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We are an established and successful financial planning firm, with a rich history supporting clients with thoughtful financial strategies and stellar personal service. We currently manage over $400M in assets and work with individuals and small businesses. Our main services include managed investment accounts, corporate retirement plans and group medical insurance. We have an experienced and tenured team, all working towards the common goal of caring for our clients. We are looking for someone that will align with our team. Following an initial in-office training period, this role offers the flexibility to work remotely on Tuesdays and Thursdays. The Client Service Associate plays a key role in delivering the high level of service our clients expect while providing day-to-day support to our financial advisors. From opening new accounts and processing service requests to preparing for client meetings, coordinating schedules, and answering client calls, you will be involved in many of the details that keep our client relationships and office running smoothly. This is a role for someone who enjoys helping people, takes pride in getting the details right, and follows things through to completion. You’ll work across multiple systems and product portals, so comfort with technology, strong organization, and the ability to manage multiple priorities will be essential to your success. What you will do: • Serve as a primary point of contact for clients, answering calls, assisting with questions and requests, and providing a friendly, responsive client experience., • Process client service requests from start to finish, including withdrawals, beneficiary changes, RMDs, account updates, and other ongoing account needs., • Coordinate new account openings and related paperwork, ensuring information is complete, accurate, and followed through to completion., • Navigate multiple financial services systems and product portals to support client needs across insurance, annuities, mutual funds, and other investment products., • Prepare for client meetings by gathering and organizing documents, reports, notes, account information, and other materials requested by the advisor., • Manage client scheduling and advisor calendars, coordinating appointments and communicating with clients, team members, and outside professionals as needed., • Maintain accurate client records, paperwork, notes, and follow-up items within SmartOffice (CRM) and the firm’s document management systems., • Communicate with the broker/dealer, advisory firm, product companies, and other outside contacts to facilitate client requests, research questions, and resolve outstanding items., • Support general office operations, including processing checks, maintaining required logs and blotters, preparing correspondence and marketing materials, and assisting with other needs as they arise., • Perform various office management and miscellaneous tasks as assigned. What you will bring: • 2+ years of financial services experience supporting one or more financial advisors is highly preferred., • Candidates with 5+ years of experience in similar financial services environments, such as accounting, banking, investment operations, insurance, or mortgage roles with a strong processing and client service component, will also be considered., • Knowledge of industry-specific software; familiarity with SmartOffice is a plus., • A genuine interest in serving and caring for clients and creating a positive experience in every interaction., • Strong attention to detail and a commitment to accuracy, particularly when handling client information, paperwork, and financial transactions., • The ability to proactively assess situations, problem-solve, and work independently while knowing when to involve others., • Excellent organizational and time management skills with the ability to manage multiple priorities and follow tasks through to completion., • Comfort working across multiple technology platforms and learning new systems., • Proficiency with Microsoft applications, including Word, Excel, and Outlook., • A positive attitude, professional demeanor, and extraordinary client service orientation.

Be the Person Your Clients Know They Can Count On Techworks Consulting is an award-winning Managed Service Provider (MSP) recognized as one of the best places to work on Long Island. We’re looking for an Information Technology Account Manager to serve as a trusted advisor and strategic partner for our clients. This is a hands-on, client-facing role focused on building relationships, understanding client needs, coordinating internal resources, and driving issues toward resolution. You won’t need to fix every technical issue—you’ll connect the right people, communicate clearly, and make sure nothing falls through the cracks. What You'll Do • Serve as the primary point of contact and trusted advisor for assigned clients, • Build strong, long-term relationships with key stakeholders, • Learn each client’s business, goals, priorities, and technology environment, • Conduct regular client check-ins, QBRs, and strategic planning conversations, • Proactively communicate with clients and keep them informed, • Identify risks, gaps, and opportunities within client environments, • Recommend technology improvements, upgrades, and services when appropriate, • Partner with service desk, engineering, and project teams, • Coordinate projects and service delivery to ensure expectations are met, • Track open items and proactively address anything falling behind, • Identify account growth opportunities based on genuine client needs What We're Looking For • 2+ years of experience in Technical Account Management, Account Management, Customer Success, Client Services, or a similar IT-focused role, • MSP or IT services experience strongly preferred, • Understanding of common SMB IT environments and technologies, • Strong communication, relationship-building, and organizational skills, • Ability to manage multiple accounts, priorities, and stakeholders, • Strong problem-solving skills and a proactive mindset, • Comfortable discussing technology with technical and non-technical audiences, • Ability to recognize technology or service opportunities that benefit clients, • Willingness to participate in occasional after-hours support during critical incidents or projects You Don't Have to Be the Most Technical Person in the Room The ideal candidate understands technology well enough to have meaningful conversations without spending their day buried in technical tickets. You should be naturally curious, ask questions, understand the why behind client challenges, and work effectively with engineers to turn technical recommendations into solutions clients understand. What You'll Get • $75,000–$85,000 salary, • Health and dental insurance, • 401(k), • Paid time off and holidays, • Professional growth and advancement opportunities, • Exposure to a wide variety of SMB environments and technologies, • Collaborative team environment, • Opportunity to directly impact client relationships and business outcomes Ready to Become a Trusted Technology Advisor? If you’re relationship-driven, curious about technology, organized, and enjoy solving problems and taking ownership, we’d love to hear from you. Quick apply with your resume OR Get a head start on our application and aptitude testing process here: _

Job DescriptionA Better Starting Point for Your IT Career In many entry-level IT jobs, you learn one environment: one network, one set of applications, and one way of doing things. It can take years to gain broader exposure. At Flexible IT, the learning curve is different. You will gain hands-on experience across a wide range of client environments, giving you early exposure to the technology that real businesses rely on every day. In your first year, you will work across more technical environments than many IT professionals encounter during their first five years at a single organization. That breadth helps you build a stronger technical foundation, discover where you want to specialize, and launch your IT career with practical experience from the start. What You Get Hands-on work with the technology that businesses actually use. You will work with Microsoft 365, Microsoft Azure, Microsoft Intune, Sophos cybersecurity solutions, networking equipment, workstations, and servers. Exposure across industries. You will see how professional firms, healthcare organizations, manufacturers, distributors, municipalities, and other organizations use technology. Structured training and mentorship. You will not be handed a ticket queue and wished luck. You will learn imaging, deployment, diagnostics, and client environments from engineers who do this work every day. You will be assigned a mentor and begin with a structured 90-day training period. Certifications we pay for. We provide certification reimbursement and dedicated professional development opportunities. Relevant certifications include CompTIA A+, Network+, Security+, and Microsoft Azure Fundamentals (AZ-900). Benefits. Health insurance, paid time off, and a retirement savings plan. A company vehicle. A company vehicle is provided for travel between our Hauppauge office and local client sites during the workday. Where This Leads Associate Systems Engineer is a starting point, not a destination. This role is designed as a 12-month career launch position. Associates who master the required technical and client service skills become eligible to advance to one of several technical career paths. Career paths include: • Support Engineer: Deeper troubleshooting and broader client responsibility, • Project Engineer: Larger deployments, project work, and client technical leadership, • Network Operations: Monitoring, infrastructure, and systems, • Cybersecurity: Endpoint security, threat monitoring, security tools, vulnerability remediation, and client security initiatives, • Compliance: Helping clients meet regulatory compliance and technology requirements through assessments, documentation, control implementation, and remediation, • Technology Advisor: Strategic client guidance, technology planning, and long-term relationship ownership How We Work We combine decades of practical IT experience with modern AI tools. Our team uses AI to accelerate troubleshooting, build internal tools, automate routine work, monitor workflows, and learn more quickly. We believe that AI does not replace technical knowledge or judgment. It strengthens the capabilities of people who understand the systems, the clients, and the work. What You Will Do • Enroll and configure devices through Microsoft Intune, • Support Microsoft 365 and Microsoft Azure environments, • Install and verify Sophos cybersecurity protection, • Troubleshoot hardware, software, and connectivity problems, • Perform hardware diagnostics and basic repairs, • Image and configure desktops and laptops, • Prepare systems for new employees, • Deploy and replace workstations, monitors, printers, and related equipment, • Work with engineers on larger deployments and technology projects, • Visit local client sites to install, support, and verify equipment, • Document configurations and completed work, • Maintain accurate inventory records, • Communicate clearly and professionally with clients and team members What We Are Looking For • A bachelor’s degree in information technology, computer information systems, management information systems, cybersecurity, or a related field, • Genuine curiosity about how technology works and the persistence to stay with a problem, • Strong communication and client-service instincts, because you will interact with clients early, • The ability to follow established processes, document your work, and independently apply what you have learned, • A valid driver’s license and a clean driving record, • The ability and desire to work full-time from our Hauppauge office and occasionally travel to local client sites when needed About Flexible IT Flexible IT has been helping Long Island businesses use technology for 43 years. We are SOC 2 Type II compliant and have built a team around people who enjoy solving problems and explaining them clearly. We are large enough to give you serious technical work and small enough that your efforts will make a real impact. If you want to begin your IT career by doing real technical work, learning from experienced engineers, and seeing how technology operates across many different businesses, we would like to meet you. Apply today. Powered by JazzHR rBTwAv5s94

Job Description Attorney Phone Advisor – New York Bar A well-established New York law firm is seeking an experienced Attorney Phone Advisor for its Hauppauge, NY office. This full-time opportunity is designed for an attorney who enjoys providing practical legal guidance but is looking for an alternative to the traditional law firm model. The attorney will primarily provide legal advice to members by telephone. The role does not involve billable hours, a traditional caseload, or a regular court schedule. Responsibilities • Manage incoming calls and identify members' legal issues., • Ask pertinent questions, actively listen, and assess the information provided., • Provide practical legal advice based on applicable law and sound legal judgment., • Review documents and conduct legal research when necessary., • Synthesize facts and law to formulate appropriate legal guidance., • Document client matters in proprietary case-management systems., • Build rapport and provide a strong telephone client experience., • Maintain confidentiality of client and firm matters., • Refer more involved matters for potential retention when appropriate., • Perform administrative and management functions related to the practice of law. Qualifications • J.D. required., • Admission to the New York Bar before 2021., • Active and in good standing with the New York Bar., • Experienced attorneys preferred, with strong New York legal experience highly desirable., • Landlord/Tenant experience is particularly valuable., • Experience in Estates/Estate Planning, Elder Law, Family/Matrimonial Law, Employment Law, Collections, or Intellectual Property is preferred., • Strong research, writing, verbal communication, analytical, and problem-solving skills., • Excellent telephone communication, listening, and rapport-building abilities., • Ability to provide practical legal advice without maintaining a traditional litigation caseload., • Retired attorneys are welcome. Work Arrangement • The position is based in Hauppauge, NY, and is intended for Long Island-based attorneys. Initial onsite training is required. Following training, a hybrid or fully remote arrangement may be available depending on circumstances, commute distance, performance, and firm needs., • Candidates located in New Jersey or upstate New York are not being targeted for this opportunity. Compensation & Benefits • $85,000 base salary., • Discretionary year-end bonus paid in December., • United Healthcare/Oxford medical insurance, with the firm paying 80% of the individual employee premium., • Guardian dental and long-term disability coverage., • FSA, Aflac, and Mass Mutual life insurance options., • 401(k) through ADP; currently no company match., • Paid time off and approximately 10 paid holidays., • Medical benefits begin the first of the month following 60 days of employment. This opportunity may be especially well suited to an experienced or retired attorney seeking to continue practicing law while moving away from the demands of billable hours, court appearances, and maintaining a traditional caseload. Salary Range: $85,000 Reference: 149137

Job Description CPA firm a Tax Manager or Director to join our growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. The ideal candidate will be a strategic advisor with strong technical expertise, leadership capabilities, and a client-first mindset.

Job Description We are seeking a high-performing, technically savvy Security Salesperson to drive new business growth and expand our market presence. In this role, you will own the entire sales lifecycle. With the help of our Security Manager, you will negotiation and be responsible for closing the new business. As a Team Member, you will bridge the gap between security environments and GOS. You will engage directly with new clients and GOS clients to generate new business. Security Products we sell and service are Access Control, Verkada and PDK (ProDataKey) Cameras: Verkada and Vivotek Video Systems. A sample of our client base is: Avis, Budget, Wyndham, Verizon, Unity, IAA, Supplyhouse, and NEC. Key Responsibilities · Pipeline Generation: Proactively hunt for and build a sustainable sales pipeline through targeted outbound campaigns, networking, GOS strategic referrals. · Consultative Selling: Customer Focused, understanding a buyer’s unique needs and challenges before recommending a product, sales or service. · Full Sales Cycle Management: Guide opportunities from early discovery sessions and product demonstrations through proposal development, contract negotiations, and formal close. · Technical Collaboration: Work closely within GOS internal Departments to deliver structure Proofs of Concept and build accurate, technically valid scopes of work. · Market Intelligence: Stay exceptionally sharp on new technology, industry trends and compliance. ✅ Requirements & Qualifications · Experience: 3–6+ years of proven success in a B2B technology sales quota-carrying role, with a preference for direct cybersecurity sales experience · Domain Knowledge: Solid foundational understanding of key cybersecurity methodologies, including Cloud Security, and Identity Access Management. . · Track Record: Consistent history of meeting or exceeding revenue targets and expanding annual contract values. · Communication Skills: Ability to deliver presentations, whiteboarding sessions, and written proposals that satisfy both technical and non-technical teams. · Trust Building: Act as advisor rather than a pushy salesperson to earn confidence. Pay attention to what clients says and does not say. What We Offer · Competitive base salary, based on Experience with an uncapped OTE commission structure. · Paid Holidays/Vacation/Personal Days and Sick Days · Comprehensive health and vision insurance. · Technical pre-sales and marketing support to help accelerate your deal cycles. \nCompany Description Global Outsourcing Services has been in business for over 30 years. We are successful in all aspects of IT Services, Security and Design. Global Outsourcing Services has been in business for over 30 years. We are successful in all aspects of IT Services, Security and Design.

Overview: \n At Zebra, we are a community of innovators who come together to create new ways of working. United by curiosity and a culture of caring, we develop smart solutions that anticipate our customer’s and partner’s needs and solve their challenges. \n \n Being part of Zebra Nation means you are seen, heard, valued, and respected. Drawing from our unique perspectives, we collaborate to deliver on our purpose. Here you are part of a team pushing boundaries today to redefine the work of tomorrow for organizations, their employees, and those they serve. \n \n You’ll have opportunities to learn and lead in a forward-thinking environment, defining your path to a fulfilling career while channeling your skills toward causes you care about—locally and globally. \n \n Come make an impact every day at Zebra. \n \n What We're Looking For: As a Frontline AI Principal Software Engineer, you will be responsible for leading the architecture, design, and development of software solutions for the organization’s most complex and high impact projects. Drives long-term technical strategies, ensuring alignment with organizational objectives and competitive industry trends. Operates under consultative direction, setting and pursuing courses of action essential to achieve long-range business goals. Serves as a technical expert and mentor, influencing the organization’s technical direction and fostering innovation.\n \n \nLocation- *Role is required to be onsite in Holtsville, NY OR Lincolnshire, IL office (Hybrid- Minimum of 3 days in the office per week).\n\n Essential Duties and Responsibilities:\n \n • Architects, designs, and oversees the development of software solutions for highly complex technical projects, specifically targeting customer-facing multi-platform applications (React Native, web), deep Android capabilities (background services, camera integrations), and robust backend data integrations.\n\n\n • Engineers intelligent application and Android framework architectures that leverage the latest developments from Google. Continuously monitors and experiments with the newest AI edge developments and modern OS concepts (such as App Functions) to keep our solutions at the industry's cutting edge.\n \n • Creates detailed software specifications and leads the technology roadmap process, recommending project approaches and long-term goals for data capture, mobile architecture, and edge AI processing.\n \n • Champions innovation and cultivates creativity among team members, fostering an environment that attracts and retains top talent.\n \n • Leads and advises on all aspects of the software development lifecycle, prioritizing modular, maintainable architectures, quality, and continuous improvement.\n \n • Monitors competitor products and development strategies, ensuring the organization’s mobile and vision designs exceed industry standards.\n \n • Develops next-generation technologies and solutions (e.g., integrating GenAI SDKs, advanced OCR, and on-device ML workflows) in collaboration with other engineering disciplines, anticipating and addressing client needs before the competition.\n \n • Protects intellectual property by analyzing competitor patents and contributing to related organizational initiatives.\n\n\n • Serves as a strategic thought leader for both the organization and our customers, representing Zebra as a spokesperson on specialized projects, developer blueprints, and next-generation enterprise architectures.\n \n • Serves as a thought leader, representing the organization as a spokesperson on specialized projects, developer blueprints, and reference applications.\n \n • Establishes formal networks and coordinates efforts across teams and organizational units to achieve shared objectives.\n \n • Acts as a prime consultant and advisor for projects impacting the organization’s long-term technical and business goals.\n \n • Provides strategic mentorship to senior engineers and management, fostering knowledge sharing and technical excellence in modern development tools.\n\n\n\n\n Required Qualifications\n\n\n • \n \n Bachelor's degree in Computer Science, Computer Engineering, Electrical Engineering or a related technical field\n \n, • \n \n 10+ years of professional experience OR 7+ years of experience with a master's degree \n \n, • \n \n Experience in software architecture, system design, and scalable software solutions bridging enterprise-level backend systems with modern client applications.\n \n, • \n \n In-depth knowledge of core native mobile development (Android Kotlin/Java, deep background services, OS internals, Camera/Media APIs) and multi-platform/web frameworks (React Native).\n \n, • \n \n Strong foundational knowledge of applied computer vision, edge AI, and ML integration (image preprocessing, OCR, barcode decoding, TensorFlow Lite).\n \n, • \n \n Proficiency in advanced software development methodologies and pragmatic experience adopting GenAI/AI-assisted tools within the Software Development Lifecycle.\n \n \n\n\n Preferred Qualifications\n\n\n, • \n \n Master's degree preferred. \n \n, • \n \n • Proven ability to lead and influence cross-functional teams and drive complex, high-impact projects from prototype to production.\n \n, • \n \n Strong strategic thinking skills, with a focus on long-term technical architecture and business goals.\n \n, • \n \n Exceptional innovation and creativity in solving complex challenges (e.g., barcode-vs-OCR trade-offs, real-time memory/latency constraints) and developing novel enterprise solutions.\n \n, • \n \n Demonstrated ability to mentor and develop technical talent, fostering a culture of learning and growth\n \n, • \n \n Excellent communication and interpersonal skills with experience engaging with senior leadership and external enterprise customers.\n \n, • \n \n Familiarity with intellectual property protection, competitor analysis, and industry trends.\n \n, • \n \n Cross-Functional Collaboration experience\n \n, • \n \n Strategic Mindset: A keen awareness of the competitive landscape in mobile AI and the ability to translate that knowledge into a forward-looking technical strategy.\n \n\n\n\n Location- *Role is required to be onsite in Holtsville, NY OR Lincolnshire, IL office (Hybrid- Minimum of 3 days in the office per week). \n\n\n\n Come join our team! \n\n\n Position Specific Information:\n \n • Travel Requirements: Up to 15%\n \n • Able to Telework?: Hybrid\n\n \n Equal Opportunity Employer: \n Zebra 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, disability and protected veteran status, or any other basis prohibited by law. If you are an individual with a disability and need assistance in applying for a position, please contact us at workplace.accommodations@zebra.com. \n \n Know Your Rights: \n https://www.eeoc.gov/sites/default/files/2022-10/EEOCKnowYourRightsscreenreader10_20.pdf \n \n Conozca sus Derechos: \n https://www.eeoc.gov/sites/default/files/2022-10/22-088EEOCKnowYourRightsSp1020.pdf \n \n We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation at workplace.accommodations@zebra.com . \n \n Pay Range: $138,800.00 - $208,200.00 Annual\n \n Incentive Compensation: In addition to base pay, Zebra offers this role the opportunity to earn a performance-based annual cash incentive, at a target equal to 15% of base pay, in accordance with the terms of the applicable incentive plan.\n \n \n Zebra Total Rewards: \n Zebra Total Rewards includes more than just pay and is structured to meet the needs of our changing global business and evolving talent. We are committed to providing our employees with a benefits program that is comprehensive and competitive – including healthcare, wellness, inclusion networks, and continued learning and development offerings. We offer community service days, in addition to the traditional insurances, compensation, parental leave, employee assistance program and paid time off offerings depending on the country where you work. \n \n Salary offered will vary depending on your location, job-related skills, knowledge, and experience. \n \n Additionally, all Zebra roles are eligible for cash incentive programs. For example, sales roles have additional opportunity to earn substantial variable compensation tied to quota achievement. In most other roles, the Zebra annual cash incentive program links Company and individual performance together. Some roles may also be eligible for long-term incentive equity awards. \n \n Benefits: \n We understand the importance of work-life balance and wellbeing, which is why we offer flexibility for our teams including: hybrid work, adaptable hours, Summer Flex Fridays, Focus Fridays, and an annual companywide well-being day to promote revitalization and success. \n \n Job Posting Statement: \n To protect candidates from falling victim to online fraudulent activity involving fake job postings and employment offers, please be aware our recruiters will always connect with you via @zebra.com email accounts. Applications are only accepted through our applicant tracking system and only accept personal identifying information through that system. Our Talent Acquisition team will not ask for you to provide personal identifying information via e-mail or outside of the system. If you are a victim of identity theft contact your local police department. \n \n AI Technology Statement: \n Zebra Technologies leverages AI technology to evaluate job applications using objective, job-relevant criteria. This approach enhances efficiency and promotes fairness in the hiring process. However, every decision regarding interviews and hiring is made by our dedicated team, because we believe people make the best decisions about people. For more on how we use technology in hiring and how we process applicant data, see our Zebra Privacy Policy.

Job Description Personalized Wealth Management Position Summary Personalized Wealth Management is seeking a professional, organized, and client-focused Financial Advisor Assistant to support the day-to-day operations of a busy financial advisory practice. The ideal candidate will be detail-oriented, dependable, comfortable working in a fast-paced environment, and able to provide a high level of service to clients. This position requires excellent communication and organizational skills, discretion when handling confidential financial information, and the ability to manage multiple priorities while following established compliance procedures. Key Responsibilities • Provide administrative and operational support to the Financial Advisor., • Serve as a professional and welcoming point of contact for clients by phone, email, and in person., • Schedule and confirm client appointments and assist with calendar management., • Prepare client files and materials for meetings and follow up on outstanding items., • Assist with new account opening paperwork, account maintenance, transfers, beneficiary changes, distributions, and other client service requests., • Track submitted paperwork and follow up with financial institutions, product sponsors, and the broker-dealer to ensure requests are processed accurately and promptly., • Maintain accurate and organized electronic client records., • Update client contact information and account records as needed., • Assist with gathering information and documentation for financial planning and account reviews., • Help prepare reports, spreadsheets, correspondence, and other client-facing materials., • Assist clients with online account access and other routine service questions., • Monitor outstanding tasks and follow up with clients when signatures, forms, or additional documentation are required., • Coordinate electronic signatures and maintain accurate documentation of completed paperwork., • Assist with processing checks, deposits, withdrawals, transfers, and other operational requests in accordance with firm procedures., • Communicate with insurance and annuity companies, mutual fund companies, custodians, and other financial institutions regarding client accounts., • Maintain confidentiality of all client, financial, and personal information., • Follow all firm, broker-dealer, SEC/FINRA, privacy, cybersecurity, and recordkeeping requirements applicable to the position., • Assist with general office operations, filing, scanning, correspondence, mail, and other administrative responsibilities., • Identify outstanding client service issues and proactively bring them to the Financial Advisor's attention., • Provide additional support to the Financial Advisor and practice as needed. Skills and Qualifications The successful candidate should possess: • Excellent verbal and written communication skills., • Strong organizational and time-management skills., • Exceptional attention to detail and accuracy., • Strong follow-through and the ability to track multiple outstanding items., • Professional and courteous client-service skills., • Ability to prioritize multiple assignments and meet deadlines., • Ability to work independently while also collaborating closely with the Financial Advisor., • Strong problem-solving and critical-thinking abilities., • Ability to learn financial products, terminology, procedures, and technology quickly., • High level of professionalism, integrity, discretion, and confidentiality., • Comfortable communicating with clients regarding sensitive financial and personal information., • Strong computer skills, including Microsoft Outlook, Word, Excel, and Adobe., • Experience working with CRM systems and financial-services technology is preferred., • Ability to learn and navigate broker-dealer, custodial, insurance, and investment-company platforms., • Ability to recognize when an issue needs to be escalated to the Financial Advisor or compliance department., • A proactive attitude and willingness to take ownership of responsibilities from beginning to completion. Preferred Experience • Previous experience in a financial advisory, wealth management, banking, brokerage, insurance, or other financial-services environment is strongly preferred., • Experience processing investment, retirement, annuity, or insurance paperwork is a plus., • Experience with client relationship management (CRM) systems and financial-services platforms is preferred., • Series 7, Series 63, Series 66, or other applicable securities licenses are a plus but are not required unless the responsibilities of the position require registration., • Life and Health Insurance licensing is also a plus., • Associate's or Bachelor's degree in Business, Finance, Economics, Accounting, or a related field is preferred but not required for a candidate with relevant experience. Ideal Candidate The ideal candidate is someone who genuinely enjoys helping people and understands that exceptional client service is built on accuracy, responsiveness, and follow-through. This individual should be comfortable taking initiative, staying organized without constant supervision, and handling numerous client requests at different stages of completion. Because this position involves access to confidential financial and personal information, honesty, professionalism, good judgment, and discretion are essential. This is an excellent opportunity for someone interested in developing a career in the financial-services and wealth-management industry while working closely with an experienced Financial Advisor. \nCompany Description Personalized Wealth Management is an independent, client-focused financial services practice dedicated to providing personalized financial guidance and building long-term client relationships. We pride ourselves on integrity, professionalism, exceptional service, and creating financial strategies tailored to each client’s individual goals and needs. Personalized Wealth Management is an independent, client-focused financial services practice dedicated to providing personalized financial guidance and building long-term client relationships. We pride ourselves on integrity, professionalism, exceptional service, and creating financial strategies tailored to each client’s individual goals and needs.

Seasonal Experienced Tax Professional. As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. Experience in a consultative or advisory client relationship role (financial advising, insurance, or profession

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Chase, we have an en

As a Beauty Advisor, you'll be the face of Sephorawelcoming every client with warmth, confidence, and a passion for all things beauty. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back. A passion for beauty,

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will offer co

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits mission of Powering Prosperity Around the World. About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customers full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you wont work alonebehind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTaxs client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What Youll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuits state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, youll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTaxs network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuits policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuits presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits mission of Powering Prosperity Around the World. About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customers unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTaxs client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What Youll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuits state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, youll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTaxs network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuits policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuits presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits mission of Powering Prosperity Around the World. About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customers full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you wont work alonebehind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTaxs client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What Youll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuits state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, youll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTaxs network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuits policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuits presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits mission of Powering Prosperity Around the World. About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customers unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTaxs client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What Youll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuits state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, youll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTaxs network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuits policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuits presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits mission of Powering Prosperity Around the World. About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customers unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTaxs client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What Youll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuits state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, youll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTaxs network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuits policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuits presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

As a Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to every client who enters the store's beauty zone and strive to build a personalized, robust basket for each customer. Our customers wil

The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services pro

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Responsibilities:Handles inbound inquiries from leads regarding Merrill offeringsPositions the extensive capabilities of Merrill and Bank of AmericaCollects the necessary client profile data, following standard KYC procedures to open account(s) as appropriateServes as interim Financial Advisor, prov

Join a high-impact Private Client Tax team where you'll advise ultra-high-net-worth investors and fund executives, lead sophisticated tax planning engagements, enjoy hybrid flexibility, and accelerate your leadership career. This Jobot Job is hosted by: Brad Trombly Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $185,000 per year A bit about us: A premier accounting, tax, and advisory organization providing sophisticated tax planning, compliance, and consulting services to high-net-worth individuals, family offices, investment professionals, and closely held entities. The firm offers a collaborative, entrepreneurial environment focused on technical excellence, client service, professional development, and long-term career growth. Why join us? Competitive compensation package ranging from $150,000-$185,000 Discretionary performance bonus Hybrid work schedule with flexibility Medical, dental, and vision coverage 401(k) plan and profit-sharing program Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) Basic Life, AD&D, and voluntary life insurance Inclusive parental leave benefits Generous PTO and paid firm holidays Employee wellness and assistance programs Training, certification, and professional development opportunities Recognition and rewards programs Community involvement and volunteer programs Strong mentorship and leadership development opportunities Job Details Serve as a primary advisor to ultra-high-net-worth individuals, families, and financial services professionals. Provide innovative tax planning, consulting, and compliance services. Develop and maintain strong client relationships while acting as a trusted business partner. Review complex individual, partnership, trust, estate, gift, and related entity tax returns. Advise investment-focused clients, including hedge fund and private equity professionals. Work closely with fund CFOs and management companies regarding tax planning and compliance matters. Interpret and analyze hedge fund and investment partnership K-1 reporting. Conduct tax research and provide recommendations on complex technical tax matters. Review tax returns, workpapers, and deliverables prepared by staff. Train, mentor, supervise, and evaluate tax professionals. Stay current on federal and state legislative and tax policy changes. Participate in client development and business growth initiatives. Collaborate closely with firm leadership to deliver exceptional client service. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Join a high-impact Private Client Tax team where you'll advise ultra-high-net-worth investors and fund executives, lead sophisticated tax planning engagements, enjoy hybrid flexibility, and accelerate your leadership career. This Jobot Job is hosted by: Brad Trombly Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $185,000 per year A bit about us: A premier accounting, tax, and advisory organization providing sophisticated tax planning, compliance, and consulting services to high-net-worth individuals, family offices, investment professionals, and closely held entities. The firm offers a collaborative, entrepreneurial environment focused on technical excellence, client service, professional development, and long-term career growth. Why join us? Competitive compensation package ranging from $150,000-$185,000 Discretionary performance bonus Hybrid work schedule with flexibility Medical, dental, and vision coverage 401(k) plan and profit-sharing program Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) Basic Life, AD&D, and voluntary life insurance Inclusive parental leave benefits Generous PTO and paid firm holidays Employee wellness and assistance programs Training, certification, and professional development opportunities Recognition and rewards programs Community involvement and volunteer programs Strong mentorship and leadership development opportunities Job Details Serve as a primary advisor to ultra-high-net-worth individuals, families, and financial services professionals. Provide innovative tax planning, consulting, and compliance services. Develop and maintain strong client relationships while acting as a trusted business partner. Review complex individual, partnership, trust, estate, gift, and related entity tax returns. Advise investment-focused clients, including hedge fund and private equity professionals. Work closely with fund CFOs and management companies regarding tax planning and compliance matters. Interpret and analyze hedge fund and investment partnership K-1 reporting. Conduct tax research and provide recommendations on complex technical tax matters. Review tax returns, workpapers, and deliverables prepared by staff. Train, mentor, supervise, and evaluate tax professionals. Stay current on federal and state legislative and tax policy changes. Participate in client development and business growth initiatives. Collaborate closely with firm leadership to deliver exceptional client service. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Join Wilmington Advisors @M&T in our Long Island market. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment and wealth planning solutions to affluent and high-net-worth clients. What You'll Do: • Expand and cultivate client relationships through referrals, centers of influence, and strategic partnerships, • Deliver customized investment, insurance, and wealth management solutions, • Lead portfolio reviews and provide proactive financial guidance aligned with clients' goals, • Partner closely with Retail, Business Banking, Commercial Banking, and Wealth teams to identify and serve client needs, • Grow your practice within a highly collaborative and referral-rich environment Experience Required: • Combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales experience, • FINRA Series 7, 63 and 65 or 66 licenses, • Pertinent state Life/Variable Insurance (LAH) licenses Why M&T: • Established referral network and client acquisition opportunities, • Collaborative Wealth, Retail, and Business Banking partnerships, • Robust planning, investment, and lending solutions, • Opportunity to expand your practice in the Long Island market About Wilmington Advisors @ M&T Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $75,900.00 - $126,500.00 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Grassi has redefined what it means to be an advisor and accountant to today's businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories. With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm's future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Grassi is always looking to connect with talented professionals who are interested in growing their careers with a dynamic and forward-thinking firm. By joining our Talent Network, you will have the opportunity to share your background, skills, and interests with our recruiting team so we can consider you for future opportunities that align with your experience and career goals. Whether you are an experienced professional or just beginning your career, our Talent Network allows you to stay connected with Grassi and be among the first to hear about new roles, firm updates, and career events. We encourage individuals across all service lines and locations to apply and express interest in becoming part of our team. Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible "Dress for Your Day" dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday's program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program. ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Unlike many other ESOPs, Grassi's is privately funded, with no outside investors or private equity firms involved in the plan. CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities ("Grassi") will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond, please verify it by calling Grassi's main phone number listed on our official website.

Morgan Stanley in New York is seeking a Wealth Management Service Associate to support Financial Advisor teams with client service, portfolio tools, and marketing initiatives.

Job Description Join us at Eastern Advisory Group, where you'll play a crucial role in shaping the financial future of families and businesses. As a Financial Advisor, you're not just part of any team; you're backed by a company with over 175 years of stability and recognized as one of Forbes America's Best Insurance Companies. Our mission to "Do good. Be good. Make good." drives us daily, and we'll empower you to make a genuine difference in your clients' lives by offering personalized financial advice and strategic planning. We believe in nurturing your career growth in a supportive, collaborative setting. You'll find competitive compensation and ample opportunities for advancement here. Our Fortune 500 backing ensures you have the resources to excel and innovate in your role. Embark on a journey with us where your professional development is a priority, and your efforts contribute to a legacy of excellence in the finance industry. Let's achieve great things together. Compensation: $99,000 + OTE Responsibilities: Guide clients in developing personalized financial plans that align with their long-term goals and aspirations. Educate clients on wealth management, retirement planning, life insurance, and business owner strategies. Analyze market trends and financial data to provide informed recommendations that enhance clients' portfolios. Collaborate with clients to identify and prioritize their financial needs, ensuring a comprehensive approach to wealth management. Build and maintain strong client relationships through regular communication and personalized service. Monitor clients' financial progress and adjust strategies as needed to ensure continued alignment with their objectives. Stay updated on industry regulations and best practices to provide compliant and effective financial advice to clients. Qualifications: 1- 3 years of experience in financial planning and wealth management, with a focus on personalized client strategies. NY State Life, Accident & Health License. Proven track record of building and maintaining strong client relationships through effective communication. Familiarity with industry regulations and best practices to ensure compliant financial advice. Strong problem-solving skills to adapt strategies based on clients' evolving financial needs. Excellent communication skills to educate clients on financial products and services. Ability to work collaboratively in a team-oriented environment, fostering a supportive atmosphere for growth and innovation. About Company • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025., • Mission Driven - "Do good. Be good. Make good."

Bank of America, through Merrill Wealth Management, offers an Advisor Development Program to groom Financial Advisors who work with high-net-worth individuals, identify client needs, and deliver tailored investment guidance. The program emphasizes training, coaching, and applying a consultative appr

Job Description Join a Company with Momentum! The insurance industry is evolving rapidly, and the opportunity ahead is enormous for people willing to work hard, build relationships, and grow. King Risk Partners is ranked as the 4th fastest-growing insurance broker in the United States! As King Risk Partners continues to grow, new career paths are opening for individuals who are passionate about building client relationships,delivering exceptional service, making a meaningful impact and desire to help shape the future of the organization. This position offers a compensation of base salary plus commission. Your Next Opportunity in Commercial Insurance Are you an insurance professional who enjoys building relationships, identifying opportunities, and helping clients find the right coverage solutions? We are looking for a Client Advisor – Commercial Lines to join our growing team. This role is ideal for a motivated, service-driven professional who wants to build and manage a developing book of business while becoming a trusted resource for clients and their businesses. As a Client Advisor, you will work closely with clients, prospects, insurance carriers, and internal teams to understand risks, develop insurance solutions, present coverage options, and grow long-term relationships. What You'll Do • Proactively develop new commercial insurance business through outbound calls, emails, networking, referrals, and in-person appointments., • Meet with clients and prospects to understand their business operations, risk exposures, and insurance needs., • Present proposals, renewals, and coverage options while clearly explaining terms, limits, deductibles, and pricing., • Submit, rate, quote, and bind new and renewal business in accordance with agency standards and carrier underwriting guidelines., • Prepare accurate and complete insurance applications and underwriting documentation, including loss runs and exposure information., • Partner with insurance carriers, marketing teams, and service teams to negotiate coverage terms and pricing., • Develop professional insurance proposals and maintain consistent communication throughout the sales and renewal process., • Identify and support cross-selling opportunities across Commercial Lines, Personal Lines, and other agency departments., • Build strong, long-term relationships with clients, prospects, and carrier partners., • Achieve established sales and production goals., • Maintain accurate and timely documentation in agency management and CRM systems, including AMS360 or equivalent platforms., • Track and report activity, pipeline, and production results., • Participate in agency sales and training meetings., • Stay current on insurance products, industry trends, and regulatory requirements., • Maintain all required state licensing and continuing education requirements. What We're Looking For • Active Property & Casualty insurance license., • Working knowledge of commercial lines insurance products and policy structures., • Ability to evaluate risk exposures and recommend appropriate insurance solutions., • Strong interpersonal, communication, and consultative sales skills., • Ability to prospect, qualify leads, and develop a book of business., • Strong written and verbal communication skills., • Excellent organizational skills with a strong attention to detail and accuracy., • Proficiency with Microsoft Office and agency management/CRM systems., • Ability to work independently while contributing to a collaborative team environment. Additional Requirements • Ability to travel locally during business hours, up to approximately 60%., • Valid U.S. driver's license., • Minimum state-required auto insurance., • Ability to communicate effectively by phone, video, and in person., • Ability to maintain regular and punctual attendance. Why This Opportunity? This is an opportunity to build meaningful client relationships, develop your commercial insurance expertise, and grow a book of business within a collaborative, fast-paced insurance environment. If you're motivated by relationships, growth, and the opportunity to make an impact, we'd love to connect with you. Apply today and take the next step in your Commercial Lines career! Equal Opportunity Employer King Risk Partners, LLC is proud to be an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.

Job Description Techworks Consulting, an award-winning MSP recognized as one of the best places to work on Long Island, is seeking a Technical Account Manager to serve as a trusted advisor and strategic partner for assigned client accounts. This is a hands-on, client-facing role where you'll bridge business needs and technical delivery, helping clients get maximum value from their IT environments while ensuring alignment with internal service and engineering teams. This is an in-person role based in Ronkonkoma, NY. What You'll Get • Salary range: $75,000–$85,000, • Comprehensive benefits: health, dental, 401(k), PTO, and holidays, • Strong company culture grounded in clear values and teamwork, • Opportunities for professional growth and advancement, • Exposure to a wide range of SMB environments and technologies What You'll Do • Act as the primary point of contact and trusted advisor for assigned client accounts, • Build and maintain strong, long-term relationships with key stakeholders, • Understand client business goals and align IT services and solutions accordingly, • Lead regular check-ins, QBRs, and strategic planning conversations, • Coordinate with service desk, engineering, and project teams to ensure timely resolution and delivery, • Translate technical issues and solutions into clear, business-friendly communication, • Identify risks, gaps, and opportunities within client environments, • Recommend improvements, upgrades, and additional services to enhance client outcomes and value What You Bring • 2+ years of experience as a Technical Account Manager, Account Manager, or similar client-facing IT role, • MSP or IT services experience strongly preferred, • Solid understanding of SMB IT environments and common technologies, • Strong communication and interpersonal skills with the ability to build trust quickly, • Ability to manage multiple accounts, priorities, and stakeholders effectively, • Comfort identifying opportunities for account growth and solution alignment, • Willingness to participate in occasional after-hours support during critical incidents or project needs Why This Role Stands Out • You'll act as a true advisor, not just a point of escalation, • High visibility with both clients and internal leadership, • Opportunity to directly influence client satisfaction, retention, and growth, • Exposure to a variety of environments and real business impact work Next Steps Apply with your resume OR Get a head start here: https://www.ondemandassessment.com/o/JB-Z54GT00DI/landing?u=1182753

Job DescriptionCompany Description At Quadient, we support businesses of all sizes in their digital transformation and growth journey, unlocking operational efficiency with reliable, secure, and sustainable automation processes. Our success in delivering innovation and business growth is inspired by the connections our diverse teams create every day, with our clients and each other. It’s these connections that make Quadient such an exceptional place to grow your career, develop your skills and make a real impact – help our future-focused business lead the way in powering secure and sustainable business connections through digital and physical channels. Job Description The territory for this is Long Island New York 5 Boroughs, New Jersey, Pennsylvania and a part of Delaware. It would be best for someone who lives in New York, Long Island as that is where most of the current customers are right now. The Strategic Account Executive is a key commercial leader responsible for expanding Quadient’s footprint across its highest‑value, multi‑site, and strategically critical customer portfolios within the US healthcare market. This role drives enterprise‑level engagement by partnering with executive stakeholders, national decision‑makers, and Group Purchasing Organizations (GPOs) to influence large‑scale procurement strategies and secure long‑term commercial alignment. As a trusted strategic advisor, the Strategic Account Executive develops and executes sophisticated account strategies that promote adoption of Quadient’s full suite of solutions across distributed operational environments, complex production ecosystems, and nationwide customer networks. The role leads high‑impact negotiations, aligns internal teams around shared objectives, and ensures consistent, measurable value delivery across all customer locations—accelerating account expansion, standardization, and sustained multi‑year revenue growth. Your role in our future: • Establish and maintain strategic relationships with C-suite and senior decision-makers., • Serve as primary point of contact for assigned national accounts, ensuring exceptional service and solution delivery., • Conduct regular account reviews to identify gaps, assess performance, and align on strategic priorities., • Develop and implement comprehensive sales strategies to increase revenue and deepen client engagement., • Identify cross-sell opportunities and expand Quadient’s footprint within assigned national accounts., • Proactively pursue new revenue streams within existing accounts to maximize growth., • Collaborate across Marketing, Operations, Product Development, and other teams to ensure cohesive sales execution., • Leverage internal partnerships and resources to solve client challenges effectively., • Conduct in-depth client needs assessments to identify operational gaps., • Design and deliver customized solutions that align with client objectives and Quadient offerings., • Lead contract negotiations, securing agreements that prioritize client satisfaction and long-term partnerships., • Structure contracts to support growth while maintaining compliance and financial goals., • Monitor account performance and maintain accurate reporting on revenue, customer satisfaction, and strategic initiatives., • Provide leadership with updates on account progress, insights, and recommendations for broader organizational strategy.Qualifications Your profile: • 10+ years of B2B sales experience managing large, complex customer accounts., • Proven ability to engage with C-suite executives and deliver impactful business solutions., • Experience in contract negotiation, cross-sell strategy, and revenue growth within matrixed organizations., • Exceptional interpersonal and communication skills to influence stakeholders at all levels., • Bachelor’s degree in Business, Sales, or related field; advanced degree preferred., • Experience selling into the US Healthcare market, • Strong strategic mindset with ability to identify and maximize growth opportunities., • Analytical skills to leverage data for informed business decisions., • Effective collaboration skills in complex organizational structures., • Exceptional organizational and time management abilities., • Proficiency in CRM systems and sales management tools., • Ability to travel as required to manage national accounts. Additional Information • Base salary + uncapped commissions (estimated OTE=$170k), • Additional compensation: monthly car allowance, mileage reimbursement, and a one‑time remote stipend. Rewards & Benefits • Flexible Work: Embrace a hybrid work model blending office and remote setup for a balanced lifestyle., • Endless Learning: Access global opportunities for growth through our 24/7 online learning platform., • Inclusive Community: Join our Empowered Communities and engage in our Philanthropy program., • Comprehensive Rewards: Enjoy competitive Total Rewards covering wellness, work/life balance, and more, including a generous referral scheme., • Caring for Wellbeing: Access our complimentary employee assistance program for mental health support. Smart Work at Quadient At Quadient, our Smart Work approach fosters connection, collaboration, and innovation while offering flexibility based on role requirements. Whether on-site, hybrid, or remote, our work environments are designed to support productivity and engagement. Hybrid employees balance remote and in-office work, on-site roles contribute daily to our vibrant workplace culture, and remote employees stay connected through virtual collaboration and in-person events. No matter where you work, you’ll be part of a dynamic, people-first community that drives success together. Be yourself at Quadient Our values define how we work as a team: Empowerment, Passion, Inspiration and Community. They inspire us to be EPIC. Together. What makes Quadient different is how different we are. We’re a team of individuals with one goal but many perspectives. When you connect with Quadient, you become part of a community that cares - in a culture that embraces differences and values every voice. We will consider any reasonable modifications to the interview process. If you require any assistance with the application process, please email us at career@quadient.com Quadient is an Equal Employment Opportunity Employer. *: We firmly believe in zero discrimination in employment on any basis, including race, color, religion, sex, national origin, age, disability, veteran or military status, genetic information, citizenship status, and any other characteristics protected by local, state, or federal law. People. Connected.

Job DescriptionDirector of Professional Services Are you a strategic technology leader who thrives at the intersection of client advisory and team development? We are IVIONICS - an established technology services company with deep roots and long-term clients - seeking a Director of Professional Services to serve as senior vCIO to our most important clients while leading and setting direction for our consulting practice. If you're ready to build trusted, executive-level client relationships and shape how we deliver technology strategy, keep reading. Why Choose Us? • Career Advancement. We’re not just offering a job; we’re offering a career. Join us, and you’ll have opportunities to advance yourself in the constantly growing technology sector., • A Flourishing Work Environment. At IVIONICS, we believe in fostering a positive workplace culture. We value collaboration, professional growth, and relationship-building both in/out of the office., • Work-Life Balance. We understand that your personal life is important. We offer flexible scheduling options to ensure you can manage your professional and personal life effectively., • Professional Development. If you’re willing to invest, then so are we. At IVIONICS, you’ll have access to ongoing training and development resources to continue enhancing your skills., • Competitive Compensation. We recognize your hard work and want to reward you for it. In addition to a competitive salary, all employees are eligible for a comprehensive suite of additional benefits including medical/dental/vision, retirement plans, paid time off, and more. Role OverviewThe Director of Professional Services serves as a senior vCIO advisor to IVIONICS’s largest and most complex clients while leading the consulting branch of our organization. This role sets the strategic direction for the practice and oversees the team of Practice Managers (jr. vCIOs), legal application knowledge specialists, and consulting professionals who deliver on our client commitments. The ideal candidate brings executive presence, deep technology acumen, and the leadership to grow a high-performing advisory practice. ResponsibilitiesLeadership & Practice Management • Lead, mentor, and develop a team of Practice Managers (jr. vCIOs), legal application knowledge specialists, and consulting staff, • Define the consulting practice’s vision, service offerings, and delivery methodology in alignment with organizational goals, • Establish performance standards, career development pathways, and accountability frameworks for the professional services team, • Drive cross-functional collaboration between consulting, managed services, sales, and operations vCIO Advisory (Strategic Clients) • Serve as senior vCIO for IVIONICS’s largest and most strategic client relationships, owning executive-level engagement and long-term IT strategy, • Develop and present technology roadmaps, business cases, and advisory deliverables that align client IT investments to business outcomes, • Lead regular executive business reviews (EBRs), QBRs, and strategic planning sessions with C-suite and senior stakeholders, • Act as a senior escalation point and trusted advisor across the client portfolio Business Development & Operations • Partner with Sales on strategic pre-sales activities, solution scoping, proposal development, and pricing for professional services engagements, • Own the P&L and utilization targets for the professional services practice, • Drive continuous improvement in delivery quality, documentation standards, and operational processes, • Identify opportunities for service expansion and new revenue streams within existing and prospective client relationships Qualifications, • 8+ years of experience in an MSP, IT consulting, or professional services environment, • Demonstrated experience in a vCIO, IT Director, or senior advisory capacity with enterprise or mid-market clients, • Proven track record of leading and scaling delivery teams with measurable outcomes, • Executive-level communication skills—written, verbal, and presentation, • Ability to translate complex technology concepts into clear business value for non-technical stakeholders, • Familiarity with IT governance frameworks, managed services models, and SLA management Preferred, • Experience supporting legal, financial, or regulated professional services clients, • Familiarity with legal technology and document management platforms (iManage, NetDocuments, etc.), • Experience building or scaling a consulting practice within an MSP IVIONICS is committed to being an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, ethnicity, age, disability, marital status, veteran status, or any other characteristic protected by law. Powered by JazzHR KDdpGGZU2Q

We are seeking a client-focused, fashion-forward Client Advisor to help build a luxury lifestyle presence within the local market. Client Advisor (American Dream). Capture and maintain meaningful client information in CRM tools to support relationship-building and future outreach.

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The Client Advisor is expected to implement client relationship directives and up-sell product, while ensuring all client correspondences are thoroughly handled. The Client Services & eCommerce Client Advisor, the Americas is the revolving door to our customer service and client needs. Client Servic

We are seeking an accomplished Senior Client Advisor to join our Madison Avenue flagship boutique. If you are an accomplished stylist with a proven client following and a passion for creating unforgettable client experiences, we invite you to apply. The Senior Client Advisor is a top-performing bran

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We are seeking an exceptional Senior Client Advisor to join our dynamic team and elevate the experience of our VIC and VIP clientele. The Senior Client Advisor will support the VIP/VIC Team and Founder in building and maintaining strong relationships with our VIP, high-net-worth clientele, while als

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