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The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. Our client is a well-established law firm seeking an experienced Elder Care & Estate Planning Attorney to join their team. Advise clients on all aspec

Presidio, Where Teamwork and Innovation Shape the Future AtPresidio, we're at the forefront of a global technology revolution, transforming industries throughcutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights. The Role: Client Principal Architect A Presidio Client Principal Architect, Digital and Cloud Migration Services for State and Local Government and Education (SLED) leads presales discovery, analysis, architecture, design, proposals, and scope-of-work creation, translating customer requirements into outcome-focused solutions through direct client engagement with key SLED accounts in a region. Leveraging sharp business acumen alongside technical expertise, presales methodology, and strong relationships (clients, Presidio stakeholders, and vendor partners), the Principal Architect analyzes industry, customer, technical, and sales context to position solutions that deliver measurable, long-term value. This position will be based in the New England area and involve traveling to regional clients in New England area up to 50% of the time. Who You Are: A Consultative Mind: You have a natural curiosity to understand a client's business first, before ever discussing a technical solution. Real Executive Presence: You know how to command a room, build consensus, and make complex ideas feel simple to C-level stakeholders. An Orchestrator: You're a master at leading matrixed teams. You know your job is to be the quarterback for our specialists, not the hero who does it all. Resilient and Gritty: You run towards the tough challenges and can navigate ambiguity without losing focus. Inventing Tomorrow: You are committed to building a premier AI and Digital consultancy that blends design thinking, deep client partnership, and cutting-edge technology to deliver measurable business value. Responsibilities include: • Drive Digital and Cloud Migration Services Sales. In partnership with sales teams, formulate and execute a technical sales strategy to exceed revenue objectives through the adoption of Presidio Digital and Cloud Migration Services - application modernization, application development, software development lifecycle (SDLC), artificial intelligence (AI), data estate and platform modernization, and cloud migration., • Understand Customer Current State.Proactively drive discovery and understanding of customer IT current state, goals, outcomes, and initiatives across Business, Technical, Operational, and Financial facets. Research industry trends and topics and develop discovery approaches. Develop and lead workshops to drive relevant discovery. Document customer current state to assist customer and sales teams target future state architectures and roadmaps., • Technical Account Leadership.Serve as the technical lead for all client projects and workstreams for relevant services. Oversee architecture and design decisions across multiple domains such as, (but not limited to), AWS, Snowflake, Tableau, Informatica, and modern data platforms. Facilitate alignment between Presidio teams and client leadership to ensure unified strategy and execution. Act as executive-facing technical advisor, engaging confidently with C-suite stakeholders. Build consensus across diverse stakeholder groups, from ICs to executives. Lead strategic roadmap discussions and present Presidio's POV on emerging trends (AI, Cloud, Data). Actively participate in client account related activities that establish the role as a trusted advisor internally and with customers, such as: Account planning, EBCs, social events, etc., • Technical Opportunity Leadership. Lead opportunities for relevant services to achieve technical win of Presidio services solutions. Identify customer stakeholders and their individual success criteria and needs. Create and lead technical solution approaches and next steps aligned to customer stakeholders. Align, vet and coordinate Presidio technical resources as needed. Engage Manager/VP/Director level at clients directly. Ensure solutions adhere to industry standards and SLED compliance requirements., • Practice Delivery Engagement. Actively participate as a liaison between customers, sales and delivery resources to ensure customer success. Lead the collaboration with delivery engineering on driving quality and properly risk managed solutions and associated formal scopes of work. Understand and be able to speak to technical details and updates from Solution Owners, Project Managers, Delivery Leads and Presales Architects, • Solution Architecture, Design and Documentation. Analyze and assess client requirements and determine target services approach, solutions, and roadmaps. Create and deliver compelling technical proposals directly to clients, including relevant drawings, diagrams and analysis., • Technical Excellence & Evangelism.Maintain a high level of technical excellence and evangelism across multiple relevant solution architecture and product areas. Lead the curation and delivery of relevant technical knowledge, presentations, and conversations at all client levels and customer related events. Actively participate in technical champion programs and communities. Attain certifications when appropriate. Learn, discuss and present new and emerging relevant topics to internal stakeholders and clients., • Team Engagement and Enable Culture.Engage Presidio team members, actively participate in team activities, and contribute on collaboration tools to drive an open, positive, inclusive, resilient, change-orientated team culture. Be a steward of the PRESIDIO CORE VALUES -Excellence, Forward-Thinking, Accountability, One Presidio., • Partner Relationships.Develop working relationships with vendor partner teams and peers, prioritizing the hyper-scaler cloud solutions and relevant ecosystems. Contribute to and drive execution of relevant partner vendor GTM strategies., • Continuous Improvement & Innovation. Actively plan and execute growth and career development activities. Seek and collaborate on improvements to presales processes and GTM., • Enable Others.Contribute to the success of others in sales and presales. Actively mentor and enable others. Share methods, content, and lessons learned with others., • Bachelor's degree or equivalent experience and/or military experience, • Overall 10+ years of relevant experience, • 7+ years of presales, architecture, design, implementation, and/or consulting in digital and/or cloud technologies, • 5+ years of specific domain experience in one or many of the following: application modernization, application development, software development lifecycle (SDLC), artificial intelligence (AI), Generative AI (GenAI), data estate modernization and modern data platforms, and/or cloud migrations, • 7+ years of experience in in designing technical solutions for State, Local Government and Education (SLED), • 5+ years hands on experience with Amazon Web Services (AWS) technologies, • Demonstrated comfort leading practitioner level presentations, solution demonstrations and whiteboard sessions, • Demonstrated comfort leading CIO/CTO level presentations, solution demonstrations and whiteboard sessions, • Aptitude for consultative presales: be curious and creative, • Growth mindset and drive for trying new ideas and actively seek mentoring and coaching, • Collaborative style and the ability to work with diverse set of stakeholders, • Expert time management and ability to set expectations in a timely manner, • AWS Solution Architecture level certifications Expe, • rience in delivering modern application architectures such as micro services, event driven architectures, and cloud native application frameworks, • Experience in software engineering or code development, • Experience with artificial intelligence (AI) solutions and deployments - including LLMs, GenAI methods (RAG, etc) , agentic frameworks (LangGraph, AutoGen, crewAI, Agent Core, etc), AI workflow low code/no code tools (n8N, Copilot Studio, etc), • Experience with reviewing and/or writing statements of work (SOW), • Experience and/or ability to prepare RFP/RFI response, proposals, and solutions Here,your impact is real.Whether you're harnessing the power ofGenerative AI, architecting resilientdigital ecosystems, or drivingdata-driven transformation, you'll be part of a team that is shaping the future. Ready to innovate? Let's redefine what's next-together. About Presidio At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit . Applications will be accepted on a rolling basis. Presidio is an Equal Opportunity / Affirmative Action Employer / VEVRAA Federal Contractor. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, sexual orientation, gender identification or any other characteristic protected by applicable federal, state, and local statutes, regulations, and ordinances. To read more about discrimination protections under Federal Law, please visit: If you have any difficulty using our online system and need an accommodation in the job application process due to a disability, please send an email to for assistance. Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to . Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs. #LI-JM3 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the ___ notice from the Department of Labor.

The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. Our client is a well-established law firm seeking an experienced Trust & Estates Administration Attorney to join their team.

Our client is a well-established and growing law firm specializing in Elder Law and Trust & Estate Planning, with multiple offices across Long Island. Due to continued expansion, the firm is seeking an experienced Elder Law & Trusts & Estates Attorney to join its Melville, NY office. This is an excellent opportunity for an attorney who values meaningful client relationships, a collaborative team environment, and a healthy work–life balance. Main Responsibilities • Provide comprehensive legal counsel in elder law, estate planning, and estate administration, • Advise clients on asset protection strategies and long-term planning, • Draft, review, and manage estate planning documents, including:, • Wills, • Trusts, • Powers of Attorney, • Health Care Proxies and Advance Directives, • Represent clients in probate and estate administration proceedings, • Guide clients through Medicaid eligibility planning and application processes, • Interpret and apply relevant New York State laws, rulings, and regulations, • Manage individual caseloads while collaborating closely with attorneys/support staff, • Stay current on changes in elder law, estate planning, and Medicaid regulations, • Juris Doctor (JD) from an accredited law school, • Active and good-standing member of the New York State Bar, • Minimum of 4+ years of experience practicing elder law and trust & estate planning, • Strong knowledge of New York Medicaid rules and eligibility requirements, • Demonstrated experience in estate administration and probate matters, • Excellent communication, negotiation, and client-facing skills, • No billable hour requirements (flat-fee billing structure), • Strong emphasis on work–life balance, • Family-oriented, supportive firm culture, • Competitive compensation: Salary range: $135,000 – $150,000, plus bonus & benefits

The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. Our client is a well-established law firm seeking an experienced Trust & Estates Administration Attorney to join their team.

The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives. Draft, revie

As the second-largest real estate private fund administrator, we offer a full suite of financial products to our clients, from general accounting and tax planning to outsourced services and investor relations.

As the Private Wealth Services Tax Senior Manager, you’ll lead the team’s production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients – all with the re

Job Description Position Overview An established and growing law firm based in Hauppauge NY is seeking an experienced Estates / Trusts Paralegal to support its Elder Law and Estate Administration practice. This role involves extensive work with probate matters, Surrogate’s Court filings, and frequent client interaction. The ideal candidate is highly organized, detail-oriented, and comfortable working in a fast-paced legal environment. This is a full time and permanent position paying $33.00 – $36.00 per hour and the ideal candidate must have hands-on experience in Estates, Trusts, and Probate/Estate Administration. must have Paralegal Certificate Required. This is an excellent opportunity for a paralegal looking for long-term stability and professional growth in a specialized area of law. This role is NOT for a Real Estate Paralegal - Applicants with a primarily real estate–focused background will not be considered. Key Responsibilities • Prepare and file Surrogate’s Court petitions and related probate and administration documents, • Support attorneys with Estate Administration, Estate Planning, and Elder Law matters, • Maintain heavy client contact, including gathering documentation and providing case updates, • Draft and prepare legal documents, including:, • Wills, • Trusts, • Powers of Attorney, • Health Care Proxies, • Guardianship applications, • Additional Surrogate’s Court filings, • Manage case files, deadlines, and court requirements with a high level of accuracy and organization Qualifications • Required: Prior experience as a Paralegal in an Estates/Trusts or Probate department, • Required: Paralegal Certificate, • Not applicable: Real Estate Paralegal experience, • Strong written and verbal communication skills, • Excellent client service skills, • Superior organizational skills and attention to detail, • Ability to work independently and collaboratively in a fast-paced environment Technical Skills • Proficiency in Microsoft Office, • Experience with HotDocs preferred, • Knowledge of Time Matters is a plusCompany DescriptionThe Bachrach Group (TBG) is a New York-based staffing and recruiting agency founded in 1974 by Richard Bachrach. The agency specializes in facilitating placements for professionals across various industries on a nationwide scale. TBG's overarching mission is to deliver tailored staffing solutions to its client base while simultaneously providing job seekers with career prospects. The company relies on its team of recruiters, who leverage their industry knowledge and networks to connect employers with top talent. TBG provides a comprehensive range of staffing services, including direct hire, temporary staffing, Recruitment Process Outsourcing (RPO), and contract staffing. The agency has consistently achieved notable rankings in Crain's lists, ranking as the largest search firm in NYC since 2020.The Bachrach Group (TBG) is a New York-based staffing and recruiting agency founded in 1974 by Richard Bachrach. The agency specializes in facilitating placements for professionals across various industries on a nationwide scale. TBG's overarching mission is to deliver tailored staffing solutions to its client base while simultaneously providing job seekers with career prospects. The company relies on its team of recruiters, who leverage their industry knowledge and networks to connect employers with top talent. TBG provides a comprehensive range of staffing services, including direct hire, temporary staffing, Recruitment Process Outsourcing (RPO), and contract staffing. The agency has consistently achieved notable rankings in Crain's lists, ranking as the largest search firm in NYC since 2020.

Private Wealth Services Tax Senior Manager. As the Private Wealth Services Tax Senior Manager, you'll lead the team's production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and fam

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: $100,000 at plan yearly Responsibilities: • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • 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, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Embrace the role of a structured yet coachable team player open to continued education and training from other team membersQualifications:, • Valid FINRA Series 7 & 63/66 preferred but not required, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Must have the ability to successfully network and prospect for new clients, • Must live in or near Long Island, Brooklyn, or Queens About Company About NYL - Melville: We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Job Description Top reasons to work for our client: • Great team environment!, • Manager is well respected by team!, • Inclusive Workplace, • Awesome career development opportunities! What you will be doing: * Provide expert legal advice to clients on elder law, estate planning, and estate administration matters * Draft and review legal documents including wills, trusts, powers of attorney, healthcare directives, and other estate planning instruments * Represent clients in probate and estate administration proceedings * Guide clients through Medicaid eligibility requirements and application processes * Interpret laws, rulings, and regulations related to elder law and estate planning * Manage individual caseloads while collaborating with a team of attorneys and legal staff * Maintain strong client relationships through clear communication and ongoing updates * Stay current with evolving laws and regulations related to elder law, Medicaid, and estate planning Experience you will need: * Juris Doctor (JD) from an accredited law school and active admission to the New York State Bar * Strong experience in elder law, estate planning, and estate administration * In-depth knowledge of New York State laws and Medicaid eligibility requirements * Proven experience handling probate and estate administration matters * Ability to interpret and apply complex legal regulations * Excellent communication, negotiation, and client relationship skills * Ability to manage multiple cases while delivering high-quality legal service Our client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days #INDEH123

Job Description Caring Transitions of Dix Hills is looking for a Business Development Representative to join our team in our Dix Hills office. The Business Development Representative is responsible for prospecting sales and qualifying leads for new and existing accounts. About Us: Caring Transitions is a nationally recognized franchise dedicated to providing compassionate relocation, downsizing, and estate sales services. Our Dix Hills location is committed to delivering personalized and thoughtful solutions to seniors and their families as they navigate through key life transitions. Job Description: We are seeking a dynamic and motivated Business Development Representative to join our team. This outdoor marketing role is crucial in expanding our client base and enhancing our presence in the community. The ideal candidate will be responsible for driving business growth through proactive outreach, relationship-building, and strategic marketing initiatives. Responsibilities: • Develop and execute strategies to identify and engage potential clients, partners, and referral sources within the local community., • Build and maintain strong relationships with clients, industry partners, and community organizations to generate new business leads., • Represent Caring Transitions at networking events, community meetings, and industry conferences to enhance brand visibility and establish partnerships., • Collaborate with the marketing team to create and implement promotional campaigns aimed at engaging target audiences and expanding market reach., • Track and report on business development activities, outcomes, and insights to inform strategic planning and decision-making., • Provide exceptional customer service and support to potential and existing clients Qualifications: • Proven experience in business development, sales, or a related field, preferably within a service-oriented industry., • Strong communication, interpersonal, and relationship-building skills., • Self-motivated, results-driven, and capable of working independently., • Excellent organizational and time-management abilities., • Knowledge of the senior care industry or experience working with older adults is a plus., • Valid driver's license and reliable transportation for local travel., • This is not a remote position and local residence is required We believe that a key element of success in our team is the desire to truly make a difference and give back to society. In this role, you will have the unique opportunity to not only grow professionally but also contribute to initiatives that have a real impact on our community and beyond. We are seeking individuals who bring a deep sense of empathy and a strong commitment to social responsibility. Your work here won’t just be about business development; it’s about being part of a team that values making positive changes in the world. If you’re driven by the desire to create meaningful connections and foster a culture of giving back, you’ll find a fulfilling career path with us. Become a part of our team today. Apply and join us in making a profound impact on the lives of seniors and their families! Powered by JazzHR q4S7kuZ5mG

Job DescriptionCareer Description: Financial Professionals work with clients to identify, outline and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Training, Support and Professional Development:NYLIC University is one of the most comprehensive and well-respected training programs in the industry. Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity. Career Advancement - After two years as a successful agent, additional opportunities that maybe available include: Partner, Development Manager, Product Consultant, and Home Office opportunities in recruiting, marketing, or training.

The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Experienced Senior, Private Clie

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

Job Description Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link income-and-benefits Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Flexible schedule, • Health insurance, • Paid time off, • Parental leave, • Tuition reimbursement, • Vision insurance Ability to Commute: • Melville, NY 11747 (Required) Ability to Relocate: • Melville, NY 11747: Relocate before starting work (Required) Work Location: In person

Job Description Company Overview: Caring Transitions of Dix Hills is dedicated to supporting seniors through significant life changes, including downsizing, relocation, and estate organization. Our mission is to alleviate the stress of these transitions for seniors and their families by delivering compassionate and professional moving services. Role Overview: We seek an empathetic and skilled individual to spearhead our moving services division. The Moving Team Leader will be responsible for assembling, training, and leading a team of movers, with a special emphasis on empathy and customer service. This leadership role is ideal for someone with a strong background in moving services who is eager to take on managerial responsibilities and contribute to a meaningful cause. Key Responsibilities: • Recruit, train, and lead a moving and packing team., • Manage the moving services division, including planning and execution of moves., • Disassemble, pack, transport, and reassemble furniture in clients’ new homes., • Install and hang items such as pictures, TVs, and other wall-mounted decor., • Ensure the safety and efficiency of moves, taking into account the unique needs of each client., • Educate team members on best practices in moving, packing, disassembly, and installation., • Foster positive relationships with clients, offering support and understanding during their transition. Requirements: • Proven experience in moving services, with expertise in furniture disassembly/reassembly and installation of home decor., • Willingness and ability to lead, train, and grow a team., • Residence within 20 miles of Dix Hills, Melville, Huntington, East Northport and Smithtown areas., • Capable of lifting more than 30 pounds and performing physically demanding tasks., • Valid driver’s license and reliable transportation., • Strong organizational, planning, and leadership skills., • Empathetic and caring approach, with the ability to provide compassionate service to seniors., • Lead the moving division of a company with a compassionate mission., • Competitive salary, bonus potential, and opportunities for advancement., • Flexible and supportive work environment focused on team building and leadership. iIwcOmrf9i

Job Description The Organization: The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in 2019 and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running. You'll serve as the primary relationship manager for a select group of clients, delivering holistic financial advice while also contributing to the firm's continued growth. This is an in-person role based in Melville, NY. Whether you're coming in with a small existing book or none at all, your focus will be on deepening relationships and delivering exceptional service across the firm's established client base. Responsibilities: • Serve as the primary relationship manager for a select group of clients, developing a deep understanding of their values, goals, and priorities., • Develop and implement personalized financial plans tailored to each client's individual needs and objectives., • Deliver holistic financial advice across investments, retirement planning, estate considerations, tax strategies, and risk management., • Engage clients in clear, thoughtful conversations that simplify complex financial concepts into actionable strategies., • Proactively reach out to clients to provide guidance, reassurance, and timely updates through different life stages and market environments., • Conduct a thorough financial analysis to identify growth opportunities and mitigate risk., • Collaborate with internal specialists to create comprehensive, tailored financial plans., • Utilize financial software to track client progress and generate reports., • Stay current on financial services trends, tax regulations, and securities law. Qualifications: • 10+ years of experience as a Financial Advisor, Wealth Manager, or similar client-facing role at an RIA or wealth management firm., • 3+ years developing and managing relationships with high-net-worth clients., • Bachelor's degree in Finance, Economics, Business, or a related field (required); Master's degree a plus., • CFP, CFA, CPA, or similar professional designation strongly preferred., • Solid background in financial sales or a related advisory field., • Deep knowledge of estate planning, tax strategy, and wills & trusts., • Expertise in wealth management, investment management, cash management, and portfolio management., • Familiarity with accounting principles and CRM platforms., • Strong research, analytical, and mathematical skills., • Existing book of business a plus, but not required. Salary & Benefits: • Compensation based on experience., • 401(k) with company contributions, • Health, dental, and vision insurance, • Health savings account (HSA), • Life insurance, • Paid time off #INDM

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $75,000 - $125,000 yearly Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We’re proud of our financial strength.5 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. No Finance Experience? No problem! Over 90% of our top advisors come from careers such as Real Estate, Accounting, Education, and other industries outside of finance If you've built success in your current field and are ready for a new challenge, we’ll provide the training, resources, and mentorship to help you thrive in financial services What We Offer: • Enjoy the freedom to build your own career in a hybrid role—work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance, a 401(k) plan, and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why Join Eastern Advisory Group? • Strong partnership with over 175 years of stability, and a legacy of helping families and businesses since 1848., • Fortune 500 Company, backed by the strength and support of a nationally recognized organization., • Forbes America’s Best Insurance Companies – Permanent Life 2025., • Work closely with clients to gather in-depth financial details and build individualized profiles that accurately reflect their income, goals, and overall financial situation., • Serve as a collaborative and dependable team contributor while continually developing your skills through ongoing training and professional learning opportunities., • Actively engage with prospective clients, fostering strong relationships and positioning yourself as a trusted financial guide., • Create tailored financial plans that adapt as clients move through different life stages, career changes, and financial priorities., • Provide well-considered recommendations—spanning financial products, planning solutions, and investment approaches—to support clients in achieving their goals., • Obtain Life and Health certification within 45 days of employment.Qualifications:, • Long Island/Queens candidates only., • Must be able to commute to the Hauppauge office for training meetings and events., • Previous Sales experience preferred., • A New York State Life Accident and Health exam is not needed, but it is a plus before training., • Bachelor's degree in Finance or Economics preferred., • Internship experience in financial services is a plus. Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788. About Company • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025., • Mission Driven - "Do good. Be good. Make good."

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