excel, and Outlook · Must be detail oriented and highly organized · Ability to maintain privacy of confidential records, correspondence, and/or files · Ability to work independently · Ability to work effectively under time constraints to meet deadlines and multi-task · Ability to work in a dynamic team environment and gets along well with others · Must be proactive in looking for ways to assist around the office · Must possess excellent verbal and written communication skills · Must possess a friendly, courteous, and professional demeanor at all times · Ability to manage one’s own time and the expectation of others · Maintain acceptable attendance standards

Financial Advisory Branch Manager, Non-Producing (LO). Wells Fargo is seeking a Financial Advisory Branch Manager, Non-Producing (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Manage and develop team of individual contributor roles with low to moderate complexity and risk

FUEL OIL DELIVERY DRIVER Load home heating oil, deliver and pump it to our customers for their heat and hot water while helping provide the majority of business for our company! If you would enjoy the responsibility of getting the job done efficiently working on your own all while being a part of th

Description: Project Manager - HVAC Location: Staten Island (onsite, with assignments also in Manhattan) Compensation: $80,000 – $130,000 All levels of experience will be considered.About the Organization: A rapidly expanding mechanical service provider delivering complete HVAC (Heating, Ventilati

Operations Manager Fusco Personnel has been retained to recruit for an Operations Manager on behalf of our respected client.This is an excellent opportunity to be a part of a well-established organization.Are you a leader? Do you like to lead a team to success? Do you want to work for a successful c

Description: We are seeking a detail-oriented and business-minded Financial Analyst with strong expertise in BI tools and a background in manufacturing or distribution.This role plays a key part in supporting financial planning, performance analysis, and data-driven decision-making across the organi

Technical Project Manager - Supply Chain / Warehouse / Logistics We are seeking a highly analytical and experienced Product Manager to be the critical link between our client's Warehouse Operations and IT/Technology teams.This pivotal role is responsible for driving efficiency, identifying high-impa