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Job DescriptionDescription: OnePoint BFG is a registered investment adviser (RIA) with about $17bn AUM/AUA advising high net worth clients across the United States. The firm is headquartered in Parsippany NJ with offices in Boston, Atlanta, Chicago, Minneapolis, and other cities. The firm has been experiencing rapid growth and aims to become a national brand in wealth management over the next several years. OnePoint BFG attracts new clients and advisor teams, is well-capitalized for growth and has been supported by a prominent minority strategic investor. Position Overview: The firm is seeking an FP&A Lead to join our corporate headquarters. This individual will work closely with the CFO to provide insight into strategic choices the firm faces and help with firm-wide P&L and AUM management reporting, budgeting & forecasting, headcount planning, and preparation of materials and analyses for the Board of Directors, while supporting M&A modeling/due diligence and analysis on an as-needed basis. Key Responsibilities: • Develop and maintain comprehensive financial models to support scenario planning, budgeting and forecasting, and strategic decision-making, • Collaborate with leadership to shape long-term strategic plans, set financial and business targets, and establish goals aligned with business and corporate objectives, • Create high-impact presentations and executive summaries for senior leadership, incorporating insights and analysis from the finance team, • Lead special projects focused on financial analysis, market research, competitive landscapes, and strategic planning initiatives, • Present complex financial concepts in a clear, concise, and engaging manner to drive stakeholder understanding and alignment, • Identify key business challenges and utilize advanced visualization tools to improve data-driven decision-making and enhance operational efficiency, • Help foster a culture of collaboration, continuous development, and high performance across the expanding finance team, • Lead and own the annual budget process, define budget goals and manage their implementation across the organization Requirements: Qualifications: • 7+ years of experience in Financial Planning & Analysis, Finance Operations or comparable experience, • Experience in wealth management, private equity, consulting or corporate strategy preferred, • Bachelor’s degree in finance, economics or related field, • Superior analytical and problem-solving skills, • Proven experience managing/consolidating forecasts and annual operating plans, • Ability to work well under pressure in a fast-paced environment and handle multiple assignments, • Attention to detail and high standards for quality and accuracy in work product, • Advanced Excel and PowerPoint skills (e.g. financial modeling, macros, pitch decks), • Strong verbal, written and interpersonal communication skills

Job DescriptionCorporate Associate Attorney – Private Equity / Investment Management & FundsLocations Boca Raton, Boston, Greenwich, Hartford, Miami, New Haven, New Jersey, New York, Providence, Stamford, Washington, DC, West Hartford, West Palm Beach Direct Counsel is seeking a Corporate Associate Attorney to join the Private Equity, Investment Management, and Funds team of a sophisticated East Coast–based law firm. This is an exceptional opportunity for a 3–6 year associate with strong investment management and private funds experience to join a growing transactional platform. The role offers exposure to sophisticated private fund formation, investment adviser regulatory matters, family office representation, institutional investor work, and strategic corporate transactions. Position Overview The ideal candidate will have 3–6 years of demonstrated investment management and private fund formation experience, including significant work advising investment advisers, fund sponsors, family offices, and institutional investors. This role is ideal for an attorney with sophisticated experience in: • Open-end and closed-end private fund formation, • Investment adviser regulatory compliance, • Family office and institutional investor representation, • Strategic joint ventures, • Private equity and venture capital financings, • Mergers and acquisitions, • General corporate transactional matters The firm offers a hybrid schedule with two remote days per week. Key Responsibilities • Advise on private fund formation, including open-end and closed-end structures, • Counsel investment managers on regulatory compliance obligations, • Draft and negotiate:, • Private placement memoranda (PPMs), • Investment management agreements, • Sub-advisory agreements, • Limited partnership agreements, • LLC operating agreements, • Subscription agreements, • Side letters, • Marketing materials, • Represent family offices and institutional investors, • Support private equity and venture capital financings, • Assist with strategic joint ventures, • Handle M&A and general corporate transactions, • Provide practical advice on evolving investment management issuesQualifications, • J.D. from an accredited law school, • 3–6 years of investment management and private fund formation experience, • Strong experience with:, • Private fund formation, • Investment adviser regulatory matters, • Fund documentation, • Investor negotiations, • Family office representation, • Excellent drafting, technical, and client service skills, • Strong written and verbal communication abilities, • Demonstrated ability to work proactively and independently, • Creative problem-solving skills and strong commercial judgment, • Bar admission in good standing in the applicable jurisdiction requiredCompensation Base salary range: $185,000 – $245,000 Compensation will vary based on office location, experience, qualifications, and overall fit. This role is also eligible for a discretionary merit bonus and comprehensive benefits. Ideal Candidate The ideal attorney will be: • Technically strong in funds and investment management work, • Commercially minded and business-oriented, • Comfortable advising sophisticated financial clients, • A polished drafter of complex fund documents, • Collaborative and team-focused, • Interested in broadening into adjacent PE, M&A, and finance workWhy This Opportunity This is an outstanding opportunity for an associate seeking to build a high-end private funds and investment management practice within a collaborative platform that also offers exposure to family offices, PE, VC, and strategic transactions. The broad office flexibility and hybrid structure make this especially attractive for laterals seeking both sophistication and long-term lifestyle sustainability.

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

To offer securities and investment advisory services as a Financial Advisor, candidates must become Registered Representatives and Investment Adviser Representatives of Equity Services Inc. About the job Financial Advisor (Experienced) At Integrated Financial Concepts, we do work that matters in a c