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Job DescriptionBecome a Financial Representative with Thoroughbred Advisors! Who is Thoroughbred Advisors? With local offices in Latham and Queensbury, we represent a diversified family of financial services companies. Thoroughbred Advisors is a growing force in the Capital Region and we believe that family, friends and the experiences we share make life worth living. Thoroughbred Advisors offers a unique independence regarding access to services and resources, in addition to independence of thought, and the development and transfer of knowledge, all delivered within a relationship building process that inspires action. We can teach you what you need to know to create a life for yourself and your family that you likely didn’t realize was possible through this avenue. Financial Representative Responsibilities: • Cultivate and strengthen relationships with individuals, including; professionals, state/municipal employees, newlyweds, families, members of the armed services, business owners, and more., • Offer comprehensive financial planning and/or focus on specific areas of need including: Advisory Services, Retirement Analysis, Insurance, Estate Strategies, Employee Benefits and Business Continuation Strategies., • Deliver high quality planning, technology, and service experience to existing and growing clientele utilizing the specific Thoroughbred Advisors' Financial Planning Process., • Specific, holistic method for gauging and developing the financial wellness plans for each individual client.Our Desired Candidate:, • You are dependable, competent, inquisitive, motivated, efficient, active and accurate., • You are personable, approachable, generous and caring, with a natural ability to connect and communicate with others and inspire others to be passionate about things you believe in., • You are likely a college graduate but never majored in economics or finance and may have little to no experience in the Financial Services Industry., • You have a track record of success in some area of your life, whether you are capped out the earning potential of your current position or were selected as “Teacher of the Year.”What’ s in it for you?, • Opportunity for support and sponsorship in attainment of both required licensure and desired additional certifications., • Top notch training and development, that is priceless for those who are new to the industry, as well as seasoned professionals. (Mentoring and joint work opportunities are available as needed but are not mandated.), • Access to thousands of products, planning tools and behind the scenes support to implement each client’s tailored strategy., • Full Time Representatives have access to W-2 employment, including; health, vision and dental benefits, as well as highly competitive pay out percentages., • Those who meet and succeed set goals have been rewarded with yearly national and international training trips., • Income is determined by your efforts; each representative has access to professional facilities with up to date technology for inspiring client meetings., • Flexible scheduling to accommodate each individual’s life circumstances. Securities, financial planning and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 333 Westchester Avenue, South Building Suite 3302, White Plains, NY 10604 914.428.4000. Thoroughbred Advisors, LLC is independent of Equity Services, Inc. Candidates seeking to offer these services will need to obtain the same registrations, TC94294(0317)P. Recruiting Purposes Only Must be legally able to work in US Job Types: Full-time, Part-time Pay: $15,000.00 - $150,000.00 + per year Benefits: 401(k)401(k) matchingDental insuranceFlexible scheduleHealth insuranceLife insuranceProfessional development assistanceRetirement planVision insurance Schedule:Mostly Monday to Friday, you set your own meetings and schedule Supplemental Pay:Bonus payCommission pay COVID-19 considerations:To keep our team and clients as safe as possible, we have a variety of virtual meetings and trainings available. Education:Bachelor's (Preferred)High school diploma/GED (Required)Experience: Financial Services: 1 year (Preferred)Customer relationship management: 2 years (Preferred)

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $50,000 - $70,000 Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Qualifications: • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Willing to study and obtain a Life Insurance license About Company Our mission is clear: To Dramatically Impact the Lives of Others For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A Trust Officer 3 is responsible for developing, servicing and administering assigned accounts in a fiduciary capacity in accordance with account agreements, terms of legal documents, Trust Policy, state fiduciary statutes, banking regulations, and federal/state laws. In addition servicing existing accounts the Trust Officer III will be expected to develop new business opportunities for the department. The nature of the accounts are more complex, are of significant asset size, include a variety of asset types, and overall have increased difficulty or are considered of higher risk to the Bank. The types of accounts serviced include but are not limited to: non-discretionary agency accounts; discretionary agency accounts; directed and discretionary IRAs; guardianships/conservatorships; various types of trusts including revocable, irrevocable, and testamentary trusts; and estate settlement accounts. Responsibilities include, but are not limited to: • Administer accounts in accordance with stated account agreements and/or legal documents to ensure fiduciary duties and responsibilities are carried out to avoid risk and/or surcharges to the Bank., • Administer and settle estates in accordance with a decedent’s Last Will & Testament., • Respond to inquiries or requests for information from clients/beneficiaries, accountants, attorneys, courts, interested parties, auditors, regulators, and internal Bank personnel, as appropriate., • Document account files to reflect client/beneficiary communications, instructions, and authorizations to avoid/minimize risk to the Bank., • Communicate account instructions/changes, as needed, to Trust Management, portfolio managers, tax preparers, and operations personnel., • Work with portfolio managers in the development of investment objectives and policy statements., • Maintain updated account files and ensure trust accounting system reflects accurate coding for regulatory and risk management purposes., • Perform annual administrative reviews on accounts, and other annual, quarterly, daily, and/or recurring tasks as required by applicable policies, laws and regulations, governing documents, and/or court orders., • Direct liquidation of funds, when needed, for distributions and/or expenses from account., • Analyze, recommend or determine discretionary distribution decisions in accordance with legal instrument and Trust Policy., • Oversee and administer unique/non-standard assets in accounts, including real estate, when applicable., • Prepare interim and final accountings for trusts and estates, as needed., • Develop and maintain relationships with Wealth Management personnel for cross selling business opportunities., • Develop and maintain relationships with area market centers of influence (e.g. accountants, attorneys, financial planners) to generate new business., • Comply with Bank and Trust operating policies and procedures., • Achieve client service goals as established in the Bank’s operating plan., • Promote Trust services to internal and external sources., • Supervise assigned personnel., • Provide guidance and training support to Trust personnel as needed or directed. Essential Duties: • Analyze agreements and legal documents associated with assigned accounts to determine purpose/intent, the Bank’s legal capacity, co-authorities, legal requirements, fee provisions, required distribution provisions, discretionary distribution provision language, restrictions, taxation and tax reporting requirements, accounting/reporting requirements, asset retention, investment authority, investment restrictions, terminating events, and other matters of administrative importance., • Communicate with clients by phone, letter, or email on account related matters as needed, and respond to client inquiries in a timely manner while adequately documenting all communications., • Maintain up to date, accurate, neat, organized, and well documented files., • Maintain accurate account information details on the trust accounting system including synoptic coding, restricted assets, statement recipients, recipient tax coding, etc., • Perform documented annual administrative review of accounts in accordance with Trust policy and procedures., • Review distribution requests to ensure their legitimacy, proper authorizations, document language provisions, funds availability, etc., • Monitor uninvested cash and account liquidity for cash requirements and communicate with portfolio and/or investment managers as needed., • Prepare annual filings to courts, state agencies, and federal agencies, when required., • At account termination, ensure the Bank’s legal responsibilities are properly discharged, approved authorizations are received, and ensure terminating fees are calculated and received., • Escalate legal threats, security concerns, or other matters of concern to Trust Management and/or appropriate risk management personnel., • Hire and work cooperatively with outside professionals on account related matters including appraisers, attorneys, accountants, real estate agents, insurance agents, and investment advisors, subsidiaries of the Bank, and members of Wealth Management., • Develop and maintain relationships with professionals listed above for the development of new business for Trust, Wealth Management and the Bank., • Actively promote services of Trust, Wealth Management, and the Bank both internally and externally. Participate and present at internal meetings. Externally, participate in community related events and serve on civic/non-profit Boards when possible., • Develop a thorough understanding of current clients and their respective financial situations, needs, and families in order to effectively promote appropriate financial and estate planning strategies and products, and to further develop business from new and existing clients, both within Trust and in conjunction with other Wealth Management divisions., • Maintain active awareness of changes in law that affect the servicing and administration of Trust Department accounts., • Provide quality service to customers, whether internal or external., • Demonstrate cooperative efforts in working with other departments and within own department., • Maintain proficient knowledge of, and demonstrate ongoing compliance with, all laws and regulations applicable to this position. Ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion., • Supervise assigned personnel., • Perform other related duties as assigned from time to time. Qualifications Education/Training: • J.D., CTFA, CFP®, MBA, Bachelor’s degree, or related professional experience., • All applicants must be 18 years of age or older. Skills: Strong inter-personal skills; strong written and verbal skills including comfort level for public speaking; strong analytical and problem solving skills; ability to analyze, comprehend, and interpret legal documents; strong mathematic skills; accounting knowledge; income tax knowledge and/or experience; strong attention to detail with ability to work independently and manage deadlines/workflow; self-starter; strong computer skills including use of Word, Excel, and PowerPoint; knowledge of trusts, estates, investments, employee benefits, and estate planning; valid driver’s license. Experience: Minimum of five (5) years' experience in trust industry or related position preferred with at least three (3) years’ experience as a Trust Officer.

Job Description Trusts & Estates Paralegal Albany, New York Insero Talent Solutions is thrilled to partner with a well-established, growing law firm in their search for an experienced Trusts & Estates Paralegal to join their team. Our client offers a collaborative, professional environment where employees have the opportunity to work alongside experienced attorneys, support a diverse range of client matters, and build long-term careers. With a strong commitment to client service and continued growth, the firm provides an excellent opportunity for a motivated legal professional seeking a dynamic and rewarding position. The Trusts & Estates Paralegal will work closely with multiple attorneys, providing comprehensive support across estate planning, trust and estate administration, and related matters. This position is ideal for a detail-oriented, proactive professional who enjoys managing complex assignments, building relationships with clients, and contributing to a highly collaborative legal team. Responsibilities: • Support attorneys with a variety of trusts and estates matters, including estate planning, probate, trust administration, and estate settlement, • Prepare, review, and coordinate probate petitions, Surrogate's Court filings, and other estate administration documentation, • Assist with the preparation and administration of wills, trusts, powers of attorney, beneficiary designations, and related estate planning documents, • Prepare fiduciary accountings, estate tax returns, and fiduciary income tax returns, including applicable federal and New York State filings, • Assist with estate and trust administration, including identifying, valuing, tracking, and distributing assets, • Gather, review, and organize financial records and supporting documentation for accountings, tax filings, and estate settlements, • Coordinate asset transfers, beneficiary distributions, and the retitling of assets, • Prepare documentation associated with formal and informal estate and trust settlements, • Communicate directly with clients, beneficiaries, financial institutions, and other relevant parties throughout the administration process, • Conduct legal research and assist attorneys with ongoing case management and administrative needs, • Maintain organized and accurate electronic and physical files while managing multiple matters and competing deadlines Requirements: • 3+ years of experience as a Trusts & Estates Paralegal required, • Strong working knowledge of estate administration, probate procedures, and Surrogate's Court filings, • Experience preparing fiduciary accountings, estate tax returns, and fiduciary income tax returns, including Forms 1041 and 706, • Familiarity with New York State trusts and estates procedures, documentation, and filing requirements, • Exceptional organizational skills with strong attention to detail, accuracy, and document preparation, • Excellent written and verbal communication skills with a professional, client-focused approach, • Ability to independently prioritize responsibilities, manage multiple deadlines, and support several attorneys simultaneously, • Strong interpersonal skills, professionalism, discretion, and sensitivity when working with clients and families, • Proficiency in Microsoft Office, including Word, Excel, and Outlook; experience with fiduciary accounting and tax preparation software preferred, • Notary Public designation or willingness to obtain one, • Ability to work collaboratively in a fast-paced legal environment while meeting established billable hour expectations

Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Cleveland, OH region and will be allowed to work remote. Summary: As a Financial Consultant, you will collaborate with our current client's clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our client's current investment services include retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management. Location: This position is remote; however, candidates must be based in Cleveland, OH, or the surrounding areas. Candidates outside of these locations will not be considered. Responsibilities: • Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs., • Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events., • Work with the advisory team to implement investment plans and coordinate adjustments., • Monitor client investment portfolios and performance., • Communicate insights for clients regarding essential contributors and detractors., • Advise high net worth clients as needed and consult mid-market institutional clients., • Coordinate the creation of detailed wealth management plans for individuals., • Organize the creation consulting reports for institutions., • Help present plans to clients effectively and clearly., • Actively seek new business opportunities., • Develop essential knowledge of our financial planning software and technology., • Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)., • Participate in regular internal meetings., • Work on a schedule that best suits client needs. Qualifications: • Bachelor’s degree or higher., • Over five years’ relevant experience., • Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire., • Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation., • Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred., • Must be able to pass a FINRA BrokerCheck with no disclosures on their background., • Comfortable working in a new territory with no existing client base., • Be able to network well, find your own leads, create leads, and follow up on leads., • A proven record of achieving new business. Benefits: • Health, Dental & Vision Insurance, • Employer HSA Contribution, • Opt Out Credit, • 401(k) Employer Match, • Paid Volunteer Days, • Gym Reimbursement, • Free Access to a Workplace Financial Advisor, • Compensation: $75k-150k base salary depending on experience; additional incentive/commission-based compensation expected.

Magnolia Tax Services is hiring a Senior Tax Reviewer to review business and individual returns, talk directly with clients, and serve as a technical anchor for our preparer team. This is a remote, full-time role open to candidates living in Wisconsin or Illinois. Magnolia is a remote tax planning, preparation, and bookkeeping firm based in Milwaukee. We have served 800+ clients and our revenue has doubled every year. Our clients are business owners: S-corp owners, real estate investors, physicians, restaurant and hospitality owners, and realtors. We focus on proactive planning, not just year-end compliance. What you'll do: • Review Forms 1120-S, 1065, and 1040 (with Schedules C and E) before they go to the client, • Prepare complex returns yourself when needed, especially multi-entity S-corp and partnership groups, • Check the items that matter most for our clients: shareholder and partner basis, reasonable compensation, K-1 flow-through, depreciation and cost segregation, passive activity rules, and state filings, • Lead return review calls with clients, explaining results, open items, and planning opportunities in plain language, • Respond to IRS and state notices and support the team on correspondence audits, • Give preparers clear, written review notes that help them improve, • Flag planning opportunities (entity structure, retirement plans, accountable plans) to firm leadership, • Help refine our review checklists and workflow in TaxDome during and after tax season Required: • Enrolled Agent or CPA credential (active), or CPA candidate with substantial review experience, • 4+ years preparing business returns, including at least 2 seasons reviewing 1120-S and 1065 returns, • Strong working knowledge of S-corp and partnership basis, reasonable compensation, and Schedule E rental activity, • Confident speaking with clients by phone and video, including explaining a return or a notice, • Comfortable working remotely and independently, with US Central Time business-hours availability, • Lives in Wisconsin or Illinois Nice to have: • Experience with Drake Tax and TaxDome (our software stack); other professional tax software experience also welcome Benefits: • Base salary: $70,000 to $80,000, based on experience and credential, • Busy-season performance bonus, • 401(k) with a 100% employer match on up to 4% of pay (safe harbor plan), eligible after 6 months, • Health reimbursement (QSEHRA): $400/month toward individual health and dental premiums and out-of-pocket medical costs, tax-free, after 90 days, • Full-time, W-2, • Remote (must live in Wisconsin or Illinois); standard Central Time business hours, with extended hours during tax season, • A remote role without Big 4 hours, direct access to firm leadership, and a growing client base built on planning work

Title: Director of Product Management Location: Remote – Candidates must be able to work Pacific Time zone hours. Hanwha Vision is a global leader in video surveillance and physical security technology, part of the Hanwha Group. Our Software Solutions organization builds the products that power video management, access control, AI, and cloud security for customers worldwide, including BLAZE, our unified VMS, Access Control, and Direct-to-Cloud platform. We work across a globally distributed team spanning our US operations and Korean headquarters to ship products that protect people, buildings, and businesses. Hanwha Vision is hiring a Director, Product Management to own our Access Control product line. This is a player-coach role: you will manage a team of product managers while remaining deeply hands-on with roadmap, requirements, and day-to-day execution. We have significant new capability to build, including the buildout of BLAZE Access Control as part of our Unified Platform consolidation, and we need a leader who can both set direction and personally drive features from concept through launch. You will own the strategy, roadmap, and execution for our Access Control portfolio, spanning cloud-managed software and hardware, and will work closely with engineering (US and Korea), UX, sales, channel partners, and Korean HQ stakeholders. This role reports to the Head of Software Product Management and manages a team of product managers supporting Access Control. Key Responsibilities: Product Strategy and Roadmap • Define and own the product vision, strategy, and multi-year roadmap for Hanwha Vision's Access Control line, including its integration into the unified BLAZE platform, • Develop and defend prioritization frameworks that balance customer needs, SI/channel partner requirements, technical feasibility, and business objectives, • Represent Access Control in company-wide platform planning alongside Video, Direct-to-Cloud, and Agentic AI workstreams Hands-On Execution • Personally author PRDs, user stories, and detailed requirements for priority features, particularly where the team is still building foundational capability, • Manage the end-to-end product lifecycle from discovery through delivery, working directly with engineering in daily standups and sprint planning, not just at milestone reviews, • Stay close to escalations, hard deployment dates, and critical-path items, and be willing to dig into the details personally when a launch is at risk Domain and Technical Depth • Bring hands-on depth across the access control stack: mobile and multi-factor credentialing (BLE/NFC, PKI-based credentials), high-availability controller architectures and failover/degraded-mode behavior at scale (multi-site, thousands of doors), and convergence use cases that tie access events to video and analytics, • Make and defend architecture trade-offs for edge, server, and cloud-managed deployments, including how identity, policy, and event data synchronize across hybrid topologies with intermittent connectivity, • Guide how AI and agentic capabilities (for example, anomaly detection on access patterns, automated credential lifecycle management, forensic investigation support) get incorporated into the access control roadmap as part of BLAZE's broader Agentic AI direction Team Leadership • Manage, coach, and grow a team of product managers, setting clear goals and reviewing their roadmaps and requirements, • Model rigorous product craft (customer discovery, PRD quality, metrics discipline) for the broader team, • Balance team capacity against a demanding roadmap, and know when to step in individually versus delegate Customer and Market Insight • Lead customer discovery, interviews, and win/loss reviews with SI partners, integrators, and end customers (education, healthcare, commercial real estate, government), • Conduct competitive analysis across the access control landscape to inform positioning and roadmap, • Define and track success metrics (adoption, channel activations, deployment health) and report on product performance post-launch Cross-Functional and Cross-Regional Collaboration • Serve as the subject-matter authority on Access Control for sales, marketing, and executive stakeholders in both the US and Korea, • Support go-to-market planning, sales enablement, and partner-facing materials, including pricing and licensing structure input, • Communicate roadmap and trade-offs clearly across a bilingual, cross-cultural organization spanning US operations and Korean HQ Qualifications: Required • 8+ years of product management experience, including 2+ years directly managing product managers, • Hands-on product management experience in access control, physical security, or a closely related B2B hardware/software category (video surveillance, IoT security, building technology), • Proficient knowledge of access control concepts: credential types, controllers/readers, access levels and schedules, RBAC, and either on-premise or cloud-managed (ACaaS) deployment models, • Demonstrated ability to operate at both strategic and tactical altitude, comfortable writing a PRD one day and presenting roadmap to executives the next, • Track record of shipping B2B hardware-attached software products through a full lifecycle, from discovery to GA to post-launch iteration, • Strong written and verbal communication skills, with experience presenting to executives and cross-functional stakeholders, • Bachelor's degree in a related field or equivalent experience Preferred • Experience with OSDP/Wiegand protocols, ONVIF standards, or SI/channel-partner go-to-market models, • Experience integrating or unifying multiple product lines onto a common platform, • Familiarity with cloud architecture and hardware-software bundling strategies, • Experience working with distributed teams across US and Asia-Pacific, including comfort with async collaboration across time zones, • Korean language proficiency is a plus, though not required, • MBA or advanced technical degree Physical Demands: • Sitting/Travel: The role requires extended periods of sitting, including time spent traveling by car or plane, attending meetings, and working on a laptop or mobile devices while in offices, client locations, or remote settings. The position also involves periods of standing and walking during client visits and events. Hanwha Vision America provides equal employment opportunities to all employees and applicants for employment. It prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Location: Myrtle Beach, SC or 100% Remote Employment: Full-Time We are partnering with a rapidly growing, fee-only fiduciary Registered Investment Advisory firm managing approximately $350 million in assets to identify an experienced Director of Financial Planning. This is a unique opportunity for a seasoned CFP® professional who wants to do more than manage client relationships. Our client is seeking someone who can build, implement, and lead a standardized financial planning process across an expanding advisory team. The firm has experienced significant organic growth, generates a substantial number of inbound prospective clients through its established marketing platform, and is positioning itself for continued expansion. There is no prospecting, cold calling, or requirement to bring a book of business. The Opportunity The Director of Financial Planning will report directly to the CEO and play a central role in shaping the firm's future. This individual will maintain their own relationships with up to 60 affluent client households while also developing the infrastructure, processes, and advisor training programs necessary to support the firm's continued growth. Responsibilities include: • Build and implement a firm-wide financial planning process that establishes consistent standards, methodologies, deliverables, and expectations across the advisory team., • Develop a structured onboarding and training program to prepare new financial advisors to operate independently., • Establish quality-control standards and review financial plans to ensure consistency and accuracy., • Mentor, coach, and eventually lead a growing team of financial advisors., • Serve as lead advisor for up to 60 client households, primarily pre-retirees, retirees, and business owners., • Provide comprehensive retirement income, tax, estate, investment, and Social Security planning., • Partner with leadership on advisor capacity planning, recruiting, and long-term team development. What We're Looking For A critical requirement for this position is previous experience building or significantly improving a financial planning process that other advisors have adopted and followed. We are not simply looking for someone who has spent years preparing financial plans. The ideal candidate has demonstrated the ability to translate their planning expertise into a repeatable, documented process that can be implemented across an advisory team. Additional qualifications include: • CFP® certification required., • 7+ years of client-facing financial planning experience, preferably with an independent RIA., • Proven experience developing financial planning processes, training advisors, or leading a planning team., • Strong technical expertise in retirement income and tax planning, including Roth conversions, RMDs, IRMAA, and Social Security., • Experience advising high-net-worth clients., • Advanced experience with eMoney, RightCapital, or MoneyGuide., • Series 65 or ability to obtain it before starting., • Strong leadership, organizational, and communication skills. Previous experience managing financial advisors, building onboarding programs, or helping scale a growing RIA is highly desirable. Compensation & Benefits • Competitive compensation including base salary and performance bonus., • 401(k) and cash balance retirement plan., • Health insurance and paid time off., • Continuing education and professional development support., • Opportunity to work 100% remotely or from the firm's Myrtle Beach, SC office., • Defined career path toward partnership. Why Consider This Opportunity? This is an opportunity to join a successful, growing independent RIA where leadership genuinely values financial planning. The firm has a strong inbound marketing engine, an established affluent client base, and ambitious plans for continued expansion. Most importantly, this position offers the opportunity to build the planning department, influence how the firm delivers advice, develop future advisors, and potentially become a partner in the business. If you're an experienced CFP® who has successfully built financial planning processes and enjoys developing other advisors, we'd welcome a confidential conversation.

P11 is a leading real estate marketing and technology company helping developers, owners, and operators build stronger brands, attract qualified audiences, convert prospects, and accelerate sales and lease-ups. We combine brand strategy, creative, digital experiences, demand generation, and marketing intelligence to deliver measurable results. The Opportunity We're looking for an experienced Client Partner to lead and grow key client relationships. This role requires a strategic marketing leader with deep multifamily industry expertise and strong knowledge across brand, web, and digital marketing. You'll serve as a trusted advisor to clients, translating business objectives into integrated marketing strategies while ensuring exceptional execution and measurable results. The ideal candidate combines strategic thinking, hands-on account leadership, commercial instincts, and an AI-first approach to client service. What You'll Do • Lead Client Relationships: Own key accounts, build trusted relationships with senior stakeholders, and drive client satisfaction and retention., • Drive Integrated Marketing Strategy: Develop strategic recommendations across brand positioning, creative, websites, SEO, paid media, and digital experiences., • Oversee Client Engagements: Lead onboarding, strategic planning, scope alignment, client communications, and delivery oversight., • Collaborate Across Teams: Partner directly with brand, creative, web, and digital specialists to ensure high-quality work and measurable business outcomes., • Grow Accounts: Identify opportunities to expand relationships and introduce solutions that address evolving client needs., • Drive Performance: Understand client KPIs, evaluate marketing results, and proactively recommend improvements., • Leverage AI & Automation: Use AI-powered tools to improve insights, communication, reporting, and account management efficiency. What We're Looking For • 5+ years of agency account leadership or integrated marketing experience, with direct multifamily and broader real estate industry experience required., • Strong working knowledge across brand strategy, creative, website development, SEO, paid search, paid social, and digital marketing., • Proven ability to develop and communicate integrated marketing strategies tied to business objectives., • Deep understanding of multifamily marketing, leasing, property positioning, and the needs of owners, developers, and operators., • Experience managing complex client engagements from onboarding through ongoing execution., • Ability to confidently lead strategic conversations with senior client stakeholders and internal subject matter experts., • Strong commercial instincts with a track record of retaining and growing client relationships., • Proficiency with AI tools, automation, and modern marketing technologies., • Exceptional communication, organization, problem-solving, and leadership skills. What Success Looks Like • Strong client relationships, satisfaction, and retention., • Effective integrated marketing strategies that deliver measurable results., • Seamless onboarding and execution across brand, web, and digital teams., • Consistent account growth and expanded client partnerships., • More efficient client management through AI and automation. Why P11? We're building the next generation of real estate marketing, combining creativity, technology, AI, and intelligence to help our clients grow. You'll have the opportunity to lead meaningful client relationships, shape integrated marketing strategies, and play a key role in delivering exceptional work and measurable business impact.

AMS is looking for a motivated, relationship-driven Life Insurance Specialist to join our team and help grow our life insurance business in our western territory. This is a wholesale life insurance sales role focused on developing and strengthening relationships with financial professionals, advisors, agents and other distribution partners. The Life Insurance Specialist will serve as a knowledgeable and trusted resource to our partners, helping them identify life insurance opportunities, develop appropriate case strategies, understand available products and solutions, navigate underwriting considerations, and move cases from initial opportunity through placement. This position is more than traditional product sales. The Life Insurance Specialist will provide consultative and point-of-sale support, working alongside financial professionals to recognize opportunities and position life insurance as part of a client's broader financial, estate, business, and protection planning needs. The ideal candidate is a proactive sales professional who enjoys building relationships, developing a territory, solving problems, identifying new opportunities, and helping financial professionals grow their life insurance business. Territory This position will support: California, Arizona, New Mexico, Nevada, Utah, Colorado, Alaska, Hawaii, Wyoming, Montana, Idaho, Washington, and Oregon. The successful candidate must reside in California and be comfortable traveling approximately 50% of the time throughout the assigned territory. Key Responsibilities • Develop, manage, and grow life insurance sales throughout the assigned territory., • Build strong, long-term relationships with financial professionals, advisors, agents, and other distribution partners., • Serve as a life insurance consultant and resource to financial professionals, helping them recognize opportunities and incorporate life insurance solutions into appropriate client planning strategies., • Work directly with financial professionals to understand client objectives and assist with case design, product selection, carrier positioning, and sales strategy., • Provide guidance on life insurance solutions related to income and family protection, wealth transfer, estate planning, business succession, key-person coverage, executive benefits, and other appropriate planning needs., • Help financial professionals navigate underwriting considerations, including identifying potential challenges early in the process and collaborating with internal teams and carrier partners to determine appropriate solutions., • Conduct joint meetings, presentations, trainings, webinars, and other educational activities with financial professionals and, when appropriate, their clients on life insurance products, concepts, carrier solutions, underwriting considerations, and sales strategies., • Provide ongoing case consultation from initial opportunity through placement, helping ensure that cases continue to move forward and potential obstacles are addressed promptly., • Maintain consistent follow-up on illustrations, applications, underwriting requirements, pending cases, and outstanding requirements to help improve placement and completion rates., • Partner closely with internal case management, new business, underwriting, licensing and contracting, operations, and sales teams to provide a seamless experience for financial professionals., • Develop and execute a strategic territory plan focused on increasing producer engagement, generating new opportunities, expanding life insurance production, and achieving established sales goals., • Maintain an active pipeline of opportunities and effectively prioritize relationships and cases with the greatest potential for growth., • Identify opportunities within existing producer relationships to increase life insurance activity and deepen engagement., • Identify market trends, competitive activity, producer needs, and emerging opportunities throughout the territory and communicate relevant market intelligence to leadership., • Represent the company at industry conferences, producer meetings, client events, trainings, and other business-development activities., • Maintain accurate and timely records of activity, opportunities, pipeline development, case progress, and sales results., • Remain current on life insurance products, carrier offerings, underwriting trends, sales concepts, industry developments, and applicable regulatory requirements., • Consistently meet or exceed established sales, activity, placement, and territory-development goals. Qualifications • Previous experience in life insurance sales and/or life insurance wholesaling or a related industry is required, • Working knowledge of life insurance products, case design, underwriting, and the new business process is required., • Experience providing case consultation and sales support to financial professionals is preferred., • Experience working with financial advisors, insurance professionals, registered representatives, or other financial-services distribution partners is preferred., • Ability to understand a client's financial objectives and work with financial professionals to identify appropriate life insurance strategies and solutions., • Proven ability to develop relationships, prospect for new business, and grow production within an assigned territory., • Strong consultative selling, presentation, and business-development skills., • Excellent verbal, written, and interpersonal communication skills., • Comfortable prospecting, initiating new relationships, asking for business, and developing opportunities from initial conversation through placement., • Strong organizational and territory-management skills with the ability to manage multiple producer relationships, opportunities, and cases simultaneously., • Ability to work independently in a remote/field-based environment while remaining highly engaged with internal sales and support teams., • Self-motivated, competitive, accountable, and results-oriented with a strong desire to grow and win., • Ability and willingness to travel at least 50%, including overnight travel and attendance at producer meetings, conferences, and industry events., • Must reside in California., • Appropriate insurance licenses and/or securities registrations may be required based on the responsibilities of the position. What We're Looking For We’re looking for someone who is more than a product salesperson. The right candidate will be a relationship builder, problem solver, life insurance consultant, and trusted resource for financial professionals throughout the territory. You should be comfortable developing new relationships from the ground up while also cultivating and expanding existing partnerships. You should be able to help an advisor move from “I think there may be a life insurance opportunity here” to a well-designed case that ultimately gets placed. Success in this role will come from understanding the needs of financial professionals and their clients, recognizing opportunities, providing thoughtful case consultation, navigating the complexities of life insurance and underwriting, delivering responsive support, and consistently following through. If you are energized by building a territory, developing meaningful professional relationships, solving complex cases, creating new opportunities, and driving life insurance sales growth, we would love to hear from you.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include: • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment., • Bachelor's degree is preferred. Hours & Work Schedule • Hours per Week: 40, • Work Schedule: M-F (Branch Hours) Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Capital Project Manager/Facilities Engineer Greater Tampa Bay, Florida Tier-1, publicly traded real estate company A Tier-1 healthcare real estate company is seeking a Capital Project Manager and Facilities Engineer to lead their Senior Housing team. Responsible for overseeing the planning, execution, and successful delivery of major real estate projects in their Senior Housing portfolio, the Manager, Capital Projects and Facilities Engineering will work closely with their Asset Management team and oversee major capital improvements across their healthcare real estate portfolio consisting of tier-1 Senior Housing communities. This is an excellent role for someone with a strong Mechanical Engineering background with extensive real estate/project management experience. This is a remote role, but candidate must live in Florida, with the ability to travel about 25% of the time to their Senior Housing facilties throughout Florida. Responsibilities Senior Housing Capital Leadership • Work with operators to prioritize capital needs and execution plans, • Develop standards for unit turns and upgrades resulting in cost and time savings, • Assist project managers with scope and execution of amenity upgrades, • Support lab and outpatient medical assets as needed Technical expertise • Provide technical support to the property management and building engineers, • Conduct and document property condition assessments, inclusive of base building systems, • Review preventative maintenance performance and drive improvements to extend life of equipment, • Evaluate and identify opportunities to reduce costs by reducing utility consumption or otherwise reducing operating expenses, • Ensure technical capability of portfolio increases through vendor partnerships and training Budgeting and Forecasting • Participate in preparation of annual capital budgets, tracking of monthly capital spend, and monthly capital forecasting, • Ensure budgeted projects are on schedule and communicate variances, • Reviewing contracts and providing input for legal review Position Requirements: • Bachelors Degree in Mechanical or Electrical Engineering, Construction Management, Architecture, Real Estate or related field, • 3 - 7 years of work experience in mechanical engineering, electrical engineering, project management experience, or facilities management experience, • Experience working within senior housing or hospitality sectors a plus, • Advanced Excel skills and working knowledge of Microsoft Office Suite - Word, PowerPoint, and Outlook, • Experience with occupied-building inspections, survey reporting and renovation oversight, • Demonstrate excellent organizational skills and attention to detail, • Demonstrate an understanding of finance, capital planning and budgeting, • Ability to work efficiently remotely and communicate effectively while traveling; ability to work well independently and in team/group environments This is an excellent role for an experienced Mechanical Engineer specializing with project management across large real estate projects, especially within the multi-family, senior housing, or hospitality sectors. The Manager of Capital Projects will lead and collaborate with a top-tier real estate team while building their career within a premiere healthcare real estate company. Company offers world-class benefits and a hybrid work schedule, with plenty of opportunity for career growth and advancement. Please apply directly. Thank you!

Up to 50k per hotel management contract referred! Company Description Row X Hospitality is a vertically integrated hospitality company focused on creating efficiencies in the design, construction, and operation of luxury hotels worldwide. Founded by a team of architects and experienced hospitality professionals, the company brings together creative design and operational expertise. Row X Hospitality is dedicated to redefining the luxury hotel experience through thoughtful, guest-centered touch points. The organization emphasizes innovation, collaboration, and attention to detail in every project to deliver exceptional stays. This environment offers partners the opportunity to contribute to meaningful, high-impact hospitality initiatives on a global scale. Role Description The Independent Hotel Management Business Development Partner is a full-time remote role responsible for identifying, pursuing, and securing management opportunities for Row X Hospitality in the luxury hotel sector. Day-to-day activities include researching target markets, building and maintaining relationships with hotel owners, developers, and investors, and presenting tailored management solutions aligned with Row X’s design and operations model. The partner will prepare and deliver proposals, support contract negotiations, and collaborate with internal stakeholders to ensure smooth handoff from business development to project execution. The role also involves tracking pipeline activity, analyzing performance metrics, and providing strategic input on market positioning and growth opportunities. This position is ideal for a self-directed professional comfortable working independently while coordinating closely with a distributed team. Qualifications • Business development and sales skills, including prospecting, lead qualification, relationship management, and deal closing., • Experience in hotel management or hospitality operations, with a strong understanding of luxury hotel standards and owner expectations., • Market research and analytical skills to evaluate opportunities, assess competition, and support data-informed decisions., • Presentation and communication skills, including the ability to create compelling proposals and conduct virtual and in-person pitches., • Strategic planning and partnership development skills to align management offerings with client objectives and long-term growth goals., • Ability to work remotely with high accountability, manage multiple opportunities concurrently, and collaborate across disciplines (design, construction, operations)., • Prior experience in hospitality development, asset management, or hotel brand development is highly beneficial., • Bachelor’s degree in Business, Hospitality Management, Real Estate, or a related field, or equivalent professional experience.

Job Description We are seeking a self-motivated Paralegal/Legal Assistant to support the smooth operation of a busy Trusts and Estates firm. Working under the supervision of an attorney and closely with the paralegal team, this role provides broad legal and administrative support for estate planning, estate administration, and deed transactions, with frequent client meetings and end-to-end client coordination. Responsibilities • Provide administrative and case management support to attorneys and the paralegal team, • Coordinate client communication, meetings, and end-to-end client needs, • Draft estate planning and other legal documents, • Witness document signings, • Type, prepare, and file legal documents and correspondence, • Answer and direct phone calls, • Maintain contact lists and case files, • Monitor deadlines and manage calendars Required Qualifications • At least 3 years of experience in legal support, • Experience supporting estate planning, estate administration, or real estate matters, • Proven experience as a legal assistant, paralegal, or legal secretary, • Knowledge of day-to-day legal office operations, • Computer literacy, including Microsoft Office Suite, • Working knowledge of case management software, • Excellent organizational and secretarial skills, • Ability to manage multiple activities and work under pressure, • Proficiency in English Preferred Qualifications • Associate's degree or higher, • Notary Public, • Experience in estate planning, estate administration, or real estate law is required, • Legal document preparation experience, • Experience with calendar management and client communication Salary is commensurate with experience.

At HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where everyone is empowered to bring their authentic selves and novel ideas to work every day. As we foster a culture of inclusion throughout our company and within our communities, we constantly ask ourselves: What is our impact on the world? Each and every role throughout our organization makes a difference in our ability to change the world for the better. Read further to learn how you could help make great things possible not only in your community, but around the world. We believe electricity powers modern life. As part of our Power sector, you'll help shape how electricity is generated, transmitted and delivered as global energy demands grow. From massive data centers to modernizing transmission systems, our industry-recognized engineers and scientists have been at the forefront of grid transformation for more than a century. You'll work side-by-side with these experts and contribute to reliable, resilient and sustainable power systems, helping communities thrive and industries expand. This isn't just a job, it's a chance to drive infrastructure forward, power innovation and leave your mark on our energy future. HDR is seeking a Power Program Manager to join our rapid-growth team to lead the planning and execution of programs and projects for our power clients. The successful candidate for this position will be a well-rounded, team-oriented individual with excellent communication skills who can deliver and execute infrastructure projects. In this role, the Program Manager will lead a diverse, multidisciplinary team of technical and non-technical professionals to deliver power infrastructure projects. The Program Manager will also serve as a trusted advisor to the client's leadership team, providing guidance on delivery strategies, processes, and tools, and recommending effective approaches to program governance and team management. Success in this role requires a strong focus on the client's best interests and a commitment to HDR's purpose: we do things right to make great things possible. Primary Responsibilities: • Lead multidisciplinary teams to deliver T&D, power generation, renewable energy, etc. projects to achieve strategic outcomes defined by clients., • Serve as primary point of contact for clients regarding scope, contract management, program performance, work planning, staffing, etc., • Advise clients on the technical, regulatory, strategic planning, delivery strategies, financial aspects of power programs., • Direct and manage the services provided by a program team comprised of HDR staff and subconsultants including engineering, project controls, routing and siting, environmental, real estate, strategic communication, data management etc. team based on the size, complexity, and phase of programs., • Assess staffing needs of programs and secure the resources required to deliver services specified in the contract scope with a focus on contract compliance., • Promote team alignment on program mission and monitor team performance and establish a robust QA/QC program to meet client expectations., • Facilitate risk workshops with clients and other subcontractors., • Work with internal risk professionals to provide qualitative and/or quantitative risk management plans to clients., • Develop and implement program management plans, business processes, and tools to drive efficiencies, emphasize accountability, bring team alignment, and promote transparency., • Work closely with project controls team to monitor scope, schedule and budget performance of the program against pre-established metrics and adjust as necessary to meet budget and control losses., • Prepare monthly program report or update dashboard to communicate internally to program team and externally to clients or other stakeholders the health and progress of program., • Collaborate with an internal business development team to identify clients with growth prospects., • Champion program management pursuits and support development of proposals including project approach, staffing plan, fees and schedule., • Travel on average 25% of the time expected. Preferred/Desired Qualifications: • Master's degree in Engineering, Construction Management, Business Administration or closely related field., • Professional Engineers License and/or PMP Certification., • Experience implementing PMIS (Project Management Information System) such as E-Builder, ProCore, Kahua, Oracle Primavera, etc. Required Qualifications: • Bachelor's degree in Engineering, Construction Management, Planning, Sciences, Business Administration, or a closely related field., • Program management experience consistent with one of the following requirements: A minimum of three (3) years of program management experience in a deputy role to the Program Manager for the delivery of one or more programs, with a cumulative capital value of $200 million or more, or; A minimum of five (5) years of program management experience as a Project Manager or Project Controls Manager for the delivery of one or more programs, each with a capital value of $200 million or more, or; A minimum of ten (10) years of project management experience as a Project Manager directing a multi-disciplinary team for the delivery of at least two (2) projects, each with a capital value of $50 million or more., • Strong leadership skills with experience building a cohesive team culture and managing team members in various locations., • Excellent communication skills., • Comfortable presenting to client executives and in front of a large audience in a public setting., • Management experience with the implementation of projects or programs using alternative and collaborative delivery methods, including design-build (DB), progressive design-build (PDB), and/or construction management at-risk (CMAR)., • Familiar with the various tools used to manage large programs - PMIS, CMIS, scheduling, cost control, document management, risk management, asset management, dashboard analytics, etc., • An attitude and commitment to being an active participant of our employee-owned culture is a must. The expected compensation range for this position depends upon skills, experience, education and geographical location. (Stated benefits are for full-time regular positions. Temporary and part-time roles eligible for limited benefits.) The pay range for this position (based on experience and location) is $165,200 - $230,725.

The Goldman Sachs Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management. The Bill Pay team within the Private Family Office provides accounting services for Family Office clients, including managing accounts payable, accounts receivable, general ledger maintenance as well as account reconciliation and reporting. Additional responsibilities such as ad-hoc reporting and special projects are assumed with increase in client complexity. Daily interaction with high net worth clients and/or financial advisors is required. The Private Family Office is designed to service the firm's most strategic clients. Our trusted advisor teams target a client ratio of 8-12 families per advisor, allowing us to dedicate the necessary time and resources to each client's unique financial circumstances. How You Will Fulfill Your Potential: Are you a quick-thinking self-starter with a passion for accounting and finance, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our accounting professionals provide proactive record keeping and bill payment services to high net worth individuals. We are seeking professionals with an understanding of bookkeeping, who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. Principal Responsibilities: • General ledger account maintenance of clients' activities, • Processing of client accounts payable, • Processing of client accounts receivable, • Client report preparation, including tasks associated with the completion of bank account reconciliations, • Serve as key liaison, helping facilitate communication between client, vendors and counseling teams, • Completion of special projects at direction of Management, • Data entry tasks associated with client record keeping and reporting processes Skills & Experience We're Looking For: Basic Qualifications: • Associate's degree required, • Experience in a bookkeeping/accounting position preferred, • Knowledge of General Ledger accounting, AP, AR, Payroll and Bank Reconciliation procedures preferred, • Small business experience with 1099 and sales/use tax experience preferred, • Strong verbal and written communication skills, • Strong organizational skills with excellent attention to detail, • Ability to work in a fast-paced environment and handle multiple priorities and deadlines About Goldman Sachs: At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

The Goldman Sachs Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management. The Bill Pay team within the Private Family Office provides accounting services for Family Office clients, including managing accounts payable, accounts receivable, general ledger maintenance as well as account reconciliation and reporting. Additional responsibilities such as ad-hoc reporting and special projects are assumed with increase in client complexity. Daily interaction with high net worth clients and/or financial advisors is required. The Private Family Office is designed to service the firm's most strategic clients. Our trusted advisor teams target a client ratio of 8-12 families per advisor, allowing us to dedicate the necessary time and resources to each client's unique financial circumstances. How You Will Fulfill Your Potential: Are you a quick-thinking self-starter with a passion for accounting and finance, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our accounting professionals provide proactive record keeping and bill payment services to high net worth individuals. We are seeking professionals with an understanding of bookkeeping, who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. Principal Responsibilities: • General ledger account maintenance of clients' activities, • Processing of client accounts payable, • Processing of client accounts receivable, • Client report preparation, including tasks associated with the completion of bank account reconciliations, • Serve as key liaison, helping facilitate communication between client, vendors and counseling teams, • Completion of special projects at direction of Management, • Data entry tasks associated with client record keeping and reporting processes Skills & Experience We're Looking For: Basic Qualifications: • Associate's degree required, • Experience in a bookkeeping/accounting position preferred, • Knowledge of General Ledger accounting, AP, AR, Payroll and Bank Reconciliation procedures preferred, • Small business experience with 1099 and sales/use tax experience preferred, • Strong verbal and written communication skills, • Strong organizational skills with excellent attention to detail, • Ability to work in a fast-paced environment and handle multiple priorities and deadlines About Goldman Sachs: At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. The Goldman Sachs Group, Inc., 2026. All rights reserved.

Goldman Sachs Wealth Management Financial Advisor At Goldman Sachs Wealth Management, we are dedicated to empowering clients and customers globally to achieve their most ambitious financial aspirations. Our advisor-led businesses deliver sophisticated financial planning, bespoke investment management, comprehensive banking solutions, and strategic advice to a diverse clientele, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations. Complementing this, our innovative consumer business provides cutting-edge digital solutions that enable customers to optimize their spending, borrowing, investing, and saving. Our sustained growth is fueled by an unwavering commitment to our people, our clients, and the relentless pursuit of leading-edge technology, data-driven insights, and exceptional design. Goldman Sachs Ayco stands as a premier partner for Fortune 1000 companies, collaborating to design and implement tailored financial planning programs that elevate the financial well-being of their entire workforce. Leveraging Ayco's distinguished 50-year legacy and the expansive resources of Goldman Sachs, we address the evolving financial needs of employees. We firmly believe that companies best serve their stakeholders and the broader economy when their employees possess clarity, understanding, and control over their financial lives. Ayco's expert advisors and technical specialists guide clients through education and practical implementation across seven critical financial disciplines, including comprehensive employee benefit planning, to help them achieve their personal financial goals. As a vital member of our team, you will play a pivotal role in delivering exceptional financial guidance and support. Your contributions will directly impact the financial success and peace of mind of our clients. • Strategic Client Engagement: Provide personalized, comprehensive financial planning, investment strategy, and tax services through one-on-one consultations with individual and/or corporate clients, including corporate employees, executives, and high-net-worth individuals., • Insightful Financial Analysis & Reporting: Prepare sophisticated financial reports and analyses covering critical areas such as cash flow optimization, income tax projections, investment allocation strategies, performance evaluations, and estate planning flowcharts, translating complex data into actionable insights., • Cultivate Client Relationships: Engage in extensive telephone and/or face-to-face interactions with clients and their external advisors, serving as a trusted resource to gather essential information and deliver expert financial advice., • Tax Expertise: Prepare accurate and timely income tax returns for clients, ensuring compliance and optimizing financial outcomes., • Project Leadership & Support: Actively contribute to and lead various financial planning projects and in-depth analyses, driving strategic initiatives forward., • Operational Excellence: Develop a comprehensive understanding of brokerage account operations, including opening, funding, and transaction processing, to ensure a seamless and superior client experience., • Service Model Immersion: Participate in client meetings to gain deep insights into our service delivery model and client deliverables, continuously enhancing your understanding of client needs and expectations. We seek highly motivated and detail-oriented professionals who are passionate about client success and possess a strong foundation in financial services. • Educational Foundation: Bachelor's degree required., • Professional Certifications: FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 preferred; required within 4 months of hire., • Technical Proficiency: Demonstrated working knowledge of Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook, for efficient data management and communication., • Organizational Acumen: Exceptional organizational and multitasking skills, with the ability to manage multiple priorities in a fast-paced environment., • Communication Excellence: Superior written and verbal communication skills, capable of articulating complex financial concepts clearly and concisely to diverse audiences., • Ethical Conduct: Unwavering commitment to maintaining the highest level of confidentiality and discretion., • Client-Centric Mindset: An enthusiastic and positive approach to problem-solving and delivering unparalleled client service., • Collaborative Spirit: Proven track record of successful cross-training, task-sharing, and fostering mutually supportive teamwork., • Proactive & Innovative: Must be innovative, demonstrate proactive time management, and possess a strong follow-through to ensure task completion and project success. ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. Salary Range The expected base salary for this Albany, New York, United States based position is $60,000 - $75,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here. • Job Identification 188819, • Job Category Analyst, • Posting Date 11/11/2026, 08:14 PM, • Locations Albany, NY, United States

Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. An Ayco Coach will demonstrate success by building relationships and motivating our clients to take action toward achieving their personal financial goals. Each Coach should possess an ownership mindset with a desire to continually develop and learn. Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Goldman Sachs Ayco Financial Wellness is where financial advisors come to start their career. Coaches are supported with a robust training program that prepares them to be independently working with clients over the phone within their first seven months. The training consists of: • Dedicated training team to guide new hires through an initial training period, • Support through licensing requirements (SIE, Series 7 and Series 66), • In-depth technical training on a wide range of financial planning concepts such as:, • Retirement, • Investing, • Budgeting & debt management, • Employee benefits, • Insurance, • Income taxes, • Education funding, • Estate planning, • Practical application of technical training through practice client scenarios Once through training, a coach's focus shifts to developing relationships with our clients and providing them with superior one-on-one personal financial planning over the phone via prescheduled appointments and inbound calls. This role is meant for an individual who wants to be client-facing and develop their long-term career as a financial advisor. Continual training will help coaches expand their skills and technical competency beyond their initial training period. Each coach should possess an ownership mindset with a desire to continually develop, learn, and grow professionally. Goldman Sachs Ayco Financial Wellness partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforceleveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education across the key financial disciplines outlined above. How you will fulfill your potential: • Complete the appropriate licensing requirements for the role within defined time frames if not already licensed, • Actively participate in Financial Wellness' extensive training program to learn the technical material related to each personal financial planning topic, how to analyze applicable client situations, and effectively communicate concepts to clients, • Develop holistic, comprehensive, and personalized financial plans to support clients to take action, accomplish their goals, and overcome financial challenges, • Become a subject matter expert in company benefits including 401(k), pension plans, life and disability insurance, medical insurance, equity and stock awards, and deferred compensation, • Prepare and deliver financial reports and analyses regarding asset allocation, retirement planning, education funding, risk management, and federal income tax; leverage digital platform tools and resources in coaching conversations, • Establish trust and rapport with broad-based employee populations via scheduled appointments to form long-term relationships as appropriate, • Answer inbound calls to explain the service, aid in the navigation of the digital platform, and assist with real-time financial planning questions, • Identify and discuss appropriate internal products and services in order to provide clients with suitable implementation solutions, • Adhere to industry and company-wide policies, procedures, and compliance, • Proactively seek opportunities to support the team, department, and firm Skills & Experience We're Looking For: • Desire to grow a long-term career as a client-facing advisor at Goldman Sachs Ayco, • Strong passion for personal financial planning and providing excellent client service via extensive daily client contact, • Excellent communication skills, both verbal and written, in order to comprehend, simplify and explain complex financial planning concepts to clients of varying knowledge levels, • Demonstrate integrity and sound judgment when handling highly confidential and sensitive information, • Ability to multi-task independently in a fast-paced work environment, • Strong attention to detail and ability to complete client deliverables accurately and within designated time frames, • Excellent interpersonal skills to build strong client relationships and foster a collaborative environment with colleagues, • Desire to learn and ability to implement feedback in a positive and constructive manner in pursuit of professional growth, • Bachelor's degree, • FINRA SIE, Series 7 and Series 66 licenses (or as a condition of employment within a defined time after joining the firm) Preferred: • Minimum of a 3.5 GPA, • Individuals with SIE license, CFP certification, and/or Life, Accident, and Health license, • Customer service experience, • Experience with eMoney financial planning software and Salesforce CRM Salary Range: The expected base salary for this Albany, NY, United States-based position is $62,500-$70,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits: Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here. • Job Identification 187278, • Job Category Analyst, • Posting Date 10/22/2026, 07:41 PM, • Locations Albany, NY, United States

MDRN Wealth is a fast-growing boutique RIA based in Los Angeles, serving clients nationwide as a fee-only fiduciary.We obsess over the full picture — proactive tax planning, estate planning, and investment management that actually work together.Our firm is built on modern technology and AI, which

Remote | Commission-Based | Uncapped Income + Owner Path The life insurance industry doesn't slow down when the economy does. Families need protection in every market, and the demand for insurance sales professionals is constant. The Pritchett Agency is looking for driven individuals ready to build a career, and eventually an agency, inside one of the most stable corners of financial services. We give you the system, the lead platform, the training, and the path. You bring the drive. Already licensed? You plug straight into our lead platform and start producing immediately, whether your background is in term life insurance, whole life insurance, indexed universal life, final expense, mortgage protection, or fixed and indexed annuities. As an independent agent inside our IMO, you keep the flexibility of running your own book while never building alone. We even have unique carriers to get you writing on day one. Not licensed yet? Most candidates are fully licensed in 7-10 days, and you're producing shortly after. What you get: • A clear path from producer to agency owner, with real agency building and sales leadership development along the way, • Leads and systems already built, so you're not starting from scratch, • Fast-track licensing support, • Training across core product lines and skills, including needs analysis, consultative selling, and cross-selling strategies that turn one policy into a lasting client relationship, • Commission-based pay with performance bonuses, no earning ceiling, • Remote, flexible schedule, • Direct mentorship from agents who've already built what you're building, and the business development instincts to keep growing once you get there As you grow, there's real opportunity to expand into retirement planning, estate planning conversations, and group benefits work with business owners, plus build the kind of client relationship management approach and lead generation engine that turns entrepreneurship into a legacy career. First-year producers following the system typically earn $45,000-$120,000. There is no income ceiling. How to Apply: Apply below, or watch our 8-minute overview: https://the.pritchettagency.com/careers/?utmsource=linkedin&utmmedium=paid&utmcampaign=jobs&utmcontent=2100201

Why This Is a Great Opportunity.Work on sophisticated estate planning and wealth preservation matters for high-net-worth individuals, families, and business owners.Enjoy a flexible hybrid schedule with a collaborative, supportive legal team.Receive meaningful mentorship from experienced trusts and e

The Role: Our Regional CPA client are hiring for a skilled and detail-oriented Senior Tax Accountant to join their growing tax practice. The ideal candidate will possess robust technical skills and a passion for navigating complex tax returns across a wide variety of entity types. If you thrive on digging into the numbers, ensuring meticulous accuracy, and working directly on comprehensive compliance files, this is the perfect opportunity for you. Key Responsibilities: • Prepare complex federal, state, and local tax returns for a diverse client base, including:, • Individuals (High-Net-Worth), • Partnerships, • S Corporations and C Corporations, • Estates and Trusts, • Analyze financial statements, trial balances, and supporting documentation to ensure accurate tax accounting treatment., • Conduct tax research to resolve complex technical compliance issues and support proactive tax planning initiatives., • Identify opportunities to optimize tax efficiencies and minimize liabilities for clients., • Collaborate closely with managers and partners to deliver high-quality, timely workpapers and client deliverables., • Maintain clear, professional communication regarding data requests and compliance updates. Qualifications & Skills: • Experience: 4–6+ years of progressive tax compliance experience within a public accounting firm environment., • Core Expertise: Proven, strong track record in the preparation of individual, corporate, partnership, trust, and estate returns., • Software: Proficiency with professional tax software is required. Experience with CCH Axcess and CCH ProSystem fx Engagement is highly preferred and considered a major plus., • Education/Credentials: Bachelor’s degree in Accounting, Finance, or a related field. CPA license or progress toward obtaining a CPA/EA designation is advantageous., • Attributes: Exceptional attention to detail, strong analytical skills, and the ability to manage multiple files and deadlines effectively. Benefits: • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Work From Home, • Free Food & Snacks, • Wellness Resources, • Summer Fridays

Tax Manager – EA or CPA | Public Accounting Multiple California Opportunities | Tax Leadership & Advisory Locations: Los Angeles, San Diego, Woodland Hills, Torrance & other California locations Work Model: Onsite / Hybrid / Fully Remote (select opportunities) Employment: Permanent, Full-Time Salary: $120k - $180k base salary dependent on experience Experience: 8+ Years in Public Accounting Qualification: CPA or EA Required About the Opportunity We are currently connecting with experienced Tax Managers and Senior Tax Professionals for opportunities with established and growing CPA firms across California. Our clients range from boutique public accounting practices to larger regional firms, offering professionals the opportunity to work with diverse client portfolios, sophisticated tax engagements and experienced leadership teams. We are particularly interested in California-licensed CPAs with strong technical expertise in federal and state taxation, tax planning, and client advisory services. Whether you're actively considering a move or simply interested in exploring what the market has to offer, we'd love to connect! Key Responsibilities • Manage and review complex federal and multi-state tax engagements for individuals, corporations, partnerships and S corporations., • Oversee preparation and review of Forms 1040, 1065, 1120, 1120-S and other relevant tax filings., • Provide strategic tax planning and advisory services to high-net-worth individuals, privately held companies and business owners., • Advise clients on tax-efficient business structures, investment activities and complex compliance matters., • Manage client portfolios and develop long-term professional relationships., • Lead, mentor and review the work of Tax Associates and Seniors., • Collaborate closely with Partners on technical tax matters, engagement delivery and client advisory., • Support process improvements, technical research and practice development initiatives. Requirements & Qualifications • Active CPA designation, ideally licensed in California., • 8+ years of progressive public accounting experience., • Previous experience as a Tax Manager, Tax Supervisor or experienced Senior Tax professional., • Bachelor's degree in Accounting or related discipline., • Master's in Taxation (MST) highly advantageous., • Strong understanding of federal, California state and multi-state taxation., • Experience with corporate, partnership, S corporation and individual taxation., • Exposure to high-net-worth clients, privately held businesses or real estate investments., • Demonstrated client relationship management and leadership capabilities., • Proficiency in tax software such as CCH Axcess, GoSystem, UltraTax or Lacerte. What Makes These Opportunities Attractive? Depending on the firm and position, candidates may benefit from: • Greater exposure to sophisticated tax planning and advisory engagements., • Direct collaboration with Partners and senior leadership., • Opportunities to take ownership of established client portfolios., • Potential progression to Senior Tax Manager, Tax Director or Partner level., • Opportunities across boutique and regional public accounting environments., • Flexible working arrangements, including select fully remote opportunities. Ideal Candidate We're particularly interested in candidates combining strong technical tax expertise, client-facing advisory experience and the ability to lead and develop tax teams. Professionals from Big Four, national, regional and established local CPA firms are encouraged to express interest. Interested? Let's Connect! If you're an experienced Tax Manager or Senior Tax Professional exploring your next career move in California, we'd welcome a confidential conversation. Please submit your updated resume and include your preferred location, desired compensation, work model, notice period and area of tax expertise. We can then discuss which opportunities may align most closely with your background and long-term career goals. Kyla Morgan US Team Lead | Smart4Energy Talent

Remote | Commission-Based | Uncapped Income + Owner Path The life insurance industry doesn't slow down when the economy does. Families need protection in every market, and the demand for insurance sales professionals is constant. The Pritchett Agency is looking for driven individuals ready to build a career, and eventually an agency, inside one of the most stable corners of financial services. We give you the system, the lead platform, the training, and the path. You bring the drive. Already licensed? You plug straight into our lead platform and start producing immediately, whether your background is in term life insurance, whole life insurance, indexed universal life, final expense, mortgage protection, or fixed and indexed annuities. As an independent agent inside our IMO, you keep the flexibility of running your own book while never building alone. We even have unique carriers to get you writing on day one. Not licensed yet? Most candidates are fully licensed in 7-10 days, and you're producing shortly after. What you get: • A clear path from producer to agency owner, with real agency building and sales leadership development along the way, • Leads and systems already built, so you're not starting from scratch, • Fast-track licensing support, • Training across core product lines and skills, including needs analysis, consultative selling, and cross-selling strategies that turn one policy into a lasting client relationship, • Commission-based pay with performance bonuses, no earning ceiling, • Remote, flexible schedule, • Direct mentorship from agents who've already built what you're building, and the business development instincts to keep growing once you get there As you grow, there's real opportunity to expand into retirement planning, estate planning conversations, and group benefits work with business owners, plus build the kind of client relationship management approach and lead generation engine that turns entrepreneurship into a legacy career. First-year producers following the system typically earn $45,000-$120,000. There is no income ceiling. How to Apply: Apply below, or watch our 8-minute overview: https://the.pritchettagency.com/careers/?utmsource=linkedin&utmmedium=paid&utmcampaign=jobs&utmcontent=2100190

About the role We're hiring an experienced CPA to lead tax work for our real estate, S corporation, and high-net-worth clients. You'll own complex returns from preparation through review, design year-round tax planning strategies, and serve as the technical lead on a group of client relationships. You'll also meet with prospective clients to scope new engagements and prepare proposals. That means you need to be able to explain complex tax issues clearly to business owners and investors. About Shahbaz & Associates CPAs Shahbaz & Associates CPAs is a boutique public accounting firm founded in 2024 that serves clients nationwide. Our core work spans real estate tax, tax planning for high-net-worth individuals, partnership taxation, international tax, and outsourced CFO services. The firm is growing quickly and adding a Richmond presence. This role is one of the first hires there, so you'll help shape how we bring on and serve clients. What you'll do Real estate tax • Prepare and review partnership returns for real estate funds, syndications, and rental property holding entities, • Advise on depreciation strategy, cost segregation, 1031 exchanges, passive activity rules, and real estate professional status, • Manage capital accounts, special allocations, and waterfall-driven K-1 reporting S corporations and closely held businesses • Prepare and review S corporation returns, including shareholder basis, distributions, and AAA tracking, • Advise on entity selection, S elections, reasonable compensation, and owner payroll, • Handle multi-state filings and pass-through entity tax (PTET) elections Tax planning for high-net-worth clients • Build year-round tax plans and projections for business owners and investors, and set quarterly estimates, • Model the tax impact of transactions such as property sales, business sales, and restructurings, • Present planning recommendations directly to clients Review and client leadership • Serve as final technical reviewer on individual, partnership, S corporation, and trust returns, • Research complex issues and document tax positions, • Meet with prospective clients to scope engagements and prepare proposals using the firm's pricing framework Qualifications Required • Active CPA license, • 5+ years of US tax experience in public accounting, including at least 2 years reviewing returns, • Deep experience with partnership (Form 1065) and S corporation (Form 1120-S) returns, • Real estate tax expertise: depreciation, cost segregation, 1031 exchanges, and passive activity and at-risk rules, • A track record of building tax plans and projections for high-net-worth individuals and business owners, • Ability to explain complex tax issues clearly to clients and prospects Preferred • Experience with real estate funds or partnerships, including partnership allocations, • Multi-state and PTET experience, • Experience scoping or pricing engagements, • Big Four or regional firm background Compensation, location, and how to apply • Compensation: $110,000–$130,000 base, depending on experience, plus a 10% origination bonus on first-year fees from clients you bring in through your own network, 3% bonus on firm closed leads, and annual bonus., • Location: Remote, based in the Richmond, VA area, • Schedule: Full-time, with heavier hours during tax season

Most wealth advisors spend their days cold calling, begging for referrals, and selling products they didn’t create. We don’t. At Analog Capital Partners, we’ve rebuilt the advisory business from the ground up. No chasing prospects. No outdated sales scripts. No endless networking breakfasts. We deliver qualified inbound clients. You do what actually matters—help people build wealth. What You’ll Actually Do Become the trusted strategist families rely on—not another commission-driven salesperson. Guide clients through: • Building long-term wealth, • Designing investment strategies, • Retirement freedom, • Tax-efficient planning, • Estate and legacy planning, • Protecting what they’ve built You’ll spend your time giving advice instead of hunting for business. Why Advisors Join Us • We generate the leads., • We schedule the meetings., • We handle the technology., • Automated portfolio management and rebalancing., • Digital onboarding from start to finish., • No existing book required., • Training included., • Remote from anywhere. Instead of spending years trying to build a practice from scratch, you can focus on becoming an exceptional advisor. How You’re Paid • No arbitrary caps., • Earn 50% of profits with unlimited upside., • Already have a client book? Bring it with you and earn 65% profit sharing., • Your success isn’t limited by corporate pay bands. Who This Isn’t For This isn’t for advisors looking to hide behind a desk. This is for professionals who want to own conversations, challenge conventional financial advice, and build meaningful relationships with clients—without the politics and bureaucracy of traditional wealth management firms. If you’re tired of the old Wall Street model, you’ll fit right in.

Passive Income Pilots — Head of Growth & Executive Producer About Passive Income Pilots: Passive Income Pilots (PIP) is a leading podcast (with a raving community base) built for airline pilots who want to take control of their finances, reduce taxes, and build wealth outside the cockpit. The podcast is the centerpiece of a growing ecosystem: the popular show, a live conference (our first event was held in Las Vegas in Oct 2026), an engaged listener community, a Facebook group, and a network of referral and affiliate partners who serve pilots. The show has incredible traction; what it lacks is one person whose full-time job is to ensure it delivers its foundational product consistently, and who can bring the energy and expertise to fully develop its potential. Both hosts, Tait Duryea and Ryan Gibson are executives who run their separate and respective companies in addition to hosting Passive Income Pilots. The role: You will own the brand: the podcast, the content, the live events, the partnerships and the community. You run the content flywheel end to end, keep the editing team on schedule, plan our live events, and bring in new partners and revenue. The mandate: take control of the content production, grow the listener base, gain deeper market penetration across the airline industry, and expand the ecosystem to something every pilot in America can't ignore. What you'll own 1. Show production and guest pipeline • Run the recording calendar: "You're recording Wednesday with X. Come prepared to talk about Y.", • Lead a standing content meeting with the hosts to generate episode ideas, then turn those ideas into booked guests., • Source, pitch, book and prep guests., • Match guests and topics to what listeners actually want, using download data, comments, surveys and community feedback., • Manage the editing team: set deadlines, give notes, enforce quality, and keep the release schedule on time. You don't edit, you direct. 1. Content flywheel and social media • Own social channel distribution: strategy, calendar, posting and engagement., • Turn each episode into clips, quotes, newsletters and posts that drive listeners back to the show., • Track what works and double down. Retire what doesn't. 1. Live events and conference • Plan and run PIP conferences and events: venue, budget, agenda, speakers, sponsors, registration, vendors, merchandise and run-of-show., • Build the speaker lineup around what the audience wants to learn, and coordinate with speakers on content., • Turn each event into a content and community engine before, during and after. We want to reach this level of conference design and professionalism: https://www.limitlessexpo.com 1. Partnerships, sales and business development • Understand our existing referral and affiliate partners deeply: what they offer, how they perform, and how we're paid., • Develop new affiliate relationships, revenue shares and sponsorships., • Sell conference sponsorships and other partner placements., • Leverage aviation media and industry groups to grow our reach across the airline industry. 1. Marketing • Create outreach and marketing materials: one-pagers, partner decks, event collateral, social graphics and ads., • Run campaigns that grow listenership, event attendance and community membership., • Keep the PIP brand consistent across every channel. What this role is not • Not an editor. We have an editing team. You manage their output and deadlines; you don't cut audio or video., • Not a coordinator waiting for instructions. You to tell us what we're doing next, not the other way around. What success looks like: First 90 days • You run the recording calendar and the weekly content meeting. The hosts show up prepared because you told them what to prepare., • A guest pipeline at least 6 weeks deep, booked and briefed., • Editing turnaround is predictable and episodes release on schedule., • Every episode ships with a social and clip package., • You know every existing referral partner, how it performs, and where the upside is., • A plan and budget for the next live event. First 12 months • Downloads and subscribers up 100% from the baseline we set at your start date., • New affiliate or revenue-share partners signed: 6., • Partner revenue up by at least 50%., • Next conference delivered on budget, with attendance of 350+., • Measurable reach inside new airlines, bases and pilot groups we don't reach today. What we'll measure: downloads, subscribers, social reach and engagement, event attendance and revenue, partner revenue, and new partners signed. Who we're looking for: Required • Proven ability to grow an audience: a show, publication, brand or community, with numbers to back it up., • Comfortable managing contractors and holding them to deadlines., • Business development or sales experience: you've negotiated partnerships, sponsorships or revenue shares., • Experience managing affiliate programs, referral tracking, or sponsorship sales., • Professional background in journalism, PR, marketing or events. Strongly preferred • Podcast or media production experience., • Has planned and run conferences or live events end to end, from venue contract to post-event follow-up., • Familiarity with financial concepts like real estate investing, trust and estate planning, asset protection structures, tax planning etc., • Familiarity with the airline industry or pilot culture. A pilot, or someone close to the profession, is a plus., • Hands-on design ability: you can produce polished marketing materials yourself (Canva, Adobe or similar), and direct a marketing team. How you work: • Self-directed. You set the agenda and drive it without being chased., • Organized and relentless on follow-up. You crack the whip kindly but firmly., • Curious about the audience. You read the comments and talk to listeners., • A connector. You like getting people on the phone and making deals happen., • A strong writer who can pitch a guest, brief a host and sell a sponsor. The details: • Reports to: Ryan Gibson and Tait Duryea, • Location: Remote, United States. Travel for live events and partner meetings., • Type: Contractor, • Compensation: $65-105k based on experience, plus performance incentives tied to listener growth, partner revenue and event results. To apply, email with: your resume, a link to an audience or event you grew, and a sample of marketing work you designed. We look forward to speaking with you!

Job Description Regional Property Manager Albany, New York Insero Talent Solutions has partnered with an established real estate organization in its search for a Regional Property Manager to oversee a portfolio of residential communities. This opportunity offers meaningful responsibility for property operations, team leadership, financial performance, and affordable housing compliance. The Regional Leader will guide district and community leadership teams, ensuring consistent operational performance, strong resident service, effective personnel development, and well-maintained properties across an assigned portfolio. Working closely with property management leadership and cross-functional partners, this individual will drive portfolio-level initiatives, support long-term property strategies, and help maintain high standards across regulated housing communities. Responsibilities: • Oversee portfolio operations and monitor occupancy, delinquency, waitlists, receivables, unit turnover, work orders, resident services, and property standards., • Lead, coach, and support district, community, and on-site teams to strengthen performance, accountability, and employee development., • Ensure compliance with applicable affordable housing programs, regulatory requirements, management plans, leases, and related property agreements., • Partner with development and construction teams on new acquisitions, lease-ups, and property transitions as needed., • Develop and implement short- and long-term operational strategies for assigned communities., • Maintain productive relationships with municipalities, housing finance agencies, HUD, service providers, and other external stakeholders., • Collaborate with Human Resources on staffing, training, performance management, and employee relations., • Prepare and monitor annual operating budgets, review monthly operating results, and complete variance analyses., • Coordinate with maintenance leadership on preventive maintenance, property conditions, and capital improvement planning., • Identify operational challenges, recommend improvements, and support organizational initiatives across the portfolio., • Perform additional responsibilities as needed to support portfolio and organizational objectives. Requirements: • Bachelor's degree or equivalent combination of education, training, and relevant experience; five years of related experience may substitute., • Prior people management experience required, ideally in multi-site residential property operations., • Knowledge of affordable housing operations, regulatory compliance, and property management practices., • Tax Credit Compliance Certification (or equivalent) and Certified Occupancy Specialist Certification (or equivalent) required., • Hands-on experience with LIHTC, Project-Based Section 8, Section 236, and/or Rural Development programs strongly preferred., • Certified Property Manager (CPM) or Accredited Residential Manager (ARM) designation preferred., • Ability to analyze operating budgets, financial reports, and property-level performance indicators., • Knowledge of RealPage, Fair Housing requirements, and ADA standards helpful., • Strong communication, organization, relationship management, and problem-solving skills., • Valid driver's license and personal vehicle required; ability to travel approximately 30–50% by car and/or air and conduct on-site property inspections.

Associate For Private Client Accounting And Payment Services. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private

Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We are seeking an experienced ac

Location: 66 South Pearl Street, Albany New York Job Summary The Key Private Bank Trust Officer is responsible for delivering expert trust administration and fiduciary counsel to high-net-worth clients and their beneficiaries. This role is integral to the relationship management team, providing strategic insights and solutions to help clients protect, grow, and transition their wealth. The Trust Officer manages complex trust and agency accounts, ensures compliance with fiduciary standards, and contributes to client retention and revenue growth through proactive relationship management and business development. Essential Functions • Maintain advanced knowledge of fiduciary, investment, tax, and estate planning issues., • Design and implement sophisticated fiduciary strategies for clients with complex financial needs., • Advise internal partners on fiduciary matters and ensure the bank's fiduciary responsibilities are fulfilled., • Administer complex fiduciary and agency accounts in accordance with legal documents and internal policies., • Interpret legal instruments to determine the bank's responsibilities., • Identify and resolve trust and estate tax-related issues using sound fiduciary judgment., • Collaborate with Relationship Managers and Investment Specialists to retain and expand client relationships., • Review estate planning documents and provide strategic recommendations., • Anticipate client needs and provide proactive financial guidance aligned with their evolving goals., • Ensure compliance with internal policies, regulatory standards, and legal requirements., • Mitigate risk across assigned accounts and maintain accountability for delegated tasks., • Meet or exceed individual and team sales goals., • Identify opportunities to deepen client relationships and generate new revenue., • Participate in client meetings and presentations as a fiduciary subject matter expert., • Represent the bank in professional associations to build credibility and expand referral networks., • Build and maintain strong relationships with clients, attorneys, accountants, and other key influencers., • Promote a collaborative, professional team environment and support business objectives., • Participate in community engagement initiatives to enhance the bank's reputation., • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice, • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education • Bachelor's Degree in Business, Finance or Accounting (preferred), • OR equivalent experience (required) Work Experience • A minimum of 5 years of experience in personal trust administration or a related fiduciary role. (required), • Experience working with high-net-worth clients and complex estate planning strategies (preferred) Licenses and Certifications • Progress toward or completion of Cannon Trust Schools I, II, and III or equivalent industry training (required), • Certified Trust and Fiduciary Advisor (CTFA) (preferred) Skills • The ability to uphold legal and ethical responsibilities in managing client assets, ensuring all actions align with fiduciary standards and regulatory requirements., • Expertise in structuring wills, trusts, and other legal instruments to help clients manage and transfer wealth efficiently and according to their wishes., • Managing the daily operations of trust and agency accounts, including interpreting legal documents, distributing assets, and maintaining accurate records., • Understanding and applying tax regulations to minimize liabilities and proactively identifying and mitigating risks associated with fiduciary responsibilities., • Knowledge of financial markets and investment vehicles to support client goals and ensure trust assets are managed prudently., • The ability to interpret financial data and reports to make informed decisions and provide strategic advice to clients and internal teams., • Building and maintaining long-term, trust-based relationships with clients, ensuring satisfaction and loyalty through consistent, high-quality service., • Providing personalized financial and estate planning guidance to clients, helping them navigate complex wealth management decisions., • Effectively conveying information, both verbally and in writing, to clients, colleagues, and external partners with clarity and professionalism., • Staying informed about current laws, regulations, and industry standards that impact trust and estate administration., • Identifying opportunities to expand client relationships and generate new business through strategic outreach and consultative selling., • Overseeing client portfolios, ensuring service delivery meets expectations, and coordinating with internal teams to address client needs., • Using specialized software to manage trust accounts, track transactions, and generate reports with accuracy and efficiency., • Enhancing operational workflows to increase efficiency and reduce exposure to legal, financial, or reputational risks. Core Competencies • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Driving Requirements • Ability to occasionally operate a motor vehicle with a valid driver's license. Work Location Category • Hybrid (3+ days) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

We have tremendous opportunities for a Tax Manager to play a key role working with our High Net Worth clients. Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planning. Responsible for managing trust and estate-rel

Job DescriptionAbout the Role:RLGC Law Group, PLLC is looking for a detail-oriented and dedicated Estate Planning Paralegal to join their team in Latham, NY. This is an exciting opportunity to play a key role in helping clients protect their legacies and secure their futures. If you thrive in a collaborative legal environment and have a passion for estate planning, we want to hear from you! Responsibilities: • Draft and prepare estate planning documents including wills, trusts, powers of attorney, and healthcare directives, • Assist attorneys with trust administration, probate filings, and estate settlement matters, • Communicate directly with clients to gather information, provide updates, and ensure a smooth client experience, • Organize and maintain client files, legal documents, and case management systems, • Conduct legal research related to estate planning, tax law, and probate procedures, • Coordinate document execution, notarization, and proper filing with courts or government agencies, • Support attorneys in preparing for client meetings and consultationsRequirements:, • Prior paralegal experience in estate planning, trusts, probate, or elder law preferred, • Associate's or Bachelor's degree in Paralegal Studies or a related field, or equivalent experience, • Paralegal certificate from an ABA-approved program is a plus, • Strong knowledge of estate planning documents, terminology, and legal procedures, • Excellent written and verbal communication skills with a client-focused demeanor, • Proficiency in legal case management software and Microsoft Office Suite, • Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environmentAbout Us:RLGC Law Group, PLLC is a trusted legal firm based in Latham, NY, committed to providing personalized and comprehensive legal services to individuals and families throughout the region. Our clients rely on us to guide them through some of life's most important decisions with professionalism, compassion, and expertise. We pride ourselves on fostering a supportive and collaborative workplace where every team member is valued and empowered to grow.

Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. Associate For Private Client Acc

Job DescriptionTax Manager – Public Accounting Firm (Confidential Search) Location: Buffalo NY Work Style: Hybrid or Remote Compensation: $90,000 – $140,000 base + bonus (DOE) About the Firm Our client is an established, mid-sized public accounting firm with over 50 years of experience, offering tax, audit, assurance, and advisory services to a diverse client base. The firm provides a collaborative, team-oriented environment with a strong emphasis on work-life balance, professional development, and long-term career growth. Employees enjoy paid overtime during busy season, with hours typically averaging 50–55 per week, flexible work arrangements, supportive leadership, competitive compensation, and opportunities for advancement. The firm combines the resources of a larger organization with the personalized culture of a smaller practice. We’re partnering with them to identify an experienced Tax Manager who’s ready to lead engagements, mentor staff, and be a trusted advisor to clients. Key Responsibilities Manage complex tax engagements for individuals, partnerships, S-corps, and closely-held businesses Review returns prepared by staff and seniors for technical accuracy and compliance Research complex tax issues and provide practical solutions for clients Support client relationships through proactive communication and planning discussions Lead, mentor, and develop team members through review and training Assist partners with business development, client onboarding, and workflow efficiency What They’re Looking For Active CPA license (required) 6+ years of experience in public accounting (preferably within a regional or mid-sized firm) Strong technical knowledge in federal and state tax compliance Excellent communication and leadership skills Experience with CCH Axcess, UltraTax, or similar tax software (a plus) Why This Firm Hybrid flexibility – typically 2–3 days in office Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.) Real promotion potential – leadership succession planning is a key focus Competitive compensation package, comprehensive benefits, and strong PTO Confidential inquiries encouraged. If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. joey@solidrockrecruiting.com (605) 601-4597

Job Description At Goldman Sachs Wealth Management, we are dedicated to empowering clients and customers globally to achieve their most ambitious financial aspirations. Our advisor-led businesses deliver sophisticated financial planning, bespoke investment management, comprehensive banking solutions, and strategic advice to a diverse clientele, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations. Complementing this, our innovative consumer business provides cutting-edge digital solutions that enable customers to optimize their spending, borrowing, investing, and saving. Our sustained growth is fueled by an unwavering commitment to our people, our clients, and the relentless pursuit of leading-edge technology, data-driven insights, and exceptional design. Goldman Sachs Ayco stands as a premier partner for Fortune 1000 companies, collaborating to design and implement tailored financial planning programs that elevate the financial well-being of their entire workforce. Leveraging Ayco's distinguished 50-year legacy and the expansive resources of Goldman Sachs, we address the evolving financial needs of employees. We firmly believe that companies best serve their stakeholders and the broader economy when their employees possess clarity, understanding, and control over their financial lives. Ayco's expert advisors and technical specialists guide clients through education and practical implementation across seven critical financial disciplines, including comprehensive employee benefit planning, to help them achieve their personal financial goals. How You Will Fulfill Your Potential As a vital member of our team, you will play a pivotal role in delivering exceptional financial guidance and support. Your contributions will directly impact the financial success and peace of mind of our clients. • Strategic Client Engagement: Provide personalized, comprehensive financial planning, investment strategy, and tax services through one-on-one consultations with individual and/or corporate clients, including corporate employees, executives, and high-net-worth individuals., • Insightful Financial Analysis & Reporting: Prepare sophisticated financial reports and analyses covering critical areas such as cash flow optimization, income tax projections, investment allocation strategies, performance evaluations, and estate planning flowcharts, translating complex data into actionable insights., • Cultivate Client Relationships: Engage in extensive telephone and/or face-to-face interactions with clients and their external advisors, serving as a trusted resource to gather essential information and deliver expert financial advice., • Tax Expertise: Prepare accurate and timely income tax returns for clients, ensuring compliance and optimizing financial outcomes., • Project Leadership & Support: Actively contribute to and lead various financial planning projects and in-depth analyses, driving strategic initiatives forward., • Operational Excellence: Develop a comprehensive understanding of brokerage account operations, including opening, funding, and transaction processing, to ensure a seamless and superior client experience., • Service Model Immersion: Participate in client meetings to gain deep insights into our service delivery model and client deliverables, continuously enhancing your understanding of client needs and expectations. What We Are Looking For We seek highly motivated and detail-oriented professionals who are passionate about client success and possess a strong foundation in financial services. • Educational Foundation: Bachelor's degree required., • Professional Certifications: FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 preferred; required within 4 months of hire., • Technical Proficiency: Demonstrated working knowledge of Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook, for efficient data management and communication., • Organizational Acumen: Exceptional organizational and multitasking skills, with the ability to manage multiple priorities in a fast-paced environment., • Communication Excellence: Superior written and verbal communication skills, capable of articulating complex financial concepts clearly and concisely to diverse audiences., • Ethical Conduct: Unwavering commitment to maintaining the highest level of confidentiality and discretion., • Client-Centric Mindset: An enthusiastic and positive approach to problem-solving and delivering unparalleled client service., • Collaborative Spirit: Proven track record of successful cross-training, task-sharing, and fostering mutually supportive teamwork., • Proactive & Innovative: Must be innovative, demonstrate proactive time management, and possess a strong follow-through to ensure task completion and project success. About Goldman Sachs At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Salary Range: The expected base salary for this Albany, NY, United States-based position is $62,500-$70,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits: Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here. • Job Identification 186946, • Job Category Analyst, • Posting Date 10/22/2026, 07:40 PM, • Locations Albany, NY, United States

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!

Job Description At Goldman Sachs Wealth Management, we are dedicated to empowering clients and customers globally to achieve their most ambitious financial aspirations. Our advisor-led businesses deliver sophisticated financial planning, bespoke investment management, comprehensive banking solutions, and strategic advice to a diverse clientele, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations. Complementing this, our innovative consumer business provides cutting-edge digital solutions that enable customers to optimize their spending, borrowing, investing, and saving. Our sustained growth is fueled by an unwavering commitment to our people, our clients, and the relentless pursuit of leading-edge technology, data-driven insights, and exceptional design. Goldman Sachs Ayco stands as a premier partner for Fortune 1000 companies, collaborating to design and implement tailored financial planning programs that elevate the financial well-being of their entire workforce. Leveraging Ayco's distinguished 50-year legacy and the expansive resources of Goldman Sachs, we address the evolving financial needs of employees. We firmly believe that companies best serve their stakeholders and the broader economy when their employees possess clarity, understanding, and control over their financial lives. Ayco's expert advisors and technical specialists guide clients through education and practical implementation across seven critical financial disciplines, including comprehensive employee benefit planning, to help them achieve their personal financial goals. How You Will Fulfill Your Potential As a vital member of our team, you will play a pivotal role in delivering exceptional financial guidance and support. Your contributions will directly impact the financial success and peace of mind of our clients. • Strategic Client Engagement: Provide personalized, comprehensive financial planning, investment strategy, and tax services through one-on-one consultations with individual and/or corporate clients, including corporate employees, executives, and high-net-worth individuals., • Insightful Financial Analysis & Reporting: Prepare sophisticated financial reports and analyses covering critical areas such as cash flow optimization, income tax projections, investment allocation strategies, performance evaluations, and estate planning flowcharts, translating complex data into actionable insights., • Cultivate Client Relationships: Engage in extensive telephone and/or face-to-face interactions with clients and their external advisors, serving as a trusted resource to gather essential information and deliver expert financial advice., • Tax Expertise: Prepare accurate and timely income tax returns for clients, ensuring compliance and optimizing financial outcomes., • Project Leadership & Support: Actively contribute to and lead various financial planning projects and in-depth analyses, driving strategic initiatives forward., • Operational Excellence: Develop a comprehensive understanding of brokerage account operations, including opening, funding, and transaction processing, to ensure a seamless and superior client experience., • Service Model Immersion: Participate in client meetings to gain deep insights into our service delivery model and client deliverables, continuously enhancing your understanding of client needs and expectations. What We Are Looking For We seek highly motivated and detail-oriented professionals who are passionate about client success and possess a strong foundation in financial services. • Educational Foundation: Bachelor's degree required., • Professional Certifications: FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 preferred; required within 4 months of hire., • Technical Proficiency: Demonstrated working knowledge of Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook, for efficient data management and communication., • Organizational Acumen: Exceptional organizational and multitasking skills, with the ability to manage multiple priorities in a fast-paced environment., • Communication Excellence: Superior written and verbal communication skills, capable of articulating complex financial concepts clearly and concisely to diverse audiences., • Ethical Conduct: Unwavering commitment to maintaining the highest level of confidentiality and discretion., • Client-Centric Mindset: An enthusiastic and positive approach to problem-solving and delivering unparalleled client service., • Collaborative Spirit: Proven track record of successful cross-training, task-sharing, and fostering mutually supportive teamwork., • Proactive & Innovative: Must be innovative, demonstrate proactive time management, and possess a strong follow-through to ensure task completion and project success. About Goldman Sachs At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Salary Range: The expected base salary for this Albany, NY, United States-based position is $62,500-$70,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits: Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here. • Job Identification 186946, • Job Category Analyst, • Posting Date 10/22/2026, 07:40 PM, • Locations Albany, NY, United States

Job Description Experience Level: 1-4 years Office Location: Albany, NY (Corporate Woods office) Work Schedule: On-Site, Full-Time Salary: $115,000-$132,500 Bonus: This role is eligible for a bonus up to 50% of salary Role Details: Whiteman Osterman & Hanna LLP seeks a Trusts and Estates Associate with 1-4 years of experience in trusts and estates with emphasis on income, estate, gift, and generation-skipping transfer tax matters. The successful candidate will have experience in estate planning and estate and trust administration with an interest in tax and estate planning, wealth preservation, charitable giving, and business succession planning and will play a vital role in providing comprehensive legal solutions to high-net-worth families and corporate trustees. This position is located in our Corporate Woods office. Our Firm, based in Albany, New York, is the largest in the Capital Region with over 120 attorneys in 19 practice areas. The firm utilizes a multi-disciplinary team approach to deliver services to clients. In addition to Whiteman Osterman & Hanna’s depth of legal knowledge, we are dedicated to creating a positive and rewarding work environment for all employees – attorneys and staff alike. Education and Experience: • Bachelor’s degree, • Juris Doctor (JD) from an accredited law school, • Admission to the New York Bar, • 1-4 years of experience in trusts and estates law Essential Duties and Responsibilities: • Prepare estate planning documents such as Wills, Trust Agreements, Powers of Attorney, Health Care Proxies, and Living Wills, • Assist with high-net-worth tax planning, including preparation of wealth preservation strategies, income, estate, gift, and generation-skipping transfer tax analyses, charitable giving structures, and business succession plans, • Manage estate and trust administration matters, including representation before tax authorities and in Surrogate’s Courts, • Collaborate with other practice areas to deliver comprehensive solutions, • Conduct legal research and draft legal documents, • Communicate with clients and other stakeholders effectively Knowledge, Skills, and Abilities: • Excellent analytical and problem-solving skills, • Ability to work collaboratively in a team environment, • Strong legal research and writing abilities, • Excellent communication and interpersonal skills, • Attention to detail and accuracy, • Ability to manage multiple tasks and deadlines effectively, • Client-focused approach to legal practice, • Performs other duties as required Application Materials: • Cover letter, • Resume, • Law School Transcript, • Writing Sample Applications will be accepted on a rolling basis. Please contact Careers@WOH.com with any questions. Whiteman Osterman & Hanna LLP is an equal opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals, and in which employment decisions are merit-based and made without discrimination on the basis of race, creed, color, gender or sex, national origin, disability, sexual orientation, gender identity, age, religion, pregnancy, protected activity, veteran status, marital status, citizenship, genetic information, predisposition or carrier status, or any other characteristic protected by law. Powered by JazzHR bDEVrotIV6

Job Description Are you looking to grow your career in construction management while making a meaningful impact on the communities you help build? The Rosenblum Companies is seeking an organized, and motivated Assistant Project Manager to support the successful delivery of commercial, multifamily, and mixed-use construction and development projects. This role offers the opportunity to work alongside experienced construction professionals and gain exposure to all phases of the project lifecycle, from preconstruction through project closeout. About us: The Rosenblum Companies is one of the Capital District's largest fully integrated real estate development and management companies. Our portfolio encompasses over 1.7 million square feet of award-winning properties. Our award-winning urban residences total 332 apartment units. This includes such groundbreaking properties as The News Apartments, Vincia Modern Urban Flats, Industrie Apartments, the first zero-emission multifamily building in Albany and soon to debut Sol Apartments, the first multifamily building to pursue Passive House Institute U.S. (PHIUS) CORE certification. Our buildings embody our ongoing commitment to create and maintain better spaces that build stronger communities. Major Accountabilities Project Planning and Coordination • Support the Director of Construction Management and Project Manager(s) in planning, coordinating, and monitoring assigned projects from preconstruction through closeout., • Perform quantity and material takeoffs, assist with estimating, obtain bids and proposals to inform project budget., • Update and maintain project schedules to ensure design and construction milestones are identified and tracked. Identify delays, communicate impacts, and required follow-up., • Coordinate with company team members, design professionals, subcontractors, vendors, and other project stakeholders to ensure coordinated progress., • Participate in project completion including walkthroughs, final payments, and closeout document delivery. Construction Documentation Management • Maintain appropriate documentation throughout the project including RFIs, submittals and certificates of insurance., • Prepare and distribute closeout materials, including warranties, operation and maintenance manuals, training records, as-built drawings, lien releases, labor manifests where required, and manufacturer instructions. Safety & Quality Control • Promote a strong safety culture and support compliance with OSHA requirements and company safety policies, • Monitor construction activities for compliance with approved plans, specification and quality expectations Other General Duties and Expectations • Visit project sites as needed to observe progress, assist with coordination, document conditions, and support quality and safety initiatives. Work with field leadership to identify and resolve issues before they affect project performance., • Communicate and reinforce company and project safety requirements, including applicable OSHA standards. Promptly report unsafe conditions and coordinate corrective follow-up., • Promote sustainability and energy efficiency throughout construction operations., • Prepare and present project status reports., • Track and maintain subcontractor application for payment of required attachments including payroll verification, partial and final lien releases for subs, sub-tier subs, vendors, consultants, and material providers., • Other tasks assigned based on the needs of the company. Knowledge, Skills, & Abilities • Knowledge of customer service standards and procedures with ability to provide efficient, timely, reliable and courteous service to internal customers., • Strong interpersonal and communication skills and ability to work effectively with a diverse community., • Strong attention to detail, organization, and time management skills, with the ability to prioritize multiple tasks seamlessly., • Collect, interpret, and/or analyze complex data and information. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or schedule form. Minimum Job Requirements • 2-3 years of experience in the Construction Management field., • Bachelor’s degree in Construction Management, Architecture, Engineering, or a related field, or an equivalent combination of relevant education and practical experience., • Experience in a general contracting and real estate development environment., • Proficient with construction and business software/applications (e.g., Microsoft Office, Microsoft Project, Yardi CM), and ability to adapt to new technology and mentor team in doing so., • Experience with Passive House, NetZero or other sustainable design construction projects, including an understanding of the products and systems utilized, as well as the construction execution requirements associated with projects of this nature preferred., • Proven ability to build and maintain quality relationships with clients, stakeholders, architects, engineers, sub-contractors, and team members., • Ability to travel between job sites; a clean driving record and reliable transportation are required., • Ability to work with sensitive files and maintain confidentiality. Working Conditions & Physical Effort The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • While performing the duties of this job, the employee may be required to engage in physical activity including walking, bending, stooping, lifting, carrying, reaching, use fingers and hands to handle or feel, and talk or hear. The ability to sit or stand as needed, potentially for prolonged periods, is required., • Ability to lift 25-50 pounds, independently or with assistance., • Ability to climb ladders and scaffolds to inspect work, work at heights (including, but not limited to roof work), and in inclement weather., • Work is done both indoors (office areas, shop areas, storage areas) and outdoors where noise levels may be low, moderate or high, requiring the individual to moderate the volume of speech and devices. Maintenance/construction/other activity at company properties may occasionally involve moderate exposure to elements such as extreme temperatures, dirt, dust, smoke, fumes, unpleasant odors, pets, and/or loud noises. This position may require exposure to work areas where under certain areas require the use of personal protective equipment such as safety glasses with side shields and mandatory hearing protection.

Job Description General Function The Rosenblum Companies is looking for an experienced Facilities Manager(FM) to lead the people, systems, and strategies to help ensure that our portfolio performing at its best. This is a hands-on leadership role for someone who understands that exceptional facilities management goes beyond maintaining buildings—it’s about protecting assets, improving performance, developing great teams, and creating an exceptional experience for our customers. The FM will oversee building operations across our commercial and multifamily portfolios. Leading a team of Lead Building Engineers and working closely with our Property Management, Construction and Asset Management teams, this role will identify efficiency strategies to improve building performance, strengthen operation standards and drive long-term value across our properties. If you enjoy solving complex building challenges and want the opportunity to make a measurable impact across a growing real estate portfolio, we’d love to hear from you. About Us The Rosenblum Companies is one of the Capital District's largest fully integrated real estate development and management companies. Our portfolio encompasses over 1.7 million square feet of award-winning office, industrial, retail, self-storage (ValuSpace® Personal Storage), and residential mixed-use properties, notably The News Apartments and Vicina – Modern Urban Flats, both in Troy, NY, as well as the company’s own flexible workplace brands, Hone Coworks and Launchbox Flexible Warehouse Suites. For nearly four decades, Rosenblum has focused on creating and sustaining Better Spaces . We’re proud to have been named Developer of the Year in 2024 and one of Albany’s “Best Places to Work” and Times Union’s “Top Workplaces”! Major Accountabilies Lead, Mange and Hold Accountable the Building Engineering team • Provide overall direction and training protocols for the building maintenance team and. as applicable, other team members., • Foster guidance, support, and improvement opportunities through weekly team meetings and regular 1:1 meetings with Lead Building Engineers., • Regularly monitor team and property performance through metrics, observation, and collaboration. Strategic Owner of Building Systems • Serve as the company subject matter expert for all Building Systems (BS); standardize BS programming and operational practices across portfolio., • Optimize efficiency through trend analysis and data reporting., • Develop long-term strategies and technology roadmap to optimize building automation and performance., • Partner with controls contractors to identify and address issues and implement system improvements., • Utilize building analytics to reduce operating costs while maintaining occupant comfort. Energy Management & Sustainability • Develop and execute energy efficiency initiatives across the portfolio., • Lead sustainability programs that improve operational efficiency and environmental performance., • Track energy benchmarking and utility performance metrics., • Identify and implement rebates and incentives for capital improvements. Repair & Maintenance Budget Ownership • Develop, manage, prepare annual Repair & Maintenance (R&M) budgets for all assigned properties in cooperation with the Accounting team., • Monitor and analyze monthly budget variances and implement corrective action when necessary., • Provide detailed monthly reporting, with real time updates on operating expense budget, capital needs, and coordination to support NOI goals, • Identify opportunities to reduce operating costs without sacrificing service quality., • Refine and improve operating procedures to optimize cost, quality, and efficiency through analysis of new systems, vendors, products or practices. Capital Planning Budget • Develop annual and a 5-year rolling capital improvement plans to ensure buildings reflect company standards and property management best practices, while aligning spending with budgetary needs., • Prioritize projects based on asset condition, lifecycle, risk, and return on investment., • Oversee execution of approved capital projects from planning through completion. Monitor project budgets, schedules, and quality standards., • Ensure coordinate with consultants, contractors, and internal stakeholders throughout project implementation. Preventative Maintenance & Inspection Strategy • Develop and maintain comprehensive preventative maintenance programs., • Reduce reactive maintenance through reliability-centered maintenance principles., • Oversee and promote BE team ownership and performance of preventive maintenance program. Other General Duties and Expectations • Provide hands-on training and direction to LBE’s with an emphasis on quality, timeliness, cost savings, safety, and knowledge of building systems., • Escalate any tenant relationship concerns to the Property Manager as appropriate and assist in resolution., • Serve as backup to Lead Building engineers and Property Manager(s) as needed including being available for emergency response during non-work hours, • Perform related duties as assigned based on company needs. Knowledge, Skills, & Abilities • Knowledge of building systems, HVAC, electrical, plumbing and mechanical systems., • Knowledge of customer service standards and procedures with ability to provide efficient, timely, reliable and courteous service to internal customers., • Strong interpersonal and communication skills and ability to work effectively with a diverse community., • Strong attention to detail, organization, and time management skills, with the ability to prioritize multiple tasks seamlessly., • Collect, interpret, and/or analyze complex data and information. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or schedule form., • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public., • Ability to calculate basic figures and amounts such as totals, averages, percentages, fractions, etc., using calculators and basic Excel formulas. Minimum Job Requirements • 5-7 years of experience of facilities management including hands-on building maintenance and/or construction., • Strong knowledge of building systems, mechanical/electrical operations, and maintenance best practices, • Experience leading and managing maintenance teams and vendors., • Proven ability to build and maintain quality relationships with tenants, vendors, and team members., • Valid driver’s license and ability to travel between properties within the Capital District., • Computer literate, proficient with common business software/applications (e.g., Microsoft Office suite), and ability to adapt to new technology and mentor team in doing so. Working Conditions & Physical Effort The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • While performing the duties of this job, the employee may be required to engage in physical activity including bending, transporting, reaching, operating a computer, phone, and communicating efficiently. The ability to remain in a stationary position as needed, potentially for prolonged periods, is required., • Ability to move and position equipment weighing up to 25-50 pounds, independently or with assistance, and to work off ladders on an occasional basis., • Work is typically done indoors in an office environment with low to moderate noise levels requiring the individual to moderate the volume of speech and devices; however, maintenance/construction/other activity at company properties may occasionally involve moderate work around some elements such as extreme temperatures, dirt, dust, pets, smoke, fumes, unpleasant odors, and/or loud noises. This is a direct-hire opportunity. Google reviews: https://www.rosenblumcompanies.com/reviews/ Please do not make phone calls or contact third-party recruiters. Disclaimer: The Rosenblum Companies do not accept unsolicited assistance from search firms, employment agencies, or third-party recruiters for any employment opportunities. Please refrain from making phone calls or sending emails to any employee of The Rosenblum Companies regarding this opening. All resumes submitted by search firms, employment agencies, or third-party recruiters to any employee of The Rosenblum Companies via email, the Internet, or in any form and/or method without a valid written search firm agreement in place for this position will be considered the sole property of The Rosenblum Companies; no fee will be paid if The Rosenblum Companies hires a candidate as a result of the unsolicited referral or through other means.

Job DescriptionAbout UsFour Corners Legacy Law is a growing boutique estate planning and estate administration law firm serving families throughout New York's Capital Region and Northern Hudson Valley. Our work is about people. We help families understand their options, make informed decisions, and put plans in place to protect the people and things that matter most to them. We believe clients should leave our firm feeling educated, empowered, cared for, and confident about their future. That same people-first philosophy shapes how we work together. We are a collaborative, technology-driven team that values high standards without ego or unnecessary drama. We want people who are kind, dependable, easy to work with, willing to help one another, and serious about doing excellent work. Our core values, Competitive Greatness, Always Be Growing, Unimpeachable Character, and Sincere Candor, guide how we serve our clients, make decisions, and work together as a team. About the RoleAs our Business Development Specialist, you will own the execution of the firm's community-based business development efforts. You will build and strengthen referral relationships, identify speaking and partnership opportunities, grow attendance at educational programs, and represent Four Corners Legacy Law throughout the communities we serve. This role requires independent ownership, proactive relationship development, and consistent follow-through. You will be expected to identify opportunities, initiate conversations, develop relationships over time, execute community initiatives, and track whether those efforts are producing measurable results. Success requires strong relationship-building skills, initiative, organization, professional confidence, and the ability to turn community activity into meaningful opportunities for the firm. This is not simply an event-planning position. Events, partnerships, referral relationships, and community engagement are business development channels, and you will be accountable for both the quality of execution and the results they produce. What You Will Own:You will be accountable for: • Referral Relationship Development: Build and strengthen relationships with professionals and organizations that can connect the firm with families who may benefit from our services., • Community Presence: Expand the firm's visibility and relationships throughout the Capital Region, Northern Hudson Valley, and surrounding communities., • Workshop Attendance: Drive registrations and attendance for assigned educational workshops and community programs., • Business Development Opportunities: Identify and pursue speaking engagements, partnerships, sponsorships, networking opportunities, and other channels that place the firm in front of relevant audiences., • Event Execution: Ensure assigned workshops, seminars, networking events, sponsorships, and community programs are thoroughly prepared and executed to firm standards., • Results & Follow-Through: Track activity and outcomes, maintain consistent follow-up, and use results to identify what should be continued, improved, or changed. What Success Looks Like:Performance in this role is measured by both results and quality of execution.Key performance expectations include: • Consistently achieve established registration and attendance goals for assigned educational programs., • Develop new professional and community referral relationships while strengthening existing relationships., • Generate new speaking, partnership, sponsorship, and community engagement opportunities for the firm., • Maintain consistent, intentional follow-up with referral partners and community contacts., • Improve event attendance and reduce avoidable no-shows through effective outreach and follow-up., • Attend grassroots/community events on behalf of the firm., • Execute events on time, within approved budgets, and to the firm's client experience and brand standards., • Maintain accurate records of relationships, outreach activities, events, attendance, and resulting opportunities., • Track which relationships, events, partnerships, and outreach activities are producing meaningful results., • Use performance data and experience in the field to recommend improvements to future business development efforts. What You Will Do:Business Development & Relationship Management: • Develop relationships with financial advisors, CPAs, insurance professionals, senior-care professionals, community organizations, attorneys, and other strategic partners., • Initiate outreach to prospective referral partners and community contacts., • Maintain consistent follow-up with new and existing relationships., • Identify opportunities for continued collaboration, referrals, education, and partnership., • Identify and pursue speaking opportunities for firm attorneys., • Develop potential community partnerships, sponsorships, and collaborative educational opportunities., • Maintain accurate relationship and activity information within firm systems. Workshop & Community Growth • Execute outreach strategies designed to increase registrations and attendance at educational workshops., • Collaborate with Marketing and Intake on event promotion, registration, confirmation, and follow-up., • Develop relationships with organizations and community groups that can help connect educational programs with relevant audiences., • Identify opportunities to improve attendance and reduce no-shows, • Represent the firm at networking events, professional gatherings, community functions, and sponsorships., • Identify organizations, associations, businesses, and professional groups where the firm should develop a presence. Event Execution: • Coordinate assigned educational workshops, seminars, webinars, networking events, sponsorships, and community programs., • Coordinate venues, vendors, registrations, materials, technology, supplies, setup, and breakdown., • Confirm event requirements and responsibilities in advance to ensure readiness., • Create a warm, organized, and professional attendee experience., • Coordinate onsite support and appointment-signup activities as applicable., • Complete required post-event follow-up and documentation. Performance Tracking & Improvement: • Track registrations, attendance, no-shows, referral activity, relationship development, and other established performance measures., • Document outreach activities and resulting opportunities., • Evaluate which activities, relationships, and events are generating meaningful engagement., • Provide leadership and Marketing with clear visibility into results, challenges, and opportunities., • Recommend adjustments based on performance data and observations from the field., • Follow established firm processes while identifying opportunities to strengthen the firm's community engagement and business development systems. What We Are Looking For:Required: • 3+ years of relevant professional experience in business development, relationship development, community engagement, field marketing, event marketing, membership development, or a similar externally facing role., • Demonstrated experience personally contributing to measurable growth in areas such as attendance, membership, referral relationships, partnerships, leads, community participation, or revenue., • Demonstrated ability to initiate and develop professional relationships rather than relying solely on inbound opportunities., • Strong interpersonal skills and confidence initiating conversations with people you do not know., • Professional presence and ability to independently represent the firm in business and community settings., • Strong organizational skills with the ability to manage multiple relationships, events, deadlines, and initiatives simultaneously., • Demonstrated initiative, personal accountability, and consistent follow-through., • Ability to think beyond task completion and understand the business result an activity is intended to produce., • Ability to use data and results to evaluate performance and adjust future activity., • Strong written and verbal communication skills., • Ability to receive direct feedback, make adjustments, and apply learning going forward., • Comfort with technology, including Microsoft Office and cloud-based business systems., • Valid driver's license, reliable transportation, and ability to travel regularly throughout the firm's service area. Preferred: • Experience in legal, financial services, insurance, healthcare, or another relationship-driven professional services industry., • Experience developing professional referral networks., • Experience securing speaking engagements, partnerships, sponsorships, or community collaborations., • Experience driving attendance for educational programs, seminars, workshops, or professional events., • Experience using CRM, marketing, event management, or other business development technology. Who Thrives at Four CornersYou are likely to thrive here if you: • Genuinely enjoy meeting people, developing relationships, and connecting others with valuable resources., • Are professional, approachable, dependable, and easy to work with., • Are comfortable initiating conversations and building relationships with people you do not already know., • Take responsibility for results rather than measuring success only by completed activities., • See opportunities and take initiative without waiting to be told what to do next., • Follow through consistently and understand that strong relationships require continued attention., • Are equally comfortable building relationships in the community and managing the details required to execute an exceptional event., • Stay organized while managing multiple relationships, events, and priorities., • Use data and feedback to determine what is working and what needs to change., • Communicate directly, professionally, and constructively., • Receive feedback with professionalism and demonstrate improvement through action., • Hold yourself to a high standard even when working independently outside the office., • Contribute to a positive, collaborative, and low-drama work environment., • Care about helping families become educated and empowered to make important decisions about their futures. Compensation & Benefits:Compensation: $50,000–$60,000 + Performance-Based Bonus OpportunityBenefits include: • Health insurance contribution., • SIMPLE IRA with 3% employer match., • Paid holidays and paid time off., • Performance-based bonus opportunities., • Mileage reimbursement for eligible business travel., • Firm-sponsored professional development opportunities tailored to your role and career growth., • Regular one-on-one coaching with leadership focused on performance, professional development, and continued growth., • Employee Recognition Program., • Employee Anniversary Recognition Program. Schedule & Location:This is a full-time, community-facing position working across our Chatham and Albany offices, throughout the communities we serve, and with partial remote flexibility based on business needs.Regular regional travel is required throughout the Capital Region, Northern Hudson Valley, and surrounding communities. Because community engagement does not always occur during traditional business hours, some evening workshops, networking functions, and occasional weekend events are required. Your work schedule will flex based on event and business needs rather than event hours routinely being added on top of a traditional workweek. Reliable transportation is required. Mileage for eligible business travel is reimbursed. To ApplyPlease submit your cover letter (required) and resume (required) for consideration to: operations@bowerslawny.com

Job DescriptionTRUST AND ESTATES ATTORNEY Albany, NY Fusco Personnel is conducting a search on behalf of a well-established, highly respected full-service law firm seeking a Trusts & Estates Attorney to join its growing Albany, NY office. This is an outstanding opportunity for an attorney looking to build a long-term career with a collaborative regional firm that offers sophisticated legal work, meaningful client relationships, and a clear path for professional growth. The ideal candidate will have 3–5 years of trusts and estates experience, although attorneys with other levels of relevant experience are encouraged to apply. Key Responsibilities • Advise clients on comprehensive estate planning strategies., • Prepare wills, trusts, powers of attorney, healthcare directives, and related estate planning documents., • Handle estate and trust administration matters from start to finish., • Counsel clients on elder law and long-term care planning., • Develop and implement special needs planning strategies., • Build and maintain strong client relationships through exceptional service and communication., • Collaborate with attorneys across multiple practice areas to provide comprehensive legal solutions., • Travel occasionally to branch offices to meet with clients as needed. Qualifications, • Admission to practice law in New York, or eligibility for admission by waiver., • Approximately 3–5 years of experience in trusts and estates, estate planning, or related practice areas preferred., • Strong experience in estate planning, estate and trust administration, elder law, and/or special needs planning., • Excellent written, verbal, and interpersonal communication skills., • Superior analytical, organizational, and problem-solving abilities., • Ability to manage multiple matters while meeting deadlines., • Proficiency with Microsoft Word and Excel., • Self-motivated with the ability to work independently while contributing to a collaborative team environment. Compensation & Benefits, • Salary: $90,000–$130,000/year, depending on experience., • Comprehensive benefits package., • Professional development and career advancement opportunities., • Collaborative and supportive work environment., • Established client base with sophisticated and rewarding legal work., • Long-term career growth. Fusco Personnel takes great pride in successfully matching talent and culture for our valued clients. We accomplish this through the hard work and expertise of our exemplary specialty recruiters and staff. Whether you are contemplating your next career move, or you are seeking the key players to bring your business to the next level – consider contacting our experts. Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer

Job Description POSSIBLE HYBRID WORKPLACE OPPORTUNITY Instructions for Applicants: Applicants must include a cover letter and resume for review. A writing sample is recommended and will be requested for candidates selected for interviews. New York State Homes and Community Renewal (HCR) is the State’s affordable housing agency, with a mission to build, preserve, and protect affordable housing and increase homeownership throughout New York State. This position is with HCR's Housing Trust Fund Corporation (HTFC). This is not a civil service position and does not require a civil service exam. Candidates must meet the minimum qualifications outlined below to be considered. NYS Homes and Community Renewal (HCR) is committed to fostering a culture of diversity, equity, inclusion, and accessibility. Our work would not be possible without the diverse backgrounds, experiences, ideas, and abilities of our employees. HCR is committed to developing a workforce that represents the diverse population of New York State. HCR embraces a diverse and inclusive work environment by encouraging all individuals, including those with disabilities, to apply to open positions at the agency. The Office of Community Renewal (OCR) administers a combination of State and Federal funding resources to develop or support programs that provide decent housing, a suitable living environment, and expand economic opportunities for low and moderate-income persons. Position Summary: HCR is looking for a new staff member to join the Office of Community Renewal’s State Housing grants team. This team manages grant projects awarded to not for profits and units of local government through the Access to Home, Mobile & Manufactured Home Replacement and RESTORE programs. The Grant Project Manager position includes management of a portfolio of projects throughout the full lifecycle of a grant: reviewing grant applications, preparing grant agreement materials, processing payment requests, monitoring project progress, and providing technical assistance to applicants, awardees, and staff. Daily activities primarily include interacting with grant awardees to provide guidance and technical assistance. Other office duties such as answering questions by phone and email, researching and troubleshooting difficult issues and scenarios, reviewing and editing written materials, and attending internal meetings as needed. Occasionally the days may include traveling to visit grantees to provide technical assistance and monitor projects. While the position requires significant administrative work and effort, it offers unique opportunities to become familiar with communities throughout the State while supporting interesting, meaningful affordable housing projects that benefit low-and- moderate income New Yorkers. The ideal candidate for this position 1) is organized and able to work independently, 2) possesses excellent written and oral communication skills, 3) is curious and eager to contribute to process and procedural improvements, and 4) is detail oriented while able to also maintain a long-term view of the goals for the program. Duties and Responsibilities include, but are not limited to: Under the general direction of the Program Director, the Grant Project Manager provides support in the administration of the grant projects. Responsibilities include but are not limited to: • Understand and articulate program rules and regulations of the program., • General management of a portfolio of grant contracts, including the tracking and monitoring of projects through funding, development, and compliance phases. Specifically:, • review of applications, management of approval and funding process, and preparing approval documents and contracts;, • presenting projects and attending off-site meetings;, • providing and directing technical assistance to program grantees to ensure comprehension of program regulations and requirements; and, • Review and process all program-related payment requests and contracts., • Carry out routine office activities such as answering and routing phone calls, copying, transcription, filing, data entry, handling incoming and outgoing e-mail, and mail, and other tasks as needed., • Draft memos, correspondence, reports, manuals, presentations, or other documents as needed., • Provide database record keeping and reporting support., • Attend, participate, conduct presentations and/or assist with preparation for community development meetings, conferences, webinars, and workshops., • Special projects and general program-related support and assistance, as needed. This position requires occasional travel. Amount of travel varies throughout the year. Qualifications: • Bachelor's degree in humanities, planning, economic development, public administration, business, or related field plus two (2) years of work experience in community development. Comparable, relevant work experience will be considered*, • Affinity toward technology;, • Strong analytical, organizational and problem-solving skills;, • Understanding of how to work effectively in and with diverse communities;, • Demonstrated experience performing administrative duties with speed and accuracy without immediate and constant supervision;, • Ability to communicate effectively both orally and in writing with attention to detail and professionalism in all communications;, • Ability to research and retrieve information;, • Well organized and self-motivated with ability to work under pressure, while prioritizing and managing multiple tasks;, • Strong Microsoft Excel and Word skills required, experience with PDF forms preferred;, • Database management, database navigation experience; *Substitutions: four years of specialized experience or associate’s degree and two years of specialized experience may substitute for bachelors degree; J.D. or master’s degree may substitute for one year of specialized experience; Ph.D. may substitute for two years of specialized experience This job description is not intended to be all inclusive and the employee will be expected to perform other reasonably related duties as assigned. APPLICANTS MUST INCLUDE A RESUME WHAT WE OFFER AT NYS HCR: • Extensive benefits package including participation in New York State’s Health Insurance Program and New York State & Local Employees’ Retirement System., • Promotional opportunities for dedicated professionals., • Work-life balance benefits including a 37.5-hour work week, opportunity for compressed scheduling, and paid time off benefits (vacation, sick, personal days, and federal holidays)., • 12 weeks of Paid Parental Leave., • Paid Family Leave., • As a New York State employee, you may qualify to participate in the Federal Public Service Loan Forgiveness Program (PSLF). The PSLF Program forgives the remaining balance on your Direct Loans after you have made 120 qualifying monthly payments under an accepted repayment plan and while working full-time for an eligible employer. ABOUT NEW YORK STATE HOMES AND COMMUNITY RENEWAL: Under the leadership of Governor Kathy Hochul and Commissioner RuthAnne Visnauskas, HCR is a vibrant, innovative agency that integrates and leverages New York State’s housing resources. We have offices in New York City, Albany, Buffalo, and Syracuse, and employ a diverse workforce of professionals who are hard-working and committed to serving low- and moderate-income families. Our mission is far-reaching, encompassing single and multifamily housing finance, home improvement, rent regulation, housing subsidies, and community development. We partner regularly with a variety of public and private stakeholders. Achieving this mission requires a wide range of skills and backgrounds in public policy, administration, real estate, construction, finance, law, and many other areas of expertise. We seek to provide a workplace environment that is productive, flexible, accountable, ethical, and caring. Our employees are empowered to make a difference where they live and work. We offer competitive pay and a comprehensive benefits package, including paid leave, health, dental, vision, retirement, and family-friendly policies. New York State is an Equal Opportunity Employer (EOE)

Job Description Wojeski & Company is a mid-size Albany, New York based CPA Firm with an excellent reputation and great culture. We are "accountants with personality" known for our expertise, high service standards, impeccable integrity, community involvement and fun! Our service-oriented firm provides audit, tax, and consulting services to a broad range of clients. Senior Tax Associate Wojeski is seeking positive and energetic self-driven individuals to join our tax team. The position is for growth-oriented professionals focused on building a career in public accounting with opportunities to progress at all levels. Team members in our tax department work extensively on not only the preparation and compliance of corporate, partnership, individual, estate and trust tax filing, but also gain exposure to a broad range of other business and tax related matters consisting of international tax, research and value add consulting. If you are passionate about being impactful to your clients, while working in a collaborative and fun environment, this is the perfect opportunity to develop enhanced tax skills with direct client contact in a team environment. Wojeski is seeking a Tax Senior Accountant with a minimum of 3 years' experience working in a public accounting firm. Key Responsibilities: • Prepare and review federal, state, and local income tax returns for individuals, corporations, partnerships, and trusts., • Manage and oversee tax planning and compliance projects for multiple clients., • Conduct tax research and analysis to provide strategic tax advice and solutions to clients., • Collaborate with team members to ensure accurate and timely tax filings., • Assist with tax audits and respond to inquiries from tax authorities., • Develop and maintain strong relationships with clients, providing exceptional customer service., • Mentor and provide guidance to staff tax accountants and other staff members. Qualifications: • Bachelor's degree in accounting, Finance, or a related field; CPA or Enrolled Agent (EA) designation preferred., • Minimum of 3 years of experience in public accounting, with a focus on tax., • Strong knowledge of federal, state, and local tax laws and regulations., • Proficiency in CCH software Suite and Microsoft Office Suite., • Excellent analytical, problem-solving, and organizational skills., • Strong attention to detail and ability to manage multiple projects and deadlines., • Effective communication and interpersonal skills, with the ability to build and maintain client relationships., • Ability to work independently and as part of a team., • Flexibility to manage a fast-paced environment, multiple client projects, and meet all deliverables and deadlines, especially during busy season., • Positive attitude focused on enhancing the firm's culture and an open-mindedness to change. Benefits and Perks Include: • Company Outings, • In-Office Events, • Competitive compensation and PTO, • 401(k) program with employer match, • Discounted Financial Planning/Counseling, • Flexible Schedules, • Reduced Summer Hours, • Work From Home Policy, • CPE Exam Reimbursement, • Health and Wellness Benefits, • Mentorship and Learning Development

Job Description POSSIBLE HYBRID WORKPLACE OPPORTUNITY New York State Homes and Community Renewal (HCR) is the State’s affordable housing agency, with a mission to build, preserve, and protect affordable housing and increase homeownership throughout New York State. This position is with HCR’s Affordable Housing Corporation (AHC). This is not a civil service position, and a civil service exam is not required. Candidates must meet the minimum qualifications outlined below to be considered. NYS Homes and Community Renewal (HCR) is committed to fostering a culture of diversity, equity, inclusion, and accessibility. Our work would not be possible without the diverse backgrounds, experiences, ideas, and abilities of our employees. HCR is committed to developing a workforce that represents the diverse population of New York State. HCR embraces a diverse and inclusive work environment by encouraging all individuals, including those with disabilities, to apply to open positions at the agency. HCR’s Design, Construction & Environmental Unit is responsible for the architectural, environmental, and construction oversight of projects funded through various HCR financing programs. This oversight involves environmental and architectural reviews of projects seeking funding from, and subsequently funded by HCR, as well as the implementation of HCR Design Guidelines to ensure affordable housing projects financed by HCR address appropriate standards of safety, functionality, efficiency, and durability. The unit also monitors construction to ensure that all construction schedules and approved plans are properly executed on funded projects. Additionally, the unit provides support to projects who want to make capital improvements within HCR’s Office of Housing Preservation portfolio. Position Summary The Environmental Unit Director is responsible for managing and directing the activities of the Environmental Unit which encompasses environmental review and oversight on HCR projects statewide. The position includes coordination of the various funding programs overseen by HCR and consultation with multiple offices in HCR and other state agencies to ensure that all applicable environmental laws and regulations are met. The Environmental Unit Director also provides guidance and direction on HCR’s environmental goals, objectives and priorities. Duties and Responsibilities • Manages and directs the activities of the Environmental Unit, encompassing environmental reviews and oversight on projects statewide in multiple programs overseen by the Agency., • Establishes the Bureau's mission and sets goals, objectives and priorities in keeping with Agency policy and assures that these goals, objectives and priorities are met., • Coordinates the efforts in the various funding programs to ensure all activities necessary for the effective management of statewide environmental review, clearance and oversight are carried out., • Prepares long-range plans for Environmental Unit activities and priorities, in consultation with the VP of Design, Construction & Environmental and SVP of Office of Finance & Development., • Ensures that resources are adequate for effect implementation of the Unit's environmental oversight., • Coordinates and consults with staff in other agencies, such as the Department of Public Service, the Department of State, Office of Parks, Recreation and Historic Preservation, U.S. Army Corps of Engineers, U.S. Environmental Protection Agency, and the Federal Energy Regulatory Commission to ensure Unit policies and procedures are current., • Responds to high-level requests for information and/or resolution of problems by the Agency executives, legislators, congressional representatives, local government officials, and recreation organizations, groups and associations. WHO YOU ARE: • Bachelor’s degree plus ten years relevant experience., • Comprehensive, working knowledge of federal, state, and local environmental legislation, rules, and regulations, as well as the principles and practices of environmental analysis and planning., • Working knowledge of the effects of environmental projects on human and natural resources and ecological relationships. This job description is not intended to be all inclusive, and employee will also perform reasonable related business duties as assigned. The primary working location will be Albany, but occasional travel to other locations in New York State will be required WHAT WE OFFER AT NYS HCR: • Extensive benefits package including paid leave, including excellent health, dental, vision and retirement benefits with the New York State & Local Employees’ Retirement System., • Promotional opportunity for dedicated professionals., • Work life balance benefits include a 37.5-hour work week and paid time off benefits including vacation, sick, personal days, and Federal Holidays., • Opportunity for compressed scheduling., • 12 weeks of Paid Parental Leave., • Paid Family Leave., • Opportunity for compressed/flextime scheduling., • As a New York State employee, you may qualify to participate in the Federal Public Service Loan Forgiveness Program (PSLF). The PSLF Program forgives the remaining balance on your Direct Loans after you have made 120 qualifying monthly payments under an accepted repayment plan and while working full-time for an eligible employer. Additional SONYMA/HFA/AHC Benefits: • Cash in for Wellness! This program provides you with the option of buying or renewing a health club membership of your choice or enrolling in a weight loss and or smoking cessation program, using your sick leave accruals., • Tuition reimbursement program – for job related and non-job-related courses., • Vacation Leave Buy-Back program – Subject to approval, every year eligible employees may exchange previously earned and accrued vacation time in return for cash compensation (at employee’s daily rate of pay at time of exchange)., • Access to Plum Benefits – savings on movie tickets, theme parks, hotels, tours, Broadway shows and more!, • Optical reimbursement program – Employees are eligible for optical, hearing aid, and podiatric expenses not otherwise covered by insurance, with a maximum aggregate amount of $650 per year, per family. Unused yearly balances may be carried over to next year for a maximum of $1,300. ABOUT NEW YORK STATE HOMES AND COMMUNITY RENEWAL: Under the leadership of Governor Kathy Hochul and Commissioner RuthAnne Visnauskas, HCR is a vibrant, innovative agency that integrates and leverages New York State’s housing resources. We have offices in New York City, Albany, Buffalo, and Syracuse, and employ a diverse workforce of professionals who are hard-working and committed to serving low- and moderate-income families. Our mission is far reaching, encompassing single and multifamily housing finance, home improvement, rent regulation, housing subsidies, and community development. We partner regularly with a variety of public and private stakeholders. Achieving this mission requires a wide range of skills and backgrounds in public policy, administration, real estate, construction, finance, law, and many other areas of expertise. We seek to provide a workplace environment that is productive, flexible, accountable, ethical, and caring. Our employees are empowered to make a difference where they live and work. We offer competitive pay and a comprehensive benefits package, including paid leave, health, dental, vision, retirement, and family-friendly policies. New York State is an Equal Opportunity Employer (EOE)

Job DescriptionPRIVATE WEALTH MANAGERFull-Time/In-Person/ Capital Region Fusco Personnel is assisting a well-established independent financial services firm who is seeking an experienced Private Wealth Manager to serve as the primary advisor for high-net-worth individuals and families. This role is ideal for a relationship-driven professional who combines strong financial planning knowledge with exceptional client service and communication skills. The successful candidate will manage ongoing client relationships, provide comprehensive wealth planning guidance, and collaborate with internal and external professionals to deliver a high-touch client experience. Key Responsibilities: • Serve as the primary relationship manager for high-net-worth clients, • Develop and maintain comprehensive financial plans tailored to each client’s goals and evolving needs, • Advise clients on retirement planning, investment strategy, cash flow, tax-efficient planning, estate considerations, and risk management, • Coordinate with outside professionals including accountants, attorneys, and insurance specialists to support integrated planning strategies, • Collaborate with internal investment and operations teams to implement and monitor portfolio strategies, • Conduct client review meetings and provide proactive communication during market and life events, • Support business development efforts through referrals, networking, and relationship cultivation, • Maintain accurate client records and documentation within CRM and compliance systems Qualifications:, • Bachelor’s degree required; finance, business, economics, or related field preferred, • Minimum 3 years of experience in wealth management, financial advisory, private banking, or investment advisory services, • CFP® designation or progress toward advanced financial planning credentials strongly preferred, • Experience working with high-net-worth clients and sophisticated financial planning needs, • Strong understanding of investment management, retirement planning, tax-aware strategies, and fiduciary client service, • Familiarity with financial planning software, CRM platforms, and portfolio management systems preferred, • Excellent interpersonal, presentation, and relationship management skills Compensation & Benefits: Competitive base compensation with performance-based bonus opportunities, comprehensive health benefits, retirement plans, and professional development support including continuing education and licensing assistance. Salary: $90-120k Fusco Personnel takes great pride in successfully matching talent and culture for our valued clients. We accomplish this through the hard work and expertise of our exemplary specialty recruiters and staff. Whether you are contemplating your next career move, or you are seeking the key players to bring your business to the next level – consider contacting our experts. Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer