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Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals, attending to performance management and employee engagement. In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you. Required Qualifications: • Bachelor’s degree or equivalent work-related experience, • A valid and active Series 7 license required, • A valid and active Series 66 (63/65) license required (may be obtained within a 90 day condition of employment), • A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment), • Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available. Preferred Qualifications: • A minimum of 5 years in the financial services industry with leadership experience preferred, • Ability to provide ongoing employee coaching, development, and recognition, • Demonstrated business development experience with a strong drive for results, • Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement., • Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results, • A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment), • CFP® designation is preferred, • Strong brokerage and industry knowledge In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs. To learn more about our client offerings visit:______. We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: • Bachelor’s degree or equivalent work-related experience, • A valid and active Series 7 license required, • A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment), • A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment), • Certified Financial Planner (CFP) certification is preferred, • Minimum of two years of experience in the financial services industry (required), • Financial business development experience (highly preferred), • Knowledge of brokerage/banking products and services At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. • Previous success in building relationships, uncovering needs and recommending solutions, • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire, • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility, • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one, • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, • Being coachable, collaborative, and curious are your "go to" attributes, • Committed to delivering an outstanding customer experience with a passion for seeing others thrive, • Motivated by results and finding solutions, you take initiative and exceed customer expectations, • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future, • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Series 07 - FINRA, Series 66 - FINRASales

Administrative and Operations Associate Our clients established Fee-Only Wealth Management and CPA Firm is seeking a dedicated administrative professional to join the team as an Administrative and Operations Associate. This role offers exceptional growth opportunities within their expanding firm, providing comprehensive support to both their Wealth Management and Personal Tax teams. The ideal candidate will work closely with Certified Public Accountants and Wealth Advisory professionals to help clients achieve their financial objectives. This position offers significant career advancement potential - candidates with a Series 65 license or those pursuing CFP certification may advance to a support advisory role within 2-3 years. Position Requirements Education & Experience • Bachelor's degree required, • Minimum 2 years of relevant administrative experience, • Series 65 license holders or CFP candidates strongly preferred for accelerated growth track Core Competencies • Exceptional organizational skills with meticulous attention to detail, • Strong time management and multitasking abilities, • Self-motivated with excellent task prioritization skills, • Outstanding written and verbal communication abilities, • Professional client-facing demeanor and appearance, • Passion for working collaboratively with experienced wealth advisors and CPAs focused on client success Technical Requirements • Proficiency or willingness to learn proprietary financial software platforms including:, • Fidelity Wealthscape, • Charles Schwab platforms, • Redtail CRM system, • Morningstar Office, • Lacerte Tax Software, • SmartVault Client Portal, • Tamarac Rebalancing and Reporting Position Responsibilities Administrative Support • Provide comprehensive administrative support to partners, wealth advisors, and tax professionals, • Coordinate and schedule client meetings across both wealth management and tax services, • Prepare client reports, presentations, and meeting materials, • Handle client communications via phone, email, and in-person interactions Client Services • Client Onboarding: Facilitate new account opening, funding processes, and coordinate with advisory and tax teams to ensure seamless client integration, • Ongoing Client Support: Address daily client inquiries and requests for both wealth management and tax services, • Maintain client files and ensure compliance with documentation requirements Professional Development • Opportunity to pursue Series 65 licensing (for unlicensed candidates), • Support for CFP certification pursuit, • Potential advancement to support advisory role for qualified candidates Compensation & Benefits Salary Range: $50,000 - $70,000 (commensurate with experience and credentials) Benefits Package: • Comprehensive health benefits, • 401(k) retirement plan with potential profit-sharing contributions, • Professional development opportunities and licensing support, • Clear advancement pathway for qualified candidates Career Growth Opportunity This is a growth-oriented position designed for ambitious professionals seeking to advance their careers in wealth management and financial planning. Candidates with Series 65 licensing or CFP candidacy will be fast-tracked for advisory support roles, with potential promotion to full advisory responsibilities within 2-3 years based on performance and continued professional development.

PLEASE NOTE: THERE IS NO CASH COMPENSATION. COMPENSATION IS IN THE FORM OF A IN-KIND DONATION RECEIPT FULLY DEDUCTIBLE FROM YOUR TAXES FROM OUR 501(C)(3) REGISTERED NONPROFIT MUST HAVE AT LEAST ONE OF THE FOLLOWING CREDENTIALS (CFP, CFA OR RIA) Job Title: Adjunct Professor of Finance Location: Remote or Hybrid Compensation: $10,000 per day ( Compensation paid as a Deductible In-Kind Donation Receipt from our registered 501(c)(3) Nonprofit Position) About NOYACK NOYACK is a pioneering personal wealth management ecosystem dedicated to empowering Millennials, HENRYs (High Earners, Not Rich Yet), and Gen Z individuals. Through our dual entities—Noyack Wealth Club (NWC), a 501(c)(3) nonprofit focused on financial literacy, and Noyack Investing Club (NICL), which provides access to curated alternative investments—we aim to prepare the next generation for the largest wealth transfer in history. Role Overview NOYACK is seeking an experienced and credentialed Financial Educator to join our team in a full-time capacity. This individual will lead educational efforts across our ecosystem, delivering financial knowledge that empowers young investors to build generational wealth. The ideal candidate will hold one or more relevant credentials such as Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), or be a Registered Investment Advisor (RIA). Please Note: This position operates under our 501(c)(3) nonprofit structure, and the compensation of $200,000 will be provided as an in-kind donation receipt for tax purposes. This role will shape the voice and strategy behind our educational content, from curriculum design to live workshops, with a focus on alternative investments, financial independence, and long-term wealth planning. Comfort in front of the camera is a must — you'll be a key face of our educational content, regularly recording engaging video lessons and leading masterclasses as part of our digital curriculum. Key Responsibilities • Lead Financial Literacy Initiatives: Design and deliver financial education programs for Millennials, Gen Z, and HENRY audiences through webinars, written content, and interactive tools., • Create Original Content: Develop engaging, easy-to-understand content covering personal finance, investment strategies, and alternative asset classes., • Be the Face of Our Education Platform: Record masterclass-style video content and appear in educational videos distributed across Noyack's platforms., • Engage with Community: Host educational sessions, Q&As, and webinars that build trust and inspire action across our user base., • Collaborate Across Teams: Work closely with marketing, partnerships, and investing teams to align educational strategies with product offerings and community goals., • Ensure Compliance and Accuracy: Maintain the highest standards of accuracy, compliance, and transparency in all educational materials and communications., • Tailor to Audience Needs: Understand and adapt content to suit the knowledge levels and goals of our diverse and growing user community. Qualifications • Credentials Required: Must hold at least one professional designation such as CFP®, CFA®, or RIA. MANDATORY FOR CONSIDERATION, • Experience: 5+ years of experience in financial planning, investment advising, or financial education., • On-Camera Communication: Must be highly comfortable presenting and teaching on-camera in a clear, confident, and engaging manner., • Communication Skills: Exceptional written and verbal communication skills with the ability to simplify complex financial concepts., • Audience Focus: Deep understanding of Millennial and Gen Z financial mindsets, challenges, and opportunities. Preferred Qualifications • Educational Design: Experience developing structured educational programs, financial workshops, or certification courses., • Startup or Mission-Driven Background: Comfortable in fast-paced, evolving environments with a strong sense of mission. What We Offer • Mission-Driven Work: Join a team committed to reshaping financial literacy and access for a new generation of investors., • Leadership Opportunity: Define and lead the educational voice of a growing wealth ecosystem., • Impact at Scale: Play a critical role in educating users preparing for the historic $38 trillion wealth transfer., • Nonprofit Tax Benefits: Compensation structured as in-kind donation receipt through our 501(c)(3) status. Why Join NOYACK? This is a unique opportunity to be part of a purpose-driven organization transforming how young adults build, manage, and transfer wealth. You'll work directly with a multidisciplinary team across investing, education, and content, all while shaping financial education for a new generation. If you're passionate about financial empowerment, have the credentials to lead education at scale, and thrive in front of the camera — we'd love to connect. HOW TO APPLY Apply now by visiting our application page at- wealth.wearenoyack.com/financial-education-mission You'll be asked to share a brief overview of your background and area of expertise. Our team will review your submission and be in touch to schedule a short introductory call. Industry: Financial Services Employment Type: Contract

Job DescriptionCompany Description Columbia University has been a leader in higher education in the nation and around the world for more than 250 years. At the core of our wide range of academic inquiry is the commitment to attract and engage the best minds in pursuit of greater human understanding, pioneering new discoveries, and service to society. The School of Professional Studies at Columbia University offers innovative and rigorous programs that integrate knowledge across disciplinary boundaries, combine theory with practice, leverage the expertise of our students and faculty, and connect global constituencies. Through eighteen professional master's degrees, courses for advancement and graduate school preparation, certificate programs, summer courses, high school programs, and a program for learning English as a second language, the School of Professional Studies transforms knowledge and understanding in service of the greater good. Job Description Columbia University School of Professional Studies seeks candidates for the role of part-time Lecturer to teach the 6-week Client Communications portion of the 12-week graduate-level course, Insurance Planning and Client Communications in the school’s Master of Professional Studies degree program in Wealth Management. Scholar-practitioners with relevant academic and industry experience are invited to apply. Insurance Planning and Client Communications is a redesigned 12-week course that integrates two critical areas of advanced wealth management: technical insurance planning and strategic client communication. The 6-week Client Communications segment is designed for experienced advisors seeking to deepen client relationships and navigate complex interpersonal dynamics. This advanced module goes beyond foundational communication skills to tackle high-level scenarios such as recovering from mistakes, managing difficult family or spousal dynamics, and building trust through transparency, empathy, and credibility. In addition to client-facing strategies, this segment will continue to expand advisor self-awareness and counter-transference concerns which were initially addressed in the Financial Psychology course. This section will include additional strategies and practices for how to identify and manage personal biases that may unconsciously influence decision-making, communication, or relationship-building. As artificial intelligence increasingly supports data-driven recommendations, the human role in contextualizing and interpreting those outputs becomes more critical. Advisors will examine how their own perspectives and assumptions shape client interactions, and how these biases can impact trust, service, and outcomes in a tech-enhanced advisory environment. The course also covers the strategic use of communication technology to foster meaningful engagement and deliver scalable, personalized service. Participants will learn how to align communication approaches with business goals, using digital platforms to support both relationship development and operational efficiency. Finally, the Client Communications segment integrates communication with business development and practice management. Topics include advanced sales techniques, lead tracking, funnel management, and measuring the ROI of client-facing efforts. By the end of the course, students will be equipped to lead a modern, human-centric advisory practice that leverages both digital tools and deep interpersonal insight. The ideal candidate will bring both subject matter expertise and real-world experience to prepare students for the complex interpersonal and business challenges of today’s wealth management environment. Roles This position will involve two components. First, the candidate will be appointed as Academic Program Support (a part-time administrative appointment) to lead in developing the course syllabus, sourcing course materials, and producing content for online modules during a 16-week review cycle--from September – December 2025, and record the videos and create the online content in the Canvas Learning Management system from January 2026 - May 2026. The candidate will then be appointed as an adjunct Lecturer to teach the course in an online format in a 6-week semester schedule during the second-half of the summer of 2026. The Wealth Management program is online and asynchronous, designed for the convenience of working professionals. This program will allow students to complete the education requirement for the CFP® certification. Students have the flexibility to watch pre-recorded lectures and presentations, stream video content, access virtual libraries, and participate in structured virtual group activities and discussions. Serving as an adjunct Lecturer provides an outstanding opportunity to educate and mentor students in the field of wealth management as well as to form a rewarding professional relationship with Columbia University’s world-class faculty. Candidates should have a demonstrated understanding of applied trends that are driving best practice in the field. Responsibilities * Pre-record lectures and presentations for students to watch * Lead preparation of course materials focused on problem-based learning, including overseeing the course Canvas web page (learning management system) and assigning reading and projects designed to meet the learning objectives of the class * Ensure that the curriculum incorporates the relevant CFP® required topics * Monitor and respond to student concerns and inquiries; conduct at least 2 hours of weekly office hours * Evaluate and grade student assessments and work * Participate regularly in the bi-monthly lecturer online meetings * Attend the three day in-person residencies (August and December) Qualifications Columbia University SPS operates under a scholar-practitioner faculty model, inviting candidates who combine robust academic expertise with substantial industry experience to enhance student learning through real-world perspective. Requirements * Master’s degree or higher with a focus in finance, wealth management, financial planning, or a closely related field. * Demonstrated expertise and advanced knowledge in financial planning and wealth management, including but not limited to: accounting, corporate finance, investment planning, insurance planning, tax planning, retirement planning, and estate planning. * Substantial professional experience working with ultra-high net worth individuals and/or families, preferably within wealth management firms or family office settings. * Solid understanding of wealth management business models and the contemporary landscape of advisory practices. Preferred Skills & Experience * Minimum of 10 years of direct professional experience in financial planning, wealth management, or family office advisory roles, with a track record of advancing client relationships and managing complex interpersonal dynamics. * At least 2 years of experience teaching or leading educational programs in a university or graduate-level setting, preferably in a related discipline. * Expertise in advanced client communication tailored to wealth management. * Familiarity with financial psychology concepts, including self-awareness and bias management, especially with respect to decision-making and client interaction. * Experience with the strategic use of digital communication tools and platforms to engage clients, deliver personalized service, and support business development, including lead generation, funnel management, and ROI assessment of client-facing efforts. * Ability to integrate communication theory with business development practices, and to teach the application of technology in client engagement and practice management. * Commitment to preparing students for the interpersonal, ethical, and technological complexities of today’s modern and human-centric advisory practices. * Candidates should have a passion for teaching, strong interpersonal and communication skills, and the ability to connect academic material to contemporary industry practices. Those with both practical leadership experience in wealth management and instructional or curriculum design expertise are especially encouraged to apply. * Solid knowledge and academic foundation as it relates to theories, principles, and practices of wealth management. * Deep and current knowledge of the CFP® curriculum, with the ability to integrate these technical topics into applied educational scenarios. Additional Information Compensation - $4,492 for the two-cycle course development in Fall ‘25 and Spring '26 ; $8,115 for summer ‘26 course delivery. Note: To comply with the University's Policy on Fully Remote Work, candidates for the role must reside in New York or a contiguous state (Connecticut, Massachusetts, New Jersey, Pennsylvania, or Vermont) or a state or territory in which the University is registered (Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Illinois, Maryland, Montana, Oklahoma, Vermont, Virginia, Washington or Washington DC). Review of applications begins immediately and will continue until positions are filled. All applicants, please provide: * Resume/CV inclusive of university teaching experience -- highlight teaching at the graduate level * Please submit any evidence of teaching effectiveness (Students Evaluation of Teaching results, Teaching Observation summaries, etc.) All your information will be kept confidential according to EEO guidelines.

Job Description Position Title: Financial Planning Consultant Reports to: SVP Department: Simplicity Wealth: Planning Location: 86 Summit Ave, Summit NJ 07901 (in-office full-time) Classification: Full-time/Exempt Summary / Job Objective: We have a current opening for our internal Financial Planning Team. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset, that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to all areas of financial services with a primary focus on creating Investment Proposals and conducting portfolio analysis for affiliated Financial Advisors using our proprietary technology platform. This is not a “Financial Analyst” position. This is focused on helping Financial Advisors get properly Invested in the Stock Market. Primary Responsibilities: · Meets with affiliated Advisors to collect client information and build strong relationships (Phone/Video) · Works with affiliated Advisors in ensuring the proper forms are collected pre/post client meeting · Will be the primary interface between affiliated Advisors responsible for analyzing sensitive client information and inputting it into the Simplicity Wealth Platform · Services planning-related requests with a focus on providing a high quality & responsive experience · Extensive communication with internal and external clients using email and phone · Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone · Conducts educational Webinars to continue to educate and teach Advisors Planning best practices · Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs · Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated Qualifications: · Bachelor’s degree (Required) · Prior experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life) (Required) · Must be Tech Savvy: Strong Proficiency in Google Office Suite (Excel, Word, Drive, eMail, etc) (Required) · Series 65, CFP, CHFc or willingness to obtain any of these is a plus (Company Sponsored) · Passionate about the client experience and the financial services industry · Favors direct communication & possesses an ability to receive constructive feedback · Able to uphold the firm’s purpose, vision, and values and has high ethical standards Core Competencies: · Strong organizational, prioritization, interpersonal & time management skills · Strong mathematical and analytical skills · Excellent communications skills; both verbal and written · Collaborative and able to work effectively with others · Flexible team player who is highly adaptable to change and open to new ideas · Personable attitude and willingness to build relationships with Advisors · Desire to learn a wide array of subject matter · Self-starter with ability to work independently · Problem-solving/troubleshooting ability · Ability to prioritize and/ or seek assistance in determining task priority · Willingness to take initiative and proactively follow up with clients without being asked Compensation & Benefits: Compensation (based on experience & licenses) • Base salary: $65,000 -$80,000, • This is an Exempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off *This role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Location Note: This a remote role for candidates based in New York or New Jersey. The Purpose of Your Role: We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client’s short and long term goals and helping them become financially fit. Filling this critical role is an integral part of Sentinel’s growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry. Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise—we take the time to understand our client’s financial goals and relate to their concerns. The right candidate has the ability to lead, train, and motivate their peers and clients. What you'll bring to Sentinel: • Planning/Organizing – Prioritizes and plans work activities, uses time efficiently, • Professionalism – Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments, • Quality – Demonstrates accuracy and thoroughness, • Strong sense of urgency and accountability; results-oriented, • Team player; puts success of team ahead of self, • Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms, • Engage and educate Sentinel’s retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation., • Assist participants in preparing for the financial aspects of retirement., • Communicate the retirement plan offering via group meetings at the client company., • Meet one on one with participants to answer any personal questions about the plan or possible other financial matters., • Conduct webinars to communicate the plan, when appropriate., • Build personal relationships with participants., • Convey retirement planning subject matter in a simplified way., • Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance., • Support new sales and market development initiatives, • Exhibit understanding of key features and benefits of Sentinel’s products and services, • Proactively keep Supervisor informed of key activities with assigned clients We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change. Preferred qualifications: • Proficient in Microsoft Office applications, • ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge), • Bachelor’s degree, • FINRA Series 6 or 7, 63 and 65 or 66, • 3+ years of experience, • CFP designation or interest in obtaining Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage. At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do. Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know. Some of our Benefits: • PTO (vacation, sick, personal time bank), • FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service, • 12 Paid Holidays (10 stated and 2 floating holidays), • 2 Community Volunteer Days, • 5 Summer Half Days, • Medical, Dental, Vision, • Life Insurance, • LTD & STD, • Retirement Plan with 4% Employer Match, • Parental Leave See What We Stand For: Who we are: Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine). Salary Range: $50,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well. Powered by JazzHR cP5Pl3S9Fr

Job Description We are seeking driven and client-focused individuals to join our team as Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success. Having experience as a financial planner is a plus, but not required. As a Financial Planner, you will gain hands-on experience in: • Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability. Full comprehensive worksite/ group product portfolio., • Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines., • Create personalized financial strategies integrating life insurance, investment management, retirement planning, tax efficiency, and estate considerations, • Develop Holistic Financial Plans, • Conduct Comprehensive Client Discovery, • Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions, • Present and Implement Insurance Solutions, • Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans, • Deliver Ongoing Advice and Plan Reviews, • Ensure Compliance and Fiduciary Integrity, • Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest, • Collaborate with Internal Specialists, • Hands-on comprehensive weekly training in the office/ remoteQualifications:, • Bachelor's degree in finance or related field, • Experience in Financial Planning is a plus, • Must be post-graduate, • Life and Health License Required, • SIE, Series 7, Series 63/65/66/(CFP not required but good to have. Firm-sponsored/ supplied licensing if needed)About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description Building a practice from the ground up is challenging and requires a team effort. Solomon Financial Group, LLC is currently expanding and is seeking to hire an experienced Advisor. Looking for individuals who are both Insurance (Life and Health) and Securities Licensed (Series 6 or 7). CFP® preferred but not required - but willing to start the rigorous program within 6 months of joining our Firm. Additional information will be provided in the initial screening call. Our Firm is backed by a team of experts, bringing you the following value-added services: • A team-based approach to problem-solving that gives you access to industry experts and thought-leaders., • Financial professionals with industry-specific knowledge who will evaluate clients' needs on an independent basis and making recommendations to advance their goals and objectives., • Insurance and risk management professionals to help minimize losses due to unforeseen events., • Compliance experts who take the time to research the regulatory impact of business decisions and support your company as it grows., • Strategically focused professionals who will walk you through the business planning process and establish a long-term strategy for succession. If you are curious and would like to learn more… LET’S TALK!

Job Description Title: Financial Planner (For your application to be reviewed, you must reside within 25 miles of East Hills, NY and need to have a Series 7 & Series 66 with experience working on Financial Plans. ) About Blue Ocean Wealth Solutions, LLC At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals through a client-centered approach using insurance, investment, retirement, and voluntary worksite benefits planning. We work closely with clients to understand their goals, assess their needs, and recommend suitable solutions for their portfolios. We were awarded “Top Long Island Workplaces” from 2018 to 2024 by Newsday and Dan’s Papers. We pride ourselves on a vibrant, cohesive, family culture. Role Overview The Financial Planning Specialist serves on the Leadership level as the central point of contact between the firm’s Financial Advisors and the Home Office. This role ensures all requests are properly routed, promotes consistency and clear communication, oversees tracking, processing, and assignment of all financial planning requests, and may be included in client meetings. Financial Planning Strategy Deliver a diversified set of investment and risk management solutions with a financial planning mindset to meet the individualized needs of current and potential clients. Partner with existing advisors and their clients as a subject matter expert on financial planning. Manage workflow between Financial Advisors, Coordinators, and the Home Office to ensure timely and efficient handling of tasks. Adhere to the firm’s risk and regulatory standards, policies, and controls. Use sales tools and modules to conduct analysis and recommend best-fit solutions. Build a referral channel by developing strong partnerships with advisors to meet client needs. Process and monitor all financial plan requests. Prepare correspondence and track the team’s progress through defined metrics. Provide marketing presentations, deliver training, and disseminate information to advisors. Promote the firm’s financial planning value proposition. Other projects as needed. Financial Planning Tools Financial planning software including e-Money and Money Guide Pro, etc. Productivity and analysis tools including Outlook, Excel, PowerPoint, and Word. Firm sales tools and modules used for needs analysis, solution design, tracking, and reporting. Financial Planning Career Ladder Opportunities for growth include roles/titles such as Senior Financial Planning Specialist or Financial Planning Manager, with increased responsibilities in training, process oversight, and cross-functional collaboration. High-performing individuals may be considered for succession into the Director of Financial Planning role. This position includes leading and growing a team of Financial Planners, managing hiring and onboarding, providing coaching, setting standards and KPIs, and focusing heavily on the implementation of financial plan recommendations. Qualifications · Bachelor’s degree in accounting, finance, or a related field. · MUST have a Series 7 & 66. Life & Health license a plus. CFP designation preferred. · MUST have a minimum of 1 -3 years developing financial planning strategies. · Proficient in financial planning software (e.g., E-money, Money Guide Pro). · Strong interpersonal skills interacting with clients, colleagues, and key external partners. · Strong analytical abilities, excellent communication with a result-driven attitude. · Proficient in Outlook, Excel, PowerPoint and Word. Salary Range: $75,000 - $115,000 yearly depending on experience plus commission/bonus based on performance. Schedule: Full-time, in-office position with standard hours of 8:30 am to 5:00 pm, Monday through Friday, with flexibility for client meetings as needed. Benefits: Medical, Dental, Vision and 401(k). Generous paid time off. Eligibility: Must be authorized to work in the United States. #LI-BOWS1 Equal Opportunity Employer We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state and local law.

Job Description Lead Advisor/Relationship Manager Location: New York, NY Salary: $190,000 - $220,000 base salary Status: Full-time; Hybrid We are an independent advisory firm, and a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work/life balance. We want to use our time, resources and hearts to make the world a better place, for generations to come. Our community of clients share the same passion and commitment to ESG, sustainability, social justice, LGBTQ+ rights, solving food insecurity and human rights. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth. We are excited to hire a Lead Advisor/Relationship Manager to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. If you're committed to making an impact in people's lives and leaving the world better than you found it, you will thrive in our environment! Who You Are: • You view being an advisor as a calling rather than a profession., • Being of service to clients is a privilege that you honor through dedication and commitment., • You are interested in sustainability and want to be part of a firm that lives its values. In your new role, you can expect to: • Take ownership of financial planning and investment management., • Continuously maintain client relationships, understanding their unique circumstances, connections, and interests., • Analyze client's income and asset situation; review and update client's financial situation., • Develop and present financial planning recommendations and/or alternatives., • Take a proactive approach to client service and collaboration with colleagues., • Bachelor's degree, • 5 plus years of experience in the industry and in a financial advising role, including leading meetings, providing proactive financial planning advice and making investment recommendations, • CFP®, • Series 65 or willingness to obtain, • The ability to build lasting, high trust relationships with clients through exemplary client service, • Very team-oriented, • Strong, adaptive technology abilities

Job Description Are you an experienced Financial Advisor seeking an opportunity to serve clients better? At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction. Has your leadership made the necessary adjustments to help you win in today’s environment? You've built a successful book, but times have changed. You need support and autonomy to grow. Together, we can help you achieve your goals through: • A product-neutral platform, where you get paid full benefits regardless if you sell a proprietary or non-proprietary product, • A local leadership team dedicated to your success, • Three retirement plans (yes… retirement plans!!), • Medical, Dental, and Vision benefits, • Turnkey marketing materials that quickly enable you to reach your market, • A robust leads program (at no additional cost to you), • Practice building programs, • Recruiting support to help you find talent to build your team, • A dedicated onboarding team to make your transition go smoothly, • Business consulting and training programs, • Matching gifts to support you in supporting your local community through Prudential Cares, • Recognition programs, conferences, and signature services We know that making a move is a big decision. Let’s have a confidential conversation today. Compensation: $225,000 - $300,000 at plan earnings Responsibilities: • Interpret financial data to create comprehensive financial plans for clients, • Actively build and maintain strong client relationships, • Exhibit exemplary sales and negotiation capabilities, • Proficient in Microsoft Office Suite, • Adhere to all applicable compliance requirementsQualifications:, • Series 7 License, • Series 66 (63/65) License, • Insurance Licenses, • CFP® preferred, • 3+ years of experience in financial services or insurance sales, • Ability to analyze financial data and propose financial plans, • Knowledge of relevant financial products and services, • Proven ability to build and maintain client relationships, • Ability to develop and present in-depth presentations and recommendations, • Excellent communication skills, both written and verbal, • Excellent problem-solving and critical-thinking skills, • Strong sales and negotiation skills, • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint), • Knowledge of compliance requirementsAbout Company Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.

Job Description Empowering Financial Futures. For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients. This position will operate in a hybrid work environment, 3 days per week in the office (New York City, NY). OVERVIEW: The Relationship Management Officer, Wealth Advisory position is part of an interdisciplinary private client wealth management team responsible for goals-based wealth management, effective trust administration, and overall excellence in client experience. This position will provide day-to-day client management for designated relationships and will provide Wealth Advisory service and support for other designated relationships. The scope of responsibilities includes relationship management, fiduciary and account administration, wealth advice, and other functions as required to ensure excellent relationships with clients and business partners, and success with firm-wide initiatives. RESPONSIBILITIES: Relationship Management and Client Service: Manage designated client relationships and provide client service and support for moderately complex relationships as a part of an interdisciplinary Relationship Management team. Identify client needs, address client concerns, resolve issues (with guidance from senior officers where appropriate) and respond to client inquiries while keeping relevant parties involved. Effectively communicate with clients, external partners and colleagues regarding fiduciary, tax, legal, administrative, investment and other wealth management matters. Plan and prepare for client meetings, including pre-call, preparation of meeting materials and post-meeting follow up. Fiduciary and Account Administration: Serve as fiduciary advisor for designated clients, including preparing summaries and recommendations for discretionary actions, communicating with trustees and beneficiaries, administering special assets, preparing annual trust reviews, preparing and maintaining Client Wealth Objectives, and ensuring that fiduciary standards and practices are observed at all times. In addition, provide daily administration for trust and investment accounts, including transaction management and/or execution, overdraft and tax lot management, account opening, set-up and funding, account termination, and other administrative functions in support of Relationship Management team clients. Consult with Fiduciary Practices Committee, Trust Counsel, Tax, Portfolio Management, beneficiaries, outside trustees, attorneys and CPAs as appropriate. Wealth Advisory: Exhibit strong knowledge of relevant aspects of wealth advisory for all account types and provide client-appropriate advice, with guidance from senior officers, where appropriate. Prepare Wealth Advisory materials for client meetings in collaboration with Wealth Planning, Portfolio Management, Tax and other team members, including relationship summaries, goals-based wealth plans and trust synopses. Analyze and interpret relevant legal documents including wills, trusts, agreements and entity documents, and explain to clients basic to moderately complex estate, tax and financial plans (including net worth, cash flow, and Monte Carlo analysis). Firm Building: Participate in special projects and firm-wide initiatives to deepen understanding of multidisciplinary wealth management practice areas, create effective working relationships with colleagues and peers across the firm, and to develop effective presentation skills. Collaborate with colleagues and associates across the firm to enhance best practices, engage appropriate resources and foster strong team dynamics. As part of an integrated wealth management team, hold a basic understanding of asset classes, allocation, risk and Prudent Investor standards, as well as Glenmede’s investment philosophy and process, with the ability to effectively communicate relevant basic principles to clients. Participate in new business development and presentations for prospective clients, develop referrals and expand client relationships, cultivate your professional network consistent with Glenmede’s reputation and business goals. REQUIRED QUALIFICATIONS: • Bachelor’s degree required., • Advanced degree/certification preferred. (JD, MBA, CTFA, CFP, CPA), • Knowledge of trust management, financial planning, philanthropic planning and fiduciary law., • Strong verbal and written communication skills for effective interactions with clients, colleagues and external advisors., • Detail-oriented, especially with financial calculations and administrative requirements. Full understanding of client privacy and confidentiality., • Superior team orientation. Our Benefits Overview: -Competitive health and welfare benefits, including company HSA contributions -Numerous voluntary benefit choices available -Superior 401k match -Tuition reimbursement -Company subsidized commuter benefits -Generous paid time off, including parental leave -Plus more! Salary Range: $65,000 - $95,000 a year Actual compensation packages are based on several factors unique to each candidate, including but not limited to job-related knowledge and skills, experience, education/training, business needs, market demands, and geographical location. Base salary is only part of the total compensation package. Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. ** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-Hybrid

Job DescriptionTax Manager (Personal & Estate Planning) Company Overview We are a privately held company that has a long-standing history of fostering innovation and long-term growth across a diverse portfolio, including media, technology, education, and communications. Our investments span well-known brands and strategic holdings, built through strong partnerships and a commitment to sustainable value creation. Position Overview We are seeking a highly skilled Senior Tax Manager to lead our tax planning services for our family office. The ideal candidate will have extensive experience in private wealth banking and a deep understanding of tax strategies involving estate planning, gift tax, and trust tax. This role is critical in providing strategic advice and solutions to our clients, ensuring compliance and optimizing their financial outcomes. Key Responsibilities • Lead and manage personal tax planning services for our family office., • Develop and implement comprehensive tax strategies that align with the client's financial goals., • Advise clients on estate planning, gift tax, trust tax, and other related issues., • Collaborate with stakeholders, including family offices and private wealth management teams, to provide cohesive advice., • Conduct financial modeling to assess the impact of various tax strategies and scenarios., • Stay updated on relevant tax laws and regulations to ensure compliance and optimal planning., • Prepare and review tax returns and associated documentation for complex tax situations., • Bachelor's degree in Accounting, Finance, or a related field., • CPA designation is required; CFP or equivalent designation is a plus., • Minimum of 10 years of experience in personal tax planning, with a focus on high net worth clients., • Strong knowledge of tax laws and regulations including GST taxation., • Experience in financial modeling and analysis., • Proven ability to develop relationships with clients and stakeholders., • Excellent communication and interpersonal skills. Hybrid Work Schedule ( Tuesday/Wednesday in-office) Generous PTO + Paid Holidays Medical, Dental, Vision Insurance Life & AD&D & Short Term Disability 401K + Company Match • For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 06/03/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Job Description:\n\nOnline Academic Coach (HigherEd, Remote, Part-Time) Instructional Connections, LLC is a comprehensive third-party provider of high-quality instructional support services for colleges and universities that offer fully online courses and degree programs. Institutions partner with Instructional Connections to support the delivery of their high-quality asynchronous online courses at an affordable cost. In the online course, students are assigned an Academic Coach, which may also be known as or referred to as a Teaching Assistant, Course Assistant, or Instructional Associate, depending on the program. We are currently working with over 50 US public and state universities across over 75 programs, and we expect to add several additional ones in the coming year. MORE ABOUT THE POSITION: Our Academic Coaches assist with the grading of assignments according to faculty instructions, monitor discussion threads, respond to inquiries and emails within 24 hours, monitor student engagement, provide online support, and regularly partner with the university faculty of record. Academic Coaches act as facilitators and graders, while the university faculty member is the instructor of record. Approximately 75% of the courses we support are accelerated, consisting of 5 to 9-week course cycles, and the programs offer fully online courses year-round, outside of traditional semester calendars, with 4 to 7 course term starts throughout the year. On average, an Academic Coach spends about 10-30 minutes per week, per student. However, this can vary based on the course level, subject area, specific course assigned, and the number of open-ended assignments involved. Academic Coaches who consistently complete coach assignments with positive feedback from their faculty will be considered for additional student loads or sections. Our objective is to prevent overextending a coach’s commitments to ensure their capacity to serve all assigned students effectively is not compromised. In the first assignment as an Academic Coach, the practical limit is around 50 students, with 30 being more typical. An experienced Academic Coach typically supports 75-90 students. A highly proficient coach with ample time may be assigned up to 120 students, but this is the upper limit. Compensation is calculated based on a per-student-per-course formula. Since we support all disciplines, course levels (undergrad, graduate, and doctoral), and courses from 5 to 16 weeks, specific per-student-per-course rates are not disclosed until an approved Academic Coach is assigned to a course by a Lead Coach. After submitting your application, if you are selected as a candidate to begin the first step in our vetting process, you will be scheduled for an Academic Coach Pre-Employment Screening (virtual interview) session. Invited participants should plan to dedicate 4 to 6 hours to the self-paced screening, which must be completed within one week (Monday to Sunday). The screening covers details about the role and expectations of an Academic Coach, reviews best practices in online education, explores various learning management systems (LMS), FERPA, and more. If a participant does not complete this screening within their scheduled week, they may request to be rescheduled for a future session. These sessions are offered twice each month, always starting on a Monday. After successfully completing the screening session and receiving a recommendation from the facilitator, you will move on to the next step in our vetting process—contracting. Being offered a contractor agreement depends on the successful completion of the background check. All Academic Coaching positions are considered part-time work as an independent contractor (1099). A complete "Contractor Package" is required and includes a comprehensive resume or CV, official transcripts or evaluations of foreign transcripts for all degrees earned (Bachelor’s, Master’s, Post-Graduate, and Doctorate), and all completed and signed onboarding documents (Signed Agreement, W-9, Direct Deposit, etc.). Once your contractor package is complete, your name will be added to our pool of vetted and qualified Academic Coaches who are ready and available for course assignments. Once in the pool, your resume will be accessible to our Lead Coaches for review and matching with potential assignments based on the credentials and experience requested by the university faculty in their coach request. Course assignments only become available as we receive Academic Coach Requests from our university partners for upcoming course starts. The need for new Academic Coaches mainly depends on student enrollments. All course assignments are not finalized until approved by the university and are coordinated with our Lead Coaches. We usually don't get reliable enrollment projections until about two weeks before a scheduled course start date. The new Academic Coach will receive a brief orientation to the assigned program and course. Course assignments are finalized close to the course start date and depend on several factors, including the area and level of graduate study, university approval, and student enrollment. Please carefully review the minimum requirements listed below before applying, as they are NOT negotiable; our university partners have set these criteria for any applicant to qualify for assignment. FOR BUSINESS PROGRAMS (Graduate-Level/Master's Degree): A minimum of a Master’s Degree in a business-related field, with at least 18 graduate-level credit hours completed in the specific course content area listed below, is REQUIRED. A Terminal Degree or actively pursuing a Terminal Degree is STRONGLY PREFERRED. Business degrees from AACSB or ACBSP-accredited institutions are strongly desired. Some experience in online higher education is a plus.Computer Science (Master’s Degree in Computer Science or a closely related area is REQUIRED)Data Analytics (Master’s Degree is REQUIRED, PhD or DBA preferred)Economics (Master’s Degree in Economics or a closely related area is REQUIRED)Finance (Master’s Degree is REQUIRED, PhD or DBA strongly preferred, CFP preferred)Information Technology Mgmt (Master’s Degree is REQUIRED)Digital & Social Media Marketing (Master’s Degree in Digital Marketing or a closely related area is REQUIRED) FOR COMPUTER SCIENCE PROGRAMS (Graduate-Level/Master's Degree):A minimum of a Master’s Degree in Computer Science or Information Technology related field with at least 18+ graduate-level credit hours completed in the specific course content area listed below is REQUIRED—3 to 5 years of industry experience in the field.Computer Science (Master’s Degree is REQUIRED)Computer/Software Programming (Master’s Degree is REQUIRED, experience in PYTHON strongly desired)Cybersecurity/IT Security (Master’s Degree is REQUIRED)Data Analytics/Quantitative Analysis with PYTHON experience (Master’s Degree REQUIRED, PhD or DBA may be preferred)Health Information Management/Health Informatics (Master’s REQUIRED, RHIA or RHIT is preferred)Information Technology Mgmt (Master’s Degree is REQUIRED) FOR NURSE PRACTITIONER PROGRAMS (Graduate/MSN/Post-Graduate Level):A current and valid RN license and a conferred Masters of Science in Nursing (MSN) or greater is required. However, a PhD in Nursing or DNP (doctorate/terminal degree) is strongly preferred for all MSN, Post-Grad NP, and DNP programs. NP candidates must be Board Certified; see below for specific area(s) of need. Nursing degrees must be from ACEN or CCNE-accredited institutions. A minimum of 3 years of nursing practice experience is required; prior teaching experience (trainer, clinical, preceptor, face-to-face, or online) is preferred.Adult-Gerontology Acute Care/Primary Care Nurse Practitioner [AGACNP-BC/AGPCNP-BC] (min. MSN in NP REQUIRED with NP License (APRN) and board certification with prescriptive authority)Pediatric Acute Care/Primary Care Nurse Practitioner [CPNP-PC/CPNP-AC] (min. MSN in NP REQUIRED with NP License (APRN) and board certification with prescriptive authority)Psychiatric Mental Health Nurse Practitioner [PMHNP] (min. MSN in NP REQUIRED with NP License(APRN) and board certification with prescriptive authority) FOR HEALTH SCIENCES/SERVICES PROGRAMS (Graduate/Master's Degree)A minimum of a Master's Degree with at least 18+ graduate-level credit hours completed in the specific course content area listed below is REQUIRED. Experience in online higher education is preferred. A doctorate/terminal degree may be preferred in some areas or for specific courses.Health Information Management/Health Informatics (Master’s REQUIRED, RHIA or RHIT is preferred)Human Nutrition/Dietetics (Master’s Degree in Nutrition or Dietetics REQUIRED)Radiologic Sciences (Master’s Degree is REQUIRED, with a valid Radiology Tech or other closely related Licensure/Certification)Respiratory Therapy (Master’s Degree is REQUIRED, with a valid Respiratory Therapy Licensure/Certification FOR OTHER DISCIPLINES (Undergraduate and/or Graduate Level):A minimum of a Master’s Degree with at least 18 graduate hours in the specific course content area listed below is REQUIRED; this does NOT include any undergraduate courses or credit hours. A Master's in Education or Teaching (MEd, MAT, etc.) is NOT suitable, as a Master's Degree in the specific content area is REQUIRED. Some experience in online higher education is preferred. A doctorate or terminal degree may be preferred in certain fields or for specific courses.Communication Studies (Master’s Degree in Communications or other closely related fields, experience teaching Business Communications or Business Writing in an online format is desired)Geology/Geography/Geographic Information Science (GIS)/Geospatial Intelligence (Master's Degree in GIS or closely related REQUIRED)Philosophy (Master’s Degree in Philosophy, Humanities, or other closely related field is REQUIRED)Statistics (Master’s Degree in Statistics or closely related area REQUIRED, experience in statistical modeling and analysis)Media/Motion Pictures/Film Studies (Master’s Degree in Media/Motion Pictures/Film Studies or other closely related field is REQUIRED) Please carefully review the minimum requirements listed above before applying, as they are NOT negotiable; our university partners have set these criteria for any applicant to qualify for assignment. We will evaluate educational degrees and certifications for qualification and consideration. Applications that do not meet the stated minimum requirements will not be reviewed or contacted. These virtual positions do not require residency in a specific city or state; however, all applicants must either be a U.S. citizen or possess a valid and current work authorization (EAD) from the U.S. Citizenship and Immigration Services (USCIS - ). Applicants for employment in the U.S. must possess current and valid work authorization that does not now or in the future require any sponsorship or other support/documentation of a visa for employment authorization (EAD) in the United States with Instructional Connections (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Thank you; we appreciate your interest. \n\nCompany Description:\n\nInstructional Connections, LLC (IC) was established and incorporated in 2010. We are an independent, third-party provider of high-quality instructional support services to colleges and universities in the United States that offer online courses and degree programs. Higher education institutions partner with Instructional Connections to support the delivery of their high-quality asynchronous courses and programs, meeting the needs of growing enrollments and scaling their online offerings. Our Academic Coaches provide instructional support within the online courses, operating under the direction of the faculty. The Academic Coach may sometimes be referred to by a different title for various programs at the university's discretion, such as Teaching Assistant, Course Assistant, Instructional Associate, etc.\n\nWe currently work with 50+ public and state universities across the United States, supporting over 75 programs in various disciplines and subject areas, including Business (MBA, MAcc, MFin, MIS, MPA, etc.), Nursing (RN-BSN, MSN, NP, etc.), Health Sciences (MPH, MHA, MHS, etc.), Education (MAT, MEd, EdS, etc.), Computer Science (MCS, MSCS, MIT, etc.) and Criminal Justice.\n\nSometimes, we may be asked to help an institution in finding instructors, adjuncts, observers, and other educational professionals strictly on a limited, as-needed basis. \n\nAn Equal Opportunity Employer - M/F/D/V\n\nInstructional Connections, LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Instructional Connections, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.\n\nInstructional Connections, LLC, expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Instructional Connections' employees and contractors to perform their job duties may result in discipline up to and including discharge.Instructional Connections, LLC (IC) was established and incorporated in 2010. We are an independent, third-party provider of high-quality instructional support services to colleges and universities in the United States that offer online courses and degree programs. Higher education institutions partner with Instructional Connections to support the delivery of their high-quality asynchronous courses and programs, meeting the needs of growing enrollments and scaling their online offerings. Our Academic Coaches provide instructional support within the online courses, operating under the direction of the faculty. The Academic Coach may sometimes be referred to by a different title for various programs at the university's discretion, such as Teaching Assistant, Course Assistant, Instructional Associate, etc.\r\n\r\nWe currently work with 50+ public and state universities across the United States, supporting over 75 programs in various disciplines and subject areas, including Business (MBA, MAcc, MFin, MIS, MPA, etc.), Nursing (RN-BSN, MSN, NP, etc.), Health Sciences (MPH, MHA, MHS, etc.), Education (MAT, MEd, EdS, etc.), Computer Science (MCS, MSCS, MIT, etc.) and Criminal Justice.\r\n\r\nSometimes, we may be asked to help an institution in finding instructors, adjuncts, observers, and other educational professionals strictly on a limited, as-needed basis. \r\n\r\nAn Equal Opportunity Employer - M/F/D/V\r\n\r\nInstructional Connections, LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Instructional Connections, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.\r\n\r\nInstructional Connections, LLC, expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Instructional Connections' employees and contractors to perform their job duties may result in discipline up to and including discharge.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co is seeking a Registered Client Service Associate to join the Summit NJ team. The primary responsibility of the role is to support the day-to-day operations of a successful, growing wealth management practice comprised of two advisors and two existing RCSAs. The cornerstone of the practice is impeccable client service and financial planning. This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail. The candidate should be able to operate independently as well as a member of a 5 – 6 person team. This role will assist in performing a variety of daily support tasks so that the team grows their business, runs smoothly and meets excellent service standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail and thoroughness, • FINRA Series 7 and 63/65 (or 66) required (within first three months of hire), • A basic understanding of financial instruments and brokerage/insurance products, • Certified Financial Planner (CFP) certification preferred, • 5+ years’ experience working as a sales assistant/CSA, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and the ability to learn Docusign and internal software programs., • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to prioritize and meet designated deadlines and work effectively in a pressurized environment under time constraints For job postings in New Jersey, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $60,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, Sun Valley, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. As a company committed to sustainability, we are honored to be a certified B Corporation and a signatory of Principles of Responsible Investment (PRI). The Role: We are seeking a Wealth Advisor. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be based out of our New York office and will be required to work out of the local New York office. Candidates out of state will not be considered. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • Required to work out of New York. Candidates out of state will not be considered., • 5-10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: * Medical / Dental / Vision / Life / Disability Insurance * High-deductible plan option with health savings account * Employee assistance program * Wellness allowance $75 monthly * Bereavement leave 3 days paid for immediate family member or pet * 401k with 3% match * Commuter benefits * Parental bonding leave up to 100% of salary for 12 weeks * Donation match up to $500 annually * Birthday PTO * Learning and Development stipend up to $1000 annually * Volunteer PTO 1 day per quarter * Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Compensation: $150,000 at plan earnings Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Create customized financial plans suitable for each client based on potential life changes and changing financial needs, • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectivesQualifications:, • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital, • A Bachelor’s degree in business administration, finance, or a related field is required, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essentialAbout Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

Job Description Join a Different Kind of Investment Firm. At TSG Invest we redefine wealth management. We're not just another firm – we're pioneers, offering integrated solutions through our ecosystem. Build Your Practice, Your Way Unlike traditional firms, we empower you. Our platform combines an RIA, broker-dealer, insurance agency, and fund management division. This provides access to diverse solutions, from equities to sophisticated products and venture capital. The TSG Invest Advantage We empower professionals with entrepreneurial freedom. We view advisors as partners, not employees. This means autonomy to grow your business, backed by institutional-grade investments. You'll have support and the freedom to create customized client strategies, while sharing in the rewards. We invest in your growth, not just revenue. We provide the tools and backing you need to thrive, letting you control client relationships and business decisions. This partnership model has helped us lead industry transformation. For advisors seeking independence and strength, we offer the best of both worlds. We're seeking exceptional professionals: * Portfolio Managers crafting sophisticated strategies * Financial Advisors ready to elevate their practice * Private Placement Agents with established networks * Stockbrokers expanding their capabilities * Insurance Agents seeking broader wealth management * Placement Brokers with institutional expertise * Capital Raisers with proven track records Here, you'll find the independence to build your ideal practice, backed by institutional resources and a collaborative culture. If you're ready to advance your practice while building long-term equity, let's talk. Career Opportunities: Wealth Management Advisor As a Wealth Management Advisor with our RIA, you'll build your practice with purpose. We empower experienced professionals who value independence and support. Our advisors focus on client relationships, leveraging our platform. You'll have the flexibility to serve clients your way, crafting custom strategies or partnering with our portfolio management team. We prioritize advisor independence. We provide unrestricted access to diverse investments, including exclusive alternative assets, while giving you the freedom to build and lead your team. You'll have opportunities to create multiple revenue streams through securities and insurance offerings, all supported by resources to accelerate your practice's growth. Here, you'll find the balance of entrepreneurial freedom and institutional backing to help turn your clients' dreams into reality. Key Responsibilities: * Partner with high-net-worth individuals to architect comprehensive financial strategies. * Design and implement customized wealth management strategies. * Translate financial concepts into clear, actionable recommendations. * Foster enduring client relationships. * Monitor and adjust investment strategies to optimize portfolio performance. Qualifications: * Proven track record in wealth management or financial advisory services. * Series 65 or 66 license required (or commitment to obtain). * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Additional licenses beneficial: Series 63, 7 (or 82), Life and Health Insurance. * Bachelor's degree in Finance, Business, or related field preferred. Core Competencies: * Deep expertise in investment management, financial planning, and wealth preservation. * Comprehensive knowledge of insurance products and regulatory frameworks. * Superior relationship-building and communication skills. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical mindset with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Private Placement Broker As a Private Placement Broker with our affiliated broker-dealer, you'll gain access to diverse alternative investment opportunities. Our brokers specialize in high-demand venture capital transactions, facilitating direct share purchases and offering access to pooled investment vehicles. With venture capital's growing popularity, our firm excels in researching and identifying premier private VC-backed companies, serving a global clientele with demonstrated success. Our private placement brokers provide comprehensive access to alternative investments, encompassing real estate, hedge funds, private equity, and various pooled investment vehicles. You'll join a firm at the forefront of venture capital and alternative investment expertise, delivering sophisticated investment solutions. Key Responsibilities: * Raise capital from individual accredited investors and institutional investors. * Broker shares of sought-after VC-backed private companies. * Translate complex venture capital concepts into clear, understandable terms. * Monitor private market dynamics and understand pooled investment vehicle structures. * Maintain current knowledge of industry regulations. Qualifications: Proven track record in capital raising and relationship management with affluent clients. * Understanding of (or ability to quickly learn) venture capital concepts and pooled investment structures. * Series 63 (or 66) and 7 (or 82), or commitment to obtain. * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Bachelor’s degree in finance, business, or related field preferred. Core Competencies: * Deep expertise in investment management, equities, and venture capital. * Comprehensive knowledge of investment frameworks. * Superior relationship-building and communication abilities. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical capabilities with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Investor Relations Associates As an Investor Relations (IR) Associate, you'll be the first point of contact for investors, introducing them to the TSG Invest brand. You'll partner with our investment professionals to expand their client base while handling inquiries from both potential and current investors. You'll learn the fundamentals of investment services and gain hands-on experience. Perfect for those starting their financial career, this entry-level position includes enrollment in our exclusive "TSG Invest Partner Accelerator Program." Through this program, you'll earn required industry licenses, develop essential financial knowledge, and gain the skills to eventually build your own client portfolio. No prior investment experience? No problem. We provide the training and support you need to grow from an IR Associate into a successful investment professional. Qualifications: * Exceptional work ethic with dedication to professional growth. * Strong entrepreneurial mindset demonstrating drive, self-motivation, and ambition. * Excellent communication skills with the ability to build rapport and engage effectively with clients. * Strong grasp of fundamental financial and investment concepts, with the ability to explain them clearly to clients. * Commitment to mastering advanced financial principles and investment strategies. * Capability to obtain required industry credentials including Series 65 (or 66), 63, 82 (or 7), and relevant insurance licenses. * Adaptable and resilient, with the ability to thrive in a fast-paced, dynamic environment. Why Join Us and Become a Partner At TSG Invest, partnership is core to our culture. Every team member plays a vital role in enhancing our clients' success while building their own fulfilling career. We support your growth through competitive compensation aligned with your contributions and access to diverse investment solutions that help you serve clients better. As part of our team, you'll have opportunities to grow your AUM and expand your client base within a dynamic environment that rewards ambition. While others in our industry maintain the status quo, we embrace transformation. Our innovative approach to finance and investing ensures our team stays ahead of market evolution, turning challenges into opportunities for growth. At TSG Invest, we invest in your success with benefits that matter: * Unlimited Earning Potential: We believe in true meritocracy – your compensation may include a competitive base pay, commissions, and profit sharing, with equity opportunities for key partners. There's no ceiling on what you can achieve. * Career Development: Join a supportive team invested in your growth and advancement within the financial services industry. Our comprehensive professional development program keeps you ahead of industry trends. * Advanced Tools and Resources: Access cutting-edge financial technology and analytical tools to deliver excellence to your clients and streamline your operations. * Business Growth Support: Receive practical guidance and resources to efficiently build and scale your practice. We're committed to helping you expand your business and reach new heights. * Continuous Learning: Stay at the forefront of industry developments through ongoing training, market analysis, and educational resources that enhance your expertise. At TSG Invest, your potential is unlimited. Ready to transform your career? Company DescriptionDiscover a Different Kind of Financial Firm: Where Your Growth Has No Limits Unlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.Discover a Different Kind of Financial Firm: Where Your Growth Has No Limits\r\n\r\nUnlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.

Job Description SUMMARY: Incumbent is a dual employee of Columbia Bank and Cetera Investment Services LLC Responsible for providing financial advice, financial planning and investment management to serve the needs of the Bank’s consumer and business customers. Assesses the customer’s investment portfolio, and financial objectives, and provides guidance to the customer on successfully achieving those objectives. Job Description: • Meet with customers to review their existing financial situation and to establish the client planner relationship. Develops and presents recommendations and alternatives to meet the client’s needs for: Retirement Planning, Tax Management, Business Continuity/Succession, Estate Planning, Education Funding, Life Insurance, etc. Implement and monitor these recommendations to meet the client’s needs over time., • Assesses the client’s investment portfolio. Recommends an asset allocation and specific plan to meet established objectives. Executes an investment strategy suggesting specific investments and insurance products, for client approval, including: separately managed investment accounts, Mutual Funds, Annuities, Equities, Fixed Income Investments, Corporate and Tax Exempt Bonds, and Life Insurance., • Interacts with all departments of the Bank, providing products and services to business and consumer customers, in order to generate referrals from these departments. Provides feedback to referring individuals and departments on the status of the referral., • Maintains an ongoing client relationship by conducting periodic reviews with each client on a scheduled and “as needed” basis., • Generates additional referrals from personal networking, seminars, and presentations to community groups., • 3-5 years of experience in a Financial Advisor position;, • A Bachelor’s degree in Business, Economics or Accounting is preferred;, • Licenses must be current and in good standing: FINRA 7, 65/66, and a State Life/Health Insurance License is required; CFP if applicable., • The ability to work independently; make decisions, and able to work effectively under pressure;, • The ability to deal effectively and professionally with clients and potential clients;, • Experience and skill in selling financial products and services;, • Able to collaborate with all levels of Bank personnel;, • Excellent verbal and written communication skills and good computer skills;, • Excellent organizational, follow-up and time management skills., • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays. This role has a base salary with commissions and no draw. Schedule: This role is eligible for a hybrid schedule; 3 days in the office and 2 days work from home based on business need. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job DescriptionSalary: 130,000-135,000 Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and manage existing client relationships. We place the client at the core of everything we do. This role is ideal for someone who values a fee-only based approach, which replaces commissions with the clients best interest. About the Role Serve as the first point of contact for a number of the firms clients. Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines. Opportunity to specialize in a technical area including but not limited to: • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Responsibilities • Serve as the first point of contact for a number of the firms clients., • Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans., • Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines., • Opportunity to specialize in a technical area including but not limited to:, • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Qualifications • 5+ years of experience in Wealth Management with a demonstrated ability to manage client relationships, fee-only is a plus!, • CFP, • Bachelors degree from an accredited university, • Passion for fee-only Financial Planning and Wealth Management, • Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience, • Detail-oriented and highly organized, • Self-starter with an entrepreneurial mindset, • Team player and collaborative, • Of the highest integrity, • Maintain a client-first mentality Required Skills Altfest Personal Wealth Management requires all employees to be fully vaccinated for COVID-19. To be fully vaccinated, employees must obtain the first dose of a two-dose vaccine or obtain one dose of a single vaccine. Pay range and compensation package Compensation Range: $130,000- $135,000 base (excluding potential incentives) commensurate with experience. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k). We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.Crains New York Businessranked Altfest Personal Wealth Management as aBest Place to Work in NYC in 2020, 2022 and 2023. Named by InvestmentNews as abest place to work for Financial Advisors in 2024!

Job DescriptionBenefits: • Bonus based on performance, • Flexible schedule PS: This NOT entry level positions. Advisors will typically have a client base with independently managed assets. Qualifications • Financial Planning, Finance, and Retirement Planning skills, • Expertise in Investments and Financial Advisory, • Excellent communication and interpersonal skills, • Ability to work independently and manage client accounts, • Strong analytical and problem-solving abilities, • Experience in a boutique investment bank environment is a plus, • Bachelor's degree in Finance, Economics, or a related field and FINRA licenses like 6, 7, 63, 66 required. 24 a plus, • Relevant certifications such as CFP, CFA, or similar credentials good to have but not required Flexible work from home options available.

Job Description Join a Different Kind of Investment Firm. At TSG Invest we redefine wealth management. We're not just another firm – we're pioneers, offering integrated solutions through our ecosystem. Build Your Practice, Your Way Unlike traditional firms, we empower you. Our platform combines an RIA, broker-dealer, insurance agency, and fund management division. This provides access to diverse solutions, from equities to sophisticated products and venture capital. The TSG Invest Advantage We empower professionals with entrepreneurial freedom. We view advisors as partners, not employees. This means autonomy to grow your business, backed by institutional-grade investments. You'll have support and the freedom to create customized client strategies, while sharing in the rewards. We invest in your growth, not just revenue. We provide the tools and backing you need to thrive, letting you control client relationships and business decisions. This partnership model has helped us lead industry transformation. For advisors seeking independence and strength, we offer the best of both worlds. We're seeking exceptional professionals: * Portfolio Managers crafting sophisticated strategies * Financial Advisors ready to elevate their practice * Private Placement Agents with established networks * Stockbrokers expanding their capabilities * Insurance Agents seeking broader wealth management * Placement Brokers with institutional expertise * Capital Raisers with proven track records Here, you'll find the independence to build your ideal practice, backed by institutional resources and a collaborative culture. If you're ready to advance your practice while building long-term equity, let's talk. Career Opportunities: Wealth Management Advisor As a Wealth Management Advisor with our RIA, you'll build your practice with purpose. We empower experienced professionals who value independence and support. Our advisors focus on client relationships, leveraging our platform. You'll have the flexibility to serve clients your way, crafting custom strategies or partnering with our portfolio management team. We prioritize advisor independence. We provide unrestricted access to diverse investments, including exclusive alternative assets, while giving you the freedom to build and lead your team. You'll have opportunities to create multiple revenue streams through securities and insurance offerings, all supported by resources to accelerate your practice's growth. Here, you'll find the balance of entrepreneurial freedom and institutional backing to help turn your clients' dreams into reality. Key Responsibilities: * Partner with high-net-worth individuals to architect comprehensive financial strategies. * Design and implement customized wealth management strategies. * Translate financial concepts into clear, actionable recommendations. * Foster enduring client relationships. * Monitor and adjust investment strategies to optimize portfolio performance. Qualifications: * Proven track record in wealth management or financial advisory services. * Series 65 or 66 license required (or commitment to obtain). * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Additional licenses beneficial: Series 63, 7 (or 82), Life and Health Insurance. * Bachelor's degree in Finance, Business, or related field preferred. Core Competencies: * Deep expertise in investment management, financial planning, and wealth preservation. * Comprehensive knowledge of insurance products and regulatory frameworks. * Superior relationship-building and communication skills. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical mindset with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Private Placement Broker As a Private Placement Broker with our affiliated broker-dealer, you'll gain access to diverse alternative investment opportunities. Our brokers specialize in high-demand venture capital transactions, facilitating direct share purchases and offering access to pooled investment vehicles. With venture capital's growing popularity, our firm excels in researching and identifying premier private VC-backed companies, serving a global clientele with demonstrated success. Our private placement brokers provide comprehensive access to alternative investments, encompassing real estate, hedge funds, private equity, and various pooled investment vehicles. You'll join a firm at the forefront of venture capital and alternative investment expertise, delivering sophisticated investment solutions. Key Responsibilities: * Raise capital from individual accredited investors and institutional investors. * Broker shares of sought-after VC-backed private companies. * Translate complex venture capital concepts into clear, understandable terms. * Monitor private market dynamics and understand pooled investment vehicle structures. * Maintain current knowledge of industry regulations. Qualifications: Proven track record in capital raising and relationship management with affluent clients. * Understanding of (or ability to quickly learn) venture capital concepts and pooled investment structures. * Series 63 (or 66) and 7 (or 82), or commitment to obtain. * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Bachelor’s degree in finance, business, or related field preferred. Core Competencies: * Deep expertise in investment management, equities, and venture capital. * Comprehensive knowledge of investment frameworks. * Superior relationship-building and communication abilities. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical capabilities with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Investor Relations Associates As an Investor Relations (IR) Associate, you'll be the first point of contact for investors, introducing them to the TSG Invest brand. You'll partner with our investment professionals to expand their client base while handling inquiries from both potential and current investors. You'll learn the fundamentals of investment services and gain hands-on experience. Perfect for those starting their financial career, this entry-level position includes enrollment in our exclusive "TSG Invest Partner Accelerator Program." Through this program, you'll earn required industry licenses, develop essential financial knowledge, and gain the skills to eventually build your own client portfolio. No prior investment experience? No problem. We provide the training and support you need to grow from an IR Associate into a successful investment professional. Qualifications: * Exceptional work ethic with dedication to professional growth. * Strong entrepreneurial mindset demonstrating drive, self-motivation, and ambition. * Excellent communication skills with the ability to build rapport and engage effectively with clients. * Strong grasp of fundamental financial and investment concepts, with the ability to explain them clearly to clients. * Commitment to mastering advanced financial principles and investment strategies. * Capability to obtain required industry credentials including Series 65 (or 66), 63, 82 (or 7), and relevant insurance licenses. * Adaptable and resilient, with the ability to thrive in a fast-paced, dynamic environment. Why Join Us and Become a Partner At TSG Invest, partnership is core to our culture. Every team member plays a vital role in enhancing our clients' success while building their own fulfilling career. We support your growth through competitive compensation aligned with your contributions and access to diverse investment solutions that help you serve clients better. As part of our team, you'll have opportunities to grow your AUM and expand your client base within a dynamic environment that rewards ambition. While others in our industry maintain the status quo, we embrace transformation. Our innovative approach to finance and investing ensures our team stays ahead of market evolution, turning challenges into opportunities for growth. At TSG Invest, we invest in your success with benefits that matter: * Unlimited Earning Potential: We believe in true meritocracy – your compensation may include a competitive base pay, commissions, and profit sharing, with equity opportunities for key partners. There's no ceiling on what you can achieve. * Career Development: Join a supportive team invested in your growth and advancement within the financial services industry. Our comprehensive professional development program keeps you ahead of industry trends. * Advanced Tools and Resources: Access cutting-edge financial technology and analytical tools to deliver excellence to your clients and streamline your operations. * Business Growth Support: Receive practical guidance and resources to efficiently build and scale your practice. We're committed to helping you expand your business and reach new heights. * Continuous Learning: Stay at the forefront of industry developments through ongoing training, market analysis, and educational resources that enhance your expertise. At TSG Invest, your potential is unlimited. Ready to transform your career? Company DescriptionDiscover a Different Kind of Financial Firm: Where Your Growth Has No Limits Unlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.Discover a Different Kind of Financial Firm: Where Your Growth Has No Limits\r\n\r\nUnlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.

Job Description Company Overview-Maestro Financial Solutions has rebranded as Trove. Check out trove.net for more information. Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-to-day, financial solutions to the families and engagements it serves. We have 5 office locations; Boston, MA, New York City, NY, Bryn Mawr, PA, Salt Lake City, UT, & Stamford, CT. Through continued growth we have become the leading independent multi-family office in North America! At Trove we are dedicated to building centers of excellence with a trusted, innovative, and expert team to support our families and engagements. We look for talented people who are motivated, curious, collaborative, and have a passion for delivering the highest quality services with a culture of teamwork. Interested? Read more about the day-to-day responsibilities of our Senior Accounting Associate below! Job Description Trove is seeking a Senior Accounting Associate to join our Family Office in our NYC office. This individual will be a key team member and an integral part of the Relationship Team who are responsible for the day-to-day accounting and operations for multiple families and / or engagements. The Senior Accounting Associate, in addition to mentoring junior team members, will take full ownership of the bill pay & receivables cycle, and be an expert in the families' accounting and financial reporting. This person will mentor and work closely reviewing work performed by the Accounting Associates on the team. The Senior Accounting Associate will be the main point of contact with the family and advisors. They will understand the importance of responding in a timely manner to internal and external requests, demonstrating competency, judgement and trustworthiness. If you take ownership in your work, have the ability to mentor rising team members, proactively seek solutions and build a professional network to contribute to the engagement process, then apply today for our Senior Accounting Associate opening! Responsibilities include, but are not limited to: * Ownership of bill pay process, including, but not limited to vendor management, verification, and final review of bill pay prepared by the Accounting Associate, as well as identifying problems and providing resolutions in addition to delivering family reports * Establish and draft standard operating procedures (SOPs) for the Engagement, ensure adherence to the SOP by the team and recommend improvements as needed * Accounts receivable, loan and other cash inflows: identify and resolve problems and prepare receivable reports * Treasury management: review all account activity including but not limited to banking, credit cards, custody / brokerage accounts, alternative payment methods, retirement accounts * Review funding requests and cash balances * Identify and resolve any problems and foresee any funding issues * Review all reconciliations prepared by Accounting Associate and prepare cash flow reports * Asset tracking: review of real property, collectibles, other asset accounts and classifications * Prepare reconciliations of all accounts as needed and make recommendations for improving the processes including cost basis adjustments as needed * Investment & partnership accounting: prepare investment and performance reports, understand and prepare partnership allocations and accounting * Reporting & analytical review: generate and customize reporting with proficient use of software, as well as understand engagement estate, trust and tax report complexities to provide proper reporting per engagement SOP * Tax: ownership of supporting schedules & checklist, planning for tax deadlines and managing payment process * Identify and communicate tax issues and developments, including proper funding requirements * Work with advisors on estate projects and tasks * Identify any key life events which trigger insurance coverage adjustments and occasionally assist with concierge special projects * Manage payroll accounting and assist with new employee actions within the payroll systems * Attend conferences & networking events with management. Develop relationships with advisors and colleagues to build network Qualifications * Minimum of a bachelor's degree in accounting or related degree area * Preferred CPA and or CFP or other industry related certifications * 4-6 years of accounting or related experience, including client service-oriented experience * Expert in general ledger software, bill pay software, Microsoft Office, and CRM software * Proficient in specialization subject matter: Advanced Complex Reporting, Trust & Estate, Tax, Investment, Payroll, etc. Skills & Experiences for Success * Exceptional organizational, communication, writing and listening skills * Willingness to train and support team members and promote the importance of firm culture * Open communication style with colleagues, engaged families and professional advisors on complex matters * Take a primary role in engagement project management * Participate in networking events with Maestro Management * Understand alternative investments, diversification, and performance reporting * Demonstrate a clear understanding of investment statements and how to identify, account for and reconcile different asset classes and various complex transactions * Understanding of book to tax differences related to investments * Solid understanding of how various trusts are used, as well as the ability to read and abstract trust information pertinent to legacy planning * Ability to understand multi-family services and the complexity of high-net-worth individuals, their needs and concerns * Experience working in and/or knowledge of family offices and high net worth Individuals a plus Compensation & Benefits Trove offers an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more! We offer specialized educational courses and seminars, company events, and community service events. Equal Opportunity Employer Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.

Job Description Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Are you securities or insurance licensed? If not, you are ineligible to apply. How many years experience do you have in the Financial Services industry? If none, you are ineligible to apply. Do you have a bachelors degree? If not, you are ineligible to apply. Job Responsibilities: • Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives, • Analyze customer financial situations and provide tailored financial services and insurance products, • Develop customized financial plans for clients that are tailored to their specific goals and objectives, • Monitor markets, research financial products, and stay updated with new developments in the financial sector, • Provide customer service to current and potential MassMutual customers Desired Qualifications: • Bachelor’s degree in a related field such as finance, accounting, or economics, • Resident insurance license, Life & Health, • Minimum of 1 year of experience working in the financial services industry, • Strong customer service, communication, and presentation skills, • Excellent verbal and written communication skills, • Good knowledge of risk management and investment strategies Nice-to-haves: • Series 6 or 7, • CFP certification, • Knowledge and proficiency in the use of CRM software and financial data analysis tools, • Strong organizational and time management skills, • Ability to multitask and prioritize, • Proficiency in MS Office

Job Description Harrison Gray Search is proud to partner with a revolutionary financial institution that combines the expertise of seasoned advisors with cutting-edge technology to provide a comprehensive, personalized wealth management experience. About Our Client: They are a rapidly expanding, technology-focused wealth management firm committed to delivering a modern, client-centric financial planning experience. By integrating seasoned financial advisors with advanced technology, they provide personalized, comprehensive solutions to help clients reach their financial objectives. Their leadership team brings extensive expertise from the wealth management, fintech, and technology industries, positioning the firm at the forefront of innovation. Supported by top-tier investors, they are dedicated to equipping advisors with the tools and resources necessary to build and scale successful practices. Joining this organization means becoming part of a dynamic, forward-thinking team that prioritizes collaboration, excellence, and a commitment to reshaping the future of wealth management. For ambitious professionals passionate about client success, they offer a unique opportunity to grow a practice with cutting-edge support and minimal administrative burdens. About the Role: As a Senior Financial Advisor, you will have the autonomy to build and expand your client relationships while leveraging best-in-class technology to enhance efficiency and service. Their platform enables you to focus on what matters mostguiding clients toward financial successwithout being weighed down by administrative burdens. Your primary responsibilities will include identifying prospective clients, demonstrating the unique advantages of the platform, and providing expert financial advice. With a strong foundation of operational support and advanced prospecting tools, you will be well-positioned to grow your book of business and deliver exceptional client experiences. RESPONSIBILITIES • Turn prospects into clients and clients into raving fans, • Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients, • Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals REQUIREMENTS • Proven track record of success in acquiring new wealth management relationships, • Consistently demonstrated ambition, drive, and grit, • Expert, current knowledge of investment products and services across personal finance, • Ability to convey financial advice with empathy, understanding, humility, and confidence, • Passion for building a better personal finance experience, • Series 65 or equivalent; clean U4, • Existing transferable Client Base PREFERRED QUALIFICATIONS • CFA or CFP certification Transitions: Our client makes bringing over your existing client base a seamless experience. Theyll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, theyll hold your hand every step of the way to ensure a smooth transition for your practice and your clients. Compensation: Their compensation plan is designed to attract and reward the best with top-of-the-industry payouts and equity. This opportunity is fully remote within the United States.

Job Description The grass truly is greener as an independent business owner—but independence doesn’t mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding CIO, and leadership from a producing CFP. We understand the resources you need to grow your business, safeguard your practice, and serve your clients effectively. Independent Financial Advisor Benefits: • Competitive compensation package. (80 to 90% payouts), • Backed by one of the largest broker-dealers in the USA., • Build and maintain strong client relationships., • Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance., • Conduct financial needs assessments and develop personalized financial plans., • Manage client portfolios and provide ongoing investment management services., • Educate clients on financial concepts and market trends., • Generate leads and build a strong referral network., • Proven track record of success in the financial services industry. (minimum of $200k in annual Fee production), • Excellent communication, interpersonal, and presentation skills., • Strong analytical and problem-solving skills., • Client-focused and results-oriented., • Series 7 and 66 (or 63 & 65) licenses are preferred. CFP is a plus., • A Bachelor's degree in finance, economics, or a related field is preferred.

Job Description About the Role: This is a rare opportunity to sit at the strategic center of ultra-high-net-worth families—advising across investment, estate, and generational planning with the trust and autonomy typically reserved for insiders. You’ll lead with rigor and insight, build enduring relationships, and help shape legacies that will outlast market cycles and leadership teams. This is a role for the seasoned advisor who thrives at the intersection of strategy, complexity, and human capital. We’re looking for someone with the depth to manage dynamic portfolios and the emotional intelligence to navigate family dynamics. It’s demanding and deeply rewarding. What You’ll Lead Investment Strategy & Oversight • Build and execute tailored investment strategies across public, private, real estate, and alternative markets., • Lead diligence efforts for new opportunities with institutional-quality rigor., • Partner with attorneys and tax advisors to design integrated estate and philanthropic structures., • Guide clients through liquidity events, transitions, and succession planning., • Serve as the primary advisor to a small group of SFO families., • Drive regular family meetings, performance reviews, and strategic planning sessions., • Establish family governance frameworks to support unity, decision-making, and continuity., • Lead next-gen education initiatives—financial literacy, investment principles, family values that solve for legacy, not just returns. Experience & Expertise • 10+ years in SFO/UHNW wealth management, family office advisory, and/or institutional investment roles., • Proven ability to manage complex portfolios and navigate private markets., • CFP, CFA, CPA, JD/LLM, or MBA preferred., • Series 65 or 66 & 7 required., • Exceptional communication and relational skills—you build trust quickly and naturally., • High emotional intelligence—you read the room, navigate family dynamics, and lead with poise., • High Impact, Low Bureaucracy – You’ll work directly with decision-makers and help shape multi-generational legacies., • Elite Client Base – Visionary founders, seasoned investors, and global family enterprises., • Room to Run – Our platform is designed for entrepreneurial advisors who want autonomy, influence, and growth., • Performance-based bonuses as part of your overall compensation, • Health, dental, vision, pet, life, and disability insurance, • 401(k) retirement plan, • Leadership and skills training opportunities, • Support for a positive work/life balance, • Paid holidays and Paid Time Off (PTO), • PTO accrual increases with years of service

Job Description Job Title: Financial / Investment Advisor Location: Midtown Manhattan, NYC Company: Dominari Securities – A Fast-Growing Financial Services Firm About Us: Dominari Securities is an innovative and rapidly expanding financial services firm located in the heart of Midtown Manhattan. We specialize in wealth management, investment strategies, and comprehensive financial planning for individuals and businesses. With a client-centric approach and cutting-edge technology, we empower our team to make a real difference in the financial success of our clients. We are looking for a seasoned Financial / Investment Advisor with an established book of business to join our dynamic team and grow with us. Position Overview: We are seeking an experienced Financial / Investment Advisor with a proven track record and a book of business to join our rapidly growing firm. This is an exciting opportunity for an advisor who is eager to take their career to the next level, work with high-net-worth clients, and expand their client base within a supportive, forward-thinking environment. Key Responsibilities: • Client Relationship Management: Build, maintain, and deepen relationships with existing clients while identifying opportunities to expand your client base., • Financial Planning & Investment Strategy: Provide comprehensive financial planning services, including investment strategies, retirement planning, estate planning, and tax-efficient strategies., • Advisory Leadership: Serve as a trusted advisor, providing personalized advice based on clients' goals, risk tolerance, and financial objectives., • New Business Development: Actively prospect new clients, leveraging your existing network, firm resources, and new opportunities., • Collaboration: Work closely with our team of financial planners, analysts, and other professionals to deliver integrated financial solutions., • Stay Informed: Keep up to date on market trends, financial products, regulatory changes, and economic events that may impact client portfolios. Qualifications: • 5+ years of experience in financial advisory, wealth management, or investment management., • A proven book of business with the ability to bring in new clients and assets., • Comprehensive knowledge of financial planning, investment management, tax strategies, and estate planning., • Relevant licences (Series 7, Series 66, Series 63, Series 65, CFP, etc.)., • Strong communication, relationship-building, and presentation skills., • A passion for client service and delivering superior financial solutions., • Self-starter with the ability to thrive in a fast-paced, growth-oriented environment., • A team-oriented mindset with a focus on collaboration and achieving shared goals. Why Join Us: • Growth Opportunities: Be part of a fast-growing, entrepreneurial firm with ample room for professional development and career advancement., • Compensation: Competitive base salary with performance-based incentives, bonuses, and a generous benefits package., • Supportive Environment: Access to state-of-the-art tools, resources, and a collaborative team of experts to support your success., • Prime Location: Work from our centrally located office in the heart of Midtown Manhattan, offering easy access to all major business districts. How to Apply: If you are an experienced Financial Advisor with a passion for helping clients achieve financial success and a desire to grow with a cutting-edge financial services company, we would love to hear from you. Please submit your resume and a brief cover letter outlining your experience and why you're the right fit for this exciting opportunity. Dominari Securities is an equal opportunity employer and is committed to fostering a diverse and inclusive work environment.

Job Description We are seeking driven, client-centric professionals to become part of our team as Financial Advisors. This role provides a unique opportunity to build a meaningful advisory practice supported by individualized coaching, structured mentorship, and immersive, real-world experience in delivering impactful financial advice. As a Financial Advisor, you will: • Protection Planning: Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being., • Develop Investment Strategies: Create and manage personalized investment solutions tailored to each client’s financial goals, risk profile, and long-term vision., • Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies., • Address clients’ full financial picture, including income protection, family security, wealth-building, tax strategies, and legacy planning. Insurance-Based Solutions • Evaluate client risk exposure and recommend appropriate insurance products, including life, disability, and long-term care., • Design insurance strategies that support both personal and business planning (e.g., buy-sell, key person, executive bonus plans)., • Write, place, and manage life insurance policies in alignment with compliance and suitability standards. Investment Advisory Services • Offer investment solutions including brokerage accounts, advisory platforms, annuities, and retirement products., • Guide clients through asset allocation decisions, portfolio construction, and long-term investment strategies., • Leverage firm platforms such as Envestnet, NFS, or others to manage wealth in coordination with protection planning. Client Relationship Management • Act as a primary point of contact for a book of clients, delivering regular reviews and high-touch service. Collaboration and Case Development • Participate in firm-level joint work or teaming opportunities to deliver more comprehensive solutions. Compliance • Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines. Continuous Professional Development • Pursue advanced designations (e.g., CFP®, ChFC®, CLU®) to enhance client service and professional credibility.Qualifications:, • Bachelor's degree in finance or related field, • SIE, Series 6/7, Series 63/65 or Series 66, • Self-motivated, • Excellent interpersonal skillsAbout Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.