Estate planning jobs in Plainview, New YorkCreate job alerts

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

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

Project Recruit has partnered with a top-rated regional, multidisciplinary law firm known for its exceptional culture, collaborative environment, and supportive leadership. The firm provides a permanent hybrid schedule (three days in-office, two days remote), meaningful mentorship, and an emphasis on long-term professional growth. Community involvement is a cornerstone of the firm, with pro bono service and corporate social responsibility integral to its mission. RESPONSIBILITIES: • Representing and counseling fiduciaries and beneficiaries in contested probate, accountings, and all other manner of estate, trust, and fiduciary litigation., • Working closely with attorneys and paralegals on uncontested probate, administration, and accountings., • Minimum of six years’ experience in trusts and estates or commercial litigation, with a decided interest in fiduciary litigation, • Desire to learn from others and develop trusts and estates litigation, negotiation, and administration knowledge and skills, • Admitted to practice law in the state of New York

Overview Premier Long Island law firm, Ruskin Moscou Faltischek, P.C., is seeking an experienced Trusts & Estates Attorney to join its nationally recognized Trusts & Estates practice group. The ideal candidate will have a minimum of 10 years’ experience in complex and sophisticated estate planning, transfer tax issues and estate administration. A portable book of business is preferred. This is a unique opportunity to become part of a collaborative and highly respected team known for its leadership and depth of expertise in this sophisticated practice area. RMF has a strong foundation, excellent business and support staff, and a team-oriented approach with a successful history of integrating experienced attorneys. Responsibilities: • Independently manage complex estate planning, estate and trust administration, and related tax matters., • Advise clients on estate, gift, and generation-skipping transfer (GST) tax planning., • Draft and implement estate plans, including revocable and irrevocable trusts (such as SLATs and ILITs), charitable trusts, GRATs, QPRTs, and other wealth transfer strategies., • Prepare estate tax returns., • Review and analyze gift tax and fiduciary income tax returns., • Handle all aspects of estate and trust administration from inception through settlement, including probate, fiduciary accountings, and Surrogate’s Court or other miscellaneous court proceedings., • Advise on succession planning for family-owned real estate and closely held businesses., • Assist with the formation and governance of not-for-profit entities., • Work with litigation counsel on contested Surrogate’s Court matters, including will contests and fiduciary disputes., • Supervise, mentor, and train junior attorneys. Requirements • J.D. from an ABA-accredited law school with strong academic credentials. LLM in Taxation is preferred., • Admission to the New York State Bar., • 10+ years of sophisticated Trusts & Estates planning, administration and tax., • Supervisory experience., • Excellent written and verbal communication skills, time management and organizational skills, and a strong work ethic. The firm offers a comprehensive package including a competitive base salary and performance-based bonus program. Target Hiring Range: $190,000 – $300,000. Actual compensation will be determined by a wide range of factors including, but not limited to, experience, education/training, book of business, and relevant skills. In addition, the firm offers other benefits including generous paid time off, reimbursement for bar association dues and attorney registration fees, health care, dental and vision insurance, access to flexible spending accounts, and 401(k) plan with employer match. About the Firm Ruskin Moscou Faltischek, P.C. is a preeminent Long Island law firm. Founded in 1968, the firm has consistently evolved and expanded to meet our clients’ changing needs. As specialized as we are diverse, we have built cornerstone groups that represent all major practice areas of law including: corporate & securities, financial services, commercial litigation, health care, real estate, employment, and trusts & estates. Our clientele is diverse, sophisticated and includes large and mid-sized corporations, privately held businesses, institutions and individuals. With more than 60 attorneys, superior knowledge of the law, polished business acumen and proven credentials, Ruskin Moscou Faltischek has earned a reputation for excellence and success. It is this ongoing achievement that makes us an acknowledged leader among our peers and the preferred choice among Long Island business leaders. Ruskin Moscou Faltischek, P.C. is proud to be an Equal Opportunity Employer.

Estate Planning Paralegal needed for top law firm in Long Island - Summer Fridays off! This Jobot Job is hosted by: Adam Cejnowski Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $65,000 - $90,000 per year A bit about us: Growing Premier Law Firm in NY is looking for add an Estate Planning Paralegal to their team to their Long Island office. If you are interested in this position please call or text 949-996-7883 or email a confidential resume to Why join us? • Monday to Friday, • Summer Fridays off, • Room for growth, • Excellent Salary, • Great Benefits Job Details • 8 hour days, • Minimum of 3 years current Estate planning experience, • Room for growth, • Knowledge of trusts, Wills. Power of attorney forms, estate funding and general management of files, • Organization, multi tasking skills are a must Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Southern California full service firm! Serving transactional and litigation needs across practice areas. ONSITE This Jobot Job is hosted by: Mallory Schreiner Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $125,000 - $175,000 per year A bit about us: Southern California full service firm! Serving transactional and litigation needs across practice areas. Why join us? Medical Benefits 401k PTO Competitive pay Job Details Responsibilities: 1. Provide comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies., 2. Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents., 3. Collaborate with financial advisors and accountants to create integrated wealth management and tax planning strategies., 4. Conduct legal research and analysis of complex estate planning issues., 5. Represent clients in probate court proceedings., 6. Keep abreast of changes in tax and estate planning laws and regulations., 7. Develop strong client relationships and deliver exceptional client service., 8. Maintain strict confidentiality and exercise sound judgment and discretion in handling sensitive client matters. Qualifications: 1. Juris Doctor (JD) degree from an accredited law school., 2. Advanced degree in Tax Law (LLM in Tax) is highly desirable., 3. Admitted to practice law in the state and in good standing., 4. Minimum of 5 years of experience in estate planning, trusts, wills, probate, and asset protection., 5. Proven track record of working with high-net-worth individuals and families., 6. Strong knowledge of federal and state tax laws and regulations., 7. Exceptional legal drafting skills and attention to detail., 8. Excellent communication and interpersonal skills, with the ability to explain complex legal concepts in a clear and understandable manner., 9. Demonstrated ability to develop and maintain strong client relationships., 10. Strong analytical and problem-solving skills, with the ability to think strategically and provide practical legal advice., 11. High degree of professional ethics and integrity. This is an exciting opportunity for an ambitious and experienced Estate Planning Attorney to join a dynamic and highly professional team. If you are passionate about estate planning law and are committed to providing exceptional client service, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

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.

Stockbroker Program - from $27 p/h Commission & Benefits - Melville, NY (Be within 30 miles from 11747 NYC) The Role Are you ready to embark on an exciting journey in the financial industry? Do you have a keen interest in financial markets and a drive to excel in your career? If so, we have an exciting opportunity for you. Aegis are a trusted provider of financial services since 1984, is seeking self-motivated and hard-working individuals for our Stockbroker Program based in Melville, NY. As a Stockbroker, you will learn to develop the skills and knowledge needed to succeed in the fast-paced world of stockbroking. We offer flexible employment structures that empower our consultants to work in a manner that aligns with their personal preferences while delivering exceptional service to our clients. * Key Responsibilities Assist senior stockbrokers in conducting research and analysis. Build and maintain relationships with clients, providing them with personalized investment advice and recommendations. Execute trades and manage client portfolios under supervision. Stay updated on market trends and developments. The Company Aegis Capital Corporation “Aegis” has been in business for almost 40 years catering to the needs of private clients, institutions and corporations. Aegis was founded in 1984 and offers its investment representatives a conflict free service platform and is able to provide a full range of products and services including investment banking, wealth management, insurance, retirement planning, structured products, private equity, alternatives, equity research, fixed income and special purpose vehicles. The Benefits Full sponsorship and paid studying/testing. Employee discount. Referral program. Bonus and commission pay. The Person Previous banking or lending experience is preferred. Previous experience in similar role, such as financial advisor or investment consultant. Knowledge of financial markets, investment products, and trading strategies. Excellent communication and interpersonal skills. Strong analytical and problem-solving abilities. Join our team of dedicated professionals and seize the opportunity to shape your future in the exciting field of stockbroking. Apply today and unlock your potential with Aegis Capital! * other Aegis benefits: we have investment banking and lending, individual sales, financial Advisory fee-based opportunities, broker and real estate investment trusts, global wealth management, military friendly (Army, Navy, Marines, Air Force and veterans) business and entrepreneur telemarketing style, Series 7, Series 6, Series 63, Series 66. This is available to all employees. Seasoned Brokers and Investment Advisors are also welcome for an interview for placement. Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA and SIPC. > Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS (Customer Relationship Summary)

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

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 diverse background in real estate, estate planning, corporate counsel, and litigation. Wills, Trusts & Estates: Drafting estate planning documents, handling probate and trust administration. Job Details Key Practice Areas Real Estate: Commercial and residential acquis

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.

Associate Wealth Advisors will prepare wealth plans and financial updates including Net Worth Statements, Cash Flow, Tax Projections, Stock Option Exercise Strategies, Insurance Reviews, Education Funding Analysis, Asset Allocation Analysis, Investment Recommendations, Estate Planning Summaries, Cha

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

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 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.

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 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 an experienced Social Services Coordinator ready to join our fantastic team of professionals? MMS Group is on the hunt for someone like YOU! Our Social Services Coordinators are responsible for providing information and referrals that focus on housing success, crisis intervention, employment, education, and health safety to the residents. This position will assist with program outreach and marking materials and coordinate special events. MMS Group is seeking an experienced Social Services Coordinator for a residential property located in Hempstead, NY. Pay Rate: $60,000/yearly Key Responsibilities: * Resident Support: Orient new residents and assist with accessing rent/utility assistance, case management services, and other connections to resources needed to prevent notices and evictions. * Network: Develop and maintain relationships with agencies working with low-income, elderly and/or disabled individuals. Work closely with local supportive service providers in assisting residents to obtain income through employment, SSI, or SSD. * Resourceful: Maintain information on relevant referral resources. Produce community resource documents to promote community access. * Coordinate: plan, organize, and conduct social, educational, artistic, and other community-based activities for residents. * Additional Duties: Perform other duties as outlined in the job description. Desired Skills: * Cultural Sensitivity: Ability to work professionally with diverse ethnic and low-income families * Confidentiality: Ability to maintain the confidentiality of tenants * Organizational Skills: Ability to work independently, organize tasks, manage time, and prioritize projects. * Communication: Excellent listening and communication skills Requirements: * Experience: Minimum 2 years of community organizing or social work * Education: Bachelor’s degree, preferred. * Knowledge: Human service planning, sexual and domestic violence, and low-income * Computer Skills: Proficient in Microsoft Office (Word, Excel, Outlook). About Us: For fifty years, MMS Group and its affiliates (Arco Management and TUC Management) have been dedicated to quality property management. Our growing portfolio exceeds 40,000 residential units and includes affordable housing cooperatives, subsidized rental properties, supportive housing, and conventional apartment buildings. Our clients include progressive building owners, governmental agencies, real estate entrepreneurs, financiers, not-for-profit organizations, and cooperative and condominium boards. While each community and client are unique, each share our singular commitment to excellence. Why join our Team? We invite you to join our growing team of dedicated professionals in a high-tech environment. We offer competitive salaries, benefits, and opportunities for growth and advancement through continuous training and education programs. Contact us today to see how you can achieve your MMS Edge. Perks and Benefits: MMS Group believes in a healthy work-life balance. Keeping our employees in mind, here is a list of a few benefits we offer: * Paid Holidays: 12 paid holidays per year. * Paid Time-Off: Up to 2 weeks PTO in the first year, increasing with tenure. * Healthcare Plans: Comprehensive Medical, Dental, and Vision plans are available after 60 days of employment. * Health Reimbursement Account: Up to $3K per calendar year. * Life Insurance: Company-paid life insurance. * Retirement Savings: Company-matched 401(k) retirement savings plan. * Certifications and Licensing: Company-paid certifications and licensing. * And much more! Are you the person we’re looking for? Apply now. Visit us at for more details! Equal Opportunity Employer

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

Job DescriptionWhat’s in it for you?!• Rapid growth through nationwide HVAC acquisitions and expansions!• Clear paths to move up — real career advancement opportunities!• Aggressive sales culture with high earnings potential!• Work with cutting-edge energy and building automation tech!• Strong team environment with field and corporate support!• Positive reputation across commercial and industrial markets!• Full benefits, 401(k), and PTO packages offered! If that’s you, let’s talk!Job Type : Full TimeLocation : Mineola (Onsite | Territory-Based), New YorkPay : Base Salary + Uncapped CommissionsJob Description Summary: Join a high-performing Long Island mechanical services team, part of a national energy platform, as a Senior Sales Executive focused on driving recurring service contract growth. In this role, you’ll prospect, close, and expand relationships with building owners, property managers, and facility leaders across the commercial, healthcare, and institutional markets. This is a pure hunter sales role ideal for someone who knows HVAC service, understands PM contract value, and is ready to own the Mineola territory. What You’ll Do: • Sell preventative maintenance and HVAC service contracts across Long Island and nearby metro areas, • Target commercial real estate, healthcare, and institutional facility stakeholders, • Build and manage a strong outbound pipeline through in-person outreach and local networking, • Conduct site walk-throughs and assessments to scope opportunities, • Collaborate with estimating, operations, and account management teams to ensure delivery aligns with client expectations, • Close business that drives recurring revenue and long-term partnership value, • 5+ years of sales experience in HVAC, MEP, or mechanical service environments, • Selling to owners, property managers, or facilities leaders in commercial or institutional settings, • Proven success developing and closing service contracts in a competitive market, • Familiarity with HVAC systems, service planning, and contract structures, • Strong communication, relationship-building, and proposal development skills, • Competitive base + uncapped commissions and vehicle allowance, • Supportive regional leadership with a national brand behind you, • Full benefits package: medical, dental, vision, 401(k) match, PTO, • Be part of a company that values ethics, operational excellence, and long-term customer relationshipsOur 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 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 DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description What We Offer: • The ability to design your career with a hybrid work model, combining remote flexibility with in-person training, team collaboration, and ongoing support from a Forbes-recognized insurance organization, • A comprehensive benefits package, including medical, dental, and vision coverage; a 401(k) with company participation; and group life insurance, • A training stipend plus performance-based incentive opportunities, • Company-sponsored licensing, education, and professional development, • Clear pathways for career advancement, including opportunities to grow into leadership roles Applicants must be within commuting distance of Hauppauge, NY. Compensation: $100,000 OTE Responsibilities: Client Relationship Management • Build and maintain long-term client relationships through consistent communication and regular review meetings, • Lead discovery conversations to understand clients’ financial objectives, risk tolerance, and personal priorities, • Deliver clear, confident, and compliant financial guidance tailored to client needs Financial Planning & Analysis • Analyze client financial information to develop comprehensive, personalized financial plans, • Provide guidance on retirement planning, investment strategies, tax-efficient solutions, education funding, risk management, and estate planning, • Prepare and present financial plan recommendations, including ongoing performance reviews Sales & Business Development • Identify new client opportunities through referrals, networking, and community engagement, • Recommend tailored investment and insurance solutions to meet individual client goals, • Consistently meet or exceed activity, growth, and revenue targets Compliance & Documentation • Ensure accurate and timely documentation in compliance with SEC, FINRA, and internal policies, • Stay up to date on market trends, product offerings, and regulatory changes, • Active Series 7 and 66 licenses (or Series 65/63 combination), or equivalent state insurance and securities licenses, • Bachelor’s degree in finance, business, economics, or a related field, or equivalent professional experience, • Minimum of 2 years of experience as a financial advisor, financial planner, or in a similar financial services role, • Strong understanding of investment products, financial planning principles, and regulatory requirements, • Excellent communication, presentation, and client relationship management skills, • Must be able to attend all in-office meetings and events Preferred Qualifications • CFP, ChFC, or progress toward obtaining a professional designation, • Experience with CRM systems and financial planning software, • Existing book of business (preferred but not required)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."

Job Description Senior Accounting Analyst Location: Hicksville, NY (On-Site) Reports To: Chief Financial Officer Nassau Candy is a leading manufacturer, importer, and distributor of specialty confections and gourmet foods with national reach and multiple operating divisions. We are seeking a highly analytical and detail-oriented Senior Accounting Analyst to support our growing finance organization. This is a high-visibility role working directly with the CFO, with exposure to corporate accounting, tax, audit, compliance, and financial planning activities across multiple entities. The right candidate will gain broad exposure across corporate accounting, tax, insurance, compliance, and financial planning — making this a strong career accelerator within a growing, privately held organization. Position Summary The Senior Accounting Analyst will play a key role in corporate accounting, compliance, audit coordination, tax support, financial analysis, and reporting. This individual must be hands-on, technically strong, and comfortable managing multiple projects simultaneously in a fast-paced environment. This role is ideal for a public accounting professional or experienced corporate accountant seeking broader exposure across audit, tax, budgeting, compliance, and operational finance. Why This Role Matters: This is not a back-office transactional role. It is a strategic, analytical position that supports: • Multi-entity financial oversight, • Audit and tax compliance integrity, • Corporate governance and regulatory compliance, • Executive decision support Key Responsibilities: Audit & Compliance • Prepare support for and manage the annual 401(k) audit, including coordination of ADP census testing., • Manage annual insurance audits (Workers’ Compensation, Auto, General Liability)., • Prepare documentation and support for annual insurance renewals., • Manage annual compliance filings (IDA and various state agencies)., • Support preparation of tax trial balances and documentation for tax return preparation., • Oversee certain corporate tax filings., • Perform accounting write-ups and prepare financial statements for smaller affiliated entities., • Reconcile and analyze intercompany and general ledger accounts., • Review general ledger AP postings for accuracy and completeness., • Analyze corporate credit card spend and ensure appropriate expense coding., • Prepare annual budgets and pro forma financial statements., • Provide ad hoc reporting and analysis on revenue, expenses, customers, and inventory., • Track company tax and expense projects across entities., • Bachelor’s degree in Accounting or Finance (CPA strongly preferred or in progress)., • 4–8+ years of accounting experience (public accounting experience preferred)., • Strong knowledge of GAAP, general ledger accounting, and audit support., • Experience supporting tax compliance and working with outside tax advisors., • Advanced Excel skills (pivot tables, lookups, financial modeling)., • Experience with ERP systems and ADP reporting a plus., • Experience in manufacturing and or distribution preferred., • Highly organized with strong attention to detail., • Ability to manage multiple deadlines and projects simultaneously., • Strong communication skills with the ability to present financial information clearly. This is an excellent opportunity to join a well-established and thriving Long Island company! What We Offer: • Competitive Salary, Annual Reviews, Promotions from Within, • Medical, Dental, Vision, AFLAC, and Pet Insurance, • 401 (k), • Entrepreneurial environment

At Hofstra University, intellectual curiosity is not just aspirational – it is central to how we engage on a daily basis.Hofstra faculty work within a diverse scholarly community committed to student success, intellectual discovery, free inquiry, inclusivity, and collaboration.Enrolling more than

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Large full service defense firm This Jobot Job is hosted by: Mallory Schreiner Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $160,000 - $190,000 per year A bit about us: Large full service defense firm Why join us? We offer a competitive salary,