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About our client: We are a dynamic and client-focused investment advisory firm specializing in providing tailored financial solutions. We pride ourselves on our commitment to excellence, innovative strategies, and fostering long-term relationships with our clients. Our expertise spans diverse markets, including the U.S., China, and Europe. Position Overview: We are seeking a passionate and results-driven Investment Advisor to join our team. The ideal candidate will excel at understanding client needs, crafting personalized investment strategies, and maintaining a deep knowledge of global financial markets. If you are a motivated professional with a strong ability to guide clients toward achieving their financial goals, we encourage you to apply. Key Responsibilities - Develop and maintain strong relationships with clients by understanding their financial objectives and risk tolerance. - Create and implement customized investment strategies tailored to individual client needs. - Actively monitor and manage client portfolios, ensuring alignment with market trends and changes. - Provide expert advice on market conditions, investment opportunities, and asset allocation. - Stay updated on global market trends, with a particular focus on the U.S., China, and European markets. - Collaborate with the advisory team to enhance client experience and refine investment offerings. - Ensure compliance with regulatory requirements and company policies. Qualifications - Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s or CFA preferred). - Proven experience as an Investment Advisor, Financial Planner, or similar role. - Strong understanding of global markets, particularly the U.S., China, and Europe. - Excellent analytical skills and proficiency in financial planning tools. - Outstanding communication and interpersonal skills, with a client-first approach. - Ability to work independently and as part of a collaborative team. - FINRA Series 7 and 66 (or 63 and 65) licenses required. Why Join Us? - Competitive salary and performance-based bonuses. - Comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities. - A supportive and inclusive work environment that values growth and innovation. - Access to cutting-edge tools and resources to serve clients effectively. How to Apply Please submit your resume and a cover letter detailing your qualifications and interest in the Investment Advisor position. Applications will be reviewed on a rolling basis, and early submissions are encouraged. Holee is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Senior Sustainability Consultant As a Senior Sustainability Consultant at Kinetic Communities Consulting Corporation (KC3), you will have the opportunity to impact communities and organizations seeking to create a more sustainable future. We are looking for a passionate and experienced individual to join our team and lead clean energy, decarbonization, climate resiliency, and community engagement projects. About KC3 KC3, an M/WBE B Corp certified firm, works with key players in energy and affordable housing spaces to connect disinvested communities to clean, affordable energy. We believe that promoting climate resilience means meeting these communities where they are and finding solutions that work for them. We partner with local government, the private sector, and nonprofit institutions to expand energy efficiency product integration in communities with the largest need, educate building decision-makers on using energy efficiency as a tool to preserve housing, and elevate opportunities in the energy sector for local New Yorkers. Job Overview As a Senior Sustainability Consultant, you will lead a portfolio of consulting projects primarily for government and utility clients. You will work closely with clients to plan, manage, and implement community driven energy projects in New York. You will also be a subject matter expert providing outreach and direct technical assistance to participants in larger government and utility programs. This is a great opportunity for a highly motivated, committed professional who excels in a collaborative environment. You will be joining a growing, high energy, fun, and passionate team! Responsibilities Project Lead Lead projects from inception to completion, ensuring deadlines and deliverables are met Collaborate with clients to understand their goals and develop tailored strategies Analyze data and trends to provide actionable recommendations Identify and engage community-based organization partners to co-create project deliverables Design stakeholder engagement and communication efforts related to initiatives Develop and present information to various audiences, including internal team and external stakeholders Conduct research and compile reports and memos Stay informed on industry trends and best practices to improve our services continuously Subject Matter Expert (Outreach) Provide subject matter expertise to multifamily building decision-makers, residents, trade allies, and other program participants Work closely with program implementation teams and partners to identify and develop initiatives that advance decarbonization goals Engage and recruit potential program participants Review and assess clean energy scopes of work in affordable multifamily buildings Conduct analysis and benchmarking of building energy consumption and building characteristics Research regulatory compliance pathways for assigned projects The tasks listed above are representative of work that is typical for this role and are subject to change based on client program and project needs. About You The ideal candidate should have 5+ years of work experience, an entrepreneurial spirit, and a passion for environmental, social, and economic justice. We seek a proactive candidate who can adapt and solve problems independently and collaboratively. You should be a skilled project manager who is excited to join a dynamic team that is committed to a just energy transition. Required qualifications: Minimum of 5 years of experience in clean energy, environmental, climate, and/or decarbonization consulting in urban cities or related field Subject matter expertise in affordable housing, building science, building decarbonization, climate resiliency, and/or workforce development Proven experience managing projects and collaborating with cross-functional teams Excellent analytical and problem-solving skills Excellent communication skills, both written and verbal Ability to prioritize tasks and meet deadlines in a fast-paced environment Ability to travel throughout NYC, five boroughs, and Westchester two - three times per month and has occasional availability during weekends and weeknights Desired qualifications: Bi-lingual competency (Spanish, Urdu, Arabic, or Chinese) Consulting experience with government and utility clients in NYC Relationships and experience working with local community-based organizations Salary Range: $75,000 to $105,000 per year Kinetic Communities Consulting Corporation is committed to creating a diverse and inclusive work environment where all employees are valued and empowered to succeed. We adhere to Equal Employment Opportunity principles and do not discriminate based on race, color, religion, sex, national origin, age, disability, or other protected characteristics. We would love to hear from you if you are passionate about sustainability and making a difference in the world. Join us in creating a more sustainable future for all by applying now to be our next Senior Sustainability Consultant!

We're seeking an experienced Account Manager to join our fast-growing team working with home healthcare organizations across the US. In this role, you'll own end-to-end relationships with healthcare providers who employ anywhere from 50 to 5,000+ employees. The ideal candidate thrives on helping clients achieve their business goals through technology adoption and program optimization. You'll work closely with home care and home health agencies to understand their unique challenges around employee engagement, retention, and performance - then partner with them to implement effective solutions. Key Responsibilities: - Own full lifecycle of client relationships from onboarding through ongoing success - Analyze client metrics and provide strategic recommendations - Configure and optimize client programs based on their specific objectives - Serve as trusted advisor to client stakeholders - Drive product adoption and engagement - Identify expansion opportunities within accounts ** Requirements:** - 3+ years of account management or customer success experience - Strong analytical and problem-solving abilities - Excellent communication and relationship building skills - Experience working with healthcare organizations preferred - Ability to understand client business needs and translate them into actionable plans - Track record of retaining and growing strategic accounts This is an opportunity to make a meaningful impact helping healthcare providers better engage and retain their essential workforce. If you're passionate about client success and ready to own strategic relationships, we'd love to talk with you.

James Volonakis & Company, LLC is a tax consulting firm based in New York, specializing in delivering expert tax advisory and compliance services. We are committed to helping our clients navigate complex tax regulations with integrity, expertise, and precision. Position Overview: We are looking for an experienced Tax Accountant to join our team and manage tax preparation, planning, and compliance for our diverse clientele. The ideal candidate will have a deep understanding of tax regulations and be dedicated to providing exceptional client service. Key Responsibilities: Prepare and file federal, state, and local tax returns for both individuals and businesses. Offer tax planning and advisory services to help clients optimize their financial strategies. Stay up-to-date on tax laws, ensuring compliance and accuracy in all reporting. Assist with audits and communicate with regulatory bodies as necessary. Work closely with clients to gather necessary financial information and maintain clear communication. Qualifications: Bachelor’s degree in Accounting, Finance, or a related field (CPA preferred). Proven experience as a Tax Accountant, ideally within a consulting or public accounting firm. Strong knowledge of federal and state tax regulations. Proficiency with tax preparation software and financial management tools. Excellent analytical and problem-solving skills. Benefits: Competitive salary with opportunities for performance-based bonuses. Health insurance and retirement plan options. Opportunities for ongoing professional development.