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

Job DescriptionSales Director Location: Hybrid – Based in Copiague, NY (On-site and Remote) with Local Travel Required Reports to: Managing Partner About CL Visual CL Visual is a national leader in commercial vehicle wrap branding and marketing, serving businesses across all industries — from home services and construction to retail, transportation, manufacturing, and beyond. Our mission is simple yet powerful: to create impactful impressions that change lives with your brand. Through our exceptional design capabilities, advanced production processes, and precision installations, we’ve built a reputation for being the top tier in the fleet branding industry. We’re now building a sales department from the ground up — and we’re looking for a Sales Director ready to make their mark. Position Summary The Sales Director will be the architect and leader of CL Visual’s sales function. This is a rare opportunity to step into a newly created role where you will: • Learn the vehicle wrap industry inside and out., • Build the sales infrastructure from scratch — processes, SOPs, workflows, and CRM systems., • Research, select, and implement the CRM that will drive the department’s success., • Develop and execute a sales strategy targeting both existing and new markets., • Forge strategic partnerships and identify new sales channels., • Recruit, train, and manage a high-performing sales team., • Drive measurable revenue growth while positioning CL Visual as the premier choice for fleet branding nationwide. This is both a hands-on selling role and a strategic leadership position. You will work in a hybrid environment — splitting time between on-site at our Copiague, NY headquarters, remote work, and local travel to meet with clients and attend industry events. Key Responsibilities Sales Leadership & Strategy • Develop and implement a comprehensive sales plan aligned with growth objectives., • Create SOPs, workflows, and lead generation strategies that can scale., • Identify and prioritize target industries, verticals, and geographic markets., • Determine and launch new sales channels to expand reach and revenue streams., • Research, select, and implement a CRM system; establish performance metrics and reporting structures for sales activity and pipeline health.Business Development, • Personally manage high-value opportunities and strategic accounts., • Build and maintain relationships with decision-makers across diverse industries., • Identify and attend targeted industry events, networking groups, and trade shows., • Develop partnerships, reseller agreements, and other revenue-driving relationships.Team Building & Management, • Recruit, hire, and onboard sales representatives., • Provide ongoing coaching, training, and performance reviews., • Foster a competitive, results-oriented, and collaborative sales culture., • Ensure full adoption of sales processes and CRM best practices.Sales Execution & Optimization, • Launch targeted campaigns into both existing and new markets., • Implement drip campaigns and follow-up processes for inactive or “ghosted” leads., • Analyze marketing and campaign performance data to optimize spend and ROI., • Track and manage pipeline metrics, including lead stages, conversion rates, and average days in each stage.Qualifications, • 5+ years of B2B sales leadership experience, preferably in industries with long sales cycles., • Proven ability to build and scale a sales function., • Experience selecting and implementing CRM systems., • Strong track record in strategic partnerships and business development., • Excellent communication, negotiation, and leadership abilities., • Self-starter with a history of meeting and exceeding revenue goals., • Willingness to travel locally for client meetings and events.Compensation & Benefits Compensation • Base Salary: $90,000 – $115,000 annually, based on experience., • Performance-based commission/bonus structure with uncapped earning potential., • Realistic commission range: $40,000 – $70,000+ annually., • Target total compensation (base + commission): $130,000 – $185,000+ for meeting or exceeding goals.Benefits, • Weekly Pay — Get paid every week, reliably and on time., • 401(k) with Company Match — We help you invest in your future with a competitive match., • Medical, Vision & Dental Coverage from Day One — No waiting period — your health matters immediately., • Paid Holidays, Vacation & Sick Time — Time to rest, recharge, and take care of life when you need it., • Company-Paid Life Insurance — Added peace of mind for you and your loved ones., • Volunteer Time Off & Your Birthday Off — Give back to the community and celebrate your special day., • “Summer Fridays” All Year — Enjoy an early start to your weekend every Friday, no matter the season., • Career-defining opportunity to build a sales department from the ground up. If you’re ready to build, lead, and win, join CL Visual and help shape the future of fleet branding sales nationwide.

We're now building a sales department from the ground up — and we're looking for a Sales Director ready to make their mark. Position Summary The Sales Director will be the architect and leader of CL Visual's sales function. Strong track record in strategic partnerships and business development.

Director Of Specialty Leasing And Brand Partnerships. The ideal candidate will bring expertise in managing specialty leasing and marketing programs at high-end retail or mixed-use properties, with a strong background in sponsorships and strategic brand partnerships. Audit and ensure all programs and

Director of Business Development. CL Visual is a national leader in commercial vehicle wrap branding and marketing, serving businesses across all industries — from home services and construction to retail, transportation, manufacturing, and beyond. Strong track record in strategic partnerships and

Job Description SAIL does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expressions, national origin, age, disability, veteran status, marital status, or based on an individual status in any group or class protected by applicable federal, state or local law. SAIL welcomes and encourages applications from minorities, women, the disabled, protected veterans, and all other qualified applicants. Qualification and Competencies • Two (2) to five (5) years’ medical office, reception, or secretarial experience., • One (1) year experience preferred to be familiar with the psychiatric population., • Demonstrates organizational and communication skills which would enable effective interaction with agency staff, consumers/clients/families, and the community., • Ability to work independently and as part of a team, • Attention to detail with emphasis on accuracy and quality., • Relays information to a multi-disciplinary mobile team, • Strong organizational abilities., • Critical thinking and sound judgment skills are necessary., • Working knowledge of computer and office equipment including Microsoft Office, Word, and Excel, in order to support the program’s administrative needs. General Description Responsible for providing office-based support such as, secretarial task, administrative support, and reception activities for the ACT program. Ensures the coordination of information is shared between internal team member, ACT recipients and/or outside providers as needed in a confidential and HIPAA compliant manner. Duties and Responsibilities • Manages front desk responsibilities including assisting and greeting in-person visitors or callers with a friendly and positive tone., • Answers heavy incoming calls, confirms recipient appointments and directs voicemails or messages from recipients, family members, or external entities., • Provides a safe, and welcoming tone for team interaction and sets the stage for engagement., • Provide administrative support with ability to triage and prioritize contacts confidentially, while ensuring necessary information reaches team members by serving as a liaison between participants and providers., • Communicates and provides updates of any crisis, issues, or concerns, and documents messages to be followed up by internal team members via the internal messaging system., • Reinforces inclusivity by promoting culturally sensitive language., • Fosters hope and encourages collaboration by engaging in discussions and activities., • Provides ACT team members with resources or assistance to ensure recipients are appropriately supported., • Stays up to date on team needs., • Manages and files all correspondence and documentation for the ACT program, including medical records such as face sheets, consents, collaterals, notes, or purchases related to the participant as per SAIL’s policies and Procedures., • Creates new files and folders as needed., • Act as a primary point of contact by sharing, handling, and delivering sensitive and/or confidential documents and information., • Maintains receipts and financial records for Service Dollar expenses and/or program expenditures., • Conducts reviews of uninterrupted services and communicates with Managed Care Organizations by verifying eligibility and/or coverage., • Tracks authorizations for billing; monitors completion of utilization management and concurrent review tools., • Maintains team logs of recipient’s interactions and communications., • Attends and assists with note taking in daily team meetings., • Works collaboratively with the team leader, mental health professionals, social workers, psychiatrist, nurses, and peers in the requirements of all job duties., • Creates and fosters inclusive and diverse external partnerships to support the ACT principles that outline the ACT model., • Actively participates in the daily communication log., • Updates all master forms, maintains forms drawers and binders, and creates new forms as needed., • Orders, distributes, tracks, and maintains office supplies and inventory., • Completes training modules in the Center for Practice Innovation’s Learning Management System (CPI) for ACT Core trainings and demonstrates basic core competencies in specific areas of practice as outlines in the NYSOMH ACT Guidelines and SAILs online mandatory training modules., • Maintains transcripts and status of required training for all members of the team, • Performs other reception/secretarial functions, as necessary., • Liaison with internal and external entities., • Submits all required documentation and reports by due dates according to SAILs Policies and Procedures., • Ensures that inter and intra-agency communication takes place., • Completes heavy workload and all required documentation within established timeframes., • Participants in supervision with Team Leader and/or Program Director as requested., • Accepts and follows through on any other task or duty as assigned or required. Company DescriptionMission: Our Mission is to empower persons affected by mental illness and substance use disorders achieve independence and lead healthier lives. Vision: To promote health, wellness, and independence by providing access to housing opportunities and services through the expansion of programs and partnerships. Our Values: SAIL is committed to these core values which support us to achieve our mission.  Integrity: We strive to provide quality services while ensuring honesty and transparency among clients, staff and stakeholders.  Inclusion: We create an environment that embraces the diversity and life experiences of all our clients and staff to shape a sense of community and model best practices for our organization.  Innovation: We value creativity and collaboration among clients, staff and stakeholders to overcome challenges we encounter. We aim to provide the most comprehensive care through a process of ongoing assessment and quality management. "SAIL does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expressions, national origin, age, disability, veteran status, marital status, or based on an individual status in any group or class protected by applicable federal, state or local law. SAIL welcomes and encourages applications from minorities, women, the disabled, protected veterans, and all other qualified applicants."Mission:\r\nOur Mission is to empower persons affected by mental illness and substance use disorders achieve independence and lead healthier lives.\r\n\r\nVision:\r\nTo promote health, wellness, and independence by providing access to housing opportunities and services through the expansion of programs and partnerships.\r\n\r\nOur Values:\r\nSAIL is committed to these core values which support us to achieve our mission.\r\n Integrity: We strive to provide quality services while ensuring honesty and transparency among clients, staff and stakeholders.\r\n\r\n Inclusion: We create an environment that embraces the diversity and life experiences of all our clients and staff to shape a sense of community and model best practices for our organization. \r\n\r\n Innovation: We value creativity and collaboration among clients, staff and stakeholders to overcome challenges we encounter. We aim to provide the most comprehensive care through a process of ongoing assessment and quality management.\r\n\r\n\r\n"SAIL does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expressions, national origin, age, disability, veteran status, marital status, or based on an individual status in any group or class protected by applicable federal, state or local law. SAIL welcomes and encourages applications from minorities, women, the disabled, protected veterans, and all other qualified applicants."

Job Description Are you a strategic financial leader with a passion for driving growth and a knack for explaining complex data to anyone? We are seeking a proactive and detail-oriented Finance Director to lead our financial operations and be a key partner in our company's success. This role is perfect for a hands-on leader who thrives in a fast-paced environment and enjoys building systems and teams. This role will oversee all finance and accounting functions, ensuring our financial reporting is accurate and our processes are compliant. You will be a vital member of our leadership team, collaborating with department heads to craft budgets, analyze performance, and provide the insights needed to make informed strategic decisions. Key Responsibilities * Partner with the CEO to establish financial goals and build comprehensive company budgets. * Prepare and present clear, concise financial reports, including detailed budget-to-actual analysis, for the CEO and leadership team. * Work closely with department heads to align financial plans with operational priorities. * Manage our accounting team and streamline processes for maximum efficiency. * Develop and monitor key performance indicators (KPIs) such as project profitability, burn rate, and Days Sales Outstanding (DSO) to drive performance. * Oversee cash flow and analyze financial performance to recommend strategic actions that support our growth. * Ensure full compliance with all accounting standards, tax regulations, and internal controls. Qualifications & Experience * Bachelor’s degree in Finance, Accounting, or a related field; MBA or CPA preferred. * 7+ years of progressive leadership experience in finance, with a strong background in the construction, facilities management, or professional services industries. * Proven ability to build budgets, financial models, and forecasts. * Experience managing both in-house teams and external accounting or finance partnerships. * Exceptional communication skills, with the ability to translate complex financial concepts into actionable insights for diverse audiences. * Proficiency with financial systems and a strong ability to adapt to new software. Core Competencies * Strategic Thinking: High attention to detail with the ability to see the big picture. * Analytical Skills: Strong ability to solve problems and use data to drive decisions. * Adaptability: Comfortable multi-tasking and prioritizing in a fast-paced environment. * Collaboration: A natural leader and team builder who fosters a collaborative environment.