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Job Description A great opportunity is available at the New York Life, Long Island, NY, for an Entry-Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with us. Drive your professional development independently and positively impact households. Potential for substantial earnings and career progression. Engage with a diverse client base including families, individuals, business owners, and corporations. Training provided to explore Wealth Management. Start a rewarding career journey with our dynamic team, offering flexibility and attractive earning potential. Compensation: $117,000 plus Benefits Responsibilities: • Provide expertise, insights, and financial solutions to families, individuals, business owners, and corporations in the Melville, NY area, • Manage your own financial practice with the backing of a leading Fortune 100 company, • Assist clients in planning and prioritizing their unique financial goals, • Begin as an agent with the potential to advance into an advisory role, • Enjoy the benefits of being an independent business owner while receiving support and guidance, • Contribute to shaping the financial futures of clients in the local community Qualifications: • Experience is not needed, but a plus. We provide Training and Licensing, • Athletes Preferred, • We’re proud to offer training to help you grow your career, • You’ll be in business for yourself, but not by yourself. Development Managers will mentor you and help you grow your career, particularly as you start out, • Bachelor's degree is a plus, • With our training and support, you have the opportunity to work towards the credentials that will qualify you as a licensed Financial Advisor or grow into a leadership role as part of the management team, • Looking for an individual who is coachable and willing to learn, • We are searching for Driven and competitive individuals New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

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

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $116,000 at plan yearly Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job Description Join Our Team as a Mortgage Advisor/Loan Officer! Company: Confidential Location: Nationwide Are you a passionate and driven Loan Officer looking to elevate your career in the mortgage industry? Our client provides the perfect platform for high-performing Mortgage Advisors like you who are ready to step into the spotlight and make a significant impact! They believe in empowering our Loan Officers with the tools, support, and incredible opportunities they need to excel. With a strong focus on purchase lending, our company offers: • No Overlays, • In-house funding, • A leadership team that truly understands your needs as a Loan Officer, • A culture that fosters growth and rewards performance over tenure Your Path to Success Whether you are already a seasoned professional or aiming to reach new heights, we provide clear pathways to advancement within our organization. Our goal is to support you in scaling your business without burning out while helping you grow your referral network and enhancing your client relationships. Take Advantage of Our Realtor Growth Engine! Our proprietary system focuses on fostering strong relationships with real estate professionals, helping you: • Attract and retain producing Realtors, • Create consistent referral flow and trustworthy connections Ready to Make the Move? Contact us at to embark on an exciting conversation about your future with Leadling! Requirements Who We Are Prioritizing We are being highly selective and are primarily speaking with: Retail Loan Officers producing at a high level Self-sourced purchase-focused originators Entrepreneurs who think like business builders MUST HAVE(S) • Active NMLS#, • An active book of business, • Attract realtors into your ecosystem, • Build long-term referral loyalty, • Automate follow-up and nurture, • Create predictable purchase pipelines

Job Description Director, Human Resources - Garden City, New York About our Client: Our Client is a global provider within a wide range of areas, including but not limited to aerospace and defense platforms, automation and manufacturing, and the medical and healthcare fields, all aiming toward advancing cutting-edge research and development. Higher Talent Group values its reputation for finding high-quality people, which is why we will conduct a screening to determine if this is a good fit for you. We will share further details such as the culture, how progression works within the company, etc. EDUCATION AND/OR EXPERIENCE • Bachelor’s degree with a minimum of 6+ years HR experience in the manufacturing industry; master’s degree with 10+ years HR experience preferred, • Minimum of 4+ years of experience in Labor Relations SUMMARY OF POSITION The Director of Human Resources is an essential member of the HTF leadership team contributing to the development and execution of the business’s annual strategic plan. This position is a senior staff level role at our client’s Business Unit, and the individual will play a key role in guiding the strategic direction and leading the efficient execution of activities to profitably grow the business. This position reports directly to the HTF DVP/Business Unit Manager, with a strong dotted line to the Aerospace & Defense Division Vice President of Human Resources. ESSENTIAL DUTIES AND RESPONSIBILITIES The essential duties and responsibilities of this position are listed below. This list is not all-inclusive and may be amended from time to time. • Serve as a key member of the Senior Leadership Team (SLT) for the Business Unit and the trusted advisor and business partner of the DVP BU Manager, • Lead the HTF HR team in full cycle HR responsibilities (hiring, onboarding, development, performance management, employee relations, payroll, etc.), • Collaborate with the BU Manager and SLT to assess leadership capabilities, implement targeted development strategies, and drive initiatives that align with HTF values and accelerate business performance, • Full ownership of Labor Relations for the Hughes-Treitler Garden City location including CBA administration, grievance and arbitration management, and participation in contract negotiations, • Serve as the key coach to all leaders within the business unit managers on HR Strategy, policy and leadership principles; recommend organizational structure, improvements to policies, programs, and procedures related to the effectiveness of the HR function, • Leverage HR KPIs and metrics to make data-driven business decisions, • Travel required up to 40% to the Business Unit locations QUALIFICATIONS, KNOWLEDGE, SKILLS, AND EXPERIENCE REQUIRED • Experience driving transformative change within a manufacturing business; ability to partner with and effectively influence Senior Business Leaders, • Robust understanding of manufacturing technical talent and operation speed, • Expertise in leading talent acquisition initiatives and aligning hiring strategies with business objectives, • Knowledge of Federal, State, and Local employment regulations, • Working knowledge of a manufacturing P a practical working knowledge of manufacturing concepts (Throughput, Direct Labor Planning, etc.), • Must have the ability to multitask with strong time/priority management skills, • Due to the nature of HTF's programs and products, applicants must have the legal right to work in the US and additionally must be legally authorized to access export-controlled information and source code. OTHER • Due to contracts with the United States Government, the candidate must be either a U.S. citizen or a Green card holder. COMPENSATION The anticipated salary range for this position is $185,000 to $200,000 annually. This range reflects the base salary for candidates who meet the requirements of the role, including experience, education, and location. Salary Disclaimer: Where a specific pay range is noted, it is a good-faith estimate only. At the time of this posting, the actual salary offered will be based on experience, skills, qualifications, market/business considerations, and geographic location. NOTE The above is presented as a matter of occupational information and guidance only; all other reasonable tasks, duties, and responsibilities that management may deem necessary for satisfactory performance may be included. ABOUT HIGHER TALENT GROUP Higher Talent Group offers candidates full-time opportunities at companies hiring nationwide. We also provide resume and career coaching services for individuals who require assistance in getting back into the workforce or for candidates who want to start looking for a new opportunity discreetly. Want to learn more? Check out our website for additional information.

Job DescriptionAbout Us Zicana Surfaces is a luxury design and fabrication company specializing in high-end natural and engineered stone surfaces. We work with discerning homeowners, interior designers, architects, and builders to deliver exceptional, design-driven spaces. Our showroom experience, product quality, and execution set us apart - and we are growing. The Opportunity We are seeking a high-performing, client-facing Luxury Design Sales Consultant to join our team. This is a relationship-driven, consultative sales role - not a transactional retail position. You will work with high-end clients on meaningful projects, guiding them from initial consultation through design, quoting, and closing. If you are someone who thrives in a design-oriented environment and enjoys building relationships while driving revenue, this is a strong opportunity. What You'll DoClient Engagement & Sales • Conduct showroom consultations with homeowners, designers, and trade clients, • Understand client needs and translate them into design-driven solutions, • Build trust and act as a luxury advisor throughout the processBusiness Development, • Prospect and develop relationships with:, • Interior designers, • Builders, • Architects, • Generate new opportunities and maintain an active pipelineDeal Management, • Prepare quotes and proposals, • Follow up consistently with clients, • Work in Salesforce CRM, • Guide clients through material selection and project decisions, • Close deals and drive revenue growthBrand Representation, • Deliver a high-end, professional client experience, • Represent Zicana's brand with attention to detail and professionalismCompensationBase Salary, • $65,000 annually (paid weekly, hourly equivalent)Commission Structure, • 2.5% on annual sales up to $999,999, • 3.5% on $1,000,000 – $2,160,000, • 4.5% on sales above $2,160,000Earnings Potential, • On-target earnings: ~$125,000+, • Full-time: 5 days/week, • 9:00 AM – 5:00 PM, • Includes rotating Saturdays (with a weekday off)What We're Looking ForCore Traits, • Strong communicator with polished, professional presence, • Detail-oriented and highly organized, • Self-motivated with strong follow-through, • Comfortable working with high-end clienteleExperience, • 2+ years in sales (preferably consultative or design-related), • Experience in one or more of the following is a plus:, • Interior design, • Stone, tile, cabinetry, or construction sales, • Luxury retail or showroom salesWhy This Role Stands Out, • Work on high-value, design-driven projects, • Engage with top-tier clients and professionals, • Strong earning potential with uncapped upside, • Supportive internal team that helps you focus on selling

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

Job Description The candidate for this role will need to assist the firm by helping run the day to day internal operations which will include organizing and ensuring proper completion of all client paperwork, as well as timely follow-up on client service issues, and performing various tasks as needed. There is a lot of upward mobility due to the fact that this is a growing Financial Planning Firm. The job responsibilities include: • Attention to detail, • Tenacity and Persistency, • Communicating to clients on phone and via email to address service issues as well as identify opportunities to help the firm grow, • Correspond with clients to complete new accounts, asset transfers, and other forms., • Communicate with the back office and other agencies to complete new business and client requests in a timely manner., • Prepare and ensure new business paperwork is successfully completed. The necessary paperwork includes preparing forms, obtaining appropriate signatures, prepare and send documents and tracking new business. The ideal candidate should possess the following work experience: • Experience in the competitive Financial Advisor Industry preferred, • Experience processing Life Insurance applications, • Proficiency in Social Media communication for purposes of firm branding, • Proficiency in Salesforce, Microsoft Excel, PowerPoint and Word for the purpose of client communication and marketing presentations Starting salary is around $45,000 for no experience.

Job Description BMW of Manhasset is seeking a motivated, professional Client Advisor (Sales Consultant) to join our sales team at our new, state-of-the-art facility. This role is ideal for someone who enjoys building long-term client relationships, follows a structured sales process, and takes pride in representing a premium brand. Dealership Location • Guide clients through the BMW purchase or lease experience from first contact to delivery, • Build and maintain relationships through phone, text, email, and in-person communication, • Follow our proven road-to-the-sale showroom process and CRM follow-up standards, • Conduct vehicle presentations, test drives, and deliveries with confidence and professionalism, • Maintain accurate customer records and daily tasks in Momentum CRM, • Work closely with management and F&I to ensure a smooth client experience, • Automotive Sales experience required, • Strong communication skills — phone, email, text, and face-to-face, • Comfortable with technology, CRM systems, and digital tools, • Self-motivated, coachable, and accountable, • Professional appearance and attitude, • Competitive compensation plan, • Paid training and ongoing coaching, • State-of-the-art showroom and facility, • Supportive management team with clear expectations, • Opportunity for growth within a dealer group We are committed to process, accountability, and professionalism. Our team members are supported, trained, and held to a high standard — because our clients expect nothing less.

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

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you’ll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager. Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 65 years we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. *Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18 2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 3- Based on Fortune Magazine ‘World’s Most Admired Companies’ 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Our extensive resources include: -Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses. • Three highly-skilled teams that provide advanced markets support:, • Our Advanced Planning Group, • Eagle Strategies*** for qualifying agents who are also Registered Representatives, • The Nautilus Group for qualifying agents who pay a monthly subscription fee • Help clients reach their financial goals using a hands-on approach to developing customized, long-term strategies that meet their needs, • Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager, • Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds, • Select, hire, and grow your financial professionals team as an associate partner, • Transition into management as an Associate Partner once you have achieved the program requirementsQualifications:, • Bilingual in Spanish, Portuguese, or another language is a plus, • Working knowledge of cultural markets is helpful, • Required knowledge and experience working in the insurance or financial services field, • Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation, • Experience working in sales is requiredAbout Company WHY NEW YORK LIFE? From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities. We’re proud of the help we’ve provided and continue to provide our clients • 5.1 million lives protected (includes all owners of individual life insurance and annuity policies), • $6 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.), • $983 million lifetime annuity income paid (includes all payouts on individual income annuity products), • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Bank Of America Financial Advisor. Client Experience Branding, Client Solutions Advisory

Job Description We are seeking a CFP® for a Servicing Financial Advisor role to support our advisory team in delivering high-quality, client-centered financial planning and wealth management services. This role is ideal for a motivated professional who is building a long-term career in wealth management and wants hands-on experience working with clients, planning processes, and an experienced team. The Servicing Financial Advisor will work closely with lead advisors to prepare financial plans, support client relationships, and gradually take on more responsibility in meetings, analysis, and ongoing service. Key Responsibilities • Support lead advisors in preparing comprehensive financial plans, including retirement, investment, tax, insurance, and estate planning analysis, • Assist with client meeting preparation, follow-up, and documentation, • Participate in client meetings as appropriate and gradually take on client-facing responsibilities, • Conduct investment and financial analysis using planning and portfolio management software, • Maintain accurate client records and documentation in the firm’s CRM and planning systems, • Collaborate with internal team members to ensure a high level of client service, • Bachelor’s degree, • CFP® certification or current enrollment in a CFP® Certification program, • 3 years of experience in financial planning, wealth management, or a related role, • Strong analytical, organizational, and communication skills, • High attention to detail and commitment to accuracy, • Professional demeanor and ability to build trust with clients, • Competitive compensation with growth potential, • Mentorship from experienced advisors, • Exposure to comprehensive financial planning and real client work, • Support for professional development and CFP® certification completion, • Collaborative team environment with a long-term career path

Job Description Do you love planning but hate selling? We are looking for an experienced Life Insurance Agent to join our dynamic wealth management team in Melville, NY. In this role, you will service an existing book of high-value clients while collaborating with our senior advisors to deliver exceptional financial guidance. If you are a client-focused professional with a proven track record in wealth management, this is your chance to elevate your career in a supportive, growth-oriented environment. This opportunity offers the potential for equity ownership in the firm, providing a pathway to long-term partnership and shared success. Key Responsibilities • Manage and nurture relationships with a portfolio of existing clients, ensuring their financial plans align with evolving needs and market conditions., • Conduct in-depth financial analyses, including investment portfolio reviews, retirement projections, tax strategies, and risk assessments., • Develop and implement customized financial plans, leveraging our firm’s resources and tools to optimize client outcomes., • Collaborate with the advisory team on complex cases, sharing insights and best practices to enhance overall service delivery., • Stay abreast of industry trends, regulatory changes, and market developments to provide proactive advice., • Participate in business development activities to expand the firm’s existing client base, with support from our marketing and operations teams. Qualifications • Minimum of 3+ years of experience as a Financial Advisor, Financial Planner or Life Insurance Agent preferably in wealth management or a similar advisory role., • Active FINRA Series 6/7, Series 66 (or equivalent) and health and life licenses required; CFP® or similar certification strongly preferred., • Strong knowledge of investment products, financial planning software (e.g., eMoney, MoneyGuidePro), and CRM systems., • Excellent communication and interpersonal skills, with the ability to build trust and rapport with affluent clients., • Bachelor’s degree in Finance, Business, or a related field; advanced degrees or certifications are a plus., • Commitment to ethical practices and client-first principles. What We Offer • Access to a large established book of business for immediate impact and revenue generation., • Competitive compensation package, including base salary and bonus., • Potential for equity ownership, allowing you to share in the firm’s success., • Reimbursement for health, dental, vision insurance, 401(k) with match, paid time off, and professional development reimbursement., • Collaborative team environment with mentorship from experienced partners., • Opportunities for continued education, conferences, and networking in the financial industry.

Job Description Job Title: Financial Services Professional & Investment Advisor - Launch Your Successful Career at New York Life Insurance Company: New York Life Insurance - A well-respected and longstanding leader in the insurance and financial services industry, providing comprehensive solutions and unparalleled customer experiences since 1845. Our extensive range of life insurance, retirement planning, and investment products help individuals and families achieve their financial goals and secure their futures. Location: Long Island, NY Position Type: Full-Time Position Summary: New York Life Insurance is seeking a self-motivated and results-driven Financial Services Professional & Investment Advisor to join our successful Long Island team. In this role, you will build a thriving financial sales and insurance business, helping clients in your community achieve financial security and peace of mind. As a key member of our team, you'll have access to industry-leading training, mentorship, and the opportunity for rapid advancement into our Fast Track Management program. Key Responsibilities: • Develop and maintain strong relationships with clients by assessing their financial needs and providing tailored solutions., • Prospect and onboard new clients through networking, marketing, and referrals., • Provide on-going service and support to clients to ensure satisfaction and retention., • Achieve personal sales goals and contribute to the overall success of the Long Island office., • Attend ongoing professional development and training sessions to stay current with industry trends and regulatory changes., • Bachelor's degree preferred; equivalent sales experience will be considered., • Prior sales experience and a demonstrated history of success., • Strong communication, interpersonal, and decision-making skills., • Self-motivated, disciplined, and able to work effectively with minimal supervision., • Excellent time-management and organizational abilities., • Up to $100,000 per year, including base salary, bonus, and commission opportunities., • Comprehensive benefits package, including 401(k), health, dental, vision, and life insurance., • Continuing education reimbursement and support for industry designations., • Accelerated path to management for top performers.

Job DescriptionOverview: SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, investment advisory, property management, development, and specialty lending. Backed by a multi-generation family office legacy, SimpleCITI offers differentiated real estate and private investment solutions to institutional and private wealth investors. Our operating companies include: • SimpleEQUITIES – Private Equity Real Estate, • SimpleADVISORY – SEC-Registered Investment Adviser, • SimpleMANAGE – Commercial Property Management, • SimpleBRICKS – Development, • SimpleSPACES – Industrial & Warehouse Platforms Job Description: SimpleCITI is seeking a results-driven Director of RIA & Family Office Distribution to support and expand distribution of SEC RIA-advised real estate and specialty finance investment products. This role is responsible for developing and managing relationships across the RIA, family office, and private wealth channels, driving product approvals, capital inflows, and long-term advisor partnerships. This is a hybrid role, combining in-office collaboration with client-facing travel, meetings, and industry events. Key Responsibilities: Advisor & Relationship Development: Develop and maintain strong relationships with Registered Investment Advisors (RIAs), family offices, and select institutional-adjacent investors. Product Distribution & AUM Growth: Execute distribution strategies to drive product adoption and asset growth across SimpleCITI’s investment offerings. Product Presentation & Education: Present investment products through in-person and virtual meetings, webinars, conferences, and industry events. Market Intelligence & Opportunity Identification: Monitor advisor demand, competitive offerings, and industry trends to identify new distribution opportunities. Primary External Point of Contact: Serve as the primary relationship manager for external advisors, providing ongoing support, follow-up, and communication. Internal Coordination & Alignment: Collaborate with internal investment, operations, marketing, and compliance teams to ensure alignment between distribution efforts and operational capabilities. Sales & Marketing Support: Assist in the development of sales materials, product decks, and advisor-facing communications tailored to specific client needs. Compliance Partnership: Coordinate closely with the compliance team to ensure all sales and marketing activities adhere to regulatory requirements. Field Feedback & Strategic Input: Provide structured feedback from advisor interactions to support product refinement and strategic planning. Requirements Qualifications: • Proven track record in wholesaling investment products, preferably within the RIA, real estate, or specialty finance sectors., • Established relationships with RIAs are required., • 3+ Years of Experience, • Deep understanding of real estate investment vehicles (e.g., REITs, private equity funds, 1031 exchanges) and specialty finance products., • Exceptional communication and presentation skills with the ability to convey complex concepts clearly and persuasively., • Strong organizational skills and the ability to balance external and internal responsibilities effectively., • Proficiency in CRM tools and data analysis to track client interactions and sales performance., • Bachelor’s degree in finance, business, or a related field. Advanced degrees or certifications (e.g., CFA, CAIA, Series 7, 63, 65/66) are preferred.

Grow the Made-to-Measure business by cultivating and driving sales of custom clothing through expert client consultation: deliver an elevated experience that encompasses fabric consultation, measurement taking, fit evaluation, and trim and styling guidance; leverage deep product knowledge and refine

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. Build a book of business an

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. Exhibit unwavering integrit

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrate a passion for e

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

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrate a passion for e

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

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

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. At least 2 years in a Finan

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

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

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