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Relationship Manager - Series 65 Esssential Wealth Management | On-Site | Hauppauge, NY Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint. This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA. The Relationship Managers will own the onboarding process and will speak with client, opening accounts and own the process. This is a full-time, on-site W-2 position based in Hauppauge, NY. Role Overview The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency. This is a client-facing role that plays a critical part in both the firm’s service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients. Key Responsibilities • Deliver white-glove service to clients with speed, accuracy, and professionalism, • Prepare for client meetings and proposals with exceptional attention to detail, • Draft and manage client communications via email, phone, and written correspondence, • Participate in client meetings, document notes (with AI support), and manage follow-ups, • Gather and organize information to support comprehensive financial planning, • Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.), • Maintain meticulous CRM documentation of all client communications, tasks, and appointments, • Assist with account maintenance, asset allocations, and quarterly reporting, • Serve as the first line of response for client inquiries across email and phone, • Build and deepen client relationships with empathy, connection, and professionalism, • Partner with operations to proactively resolve custodial issues and escalate when appropriate, • Adhere to all firm and industry supervisory and compliance requirements, • Participate in firm meetings, training, client events, and continuing education, • Service-oriented with a genuine interest in caring for clients, • Exceptionally organized, dependable, and detail-oriented, • Calm, professional, and effective in a fast-paced environment, • Process-driven with strong ownership and accountability, • Excellent time management and multitasking capabilities, • Comfortable using CRM and workflow tools (Salesforce preferred), • Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks, • 3–5 years of experience in financial services (RIA experience strongly preferred), • Strong working knowledge of Schwab custodial operations, • Series 65 required, • Bachelor’s degree strongly preferred, • CFP® certification or desire to pursue, • Strong understanding of client confidentiality and discretion, • Reports to: Lead Advisor, • Functional Area: Client Success / Operations, • Base Salary: Flexible, • Bonus: Performance-based, tied to individual and firm objectives, • Employment Type: Full-time W-2, • Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits, • Career Development: Clear progression and professional growth opportunities

Job DescriptionSenior Sales Executive – Broker-Dealer AdvisoryIn-Office | Suffolk County, NYCompliance Exchange Group (CXG) is a nationally recognized leader in broker-dealer formation and regulatory advisory. We work directly with founders and financial professionals entering the capital markets industry and provide comprehensive regulatory and principal outsourcing solutions. We are hiring a performance-driven Sales Executive to close complex, high-value advisory engagements within a structured, accountability-focused environment.This is not an entry-level position. This role is for a disciplined professional closer. The RoleYou will work directly with qualified prospects in a consultative sales environment involving executive-level financial conversations and multi-touch deal cycles.You are responsible for: • Running structured discovery calls, • Owning pipeline progression and deal velocity, • Maintaining disciplined CRM reporting and forecasting, • Closing sophisticated professional service engagements, • A proven B2B consultative closer with experience selling complex professional services.You must be:, • Highly organized and process-driven, • Comfortable operating within clear performance metrics, • Confident in executive-level conversations, • Competitive and internally motivated, • Competitive base salary, • Performance-based commission structure, • High six-figure earning potential, • Top performers can exceed $200,000 annuallyCompensation details will be discussed during the interview process., • 401(k) with employer contribution, • Paid time off, • Professional growth opportunitiesWhy CXG, • Established national leader in broker-dealer formation and regulatory advisory, • Respected reputation within the financial services industry, • Strong marketing infrastructure and brand presence, • Structured, accountability-driven sales environment, • Clear performance expectations and measurable targets, • Direct access to leadership and decision-makers, • Stable, profitable organization with long-term growth vision

Job Description Dental Hygienist National Dental Commack $60 - $65 Per Hour + Benefits Full-Time Position United Dental Corporation is seeking a passionate and skilled Dental Hygienist to join our dedicated team. We pride ourselves on providing exceptional oral care and building lasting relationships with our patients. As a Dental Hygienist, you will play a vital role in educating patients and promoting oral health through preventive services. What You’ll Love About Us: • Flexible scheduling options to ensure work-life balance, • Continuing education support to help you grow in your career, • Collaborative work environment with a focus on teamwork and respect, • Performing comprehensive dental hygiene assessments and cleanings., • Administering preventive care treatments such as fluoride applications and sealants., • Educating patients on oral hygiene techniques, products, and overall dental health., • Taking dental radiographs and maintaining accurate patient records., • Assisting the dental team in following up on treatment plans and patient care needs., • Ensuring compliance with all sterilization and infection control protocols., • Degree in Dental Hygiene from an accredited program., • Current state licensure to practice dental hygiene., • Experience in a dental office setting preferred, but new graduates are welcome., • Excellent communication and interpersonal skills., • Ability to work well in a team-oriented environment., • Full Time Opportunity, 4 days, • From $60+ per hour, • 401(k) and up to a 4% match., • Medical, Dental and Vision coverage offerings., • Employee Assistance Program - that connects team members and their families with complimentary, confidential, short-term counseling and advisory services., • We have ALL necessary PPE and are following CDC recommended guidelines. Our office is a safe environment., • Continuing education opportunities. #DentalPost #IH

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.

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, fam

Senior Sales Executive Broker-Dealer Advisory. Compliance Exchange Group (CXG) is a nationally recognized leader in broker-dealer formation and regulatory advisory. A former broker-dealer professional with strong knowledge of FINRA/SEC regulatory frameworks or.

No prior financial experience is required, and comprehensive training is included. Compensation $100,000+ OTE About Eastern Advisory Group:. Financial Services Representative.

This position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Bank of America through world class training and on-boarding programs that set you up for success. Academy at Bank of America and local leadership who ar

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 preparatio

Stony Brook, New York, United States CONSULTANT Or refer someone Job Openings Advisory | Accounting | Audit | Tax | Payroll. About the Job Advisory | Accounting | Audit | Tax | Payroll. Advisory | Accounting | Audit | Tax | Payroll.

This position offers extensive training, mentorship, and a comprehensive benefits package, including health and retirement plans.

Work Location: Hauppauge, New York, United States of America Hours: 40 Pay Details: $66,560 - $99,320 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. The successful candidate for the FAA role must possess broad knowledge, and the demonstrated ability to inform, educate and advise clients, with respect to financial analysis, financial markets, financial goals, investment and insurance strategies and products, and wealth management. The successful candidate for the FAA role must also possess strong interpersonal skills in order to develop a thorough understanding of each client's individual circumstances and a lasting role as a the client's advisor. As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client's financial status or goals or the need for different strategies or products. The FAA is responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing. The FAA will rely on relationship building skills and the ability to influence in order to develop their client base and meet their assigned goals. Working within an assigned territory, the FAA will educate and coach Retail Store staff to identify referral prospects. The role will need to identify enterprise opportunities and engage key partners across the organization as appropriate/necessary. Depth & Scope: * Serves as the primary relationship manager and financial advisor for TD Wealth clients with a Wealth management advisory need * Develops, maintains and manages all aspects of the client's relationship with TD Wealth * Works with prospects to attract and develop clients and address their wealth management advisory needs * Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same * Builds a client base by acquisition of new clients on an ongoing basis * Educates and advises prospects and clients regarding investment and insurance strategies and products * Retains and grows client base through relationship management, ongoing communication and consultation with client, obtaining and analyzing up to date client information on an ongoing basis, and periodically analyzing and determining appropriate updates to client's financial planning as necessary and appropriate * Recommends personalized/tailored investment and insurance strategies and products to meet client's financial and wealth creation objectives * Meets quarterly and annual objectives * Proficient in SalesForce, Money Guide Pro and other authorized software to effectively track client engagement and provide advice * Ensures all new clients receive the complete on-boarding experience, which includes: * A thorough client discovery leading to a truly exceptional client experience * Completion of a financial needs analysis to provide objective, individualized goals based advice * Completion of all requisite client onboarding documents * Provides education, coaching, Wealth referral training, and ongoing feedback to Retail and Small Business staff * Effectively implements a process to ensure every client receives periodic ongoing contacts and an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth and financial planning needs * Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions * Identifies opportunities within the portfolio and network to refer business to Retail and Small Business/Commercial Partners * Executes in a manner that is compliant with regulations, policies and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) * Ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures * Develops understanding of client's assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed * Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team * Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm * Represents TD Wealth to the general public in a professional manner * Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: * Bachelor's degree strongly preferred * 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program * SIE & Series 7 required * Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule * Self-directed, with strong ability to plan own activities to achieve sales and referral goals * Comprehensive understanding of wealth products and services * Strong verbal and written communication skills * Strong organizational and time management skills * Ability to travel within assigned market to meet prospects, clients and partners five days a week * Ability to commute within assigned territory * Understanding of wealth management business development techniques * Understanding and experience interacting with retail and small business banking clients * Consultative sales experience required * Ability to establish relationships and partner effectively with other departments OCC: * This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. * Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. * Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Continuous * International Travel - Occasional * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Occasional * Squatting - Occasional * Bending - Occasional * Kneeling - Occasional * Crawling - Occasional * Climbing - Never * Reaching overhead - Occasional * Reaching forward - Occasional * Pushing - Occasional * Pulling - Occasional * Twisting - Occasional * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more () Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Former Financial Advisor / Broker – Business Development Role. Compliance Exchange Group (CXG) is a nationally recognized leader in broker-dealer formation and regulatory advisory. We work directly with founders and financial professionals entering the capital markets industry and provide comprehe

A leading staffing firm located in Hauppauge, New York, is seeking a skilled tax professional with 3-10 years of public tax experience. Responsibilities include preparing and reviewing tax returns, managing and mentoring staff, and consulting with clients on business matters.

Job Description At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement. Role Overview: The Branch Operations Specialist III (Head Teller) will be responsible for overseeing and supporting the daily operations of bank branches, ensuring compliance with all procedures and governing regulations. This includes managing cash handling, balancing, vault transactions, and ensuring the accuracy and security of all monetary activities. Additionally, the Head Teller will assist in establishing new customer accounts and maintaining strong relationships with existing customers by identifying and cultivating referral opportunities across Retail Banking, Consumer Lending, Commercial Lending, Mortgage Lending, and other service channels. They will provide exceptional, friendly service, acting as an advocate for customers in a professional, courteous, and helpful manner, while actively contributing to the protection and growth of the bank. Key Responsibilities: • Deliver excellent member service, addressing requests, complaints, and issues promptly and effectively., • Exhibit comprehensive knowledge of all Credit Union products and services, identifying cross-sell, retention, and acquisition opportunities., • Oversee and supervise daily cash handling, teller operations, balancing, and vault transactions to ensure accuracy, security, and compliance., • Develop strong advisory relationships with members to deepen relationships and generate referrals., • Accurately and efficiently process member transactions while maintaining confidentiality and compliance with regulations., • Supervise and guide staff, ensuring the accurate completion of Personal Banker tasks, including account opening/closing, debit card servicing, wire transfers, fraud claims, and account maintenance., • Manage daily teller drawer reconciliation, vault operations, ATM/ITM management, and act as liaison to cash vendors and courier services., • Provide supervision, mentoring, and training to staff, conduct audits, and manage document retention and compliance efforts., • Support Contact Center inbound calls during peak times, assist with Digital Banking inquiries, and attend community events for business development. Qualified candidates will have a high school diploma or equivalency certification. Two (2) to three (3) years of teller experience and knowledge of the following equipment is required: Cash Recycler, CDM Machine, ATM, ITM, and card machine. One (1) year or more in a supervisory role. Bilingual preferred. Demonstrates strong interpersonal skills, showing empathy and the ability to build rapport with members. • Communicates clearly and effectively, both verbally and in writing, with employees, credit union members, vendors, and third parties., • Exhibits excellent customer service and communication abilities., • Handles confidential information with tact and responsibility., • Works efficiently with direct supervision of daily activities., • Achieves individual goals while supporting the team in reaching branch objectives., • Possesses intermediate mathematical skills necessary for daily operations., • Understands loan processing procedures and related tasks., • Has knowledge of credit union loan policies and regulations, including Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, and more., • Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information., • Occasionally required to lift over 45 lbs., such as supply boxes., • Occasionally works unusual hours, including Credit Union Days and call nights., • Must be available to work a flexible schedule, including Saturdays. Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws. Compensation for employees is generally offered within the range of the minimum to midpoint of the posted salary scale, based on qualifications, internal pay equity, and the budget for the position. This compensation range adheres to state-specific regulations. The determination of your actual pay rate may take into consideration factors such as your skills, years of experience, and other pertinent qualifications. Job Posted by ApplicantPro

This exciting opportunity at Dime Community Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to m

This position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through

A leading retail and hospitality company is seeking a Lawyer - Regulatory to provide strategic legal advisory in a dynamic setting.

Eastern Advisory Group is a growing financial services firm dedicated to helping individuals, families, and business owners build, protect, and transfer wealth through comprehensive financial planning and strategic investment guidance. As a Financial Representative, you will provide financial guidan

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 Cxswg45XfK