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Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management.

Job Description: This is where the job description will go.It will be formatted nicely and clearly, focusing on the key responsibilities and requirements of the role.The key responsibilities will be listed here in a clear and concise manner, ensuring that the main duties of the position are highligh

As a Cosmetic Sales Colleague - also known as a Beauty Advisor - you are the trusted expert our customers turn to for all things beauty. Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating

Learn more about what makes us different and how you can make your mark as a Senior Client Advisor at MMA. As our Senior Private Client Advisor on the Private Client Services team, you'll be diving deep into client exposures and loss experiences to understand their current coverages. When it comes t

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

Senior Vice President, Paid Media. Serve as a senior media advisor in new business pitches and client growth opportunities.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. At least 2 years in a Financial Advisor role or equivalent f

Job Description: This is a detailed description of the job role, responsibilities, and requirements.Please provide specific information on what the job entails, the skills needed, and any other relevant details.Location: Specify the location where the job is based.Contact Information: For inquiries,

As a Client Advisor within the Business Insurance Commercial Lines Middle Market team, you'll utilize your exceptional client servicing skills to maintain and expand client relationships within your own assigned book of accounts and also provide professional insurance services to our clients by coor

Collaborates closely with cross-functional teams to understand clients' procurement needs, objectives, and expectations, and advises teams on how client procurement translates them into strategic procurement strategies. We are seeking a highly skilled and motivated Strategic Procurement Advisor (SPA

Full-Time Beauty Advisor, Bloomingdale's Soho. It is this same audacity that drives Olivier Echaude maison, Makeup Creative Director, to reveal and accentuate feminine beauty. Achieve retail sales goals by providing superior beauty and fragrance service to clients and develop client relationships to

Now Hiring: Driven BDC/Call Center Sales Representatives!. Automotive Sales BDC, Internet and/or Client Advisor experience is preferred.

Industry experience working within wealth management, asset management, financial services, or consulting.

Prove is looking for a Banking Account Executive to join our rapidly expanding sales organization. Develop a deep knowledge of how Prove solutions meet the client/prospect's use case to become a trusted advisor. Translate data study results to an executive summary that clearly articulates how Prove

This is the job description content.It focuses on the key responsibilities and requirements for the position.The content is presented in a clear and concise manner, highlighting the essential skills and qualifications needed for the role.The job details are structured to provide a comprehensive over

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasize

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management.

Job Responsibilities:** + Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAM value proposition + Provide superior client service by being responsive, thoughtful and making the clients' needs the focus + Le

Global Private Bank Advisor Program (SUMMER Analyst) - USPB Short Description Advisor Training Program in Global Private Bank working with advisors to support client. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meani

Job Responsibilities: * Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAM value proposition * Provide superior client service by being responsive, thoughtful and making the clients' needs the focus * Leverage

JobID: 210645140 Category: Client Sales JobSchedule: Full time Posted Date: 2025-07-14T15:20:39+00:00 JobShift: Base Pay/Salary: New York,NY $70,000-$70,000 JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing indu

Job Responsibilities:** + Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and making the clients' needs the focus +

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the rig Office Administrator, Financial Advisor, Office, Client Support, Administrator, Business Services.

As Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. You will maintain expert knowledge of top beauty brands, execute merchandise sets and support

Job DescriptionWe’re hiring a Snowflake Data Engineering Consultant!Employment Type: Full Time/Direct Hire (No Agencies, No C2C)Location: Atlanta, GA, Washington, DC, NYC, Richmond, VA & Charlotte, NC Metro AreasLocation Type: Hybrid (1-2 days onsite per week) - Home Office/Local Ippon office About Ippon:The Ippon story started in 2002 in Paris, France - cue in the accordion. Our founder and CEO Stéphane Nomis used his unique experience as an international Judo champion to create a culture based on the sports values of ambition and excellence. Our USA Headquarters office is located in Richmond, VA, with additional offices in New York, NY, Washington DC, and Atlanta, GA. We are a technology consulting firm that specializes in helping accelerate our client’s digital roadmap in the areas of Product Management, Cloud, Data, and Software Engineering. About the position:We are seeking a Snowflake Data Engineering Consultant to play a pivotal, hands-on role in the design, development, and execution of cloud data solutions for our enterprise clients. This position is ideal for an experienced data consulting professional ready to bridge the gap between high-level architectural strategy and technical implementation. You will be responsible for translating business requirements into secure, cost-effective Snowflake architectures, participating directly in the execution of complex data migration projects, and ensuring best practices are followed across all data pipelines and modeling efforts. If you are passionate about the technical mastery of the Snowflake Data Cloud, skilled in performance optimization, and ready to collaborate closely with both engineering teams and client stakeholders to deliver value, this role is for you.Roles and Responsibilities: • Client Advisory and Consulting:, • Act as a trusted advisor to clients, helping them define and execute on their data strategy., • Translate business challenges into secure, scalable, cost-effective data solutions., • Support data discovery sessions and maturity assessments to identify gaps and opportunities., • Serve as a technical contributor in client discussions, translating business requirements into technical specifications., • Advise clients on best practices around insight quality, • Complex Project Delivery:, • Execute key phases of end-to-end data migrations from legacy platforms (e.g., Teradata, Oracle, Redshift) to Snowflake., • Contribute to the design of migration strategies and assist in developing implementation roadmaps., • Implement advanced Snowflake features in client environments: Snowpipe, Snowpark, Dynamic Tables, Time Travel, and Zero-Copy Cloning., • Support the designing and building of secure, efficient Snowflake architectures for specific data domains, ensuring alignment with business objectives., • Create and maintain detailed technical documentation, data models, and implementation guides., • Ensure data quality and security standards are met within the implemented solutions. (GDPR, HIPAA, SOX), • Follow agile delivery methodologies and ensure timely completion of assigned technical deliverables., • Thought-Leadership and Innovation:, • Stay current on market-leading data offerings and platforms (e.g., Snowflake, Databricks, Redshift, PowerBI, Tableau, Looker, etc)., • Contribute to the evolution of internal offerings around data, decision intelligence, and AI/ML readiness., • Lead internal and external workshops, demos, and enablement sessions to foster data literacy., • Share industry insights, trends, and new technologies with both clients and internal teams., • Collaboration and Communication:, • Collaborate with internal and external stakeholders, architects, tech leads, business analysts, engineers, and data scientists to align data engineering contributions with business priorities., • Present findings and recommendations to both technical and executive audiences., • Provide support and knowledge-sharing to junior engineers and team members on best practices.Competencies we are looking for:, • Minimum Qualifications:, • Bachelor's degree in Computer Science or a related field, or equivalent experience, • 4+ years of experience in data engineering, warehousing, or architecture across modern data cloud platforms, • 3+ years of proven expertise with the Snowflake platform and advanced features, • 1+ year experience with data migration projects from on-premises to cloud solutions, • Experience optimizing Snowflake architecture, queries, and warehouse usage to ensure maximum efficiency and minimize costs., • Strong proficiency in SQL, Python, and cloud platforms (AWS/Azure/GCP), • Deep understanding of ETL/ELT processes, data modeling, and warehouse design, • Experience with migration tools such as SnowConvert, Matillion, Informatica, Talend, and dbt, • Excellent verbal and written communication skills to support presentations, client discussions, technical documentation, and conveying complex technical concepts to non-technical stakeholders and team members, • Strong analytical and problem-solving skills with an outcomes-oriented mindset, • Preferred Qualifications:, • SnowPro Core Certification (Advanced certifications a plus), • Working experience in highly regulated industries such as Financial Services, Insurance, Healthcare, Logistics, and Education, • Skilled in collaborating with multidisciplinary teams to achieve shared goals efficiently and effectively., • Enterprise-scale data consulting experience with the ability to understand client requirements, build relationships, and deliver successful solutions, • Demonstrated project leadership skills with the ability to guide, motivate, and inspire team members and stakeholders toward achieving shared objectives., • Cloud Certifications in AWS, Azure, or GCP, • Knowledge of CI/CD pipelines and DevOps best practices, • Experience with Infrastructure as Code (Terraform, CloudFormation), • Effective time management and organizational skillsWhat we offer:, • Great salary and benefits - Health (HDHP & PPO Plans), dental, and vision insurance, HSA, EAP, as well as a 401k with company match, • Work/life balance - Ippon offers generous PTO, parental leave, medical leave, and flexible schedules, • A fun, creative, and healthy work environment, focused on teamwork, knowledge-sharing, and exceptional delivery, • Opportunities to expand your portfolio and work with different companies and industries

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! Responsibilities: * Own the end to end product development lifecycle of identifying, designing, and shipping large initiatives for clients and advisors. * Produce high-quality, production-ready, readable, maintainable code * Work cross functionally with product leadership, design, and business partners to deliver the best product. * Please note, we expect folks to work in office Tuesday-Thursday with the option to work from home on Mondays and Fridays. Must have: * 5+ years building and scaling web applications with demonstrated impact in production environments * Strong full-stack proficiency including web frameworks (Rails preferred), frontend frameworks and libraries (NextJS and React preferred), and SQL databases * Proven collaboration abilities in cross-functional startup environments with mentoring experience and strong technical communication skills * System design expertise for scalable applications including authentication/authorization, caching, background processing, and API design principles (GraphQL preferred) Nice to have: * Fintech domain knowledge including financial services, wealth management, regulatory compliance, or financial data integrations * Modern development ecosystem experience with macOS toolchains, CI/CD pipelines, IaaS providers, and observability platforms (Datadog) Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best in class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch, dinner, and snacks provided in the office * Parental leave coverage (8 weeks) and support (Tilt) * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $165K - $226K

Job Description ???? Join KEYRUS and Shape the Future with Us! ???? About Keyrus: Keyrus Group is a trusted leader in Data Intelligence with offices across the globe in 26 countries with more than 3500 consultants worldwide. Our expert team provides strategic data engineering, data discovery, and data science solutions for our clients, primarily in the retail, non-profit, and financial services industries. ????Location: Fully remote (US) or Hybrid mode (Toronto/Montreal in Canada) About the role: Keyrus North America (NORAM) is seeking a full-time Cloud Solutions Architect to play a key role in our organization. In this role, you will design and implement innovative, enterprise-grade cloud solutions while collaborating with customers and multidisciplinary teams. You will also contribute to pre-sales conversations, strengthen partner relationships, and act as a technical mentor, helping to shape our cloud delivery practice and drive Keyrus’s growth. If you bring deep technical expertise, have a strategic mindset and thrive in a fast-paced, collaborative environment—this is your next move. At Keyrus, every day is a chance to innovate and make an impact. You will: • Act as a trusted advisor for clients and software partners, contributing to pre-sales discussions, scoping, and solutioning to add value to proposals and strengthen partnerships., • Provide service and software cost estimations for projects, • Design, deploy, and maintain scalable, secure, cloud architectures, primarily on AWS, with versatility across Azure and other cloud technologies tailored to business needs., • Develop scripts (using Python, Bash, or PowerShell) to automate routine tasks., • Lead design sessions and apply best practices in infrastructure-as-code, CI/CD pipelines, security, monitoring, and cost optimization, • Design cloud architectures to support modern analytics, data science, and AI/ML workloads, including scalable model deployment, data pipelines, vector databases, model deployment, and integration with services like AWS Bedrock, Azure OpenAI, • Troubleshoot cloud issues, respond to incidents, and provide support when needed., • Use log analysis and monitoring platforms (e.g., CloudWatch, Datadog, New Relic) to identify and resolve system bottlenecks., • Mentor team members and collaborate with development, operations, and business teams to shape technical strategy and delivery processes for the cloud practice., • Opportunity to grow into a future management role, providing guidance and mentorship to a technical team as the cloud practice expands. What We’re Looking For • Bachelor’s in computer science, IT, or related field., • 7+ years in cloud engineering/architecture particularly with AWS and Azure environments, • Strong knowledge of core AWS services like EC2, S3, VPC, RDS, Lambda, ECS, IAM, CloudFormation, and CloudWatch, • Collaborative mindset with excellent communication skills, able to translate complex technical concepts into clear and business-oriented solutions, • Proven track record of contributing to client-facing engagements, supporting solution design, and adding value in pre-sales or project scoping discussions, • Comfortable influencing technical decisions with a strategic mindset, providing guidance and mentorship where appropriate to help shape cloud practices, • Demonstrated potential to lead a technical team, with the ability to mentor colleagues and contribute to the strategic growth of the cloud practice, • A stimulating environment where you will be able to surpass yourself and discover new horizons, • A strong culture of innovation and entrepreneurship, • Many occasions to celebrate your success : 5 @ 7, team activities, birthdays, breakfasts and other special events, • Group insurance for you and your family members, • RRSP and DPSP participation plan, • Monthly Wellness Allowance, • Reimbursement of telecommunication costs, • Flexible work from home policy, • 4 weeks of paid vacation Keyrus believes in diversity and, therefore, we only evaluate the technical and behavioral aspects of our candidates. We encourage everyone to participate in our hiring processes, regardless of their gender, age, ethnicity, religion, identity or condition! We do not allow any type of discrimination in our team. See you in the process!

Job Description Who We Are: CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together to build an inclusive New York City, where all children and adults have access to the resources and supports, they need to thrive. We take a comprehensive approach by offering more than 180 integrated programs in: Education & Youth Development, Family Support, Job Training & Employment Support Services, Health, Housing, and Legal Services. We reach almost 80,000 individuals and families, including almost 13,000 youth. CAMBA serves a diverse cross section of New Yorkers from new mothers in Brownsville to job seekers in the Rockaways. More than half of our clients are immigrants and refugees from around the globe. Over 85% of our families are living in poverty, reflecting the challenges faced by nearly 1.7 million New Yorkers today. The Learning to Work (LTW) for Transfer Schools Program will provide services to students, ages 15-21 that are over-aged for grade, under-credited, and have spent at least one year in another high school to earn a high school diploma and gain valuable vocational and life skills supports. Using the Primary Person Model, each student will have a Young Adult Career Advisor who will: guide students towards removing barriers toward graduation, engage students in college preparatory activities, provide supportive services, and increase self-direction and self-sufficiency through meaningful career exploration experiences, including subsidized internship placements for 20% of the student population. Position: Internship Developer Reports To: Supervisor II Location: 850 10th Avenue New York, NY 10019 What The Internship Developer Does: • Maintain professional relationships with students and student confidentiality., • Develop, create and/or request internship and job opportunities for students (obtain as much information on the position as possible)., • Research and maintain accurate contact data for all existing and prospective employer/Internship contact information., • Regularly initiate contact with potential employers that are seeking interns in the NY Metro area., • Market CAMBA's internship placement services to new and existing employers., • Build and maintain a list of internship openings in various industries., • Share internship openings with other internship developers in the internship shared database system, if you are unable to fill position., • Identify students who meet the qualifications for open positions., • Match students to internships based on their qualifications., • Inform students of the job duties, responsibilities and all appropriate details regarding open positions., • Review students' resumes to ensure professionalism and accuracy and send resumes to potential employers., • Schedule interviews and coordinate between student and hiring manager., • Prepare students for interviews with specific employers including conducting mock interviews., • Facilitate Job Readiness Seminars, pre-placement orientations, and other workshops as needed., • Request feedback from employers regarding students’ interview., • Collect LTW Agreement Forms for each student., • Collect and send all new hire paperwork for each student to Human Resources Department., • Enter student’s internship start/end dates and internship hours worked into database (such as Client Track)., • Make bi-weekly phone calls to employers to ensure that CAMBA's students are satisfactory employees, to resolve problems that may interfere with performance, and to encourage employers to call CAMBA if a problem should arise., • Create narrative case notes regarding student progress at each point of contact using Client Track., • Update Internship bulletin board bi-monthly using creative and innovative methods., • Follow-up with students after interviews to get feedback and establish next steps., • Once a student is hired, periodically request documentation to verify placement and retention., • Create internship timesheet vouchers and submit voucher to payroll bi-weekly., • Visit each internship site at least one time per month to ensure that interns are satisfactory employees., • Participate in case conferences with program staff and students regarding student progress., • Provide ongoing communication with Young Adult Career Advisors concerning students., • Provide all required information for weekly/monthly/quarterly/annual reports., • May update student information (resumes sent, interviews, employment, and retention) in computerized student tracking systems., • May interview students to evaluate work history, skills, education, training, compensation needs, and other qualifications., • Must obtain Dept. of Education fingerprint clearance., • Ability to maintain fingerprint clearance throughout the duration of employment. Compensation: $46,350 annually Status: Full-time (35 hours per week) Benefits: CAMBA offers a comprehensive benefits package including health insurance, dental insurance, 403(b) retirement plan with employer match, paid time off (vacation, personal, and sick time), and paid holidays. CAMBA is an Equal Opportunity Employer. We value a diverse workforce and inclusive workplace. People of color, people with disabilities, and lesbian, gay, bisexual, and transgender people are encouraged to apply. We consider all applicants without regard to race, color, religion, creed, gender, gender identity, gender expression, national origin, age, disability, socio-economic status, marital or veteran status, pregnancy status or sexual orientation. Powered by JazzHR 0WhgUYXzKq

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! Responsibilities: * Own the end to end product development lifecycle of identifying, designing, and shipping large initiatives for clients and advisors. * Produce high-quality, production-ready, readable, maintainable code * Work cross functionally with product leadership, design, and business partners to deliver the best product. * Please note, we expect folks to work in office Tuesday-Thursday with the option to work from home on Mondays and Fridays. Must have: * 2-5 years building web applications with experience shipping features in production environments * Full-stack development skills including web frameworks (Rails preferred), frontend frameworks and libraries (NextJS and React preferred), and SQL databases * Strong collaboration and communication working effectively in cross-functional teams with clear technical communication skills * Understanding of web application fundamentals including authentication/authorization, caching, background processing, and API design principles (GraphQL preferred) Nice to have: * Fintech domain knowledge including financial services, wealth management, regulatory compliance, or financial data integrations * Modern development ecosystem experience with macOS toolchains, CI/CD pipelines, IaaS providers, and observability platforms (Datadog) Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best in class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch, dinner, and snacks provided in the office * Parental leave coverage and support * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $134K - $164K

Job DescriptionAbout the Company Our client is at the forefront of the AI revolution, providing cutting-edge infrastructure that's reshaping the landscape of artificial intelligence. They offer an AI-centric cloud platform that empowers Fortune 500 companies, top-tier innovative startups, and AI researchers to drive breakthroughs in AI. This publicly traded company is committed to building full-stack infrastructure to service the explosive growth of the global AI industry, including large-scale GPU clusters, cloud platforms, tools, and services for developers. * Company Type: Publicly traded * Product: AI-centric GPU cloud platform & infrastructure for training AI models * Candidate Location: Remote anywhere in the US Their mission is to democratize access to world-class AI infrastructure, enabling organizations of all sizes to turn bold AI ambitions into reality. At the core of their success is a culture that celebrates creativity, embraces challenges, and thrives on collaboration. The Opportunity We are seeking a Cloud Solutions Architect (Pre-Sales) to join our client's team. This role offers an exciting opportunity to work with state-of-the-art AI and cloud technologies, including the latest NVIDIA GPUs, and contribute to one of the most powerful commercially available supercomputers. What You'll Do * Act as a trusted advisor to clients, providing technical expertise and guidance throughout engagements * Conduct PoCs, workshops, presentations, and training sessions on GPU cloud technologies and best practices * Collaborate with clients to understand their business requirements and develop solution architectures * Design and document Infrastructure as Code solutions, technical documentation, and how-tos * Help customers optimize pipeline performance and scalability * Serve as a single point of expertise for customer scenarios across product, technical support, and marketing teams * Assist with marketing efforts during events such as hackathons, conferences, and webinars What You Bring * 5+ years of experience as a cloud solutions architect, system/network engineer, developer, or similar technical role focused on cloud computing * Strong hands-on experience with IaC and configuration management tools (preferably Terraform/Ansible), Kubernetes, and skills of writing code in Python * Solid understanding of GPU computing practices for ML training and inference workloads, GPU software stack components, including drivers, libraries (e.g. CUDA, OpenCL) * Solid understanding of the cloud ML tools landscape from industry leaders * Legal authorization to work in the U.S. on a full-time basis without visa sponsorship Key Attributes for Success * Self-starter who thrives in a fast-paced, evolving startup environment * Collaborative team player who can work effectively across different departments and cultures * Results-oriented with a strong sense of ownership and accountability * Innovative problem-solver who can identify new opportunities for growth * Continuous learner, eager to stay updated on the latest AI and cloud computing trends * High ethical standards and integrity, with a commitment to responsible AI development * Passionate about democratizing access to AI infrastructure Why Join? * Competitive compensation ranging from $180,000 to $300,000 per year (negotiable based on experience and location) * Comprehensive benefits package including 100% company-paid medical, dental, and vision coverage for employees and families * 401(k) plan with a 4% match program * Stock options plan * Flexible remote work environment * 20 weeks paid parental leave for primary caregivers, 12 weeks for secondary caregivers * Up to $85/month for mobile and internet * Opportunity to work with cutting-edge AI and cloud technologies * Contribute to sustainable AI infrastructure with energy-efficient data centers * Be part of a team that operates one of the most powerful commercially available supercomputers Interviewing Process * Level 1: Virtual interview with the Talent Acquisition Lead (General fit, Q&A) * Level 2: Virtual interview with the Hiring Manager (Skills assessment) * Level 3: Interview with the C-level (Final round) * Reference and Background Checks: Conducted post-interviews * Offer: Extended to the selected candidate We are proud to be an equal opportunity workplace and are committed to equal employment opportunity regardless of race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity, or expression, sexual orientation, or any other characteristic protected by applicable federal, state or local law. Compensation Range: $225K - $275K

Job DescriptionFull Time Senior Financial Advisor Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients. Responsibilities: • Must have an established portfolio of 100M AUM and above, • Provide financial planning advice and guidance, • Manage client portfolios, • Execute trades and transactions, • Stay up-to-date on market trends and regulations Qualifications: • Bachelor's degree in finance or a related field, • Series 7, 63 or 66 license, • 5+ years of experience as a financial advisor, • Strong communication and interpersonal skills, • Ability to work independently and as part of a team If you are interested in this position, please send your resume and cover letter to . I look forward to hearing from you!

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $90,000 - $100,000 Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client, • Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer., • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance., • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance., • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry., • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations., • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.Qualifications:, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport., • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship., • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions., • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives., • Education: a bachelor's degree in finance, business, economics, or a related field is preferred., • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.About Company Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.

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 DescriptionWealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us? At Wisepath Financial Group, we equip elite advisors with the freedom of an independent model, a high-touch support team, and one of the richest compensation packages in the profession. If you currently manage $25 MM+ in client assets and hold an active Series 7 & 66 (or 65), you can step into an 82.5 % RIA payout day one—no production hurdle required—and unlock multiple revenue streams on both our RIA and broker-dealer sides.What Sets This Opportunity ApartFeatureWhat You GetMaximum RIA payout82.5 % of advisory revenue paid directly to you—no trailing grid or production proof.LPL Financial BD affiliationTransparent, direct BD payouts governed by LPL’s schedule.Transition dollarsApprox. 7.5 bps on qualifying rollover assets to offset repapering expenses.Recruiting overridesEarn a permanent override on every advisor you personally recruit to our BD platform.Life-insurance economicsUp to $43 K annual cash from Ameritas for life production plus full override on your own policies.Downline life overridesReceive an override on all life-insurance production generated by advisors you bring onboard.Open architectureRobust investment, planning, and insurance solutions with no proprietary product quotas.Turn-key resourcesTransition team, marketing suite, compliance guidance, and dedicated OSJ supervision.Key Responsibilities • Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies., • Deepen and grow client relationships through holistic financial planning., • Uphold all FINRA, SEC, and state regulatory requirements., • Actively recruit like-minded advisors to our platform to expand your override income stream., • Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding.Ideal Candidate, • Series 7 and 66 (or 65) in good standing., • $25 MM+ in verifiable client AUM., • Clean compliance record (minor, fully resolved disclosures considered)., • Entrepreneurial mindset with a passion for mentorship and team building., • Commitment to fiduciary standards and client-first advice.Compensation Snapshot, • RIA advisory payout: 82.5 % of gross advisory fees., • Broker-dealer payout: LPL grid, paid directly., • Transition bonus: ~7.5 bps on eligible transferred assets (subject to LPL terms)., • Recruiting override: Percentage of gross production from each advisor you recruit (RIA + BD)., • Life-insurance incentive: Up to $43 K annual cash from Ameritas, plus overrides on personal and downline life sales., • Equity option: Potential equity participation for top producers (discuss at interview).How We Support Your Move, • White-glove transition team to repaper, schedule client calls, and coordinate ACATs/1035s., • Integrated tech stack (LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more)., • In-house marketing—digital campaigns, brand refresh, seminar kits., • Practice consulting—AUM growth playbooks, succession planning, COI programs. “Independence with support, compensation without compromise.” Join us and turn your vision of an advisor-owned practice into reality. Powered by JazzHR qlI7xWwGAE

Job Description Summary: The Account Director will bring a wealth of agency and client experience, proven strategic leadership, brand-building expertise, and a track record of team building and growth. Must lead senior-client relationships with confidence and be comfortable discussing marketing and business needs with the client that go beyond advertising. The Role: • Embrace and actively develop an understanding of our clients’ businesses and how they operate., • Approach our clients with ideas and solutions based on marketing needs, and ensure that the solutions are grounded in marketing expertise and knowledge., • Focus on the entire lifetime journey of attracting and retaining customers for our clients, understanding that our agency value lies in contributing to a customer’s long-term relationship with the brand., • Take an entrepreneurial, problem-solving approach when issues and challenges invariably arise in the course of managing your accounts., • Push our clients to be bold and take risks, when it is prudent to do so, and assist them on the journey to get there., • Lead your teams and clients by way of your example, through professionalism, intelligence, and decisiveness., • Cultivate client opportunities by actively seeking organic growth., • Maintain client relationships, ensuring overall satisfaction with the team and agency., • Develop a vast understanding of the clients’ business and the category in which they compete., • Serve as a trusted advisor to the clients., • Find common ground when others cannot., • For creative accounts, assess creative concepting and execution, to ensure that work ladders up to the agreed-upon objectives and strategy., • For integrated creative + media accounts, assess creative as noted above, as well as media strategies and tactics, playing a collaborative role in the media planning process., • Manage, mentor, and develop direct reports., • Demonstrate proficiency in authoring strategies and presentation decks. Must Have: • Ability to manage and develop direct reports., • Minimum of eight years of agency experience., • Proficiency in problem-solving., • Excellent written and oral communication skills, with strong ability to author strategies and presentation decks., • Proficiency using PowerPoint, Excel and Word., • Flexibility in adapting to new tasks and shifting priorities., • Strong supervisory and mentorship skills., • Experience leading an integrated agency team (IAT) of multiple agencies and client stakeholders., • Proven ability to manage marketing projects with a high level of client involvement, multitasking, budget management, and tight deadlines., • Working knowledge of the media planning process and the most common media tactics. Nice to Have: • Experience managing multiple direct reports., • Category/industry knowledge, including familiarity with companies in a highly regulated environment., • Strong creative instincts. #LI-JM1 #LI-Remote

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. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, 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. The Role: We are seeking a Wealth Advisor, Managing Director. 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 part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. 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: • 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, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • 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 DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Strategic Thinking & Problem-Solving Corporate professionals are skilled at analyzing complex situations, making data-driven decisions, and developing strategiescritical abilities for helping clients build financial plans., • Client & Relationship Management Experience in corporate settings often involves working with clients, vendors, and stakeholders, which translates well into building and maintaining long-term relationships in financial services., • Performance & Goal Orientation Success in corporate roles requires setting and achieving goals, managing KPIs, and driving resultstraits that align perfectly with the performance-based nature of financial services., • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual., • Passionate About? Being a mom and cherishing time with her 2-year-old daughter. Loves the outdoorswhether it's kayaking or camping. Avid reader who enjoys business books around leadership and romance novels.Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognitionKey Responsibilities of a Financial Advisor:, • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Experience: Previous experience in financial services or insurance is not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).About Us: At Northwestern Mutual - The Big Apple, we are committed to helping clients achieve their financial goals and build lasting relationships. With a history of empowering individuals and families across New York, we provide comprehensive financial solutions and exceptional service. As part of our team, youll receive expert mentoring, access to cutting-edge resources, and the freedom to build your own successful business in one of the worlds most dynamic cities. Join us and make a lasting impact on your clients' financial futures. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $50,000 - $75,000 at plan earnings Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendationsQualifications:, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed You: • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Lifelong student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent We: • Provide a framework to help you attain all licensing and education needed to progress through the career, • Support your learning through joint work and a team environment, • Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry, • Provide a roadmap for your success with our experienced team of leaders Learn more about this exciting opportunity. The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents, and may be eligible for paid leave. About 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 About Us Applecart is the leading technology company creating a new category of "Decision Maker Marketing". The most important decisions are made by the hardest people to reach and influence. Historically, C-suite leaders have lacked the tools to reach the stakeholders that matter most to their business. The C-suites of hundreds of Fortune 500 companies, major agencies, trade associations, nonprofits, and governments use Applecart to put their best content in front of business-critical decision makers and those they trust — from policymakers and investors to CEOs, key employees, members of the media and more. Decision makers are informed by what they read, learn from advisors, hear from colleagues, and discuss with family and friends. To break through to them, you must reach them through the only channel that really moves them: those they know and trust. Applecart's platform uses publicly available or fully permissioned data to map billions of social relationships between nearly every American adult and enable clients to deliver content directly to decision makers and those that matter most to them. We are hiring multiple Senior Managing Directors in New York City to fuel our growth. About the Role: You will be responsible for managing Applecart's relationship with existing and new clients, which include the C-Suites of Fortune 500 companies and leading trade associations, advocacy organizations, non-profits, and investment firms. Our clients expect exceptional results from Applecart's platform and thoughtful, strategic counsel from our Senior Managing Directors, who educate our clients and prospects on how Applecart's platform will help them achieve their most important objectives and solve their most challenging problems. Applecart's Senior Managing Directors are seasoned strategic leaders in communications, government relations, politics, or investor relations and/or C-suite advisory veterans. If you're thrilled by the prospect of bringing cutting edge technology to the C-Suite, changing how Fortune 500 companies and other leading organizations manage their brand with their most important stakeholders, and are willing to roll up your sleeves, take on a new challenge, own equity in a fast-growing startup, and earn uncapped performance compensation, this may be the last job you ever take. What You'll Do • You'll manage C-suite relationships with some of the most prominent and sophisticated companies and other leading organizations across the full lifecycle of an Applecart engagement, including pitching, advising on strategy and managing the relationship post-sale, and demonstrating results to extend and expand our relationship with clients., • You'll work with our senior advisors and product leaders to educate C-Suite clients and potential clients about all the different ways Applecart's platform can enable them to impact their business' most important outcomes., • Leveraging your unique qualifications, you will connect Applecart's value proposition to solving our clients' most important C-Suite challenges - driving successful outcomes for our clients and increasing revenue for Applecart., • You'll closely follow news, regulatory filings and other media, looking for every opportunity to create value for clients in a timely way., • You'll be our clients' expert on-call, serving as a senior strategist, counselor and primary executive-level point of contact to decision makers at the highest levels of Fortune 500 corporate affairs teams., • You have significant and deep experience being the "point person" in the room with C-level executives (or equivalent-level personae in other fields, such as senior elected officials), counseling them (and sometimes challenging them to think differently) in connection with high-stakes challenges and decisions. Some work experiences you may have had:, • You have counseled Fortune 500 companies in corporate communications, external relations, government relations, investor relations, brand marketing, and/or public affairs as an external consultant where you were the primary relationship manager for C-Suite clients and fully responsible for revenue generation and growth with respect to those clients;, • You have yourself been a Chief Communications Officer, Head of Government Relations, Head of Investor Relations, or other senior stakeholder;, • You have been a senior staff member for elected officials or other policymakers;, • You have been a senior multi-client lobbyist;, • You have served in a senior role at a trade association, advocacy organization, political action committee, university, or philanthropic organization and were responsible for persuading prominent individuals and entities to fund or join your organization;, • You started your own consulting, advisory, or other business where you were selling to senior stakeholders, • While you may not think of yourself as a sales person, you sell as an everyday part of your role - for example, persuading senior, skeptical stakeholders to adopt your positions or provide funding., • You bring experience from fast-paced, demanding work environments where you needed to be committed and dedicated to delivery excellence in a high-stakes environment, such as senior positions in government, on political campaigns, or at law, management consulting or financial services firms., • You are excited about the Applecart value proposition and can see based on your past experiences how it would have benefited you or your past clients., • You have a deep understanding of C-suite stakeholder communications challenges faced by Fortune 500 companies., • You are entrepreneurial and hell-bent on delivering value to your own clients and other stakeholders., • You have a strong sense of "extreme ownership." You care deeply about making an impact and think creatively and strategically about overachieving your goals., • You are intellectually curious. You read the news religiously and stay up-to-date on the latest corporate developments and political news, and you have a wide range of intellectual interests., • You are an excellent writer and verbal communicator and know how to best frame your work for C-level audiences., • You have impeccable attention to detail and are well-organized., • You possess an energetic, upbeat disposition., • You have an excellent sense of humor and know how to roll with the punches. Compensation: Our compensation package consists of three components: (i) a base salary, (ii) incentive cash compensation tied directly to revenue you generate, and (iii) generous equity compensation that vests over time. An employee in this role who meets their targets will earn $500,000 in combined cash compensation (base and incentive), with a structure that offers the ability to earn significantly in excess of that for exceeding targets. The compensation range provided for this role is specific to candidates located in or relocating to the NYC area. A few facts about us: • Applecart's platform has been used by hundreds of industry-leading clients spanning Fortune 500 companies like Blackstone and Intuit, leading nonprofit organizations like the Environmental Defense Fund, and top-tier advertising and communications agencies like Teneo, FGS, Weber Shandwick, and OMD., • Applecart is growing quickly — over the last 3 years, we've increased our bookings by 8X, grown our headcount by 4X, and we're cashflow positive., • Our senior leadership team includes two members of the Forbes 30 under 30 list for Marketing and Advertising, the former Head of Product at Moat, Oracle's online ad measurement platform, a former senior White House advisor, early sales and talent leaders from Google and Twitter, two of the Democratic Party's most successful pollsters and strategists, a former CRO of a high-growth tech company with hundreds of millions in ARR, and alums of top-tier organizations like Bain, Amazon and Simpson Thacher., • Our investors include Bain & Company, global sports, entertainment and marketing giant Endeavor, KKR Co-Founder Henry Kravis, entrepreneur Chris Burch, a founder of Palantir, senior engineering leaders at Twitter and Yelp, former Fortune 50 and advertising agency CEOs, and a number of well-known venture capitalists. Ari Emanuel, Executive Chairman of WME, and Jennifer Fonstad, Owl Capital Managing Partner, serve on our board., • Our work has been featured on Morning Joe on MSNBC, BloombergTV and The Colbert Report, and in Axios, BusinessWeek, the Associated Press, Forbes, the Washington Post, and Politico, among many others.

Job Description Marchay is a curated, membership-based travel service and community for some of the world’s most sophisticated travelers. Recognized by leading publications as a premier luxury travel service, Marchay provides a complete, high-touch solution for managing members’ high-end travel needs. A key benefit of membership is dedicated, unbiased service from a highly experienced travel team. Marchay offers unlimited, bespoke trip planning and execution, access to pre-vetted private homes and villas, and preferred partner benefits at over 1,200 luxury hotels worldwide. Role Description As a Senior Travel Advisor, you will lead a team of Travel Advisors while managing high-touch client relationships and overseeing the execution of complex luxury travel arrangements. This role requires exceptional client relations paired with meticulous execution of detailed travel planning — deep industry expertise, strategic problem-solving, and strong leadership skills — acting as a mentor, problem-solver, and trusted resource for both clients and team members. Please note that this is not an entry-level role and significant previous travel advisor experience is required. Requirements RESPONSIBILITIES: • Team Thinking: Spearhead your team’s research on destinations, activities, dining experiences, etc., • Execution & Planning: Handle execution of all trip booking details from hotels to transfers to reservations and more and build detailed and comprehensive travel itineraries, • Maintaining Relationships: Work directly with hotels, villa suppliers, DMCs and local fixers globally, • Passion for Travel: Tap your love for travel; provide targeted travel intelligence and advice tailored to each specific member's needs, • Proactivity & Creativity: Seek out solutions off the books when needed, • Team Leadership & Mentorship: Guide and mentor Travel Advisors, ensuring excellence in execution and service, • Member Relationship Management: Maintain and deepen relationships with an exceptional group of high-end travelers as your clients, acting as their trusted travel expert, • Crisis Management & Problem Solving: Step in for high-stakes situations, handling escalations and resolving emergencies with confidence, • Strategic Oversight: Seamlessly integrate into any trip planning scenario, providing expertise across teams when needed, • Location: While this role is remote, you are based in North America and are willing to work Eastern Time Zone hours, • Education: Bachelor's degree is required, • Industry Leader: Minimum 4+ years in luxury travel planning, with experience managing clients and teams, • Highly Strategic: Capable of handling 50-60 trips at once, prioritizing efficiently while maintaining quality, • Tech Savvy: Experience with industry tools, such as Sabre GDS, Axus for itinerary-building, and Salesforce as a CRM, • Product Knowledge: You have excellent taste and deep industry knowledge. You understand the nuances (e.g., the difference between the Connaught and the Berkeley in London), • Mentor & Coach: Adept at guiding Travel Advisors, fostering their growth and independence, • Problem-Solver: Comfortable navigating complex, high-pressure scenarios and handling escalations with ease, • Competitive Compensation: Annual salary with a performance-based, discretionary bonus, • Comprehensive Benefits: Fully covered medical, dental, and vision insurance, • 401(k) Plan: Access to our retirement savings program, • Generous Time Off: Ample PTO plus company holidays to recharge and reset, • Career Growth: Opportunity to develop toward a senior finance leadership role, with increasing ownership of P&L, budgeting, and strategic decision-making over time, • Flexibility: Remote work environment with the ability to manage your schedule effectively, • Innovative Market Leader: Join a forward-thinking company with a proven track record, backed by the influence, resources, and stability to keep breaking new ground Kindly note that while we are not actively hiring, we are always accepting applications on a rolling basis. If we think you're a strong fit for our team, we will be sure to reach out!

Job Description Building a Brand Starts with a Story FIRST is a leading global brand experience agency serving clients in various industries, including financial services, technology, new & traditional media, aerospace, healthcare, and professional services. FIRST has received numerous accolades, including being listed among the 2025 Most Innovative Marketing Agencies of the Year by Chief Marketer, named Top Agency of the Year 2024 by Event Marketer, highlighted as a Global Agency of the Year, over 100 Employees by C&IT, and listed among the "200 Top Marketing Agencies" in 2024, 2023, & 2022 by Chief Marketer. Learn more at What You Would Get To Do: The Senior Account Director supports FIRST's vision to be one of the world's most respected global brand experience agencies. This leadership role drives strategic growth, service excellence, and long-term partnership success across enterprise-level clients. Acting as a senior advisor and trusted partner, the Senior Account Director collaborates with senior stakeholders to understand evolving business goals and translate them into impactful, insight-driven strategies that enhance brand engagement and deliver measurable results. With strong commercial acumen, this individual is accountable for the financial health and sustainable growth of their portfolio, ensuring profitability through strategic foresight, value creation, and a deep understanding of client business dynamics. The ideal candidate is a client-focused, strategic leader who inspires confidence, fosters collaboration, and embodies the FIRST commitment to service excellence, partnership integrity, and forward-thinking brand experiences. Your Contributions • Lead the strategic direction, development, and overall success of account(s), working across global teams to drive results and innovative ideas, • Act as the primary point of contact for client stakeholders, fostering trust and ensuring alignment across programs and priorities, • Responsible for developing and executing annual account plans, growth strategies, and client engagement initiatives, • Lead quarterly business reviews and strategic touchpoints to reinforce value and strengthen the client relationship. Develop and support executive-level reporting, data insights, and strategic planning, contributing to business reviews and leadership decision-making, • Monitor client satisfaction trends and proactively address issues, risks, and opportunities for improvement and growth, • Oversee contract lifecycle management, including scope changes, contract renewals, SOWs, Work Orders, addendums, and procurement interactions, • Responsible for oversight of the scope of work and for the account achieving contract compliance and performance requirements (KPIs, SLAs, reports required); ensuring the account delivers on expectations and remains within the bounds of the contract, • Support invoicing workflows, annual budgeting, and monthly reconciliation processes, including scalable services and travel and expenses, in collaboration with Account Operations, • In collaboration with Business Analytics / Commercials, responsible for accurate and timely forecasting of contracted pipeline activity, • Develop a thorough understanding of the client's business, industry and keep abreast of external issues and events that could impact client objectives, • Lead all new business opportunities within the account(s), from initial discovery through to proposal submission and contracting, • Build and manage a pipeline of organic growth opportunities, identifying areas where FIRST can expand services and add strategic value, • This role is best suited to a candidate with 10+ years of experience in client services, account management, or program leadership within a global agency, brand experience, or events environment, • Proven experience managing large-scale, global accounts with complex programs and multiple stakeholders, • Strong commercial acumen with a track record of managing budgets, financial reporting, and contract negotiations, • Strategic thinker with the ability to balance long-term vision and immediate priorities, • Able to operate both at a high-level and within the details of operations, financials, and reporting, • Proficiency with CRM and financial tools such as Salesforce and budget trackers, • Strong ability to interpret data and reporting, synthesize insights, and craft a compelling narrative in collaboration with internal teams., • Medical, Dental & Vision which includes the option of a high deductible health plan (HDHP) with a health savings account (HSA), • 401 (k), • Five Flexible Spending Accounts Options, • Generous Paid Time Off Allowance, • Employee Assistance Program (EAP), • Life, Disability & Pet Coverages, • Wellness Stipend, • Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more, • Aura Identity Theft Protection, • Discretionary Bonus Structure #LI-HYBRID #LI-JB1 FIRST is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. FIRST is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We stand firm: FIRST will not tolerate discrimination or harassment based on any of these characteristics. If any candidate feels that they are unable to meet the requirements of the role, please get in touch to discuss adjustments or other suitable roles.

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.

Job Description We are looking for a Customer Success Representative with hands-on experience in RegTech and Identity Verification (IDV) solutions to join our team at Programmers Force. This role will focus on building strong client relationships, ensuring smooth onboarding, and supporting customers to achieve success with our compliance and fraud-prevention technologies. The ideal candidate will understand KYC, AML, KYB, and regulatory compliance workflows and have experience working with customers in the fintech, banking, or compliance sectors. You will act as a trusted advisor, guiding customers in the effective use of our solutions while ensuring high satisfaction and retention. Key Responsibilities: • Serve as the day-to-day point of contact for assigned clients., • Assist in onboarding and training clients on RegTech & IDV solutions., • Monitor customer usage and proactively support adoption of features., • Handle customer queries, resolve issues, and escalate to technical teams when needed., • Work closely with Customer Success Leads/Managers to execute client success strategies., • Maintain customer health metrics and prepare reports on engagement and satisfaction., • Collect and relay customer feedback to Product & Engineering teams for improvements., • 2–4 years of experience in Customer Success, Account Management, or Client Support within RegTech, Compliance, or ID Verification (IDV)., • Knowledge of KYC/AML, fraud detection, compliance regulations, and ID verification processes., • Strong communication and problem-solving skills with a customer-first mindset., • Experience working with enterprise or fintech clients is highly desirable., • Ability to manage multiple client accounts and maintain relationships effectively., • Collaborative approach with the ability to work cross-functionally.

Job DescriptionDescriptionAs a Financial Advisor, you will be responsible for delivering comprehensive financial planning and investment management services. You'll play a key role in helping individuals and families achieve their financial goals while growing your own client base within a supportive, growth-minded environment. Key ResponsibilitiesDevelop and implement personalized financial plans tailored to client needs (investment, retirement, insurance, estate planning, etc.) • Provide ongoing financial advice and adapt strategies based on life changes and market conditions, • Build and manage a book of business, focusing on client acquisition and retention, • Conduct financial analyses, risk assessments, and market research to inform investment strategies, • Maintain compliance with all FINRA/SEC regulations and firm standards, • Educate clients on financial products, planning tools, and market trends, • Leverage financial planning software and CRM tools for client management and planning, • Actively participate in business development activities, including networking and referrals Skills, Knowledge and Expertise Must-Have Qualifications • Proven experience as a Financial Advisor, • Active Series 65 or 66 license, • Active Health and Life Insurance licenses, • Established book of business with ongoing client relationships, • In-depth knowledge of financial planning principles, investment vehicles, and insurance products, • Excellent communication, presentation, and relationship-building skills, • Bachelor’s degree in Finance, Economics, or related field, • Comprehensive health insurance (medical, dental, vision), • Life and disability insurance (STD/LTD), • 401(k) with employer match, • PTO and paid holidays, • Supplemental benefits (accident, critical illness, etc.), • Professional development resources and potential for equity or bonus plans You are a trusted financial partner, focused on delivering results for your clients while cultivating long-term relationships. You bring both technical financial knowledge and a human touch to your work, empowering clients to feel confident about their financial future.

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 most—guiding clients toward financial success—without 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. They’ll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, they’ll 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 Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $80,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-CM1 Powered by JazzHR z63aFIb0ZD