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Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Position Type: Regular We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. Required Qualifications: • Bachelor’s degree, • Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire), • Active FINRA Series 66 license (May be obtained within the first 120 days), • Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients, • CFP or CFA, • Superior relationship management and client retention experience At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

Administrative & Operations Support Are you an organized, detail-driven professional who thrives in fast-paced, high-impact environments? Do you enjoy being the person who keeps complex operations running smoothly behind the scenes? This role offers a unique opportunity to support a major redevelopment project at Newark Liberty International Airport, contributing directly to one of the most significant airport redevelopment efforts in the country. Reporting to the Executive Advisor, you’ll serve as a critical operational partner to senior leaders and project teams—ensuring people, processes, and facilities stay aligned and on track. What You’ll Do (Your Impact) As a key member of the Redevelopment support team, you’ll play a hands-on role in keeping day-to-day operations running seamlessly: • Process travel documentation, procurement card expenses, purchase requisitions, vendor payments, and expense reports using SAP and related systems, • Support timekeeping activities (and serve as backup timekeeper), onboarding, personnel administration, parking and proxy card tracking, and business card ordering, • Assist with purchase orders and change orders in AVM and help manage vendor setup and payment workflows, • Monitor office facilities in several buildings, coordinating with maintenance, contractors, and janitorial services to quickly resolve issues, • Assist with badge renewals, ensuring required documentation is complete and properly filed, • Support special projects and ad-hoc initiatives for senior leadership and the Redevelopment team as needs arise What You Bring We’re looking for someone who is dependable, proactive, energetic and comfortable working in a confidential, deadline-driven environment. Required Qualifications • 1 year of timekeeping experience (PeopleSoft strongly preferred), • At least 3 years of experience using SAP or comparable financial/accounting systems, • Willingness to sign a Non-Disclosure Agreement due to the sensitive nature of the work The Ideal Candidate Will Also Have • The ability to work independently, juggle multiple priorities, and meet tight deadlines under pressure, • Familiarity with government or large public-sector organizational structures and processes, • Strong interpersonal, written, and verbal communication skills, • Proficiency in Microsoft Word, Excel, and PowerPoint Why This Role Matters This isn’t just an administrative position—it’s a chance to be part of a high-visibility redevelopment initiative where your organizational skills directly support major infrastructure progress. If you enjoy being trusted with responsibility, thrive on structure, and take pride in keeping complex operations moving forward, this role offers both challenge and purpose.

This role will execute sustainability programs, support client financial and sustainability goals, and serve as the primary point of contact for clients. Own and nurture relationships with assigned client partners, acting as their trusted advisor for sustainable waste management practices. Proven ab

The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financia

Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients.Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions.Effectively work with your team and available r

CLA is looking to hire four wealth advisors to work with our existing clients. Wealth advisors will be responsible for delivering comprehensive, holistic, financial services. Three years of experience as a financial advisor serving individual clients.

The Senior Wealth Advisor (SWA) serves as a relationship manager providing "Total Wealth Advisory" services to their clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all of clients financial and tax needs. CLA is looking

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

The Financial Assistance Advisor plays a key role in ensuring accurate and up-to-date insurance details are collected from patients and entered into the hospital's billing system. The advisor also educates patients about available New Jersey State programs, including Presumptive Medicaid, NJ State M

Financial Solutions Advisor - Upper Montclair Financial Center. Lateral-US/job/Upper-Montclair/Financial-Solutions-Advisor---Upper-Montclair-Financial-Center_25040493-1). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresho

US - NJ - Livingston - 554 S Livingston Ave - Livingston - Northfield (NJ7201)Pay and benefits informationPay range$28.

Financial Advisor - Centralized, Newark, NJ.Santander is a global leader and innovator in the financial services industry.We believe that our employees are our greatest asset.Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

As the Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for supporting the development of experienced JP Morgan financial advisors with the delivery of practice management concepts and tools. Chase is a leading financial services firm, helping nearly half of Amer

As the External Retirement Plan Client Advisor (RPCA), you will focus exclusively on supporting Financial Advisors (FAs) in the launch and ongoing success of JPMAM's Everyday 401(k) solution with new distribution partners. The Retirement Plan Advisor sales team is responsible for selling JPMAM's ful

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Ensures all NEW clients receive the complete on-boarding experience, which includes: a thoro

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

Focus on the core content of the job post, removing all unnecessary metadata, navigation mentions, and special characters.Keep the formatting beautiful and consistent across the platform.

Focus on the core content of the job post, removing all unnecessary metadata, navigation mentions, and extraneous details.The goal is to present a clean, beautiful, and high-signal-to-noise-ratio job description.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

As the External Retirement Plan Client Advisor (RPCA), you will focus exclusively on supporting Financial Advisors (FAs) in the launch and ongoing success of JPMAM's Everyday 401(k) solution with new distribution partners. The Retirement Plan Advisor sales team is responsible for selling JPMAM's ful

Job DescriptionCompany Description Uncommon Schools is a nonprofit network of high-performing public charter schools dedicated to providing an exceptional K-12 education in economically disadvantaged communities. Operating in Boston, Camden, New York City, Newark, and Rochester, we are committed to closing the college completion gap and preparing every student for college and beyond. Our students consistently exceed national benchmarks, reflecting our dedication to their success. We invest deeply in our educators, offering weekly coaching, feedback, and professional development to ensure excellence in teaching and leadership. Join us to work hard, do good, and make a lasting difference! Job Description The Apprentice Teacher position provides a unique opportunity for talented individuals with limited or no teaching experience to explore the field of education and to gain hands-on practice and the training necessary to become a successful full-time classroom teacher. Apprentice Teachers will have an opportunity to observe best practices in classroom instruction and education reform from experienced teachers and school leaders at a leading charter management organization. Apprentice Teachers observe and learn from Master Teachers, co-teach with teacher-leaders, provide in-house substitute teaching coverage for teachers, and support teachers with tutoring, grading, and individual or small group student instruction. Depending on school needs and candidate background, Apprentice Teachers may also teach their own class of students, allowing for direct teaching experience within a more limited teaching load. Apprentice Teachers will also assist with a variety of work inside and outside of the classroom, including teaching Enrichment classes, organizing student events, and developing mentoring relationships with students. Through full participation in summer and school-year professional development, as well as regular meetings with an instructional coach, Apprentice Teachers will have many opportunities to gain the experience and support necessary to develop their teaching skills. By the end of the year, Apprentice Teachers will be very strong candidates for full-time teaching positions. SPECIFIC RESPONSIBILITIES • Teach classes on behalf of Deans and teacher-leaders who are observing other teachers;, • Provide substitute teaching coverage for teachers within the school;, • Potentially teach one class or small groups of students;, • Periodically plan and deliver instruction, gradually taking on more responsibility throughout the year;, • Develop teaching skills to potentially become a full-time teacher at the school;, • Support students by providing one-on-one and small group tutoring daily, and small group intervention and student support;, • Observe Master Teachers in order to improve instructional techniques and classroom management;, • Meet regularly with a coach to implement feedback on lessons and instruction;, • Teach or help coordinate an Enrichment class;, • Implementing curricula and activities to meet academic standards;, • Designing and implementing assessments that measure progress towards academic standards;, • Using assessment data to refine curriculum and inform instructional practices;, • Participating in collaborative curriculum development, grade-level activities, and school-wide functions, events, and trips;, • Providing consistent rewards and/or consequences for student behavior;, • Serving as an advisor to a small group of students;, • Helping to co-lead advisory/homeroom in the morning and afternoon;, • Supervising students during transitions, breakfast, lunch and afterschool;, • Being accountable for students’ mastery of academic standards;, • Communicating effectively with students, families, and colleagues;, • Participating in an annual three-week staff orientation and training.Additional Information Our people are what make us Uncommon. We offer competitive compensation and comprehensive benefits that support the personal health, wellness, and finances of our staff and their families. Our compensation philosophy values equity & fairness and attracting & retaining top talent. Compensation Compensation for this role is $59,000. Benefits • Generous paid time off inclusive of sick time, paid holidays, and 10 weeks of paid breaks (Spring, Winter, and Summer)., • Extensive, best-in-class training and development, • Comprehensive health, dental, and vision insurance plans + pre-tax flexible spending (FSA), dependent care (DCFSA), and health saving accounts (HSA), • Financial Planning, • New Jersey Pension program, • Paid leave of absence options (parental, medical, disability, etc.) At Uncommon, we believe that a supportive and welcoming environment helps our students, staff, and community thrive. We are dedicated to building a team that brings a wide range of perspectives and experiences, reflective of the communities we serve---with over 70% of our staff identifying as people of color. Our organization values respect and open dialogue on important topics that shape our school culture. As an equal opportunity employer, Uncommon provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We also ensure that individuals with disabilities receive all privileges and benefits associated with employment and are provided reasonable accommodations for the interview process and to perform core job functions. If you would like to request an accommodation, please email .

Proven track record of success in financial services, insurance, wealth management, or a related industryMinimum of 5 years of experience as a financial advisor or in a sales leadership roleActive life/health insurance license and relevant securities licenses (or willingness to obtain)Strong ability

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such

This role manages and facilitates the recruiting operations processes for experienced financial professionals ("EXPs") across Prudential Advisors, including both statutory agents and 1099 contractors. The Manager, Advisor Recruiting Operations leads the end-to-end offer process, collaborating with r

Job Description About Tonix* Tonix is a fully integrated biotechnology company, publicly traded on NASDAQ (ticker: TNXP), with marketed products and a pipeline of development candidates The Company is focused on commercializing, developing, discovering, and licensing therapeutics to treat and prevent human disease. In August 2025, Tonix received FDA approval for Tonmya™ (cyclobenzaprine HCl sublingual tablets), a first-in-class, once-daily, non-opioid treatment for fibromyalgia. Tonmya is the first new fibromyalgia therapy approved in over 15 years, following successful Phase 3 trials demonstrating significant symptom improvement. Commercial launch is expected in the fourth quarter of 2025. Tonix also markets Zembrace® SymTouch® (sumatriptan injection) 3 mg and Tosymra® (sumatriptan nasal spray) 10 mg, both indicated for the treatment of acute migraine with or without aura in adults. Tonix’s development portfolio includes product candidates in central nervous system (CNS), immunology, immuno-oncology infectious disease and rare disease. The CNS pipeline features both small molecules and biologics to treat pain, neurologic, psychiatric, and addiction conditions. The immunology portfolio includes biologics to address organ transplant rejection, autoimmunity, and cancer. The infectious disease pipeline includes a vaccine in development to prevent smallpox and monkeypox, which also serves as a live virus vaccine platform for other infectious diseases. Finally, the rare disease portfolio includes a product in development for Prader-Willi syndrome, which has both orphan drug designation and rare pediatric disease designation grants from the FDA. Tonix owns and operates a state-of-the art infectious disease research facility in Frederick, Md. Please visit for specifics on the pipeline. *All of Tonix’s product candidates are investigational new drugs or biologics and have not been approved for any indication. Position Overview The Director, Commercial Finance will be responsible for driving financial performance and strategic decision-making across the commercial functions of the pharmaceutical business. This role involves leading financial planning, gross-to-net (GTN) analysis, inventory management, budgeting processes, and new system implementation. The successful candidate will work closely with cross-functional teams, including Sales, Marketing, Supply Chain, and Operations, to ensure financial health and sustainable growth. Essential Duties • Commercial Finance Leadership, • Provide financial leadership to commercial teams, ensuring alignment with business objectives., • Develop and implement financial strategies to support revenue growth, profitability, and cost efficiency., • Partner with commercial teams to analyze business performance, pricing strategies, and margin improvements., • Gross-to-Net (GTN) Analysis & Revenue Management, • Oversee GTN calculations, ensuring accurate revenue recognition and reporting., • Monitor and evaluate rebate programs, discounts, and other commercial deductions., • Provide insights into pricing and contract strategies to optimize net revenue., • Develop robust GTN forecasting models to improve accuracy and decision-making., • Inventory Management & Supply Chain Finance, • Oversee inventory valuation, ensuring compliance with financial reporting standards., • Optimize inventory levels to balance demand, working capital, and cost efficiency., • Work closely with Supply Chain and Operations to drive efficiency in inventory turnover., • Implement controls to mitigate inventory risks, obsolescence, and write-offs., • Financial Planning, Budgeting & Forecasting, • Lead annual budgeting and periodic forecasting processes for commercial functions., • Develop financial models to assess business scenarios, risks, and opportunities., • Track performance against budgets and forecasts, providing variance analysis and recommendations., • Collaborate with business leaders to ensure financial targets are met., • New System Implementation, • Lead the implementation of new financial and operational systems to enhance efficiency and reporting capabilities., • Work with IT and business stakeholders to ensure smooth transition and integration of new systems., • Provide training and support to commercial finance teams on new tools and processes., • Ensure data integrity and compliance throughout the implementation process., • Business Partnering & Stakeholder Management, • Act as a key financial advisor to the executive leadership team., • Work closely with Sales and Marketing teams to assess market opportunities and profitability., • Collaborate with external auditors, tax advisors, and regulatory bodies as required., • Strong understanding of GTN, inventory management, budgeting, and financial planning in a pharma setting., • Experience leading financial system implementations and process improvements., • Expertise in financial modeling, data analytics, and strategic financial planning., • Strong leadership skills with experience managing teams and cross-functional partnerships., • Excellent communication, stakeholder management, and problem-solving abilities., • Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred)., • CPA preferred Tonix does not accept agency resumes unless contacted directly by internal Tonix Talent Acquisition. Please do not forward resumes to Tonix employees or any other company location; Tonix is not responsible for any fees related to unsolicited resumes. Compensation & Benefits Annualized base salary ranges from $150,000 to $240,000 plus target incentive; actual salaries will vary and may be above or below this range commensurate with several factors including experience, education, training, location, and merit. Tonix provides a comprehensive compensation and benefits package which includes: • Medical, Dental & Vision Insurance, Basic and Voluntary Life and AD&D Insurance, Short- and Long-Term Disability Insurance, Flexible Spending Accounts, Health Savings Account, and Employee Assistance Programs, • Pet Insurance, • Retirement Savings 401k with company match and annual discretionary stock options, • Generous Paid Time Off, Sick Time, & Paid Holidays

Job Description Job Title: Human Resources Director Classification: Full Time, Salary, Exempt Department: Human Resources Location: Kearny, NJ Direct Supervisor: President Job Summary: The Human Resources Director is responsible for leading all HR functions for Kuehne’s New Jersey headquarters and multi-site operations, overseeing a team of HR professionals. This role combines strategic leadership with hands-on execution, ensuring that HR programs support the organization’s mission, operational goals, and compliance obligations within a safety-sensitive, manufacturing environment. The Director serves as a trusted partner to senior leadership while maintaining close visibility into day-to-day HR operations, including recruitment, employee relations, compensation, benefits, performance management, compliance, and career development. Supervisory Responsibilities: • Leads, mentors, and develops the Human Resources team to ensure efficient execution of departmental functions., • Recruits, interviews, hires, and trains new staff., • Oversees the daily workflow of the Human Resources department., • Provides constructive and timely performance evaluations. Leadership & Strategy: • Collaborate with executive leadership to align HR programs with organizational objectives, workforce planning needs, and company values., • Lead and maintain Kuehne Company’s Three Pillars of Wellness programs:, • Physical Wellness: promoting health, safety, preventive care, and fitness initiatives., • Mental & Emotional Wellness: supporting access to counseling resources, stress management tools, open communication, and a supportive work culture., • Financial Wellness: managing benefits education, retirement readiness tools, and long-term stability planning., • Oversee full-cycle recruitment, onboarding, and workforce planning for all locations., • Develop and maintain competitive compensation, benefits, and incentive programs., • Maintain strict adherence to federal, state, and local employment laws, including OSHA, DOT, EEOC, FMLA, ADA, and TSA/TWIC-related requirements., • Develop, implement, and update HR policies, procedures, and employee handbooks., • Serve as a resource and advisor to managers and employees for conflict resolution, performance matters, and interpretation of policies., • Promote a respectful, equitable, and accountable workplace culture., • Manage HR systems, records, reporting, and departmental budgeting., • Manage and promote use of annual performance review software (Lattice) to promote a culture of continuous improvement and ensure employee engagement., • Recommend process improvements to enhance efficiency, data integrity, and employee experience., • Strong leadership and interpersonal skills, • Excellent verbal and written communication skills., • Excellent organizational, analytical, and problem-solving abilities., • Thorough understanding of HR policies, employment law, and best practices., • Ability to handle confidential information with discretion., • Proficiency in Microsoft Office Suite and HRIS platforms., • Must have reliable transportation., • Must be able to pass a 10-panel controlled substance test and participate in ongoing random testing., • Bachelor’s degree in Human Resources, Business Administration, or related field required., • Minimum of 8–10 years of progressive HR experience, with at least 5 years in leadership roles., • PHR, SPHR, or SHRM-CP, SHRM-SCP certified., • Experience in manufacturing, industrial, logistics, or similarly regulated environments strongly preferred., • Experience working in unionized environments, including familiarity with union rules, labor relations, and participation in negotiations., • This position requires occasional travel to various company sites., • Prolonged periods of working at a computer. Kuehne is an Equal Opportunity Employer (M/F/Disabled/Veteran)

Job DescriptionManage the Fixed Income derivative pricing/valuations function for a Global Investment Bank Responsibilities: • Perform Independent Price Verification (IPV) processes for Fixed Income products with emphasis on credit, rates and LATAM products, • Lead projects, implementing new processes, re-engineering and industrializing current processes. Ensuring handover and methodology documentation on the parameter review processes are up to date and signed off by management., • Propose innovative enhancements to valuation methodologies. Implementation through consultation with and validation from local and global risk and financial control groups., • Effectively manage relationships with Front Office, Risk and Research., • Communicate effectively with senior management the results of the IPVs and highlight ongoing issues., • Contribute to the evolution of the price verification processes. This includes identification of the instruments that create risk in the corresponding parameters and the assessment of alternative checking methods and sources. Analyze and question current processes and contribute to their improvement. Requirements: • Masters degree in Mathematics, Statistics, Engineering or Finance, • Relevant industry experience dealing with valuation and Independent Price Valuation, • In-depth Knowledge of valuation of all Fixed Income instruments including complex derivatives, swaptions, CDS, Repos, Loans, Interest Rate and Currency Swaps, Bond options, Corporate bonds and LATAM financial instruments., • Knowledge and understanding of options basics (Pricing/Models, Greeks, P&L effects, etc), • Excellent IT skills including VBA, Excel, Python, Power BI. Quick to assimilate new technology/systems and adapt into processes., • Strong written and oral communication, listening skills, • Knowledge of the best practice control framework for derivative valuation. For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description Do you ever have the urge to do things better than the last time? We do. And it’s this urge that drives us every day. Our environment of discovery and innovation means we’re able to create deep and valuable relationships with our clients to create real change for them and their industries. It’s what got us here – and it’s what will make our future. At Quantexa, you’ll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. Opportunity Join us in an exhilarating opportunity working with a determined and dynamic team of Solution Engineers, focused on North America. As a pivotal member of our regional force, you'll help drive Solution Engineering priorities across financial services industry vertical. Your influence will resonate in every facet of our commercial strategy, collaborating closely with regional peers in alliances, sales, marketing, and product management. We seek an individual with profound technical and business acumen, adept at demystifying complex concepts with clarity and precision. You'll dazzle with presentations, deliver captivating product demos, and dive deep into client opportunities, leaving a lasting impression at industry events and webinars. Become the authoritative voice for our solutions and technology in the region, forging trust with executives through relatable dialogue. In the Quantexa Solution Engineering (SE) team, you'll spearhead the initial connection between prospect organizations and the Go to Market team (GTM), setting the cornerstone for their journey. We seek an individual with profound technical and business acumen, adept at de-mystifying complex concepts with clarity and precision. You will: • Uncover customer pain points: Use targeted, precise solution engineering techniques to identify the real challenges our prospects., • Design and deliver tailored solutions: Create compelling presentations and deliver impactful product demos—adapting depth and content to resonate with each audience., • Own the POC lifecycle: Manage the end-to-end proof of concept process. Define and align on success criteria, showcase sprint outcomes that clearly demonstrate value, and generate excitement around our solution., • Ensure a smooth handover: Before transitioning to the delivery team, confirm a shared understanding of the customer’s pain and how the Quantexa solution addresses it. What you’ll be doing. • Probe and grasp prospect pain points, showcasing Quantexa's transformative solutions., • Partner closely with Sales Directors to shape the opportunity strategy, qualify deals and influence account planning., • Cultivate trust as the go-to advisor to clients, big and small, crafting compelling Value Engineering strategies., • Craft tailored Proofs of Concept alongside the rest of GTM for maximum impact that capture the customers business problems., • Lead the process of ‘Discovery’ and then ‘Solutionize’ with our prospects, to iterate and hone in on the right joint solution for all parties., • Collaborate seamlessly with Quantexa's commercial teams, product experts and SMEs, embodying our core value of being a team player., • Flawlessly lead product demos and presentations, qualify opportunities and manage compliance statements., • Elevate Quantexa's profile through industry events such as SIBOS, ACAMS and thought leadership; and, • Provide feedback to Product and Engineering teams based on market and customer input to help shape roadmap opportunities. Requirements What you’ll bring: • Extensive experience in technology as a bridge between business and technical users /stakeholders in a commercially focused technical sales role e.g. Presales, Solution Engineering, Technical Sales, Solution Consulting, Product Management etc., • Experience working with large banks or financial institutions including familiarity with buying cycles in regulated environments., • Demonstrate technological mastery in data-powered, analytical solutions like Entity Resolution, Network Generation or Advanced Analytics., • Proven track record of working in data management ecosystem with exposure to tools, technology and organizational data estate in world of analytics and AI., • Ability to present to and excite senior leaders in Financial Services, leveraging technical acumen and deep knowledge of the banking ecosystem and establish trust and rapport with prospects., • Command robust knowledge in technology and architecture particularly within the realm of enterprise software, such as big data technology, Elastic /OpenSearch, on-prem/on cloud deployment of open architectures., • You’re all about the customer, and you’ll engage and captivate audiences of all sizes with an innate ability to simplify intricate concepts., • Ability to travel across North America (25 – 40%) depending on customer needs and location; and, • Boast domain expertise across various realms of financial services (Risk, Anti-Financial Crime, Anti-fraud, AML, KYC, CRM) or in more general data management concepts (data quality, data warehousing, data fabric, etc.) Nice to have: • Experience working with scale-up companies; and, • Experience to Quantexa’s partner ecosystem (AWS, Azure, GCP, Databricks, Elasticsearch). Benefits Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: • Competitive base salary of $160-190k, • Company bonus, • 100% 401K match up to 5%, • Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-being, • Tax-advantageous benefits, such as commuter benefits, healthcare, and dependent care, • Competitive annual leave, parental leave, PTO, and observed holidays

Job DescriptionDescription: The Chief Financial Officer (CFO) is a key member of the Executive Leadership Team, responsible for the financial integrity and operational excellence of our $58M nonprofit organization. This role provides strategic leadership in finance, technology, and business operations, ensuring compliance, sustainability, and mission alignment. The CFO champions the YMCA’s core values of caring, honesty, respect, and responsibility, while advancing our cause of youth development, healthy living, and social responsibility. The CFO oversees Finance, Development Accounting, Accounts Receivable (AR), Accounts Payable (AP), and CRM systems. Requirements: Essential Functions: Mission-Driven Financial Leadership • Develop and execute financial strategies that directly support the YMCA’s mission and strategic priorities., • Develop and oversee budgets, forecasts, and long-term financial plans, ensuring resources are allocated to maximize community impact., • Advise the CEO and Board on financial performance, risks, and opportunities, always with a focus on advancing the Y’s cause., • Oversee all accounting functions, including fund accounting for restricted and unrestricted funds, with transparency and integrity., • Manage treasury, and cash flow operations., • Ensure grant compliance, accurate reporting, and adherence to donor restrictions to build trust with funders and stakeholders., • Prepare and present financial reports to the Board and Finance, and Audit Committees, fostering open communication and shared understanding., • Partner with Development to provide financial insights for campaigns, grants, and donor stewardship, supporting the Y’s philanthropic mission., • Collaborate with the executive team to cultivate community and business relationships that further the Association’s vision., • Lead team members to manage CRM systems for member engagement and revenue controls, driving operational efficiency., • Supervise AR and AP teams, ensuring timely and accurate processing., • Build and mentor a high-performing finance team, modeling YMCA values in all interactions., • Champion the Y’s customer service initiative, “Expect the Best”., • Bachelor’s degree in Accounting, Finance, or related field; CPA or MBA strongly preferred., • Minimum 10 years of progressive financial leadership experience, ideally in a nonprofit or complex organization., • Expertise in budgeting, forecasting, fund accounting, and grant compliance., • Proven experience managing accounting and CRM systems. We offer a competitive compensation and benefits package, which includes medical, prescription, dental, and vision coverage. We also offer generous paid time off (PTO), paid sick leave, paid holidays, a legal plan, long-term disability, life insurance, 12% retirement benefits upon eligibility, a 403 (b) plan, an employee assistance program, professional development opportunities, Metro Y program discounts, and complimentary use of YMCA facilities. Full-time employees may be eligible for the Public Service Loan Forgiveness (PSLF) program.

Job Description Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today! Compensation: $60,000 - $90,000 at plan annually Responsibilities: • Develop strong relationships within local communities, • Engage in a top-notch training program within the financial services industry, • Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives, • Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects, • Devise sustainable financial solutions tailored to clients' long-term needs, • Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestionsQualifications:, • Excellent communicator who is willing to provide great client service, • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary, • Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed, • Preferred Bachelor’s degree, but not required, • FINRA licenses are a plus, but not required Traits of our most successful associates: • Enterprising, • Strong work ethic, • Desire to help people, • Positive attitude, • IntegrityAbout Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24