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Job DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!Compensation: $150,000 at plan earnings Responsibilities: • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products, • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospectsQualifications:, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential, • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial, • A Bachelor’s degree in business administration, finance, or a related field is required, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desiredAbout Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

Job DescriptionDescription: Mental Health Association of Nassau County (MHANC) is a not-for-profit membership organization dedicated to improving mental health in our community through advocacy, education, program development, and the delivery of direct services. Our organization is looking for a motivated individual with a calling to help adults with mental illness by becoming a Care Coordinator. The Care Coordinator functions as a member of an interdisciplinary team to provide care coordination to a caseload of severely mentally ill adults with multiple medical and/or co-occurring substance use disorders and/or medically ill individuals. Advocates for and supports the client, engages with community agencies/health care providers and others on his or her behalf to ensure access to services needed to increase wellness self-management and reduce emergency room visits and/or hospitalizations. Provides support to the team by providing consultation, education, information around psychosocial and/or substance abuse conditions, interventions and resources to maintain focus on outcomes and best practices. Essential Duties & Responsibilities • Conducts initial and ongoing assessments of assigned clients to document strengths, needs, goals and resources., • Participates in the development/documentation/review and update of client centered comprehensive, integrated, interdisciplinary care plan in consultation with the Care Manager and other team members to ensure focus on desired outcomes., • Maintains effective communications with clients, primary care physicians, substance abuse and mental healthcare providers, family, collateral resources and other agency staff on behalf of clients., • Maintains documents, records, statistics, and other related reports in an organized, timely and accurate manner., • Coordinates care planning with other providers of services/resources to ensure goal directed, collaborative care, including care transitions., • Works as a part of a Care Coordination team; attends and participates in team meetings to provide input/feedback around psychosocial conditions to review client status, update plans and goals and review outcomes to further program goals., • Acts as a resource/consultant to all team members on psychosocial and or substance abuse issues and resources., • Provides telephonic as well as face to face outreach, engagement and service planning in the field., • Acts as a linkage to community services including medical, behavioral, residential, entitlement and any other needed services per interdisciplinary care plan. Requirements: Education & Experience • High School diploma/GED with additional training and experience in human service delivery required, plus one (1) year of related human services experience required in providing direct services to mentally ill clients, in order to link them to a broad range of services essential to successfully living in the community., • Associate’s Degree with additional training and some experience in human service delivery preferred., • Experienced in and demonstrated comprehensive understanding and working knowledge of the interdisciplinary planning process and the developmental treatment model., • Knowledge of Medicaid, Social Security and other entitlements preferred., • Excellent interpersonal skills required., • Must have the ability and willingness to regularly travel to various locations in Nassau County, using agency vehicle when transporting consumers., • NYS Driver’s License required; must take defensive driving course through agency or external provider MHANC offers an extensive benefits package to full-time employees, which includes: • Medical, • Dental, • Vision, • Health Savings Account, • Flexible Spending Account, • 403(b) Retirement Plan, • Life Insurance, • Paid Time Off, • Paid Sick & Safe Leave, • Long Term Disability, • Short Term Disability, • Paid Holidays, • Employee Assistance Program, • Pre-Tax Commuter Benefit

Job Description:\n\nJOB SUMMARY: The Director of Wellness uses their specialized knowledge to insure the Resident’s care and management needs are being adequately and correctly met and assists the Executive Director, and the Director of Case Management as an additional liaison between Residents, the Residents Legal Representatives, their families, administrative staff, and community-based service providers. Responsibilities include the direct supervision of the Wellness and Reflections Unit; motivation, supervision and in-service training/education of the Resident Service Aides. The Director of Wellness will assure compliance with company policy and the State Health Department’s regulatory requirements for the admission and discharge procedure as well as appropriate documentation requirements. Additional responsibilities include: in-service education on health/wellness related topics and on the spot training to address identified performance concerns and/or improvements. As a member of a multi-disciplinary team the Director of Wellness facilitates development of the Resident’s individual plan of care under the direct supervision through collaboration with the Resident, the Resident’s family or Representative, the Resident’s primary care physician, the property Management Team, and any appropriate third-party providers. The Director of Wellness provides primary Resident supervision and acts as support to Residents, oversees admissions and discharges processes; provides orientation, social/emotional support, arranging for needed services; provides off-site visits and evaluations to residents in hospital and rehabilitation centers, and maintains Wellness/Reflections nursing notes as per company policy. DUTIES AND KEY RESPONSIBILITIES: 1. Administrative Services: a. Responsible for overall supervision of the Resident Services Department. i. The Director of Wellness will cross cover responsibility for the overall supervision of Wellness and Reflections b. Must be familiar with and able to implement emergency procedures as outlined in the Emergency and Disaster Plan. c. Responsible for the 24-hour, 7 days a week operation of the Wellness / Reflections Unit: i. Monitor proper scheduling and assignment of staff for Reflections Program in accordance with company policy and State Health Department regulations ii. Work collaboratively with RSC to ensure adequate coverage as needed in Wellness and Reflections d. Maintains on-going infection control surveillance, OSHA standards, universal precautions and basic sanitation and safety in Wellness Office and the Reflections Unit inclusive of the Resident’s apartments e. Assures the accuracy of Resident records and documentation in adherence with company policies as well as regulations of the State Department of Health f. Assures the medication management system adheres to State and local Department of Health laws and regulations and company policies, as well as Memory Care requirements: i. Assures thorough reviews of Medication Administration Records to include “chart to cart” audits, review of pre-MARs and final MARs. ii. Addresses all findings as a result of the review and develops appropriate training strategies to address such findings g. Follows the company policies and procedures related to incident reporting and notifications as well as State Department of Health Regulations i. Maintains incident report records ii. Informs Executive Director of all incidents h. Maintain active community and professional relationships to support positive promotion of the company. i. Develop contacts with community agencies serving senior citizens and clergy and refers residents where/when appropriate. ii. Maintain a liaison with facility and the community nursing homes, hospitals and assisted living facilities. i. Conducts, at the beginning of every shift, an observational walk-through of the entire Reflections Unit to insure no issue or concern needing immediate attention j. Conducts daily observational walk-through of the Main Dining Room/Reflections Dining Room to assure Residents are appropriately groomed and dressed k. Conducts supervised weekly scheduled checks of Reflections Resident’s apartments l. Performs other duties as assigned by the Executive Director. m. Monitor and maintain documentation on the Emergency Response System to ensure compliance, reporting findings to the ED as required 2. Resident Supervision: a. Acts as Resident advocate and assists Administrative staff in their continued service to the Resident i. Visits with each Resident to evaluate their concerns ii. Refers all Resident complaints and/or concerns to the Executive Director for immediate investigation and resolution b. Provides oversight to the admission process of the Resident to include: i. Appropriateness and accuracy of the Resident’s physician evaluation for sign off on same ii. Conducts (or delegates as appropriate) Initial Evaluation of Resident prior to admission into the community and follow-up evaluation as per company policy and State Department of Health regulations; • NJ only - If not licensed as an RN forwards Initial Evaluation to designated Registered Professional Nurse; iii. When indicated, assures completion of Behavioral Health evaluation as per company policy and State Department of Health regulation; iv. Provide initial and ongoing orientation to facility for new Residents; v. Acclimate Resident and introduces them to other Residents. vi. Encourage Residents to participate in social activities and insure that Wellness and Reflections front line staff is doing so also. c. Inform ED, Director of Case Management and Department Heads of the general well-being or Residents as well as their ability to live in the Assisted Living setting; d. Conduct as per company policy and State Department of Health requirements functional evaluations to identify Residents status and/or change in status and to determine the type and level of assistance needed: i. Develop and update each Resident’s service plan(s), evaluation, and other pertinent evaluations at specified intervals and when a change in Residents’ status warrants. • NJ only - If not licensed as an RN forwards all updated evaluations to the designated RN for sign off. ii. If delegated by ED, communicates change in Resident status to the Resident’s Representative and appropriate Administrative/Corporate Business staff; iii. Collaborate with a multidisciplinary team of providers, as well as the Resident and/or Resident’s Representative in the development of the Resident’s Individualized Service Plan on admission, appropriate revision within 30 days thereafter, and every 6 months; iv. Monitor the Wellness and Reflections Communication Logs daily for any unusual occurrences or changes in resident’s status and records and insures interventional strategies appropriately; v. Ensure all corporate policies and procedures and State Department of Health Regulations for Assisted Living Residences, Special Needs Program are followed and maintained; vi. Supervise Wellness and Reflections Unit staff to ensure that Residents receive appropriate care and activity program. vii. Ensure monthly support groups are conducted for families in the Reflections programs e. Coordinate care with the Department Heads, Resident’s physician, and other third-party providers: i. Collaborate with the Director of Case Management to assist residents with referrals to pertinent agencies when needed; i.e., Long Term Care insurance forms, nursing homes, social services agencies, Able Ride, etc. ii. Assist with hospital, skilled nursing facility, rehab centers, et al, with transfers and discharges and liaises external staff and discharge planner to determine suitability of Resident to return to facility: • Conduct off site visits as indicated/requested by ED/ Director of Case Management iii. Act as a liaison with Resident’s personal physician and other healthcare providers. iv. Refer Resident service problems to the appropriate Department Managers and Director of Case Management and Administration as necessary. f. Develop and keep accurate Resident records in compliance with company policy and regulatory rule: i. Collaborate in the development of the Resident service/care plans with Dietary Manager, (nutrition consult where indicated), Lifestyle Director, Director of Case Management, Resident’s primary care physician (and consultant specialists), third party providers (particularly home health) and the Resident’s family/Legal Representative; ii. Enter Wellness and Reflections Notes to include necessary social, recreational, physical, emotional, mental / behavioral health findings, needed and ordered interventions, and eventual outcomes iii. Review visiting and outside physician and provider notes and implement any changes in prescribed management as ordered by physician, g. Assure annual physician evaluations and where indicated behavioral health, pain, cognition, wander, fall, skin integrity evaluations; h. Oversee and document review of Residents who are self-administering medications to ensure continued competency and report all findings to ED, Director of Case Management, Resident’s physicians and Representatives – follow up as needed and indicated; i. Conduct skin observations on Residents, documenting findings to maintain compliance, and report findings for follow up. 3. Staff Education, Development, Supervision and Evaluation: a. At the request of the ED: i. Interview, recommend for hire and promotion, train, supervise, evaluate, discipline, and refer to ED for termination: ii. Supervise care staff as well as providing care to Residents iii. Conduct and/or schedule staff in-services to improve the quality of care by care staff to respond to both individual and global staff identified needs iv. Maintain in-service schedules to meet State Department of Health requirements as well as company policy v. Assure in-service training, competency observations vi. Assure Medication Aides are in compliance with all State Department of Health training, documentation of delegated tasks, and ongoing in-services requirements b. Assist in maintenance of personnel files including documentation of health evaluation, needed immunization and communicable disease clearances, certifications and/or licensure, et al; c. Conduct periodic health seminars for the Residents and/or Residents’ families in collaboration and coordination with the Lifestyle Director. d. Monitor and document scans of Electronic Health Records (EHR) and Emergency Response System to identify concerns, address findings, assure compliance and report findings to ED for follow up as needed e. Oversight of the staff audit process i. Conduct and monitor staff completion of audits including but not limited to: ERS, Controlled Substances, Medication Administration Records, Medication Carts, Resident medical files and Resident care ii. Report findings of the audits to the ED iii. Assist ED with plans of corrections based on findings; follow ups as required to ensure staff and findings are in compliance f. Follow all workplace injury procedures, including completion of reports for timely reporting and issuing corrective action when necessary. g. Adhere to and uphold company policies and procedures. 4. All other tasks as assigned by supervisor. QUALIFICATIONS: · Associate Degree at a minimum, Licensed Professional Nurse, preferred Bachelor Degree in Social Services, Nursing, Geriatric Health Services, Activities/Recreation or related field · Minimum of three (3) years’ experience working with the Alzheimer/dementia geriatric population · Experience managing care staff and medication technicians · Working knowledge of medical and nursing terminology · Level of proficiency with Microsoft Office and email · Some training or experience in use of computerized filing/data base management systems. · Ability to speak clearly and comfortably to and deal courteously, compassionately, and efficiently with Residents, Residents families, physicians, property personnel, and others · Ability to use discretion in handling confidential information · Ability and flexibility to tolerate frequent work interruptions, organize work and re-set priorities in order to complete work responsibilities in a timely manner; · Must be emotionally, mentally and physically able, with or without reasonable accommodations, to provide required services to residents, including verbally communicating with residents. · Must be able to speak, read, and write in English, which is the predominant language of a majority of our residents. · Must be able to listen attentively to residents' requests and preferences, ensuring exceptional customer service. · Excellent communications skills both verbal and written · Knowledge and demonstrated performance of in-service procedures. · Must complete all required annual trainings as directed. WORKING CONDITIONS & PHYSICAL REQUIREMENTS: · Responsible for the 24-hour, 7-day a week operation of the Wellness Department (Director of Wellness) · Responsible for the 24-hour, 7-day a week operation of the Reflections Unit - Special Needs Program. · Available and responsive to staff and/or Management and/or Residents families/providers for immediate consultation 24/7 and for off shift, on site visits to building when necessary. · Shift changes may be required depending on the needs of the Wellness Department and/or Reflections Unit · · Exposure to blood borne pathogens and body fluids. · Communication with Residents, Residents Families, physicians and other licensed providers · Acute sense of smell and intuitive nature · Listening for falls, cries, choking, door alarm, etc., 100% · Bending, squatting, kneeling and lifting occasionally. · Climbing stairs occasionally · Driving to off-site facilities/locations WORKING CONDITIONS: · Standing 10% · Walking 20% · Sitting 30% · Talking 30% · Driving 10% I have read and understand this position description thoroughly and will assume the responsibilities as indicated. I further understand that I may not refuse to do a job or task that is required to meet the standards of quality Resident care. I can perform these duties and responsibilities without accommodation: q Yes q No I will need the following accommodation to perform these tasks: Team Member’s Signature Date