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Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth 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 Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. 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 Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. 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.

Job Title: Quality Advisor RN Location: Newark Beth Israel Medical Ctr Department Name: Quality Resource Services Req #: 0000209871 Status: Salaried Shift: Day Pay Range: $110,000.00 — $135,000.00 per year Pay Transparency: The above reflects the anticipated annual salary range for this position if hired to work in New Jersey. The compensation offered to the candidate selected for the position will depend on several factors, including the candidate's educational background, skills and professional experience. Job Overview: We are looking for a passionate Quality Advisor who is excited about making a difference in patient safety outcomes. We invite you to join our dynamic team of mission-driven innovators who embrace challenges to promote the highest level of standards in quality. As the ED/BH Quality Advisor, you will work closely with a diverse group of medical professionals acting as a liaison to the medical staff peer review committee. With a keen eye for details, you will perform chart reviews for cases involving but not limited to mortality and morbidity, hospital acquired conditions and patient safety indicators. Your proactive approach will support hospital-wide initiatives for regulatory and accreditation processes to continuously improve our operations. With your expertise, you will develop and implement effective quality strategies, provide guidance to our ED and Behavioral Health team members and champion best practices throughout the organization. Qualifications: • Licensed RN in the State of New Jersey, • Minimum of 2 years of hospital nursing experience in Emergency Services and Behavioral Health preferred, • Experienced with Excel, PowerPoint and Microsoft products, • Knowledge of Epic EMR program, • Graduate from an accredited NLN Nursing Program, • Full-Time, • Day, • 37.5 hour work week Mon-Fri, • Works in collaboration with a multidisciplinary team in reviewing all patients with high-end devices and provides quality review., • Leads and participates in process improvement for the program(s) and for the quality of clinical outcomes., • Maintain database(s) of patients, outcome, and complications and submit them to the national registry as required., • Provide comprehensive guidance on the appropriate use of temporary devices enabling staff to deliver safe and positive patient outcomes., • Maintains files, minutes, and quality presentations in accordance with any regulatory requirements., • Refers to other disciplines as appropriate., • Integrates research-based knowledge and clinical expertise in decision-making., • Exemplifies a professional image in appearance, manner and presentation., • Advocate for patients, families, coworkers, and the community., • Maintains certifications and continuing education as required for licensure., • Participates in unit/departmental/divisional or hospital committees/task forces as appropriate., • Paid Time Off including Vacation, Holidays, and Sick Time, • Retirement Plans, • Medical and Prescription Drug Insurance, • Dental and Vision Insurance, • Disability and Life Insurance, • Paid Parental Leave, • Tuition Reimbursement, • Student Loan Planning Support, • Flexible Spending Accounts, • Wellness Programs, • Voluntary Benefits (e.g., Pet Insurance), • Community and Volunteer Opportunities, • Discounts Through our Partners such as NJ Devils, NJ PAC, and Verizon RWJBarnabas Health is the premier health care destination providing patient-centered, high-quality academic medicine in a compassionate and equitable manner, while delivering a best-in-class work experience to every member of the team. We honor and appreciate the privilege of creating and sustaining healthier communities, one person and one community at a time. As the leading academic health system in New Jersey, we advance innovative strategies in high-quality patient care, education, and research to address both the clinical and social determinants of health. RWJBarnabas Health aims to truly make a unique impact in local communities throughout New Jersey. From vastly improving the health of local residents to creating educational and career opportunities, this combination greatly benefits the state. We understand the growing and evolving needs of residents in New Jersey—whether that be enhancing the coordination for treating complex health conditions or improving community health through local programs and education.

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

Summary Reporting to the CEO, the Chief Financial Officer (CFO) oversees the management and reporting of New Jersey Family Planning League’s (NJFPL or the “League”) financial activities, including but not limited to accounts receivable, accounts payable, payroll, purchasing, insurance and risk management, banking, tax reporting and audit. The CFO works collaboratively with the CEO on financial trend analysis, strategic planning, forecasting, and streamlining business operations. Responsibilities and duties • Manage all accounting functions including but not limited to accounts receivable, accounts payable, payroll, and purchasing., • Ensure all financial reports are prepared in a timely and accurate manner., • Oversee accounts payable function including but not limited to compliance with expense reporting, capitalization policy, and purchasing procedures., • Prepare and present financial statements and related reports including but not limited to balance sheets, income statements, cash-flow reports, central office budgets, and variance analysis., • Participate in the strategic management of operating costs and prepare financial analysis reports of internal cost control and organizational performance., • Supervise monthly balancing of books and monthly account reviews; prepares and presents monthly financial statements., • Review, evaluate and implement accounting systems, policies, and procedures., • Coordinate annual independent audit and preparation of annual tax documents., • Direct central office budget preparation, reviews budget proposals, and prepares necessary supporting documentation and justification for proposed budgets., • Provide management with timely reviews of organization's financial status and progress., • Ensure compliance with statutory payroll tax reporting., • Responsible for the programmatic and strategic documents for internal and external audits as well as annual budgets, bank reconciliation, and variance analysis reports., • Assist with special projects as required., • Perform other duties as assigned. Strategic Leadership • Serve as a trusted advisor to the CEO and Board on financial strategy and organizational sustainability., • Develop long-range financial plans aligned with the organization’s mission and strategic objectives., • Support board finance and audit committees with timely, clear financial analysis and reporting. Financial Management & Operations • Oversee all accounting functions including general ledger, payroll, accounts payable/receivable, and cash management., • Develop and manage the annual operating and capital budgets., • Monitor financial performance and provide variance analysis and recommendations., • Ensure strong internal controls and financial policies are in place and followed. Compliance & Risk Management • Ensure compliance with GAAP, federal and state regulations, IRS requirements, and funder restrictions., • Oversee annual audit, tax filings (Form 990), and financial reporting requirements., • Manage organizational risk, insurance coverage, and financial safeguards. Grants & Funding Support • Provide financial oversight for grants, contracts, and restricted funds., • Partner with program and development teams on budgeting, grant proposals, and financial reporting to funders., • Ensure accurate tracking and reporting of restricted and unrestricted funds. Team Leadership • Lead, mentor, and develop the finance team., • Foster a culture of accountability, transparency, and continuous improvement., • Collaborate cross-functionally with program, operations, and development teams, • Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws., • Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Work Schedule and Time Commitment • Flexible Schedule – The League maintains a flexible schedule. Employees must work a minimum of seven (7) hours per day with a thirty (30) minute lunch period. Employees must begin the workday between 8:00 a.m. and 9:30 a.m. All employees are expected to be available between 9:30 a.m. and 3:30 p.m., • Hybrid Schedule - The League maintains a hybrid work environment. Employees must work in the League office a minimum of 3 days a week and may work in a remote capacity the remaining 2 days per week. Employees may elect to work in the office up to 5 days a week., • Flexible hours and schedule must be coordinated with your supervisor and are subject to change based on business needs., • Very limited travel required., • Attend annual or semi-annual in-person conferences. Required Education and Experience • Bachelor’s degree in Accounting, Finance, or related field (MA/MBA preferred)., • 8+ years of progressive financial leadership experience, preferably in a non-profit setting., • Strong knowledge of non-profit accounting, GAAP, and fund accounting., • Experience working with boards, audits, and financial reporting., • Strong working knowledge of forecasting and financial reports., • Strong working knowledge of data collection, data analysis, evaluation, and scientific method., • Prior experience with accounting software required. NetSuite experience preferred., • Ability to work with all levels of management., • Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow., • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm., • Proven leadership and business acumen skills., • Demonstrated ability to supervise and motivate subordinates., • Commitment to excellence and high standards., • Excellent written and verbal communication skills., • Curious mindset and proactive work ethic., • Willingness to learn and grow with the organization., • Strong commitment to the ethos of the organization. Benefits: • 401(k) matching, • Dental insurance, • Employee assistance program, • Health insurance, • Paid time off, • Vision insurance Physical Requirements • Long periods of sitting., • Ability to move throughout the office and walk or get to all areas. EEO statement NJFPL is an equal opportunity employer. All qualified applications will be considered for employment without unlawful discrimination based on race, color, creed, national origin, sex, age disability, marital status, sexual orientation, gender identity and expression, military status, prior record of arrest or conviction or current employment status. NJFPL is deeply committed to diversity, equity, and inclusion. We believe social change happens when people with a wide range of backgrounds, experiences, and identities come together with a common purpose. We aim to build a diverse team that represents New Jersey’s citizens and reproductive justice community. We encourage candidates from backgrounds to apply. Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. NJPFL employees are expected to be flexible and to take on additional duties as assigned, according to the organization’s needs and the staff member’s skills and abilities. Because we are a non-profit that serves the community, some events or projects may require an occasional night or weekend.

Job Purpose The Advisor Support Role serves as a key player in driving team initiatives, internal and external correspondence, and maintaining exceptional client relationships. The Advisor is looking for someone who is adaptable and can handle changing priorities, comfortable using a variety of technology platforms, who enjoys client service, and is highly organized. Duties & Responsibilities • Manage Advisor’s e-mail correspondence and professional calendar, • Supervise Advisor’s social media accounts and marketing campaigns, • Handle incoming calls in a friendly and professional manner, • Schedule and confirm appointments in a timely manner, • Assist with file prep, paper filing and larger mailings, • Proactively manage internal platforms and systems so FSR’s client information is up to date and accurate, • Accurately complete, submit, and follow up on status of all new business applications, • Act as direct liaison between Financial Advisor and clients, • Excellent verbal and written communication skills, • Exceptionally professional and organized, • Extremely detail-oriented, • Comfortable in a fast-paced environment, • Ability to collaborate with others, build and maintain relationships, • Ability to use discretion and maintain client confidentiality, • Client-first attitude, • Proficiency in Microsoft Office, • Experience in Salesforce is a plus, • Life, Accident, and Health License and/or FINRA registrations are a plus, • Some college or professional experience

Senior Associate, Middle Office Operations. Back Office Operations working for either a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial/Retirement Planner. Interacting with various internal GlobeOp departments such as Fund Accounting, OTC Operations, Investor Se

The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower.

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 cr

At Mariner, behind every advisor is a team of advisors. The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Mastery of various financial pl

At Mariner, behind every advisor is a team of advisors. The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Mastery of various financial pl

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. At Mariner, behind every advisor is a team of advisors. The successful senior wealth ad

Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro). Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. The senior wealth advisor position at Mariner will lead a wealth management tea

Lateral-US/job/Iselin/Financial-Solutions-Advisor---Central-NJ-Market_26000955). Financial Solutions Advisor - Central NJ Market. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review finan

A company is looking for a Senior Manager Client Partner - Life & Annuities. Key Responsibilities Serve as the primary point of contact and trusted advisor for assigned Life & Annuities clients Oversee delivery performance, ensuring KPIs, SLAs, and financial commitments are met Own P&L performan

Senior Associate, Middle Office Operations. Interacting with various internal GlobeOp departments such as Fund Accounting, OTC Operations, Investor Services and IT. Back Office Operations working for either a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial/Retir

A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendat

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

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

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Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:. Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. As a Thrivent Financial advis

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

Perform student aid needs analysis, verification of financial data and other criteria to confirm student aid eligibility, federal state and institutional financial aid award packaging, process and originate educational loans for students and parents, and other procedures necessary to deliver financi

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

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien

Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed. Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures. Consid

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. A FA will need to leverage their experience to service the unique and complex needs of TD We

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Chase, we have an en

Job Description Position Title: UX Designer Reports to: Director, Creative Services Department: Marketing, Creative Services Location: Minneapolis, MN OR Summit, New Jersey Classification: Full-time, in-office Summary / Job Objective: Simplicity Group is seeking a creative and collaborative UX designer to join our creative services team. The ideal candidate is a problem-solver with a passion for aligning design with functionality to create a positive user experience. This role requires proficiency in Salesforce and HTML/CSS/or the ability to communicate effectively with developers. Familiarity with design systems and front-end implementation tools is also required, along with strong visual design skills. Essential Job Functions: As a UX designer, you will help define and improve the usability and effectiveness of our digital products (e.g., advisor/agent portals, internal tools, and applications) through process, structure, research, and execution. Your essential functions will center on ensuring our internal platforms are intuitive, efficient, and meet user needs. Your daily tasks will include conducting foundational research to analyze current and future user journeys, developing interactive prototypes to test user interactions, and testing the overall usability of our systems. Primary Responsibilities: · Perform UX research through user interviews, internal usage data, and competitive analysis · Prepare and deliver detailed design specifications and assets · Develop interactive prototypes to test user interactions · Create wireframes to focus on product structure and functionality of new features · Work closely with internal technology and operations teams to understand business requirements and ensure technical feasibility · Translate complex business processes and financial concepts into clear and logical user flows and journey maps to visualize the user's path through the product · Serve as a bridge between technology and design and effectively pitch the value of insights and ideas for different departments · Focus on the “big picture,” thoroughly understanding how design and technology changes affect the overall user experience · Ability to adapt to shifting priorities and timelines Qualifications: · Salesforce Certified Platform Strategy Advisor (Preferred) · Strong UX or Strategy Design Portfolio (Required) · Minimum 3 years of UX or Strategy Design Experience (Required) Core Competencies: · Wireframing & Prototyping · User Research · Visual/UI Skills · Information Architecture · Problem Solving · Business Acumen Compensation & Benefits: Compensation (based on experience) · Annual Salary: $85,000 - $100,000 · Annual performance bonus target: 7% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Ave Summit, NJ 07901 OR 3600 American Blvd W #700 Minneapolis, MN 55439 *This role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Chief Financial Officer (CFO) Multi-Physician Vascular Surgery Practice in New Jersey Position Overview We are a well-established, growing vascular surgery practice in NEW JERSEY with multiple physicians, advanced ancillary services, and a strong regional reputation. We are seeking a seasoned Chief Financial Officer (CFO) to serve as the senior financial executive of the organization. This role will be a key strategic partner to the executive leadership, responsible for financial stewardship, operational insight, and long-term sustainability. The CFO will oversee all financial, accounting, revenue cycle, and strategic planning functions, while supporting growth initiatives, physician compensation models, and succession planning. Key Responsibilities Financial Leadership & Strategy • Serve as the primary financial advisor to the managing partner (CEO), • Develop and execute long-term financial strategy aligned with clinical and operational goals, • Lead annual budgeting, forecasting, and multi-year financial modeling, • Analyze profitability by service line, physician, and site of care, • Oversee accounting operations, month-end close, and financial reporting, • Ensure GAAP compliance and strong internal controls, • Manage external relationships with CPA firms, auditors, banks, and legal counsel, • Oversee revenue cycle performance including billing, collections, denials, and AR Analyze payer contracts, reimbursement trends, and margin impact, • Support negotiations with commercial payers and evaluate value-based initiatives, • Maintain and refine physician compensation models (productivity, quality, ancillaries), • Model w/RVU-based and alternative compensation structures, • Partner with operations leadership on staffing, cost controls, and capital planning, • Evaluate financial performance of office-based labs, imaging, and ancillary services, • Support compliance with Stark, Anti-Kickback, and healthcare regulatory frameworks, • Assist with insurance, risk management, and contractual oversight, • Bachelor’s degree in Finance, Accounting, or related field (MBA, CPA, or CFA preferred), • 10+ years of progressive financial leadership experience, • Prior experience in physician practice management, healthcare services, or MSO environment strongly preferred, • Demonstrated expertise in healthcare revenue cycle, physician compensation, and reimbursement, • Strong analytical, communication, and leadership skills, • Senior leadership role with meaningful influence on practice direction, • Competitive compensation package, commensurate with experience, • Opportunity to play a key role in long-term growth and succession planning Qualified candidates should submit a resume and brief cover letter outlining relevant healthcare finance experience. All inquiries will be handled confidentially

A leading financial services institution located in Newark, NJ, is seeking a Senior Software Engineer to develop software solutions that enhance advisor and customer experiences.

Job Description Position Title: Accounts Management Associate Reports to: Accounts Manager Department: Simplicity Investments Location: Summit, NJ; in-office Classification: Full-time, NonExempt Summary / Job Objective: Client account onboarding is an important and instrumental part of our operations since it serves as one of the first opportunities to make an impression on our financial advisors. Our goal and mission is to ensure the very best customer experience through operational excellence and leveraging the abilities of our hard-working people on our service-oriented team. We work proactively in partnership with our Marketing, Compensation, and Compliance teams to ensure transparency around our processes and promote efficient and smooth end-to-end onboarding of client accounts Primary Responsibilities: · Primary focus on timely and accurate processing of submissions in the Accounts review queue · Answer financial advisor phone calls to the Accounts line · Support timely and accurate account processing by working closely within our Compliance team to resolve issues and open new accounts in accordance with our service levels · Support brokerage account opening and maintenance at NFS · Keep team management informed of processing issues and red flags · Perform tasks relating to account maintenance and new account operational processes · Manage and fulfill internal projects or other individual tasks as delegated · Embrace our culture of continuous improvement by identifying and participating in areas of opportunity for improvement in our account services process Qualifications: · Previous broker dealer/ RIA experience preferred · Securities licensing preferred or the ability to obtain with 180 days of employment · Demonstrated client relationship management and service · Intermediate Microsoft Office skills and familiarity with Windows · Salesforce experience preferred · Prior operational/back office, customer service or related experiences a plus Core Competencies: · Excellent verbal, written and interpersonal communication · Ability to multitask and be a proactive team player · Proven organizational and prioritization skills · Detail oriented with an ability to think beyond the scope of the task. · Willing and ready to communicate with reps via phone and email. · Must be determined, passionate and adaptable. Compensation & Benefits: Compensation (based on experience) • Annual Base Salary - $60,000 - $65,000, • This is a NonExempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Location: 475 Springfield Ave, Summit, NJ 07901; full-time, in-office Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

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 .

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Employee Benefits Sales Producer – Employee Benefits Client Advisor Position Overview World’s Client Advisors bring comprehensive risk management and employee benefit solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new employee benefits clients (small, medium, and large businesses) by leveraging World’s unique capabilities and broad market access. While your main focus is on designing and delivering employee benefits programs—including medical, dental, vision, life, disability, and voluntary benefits—you are also empowered to help clients with complementary solutions such as commercial and personal lines insurance, 401(k) and retirement plans, and payroll and human resources outsourcing services. World’s investment in a full suite of insurance and business solutions means you can engage with organizations of any size and industry to deliver meaningful value to your clients. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients build a capital-efficient and employee-centric program designed to mitigate their unique exposures. Using modern approaches, our highly technical team utilizes data and forensic underwriting to drive superior financial outcomes while helping clients attract, retain, and motivate talent. We are growing rapidly, and we are looking for future leaders. To learn more about us, please visit Our Client Advisors ... • Are responsible for identifying, soliciting, and closing new Employee Benefits business, • Utilize cold calls, prospecting emails, mail, professional associations, and networking to identify, contact, cultivate and close new business opportunities, • Identify opportunities to bring all of World's solutions to our clients - beyond employee benefits (and enjoy the financial rewards of doing so), • Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage, • Identify opportunities to round out accounts for existing clients, • . . .Bring 3-5 years+ of experience working in an insurance brokerage or carrier, • . . .Are personable and highly motivated to grow personal success, • . . . Leverage excellent listening skills and consistently demonstrate a strong customer focus as well as a sustained sense of urgency and ability to meet deadlines, • . . . Are consultative and bring a positive and resourceful approach to dealing with prospective clients and associates, • . . . Have experience with Employee Benefits and Sales software platforms such as BenefitPoint and sales CRM’s like HubSpot, • . . . Work independently and enjoy a high degree of interaction with team members, • . . . Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives, • . . . Consistently demonstrate effective written and verbal communication skills, • . . . Possess a strong attention to detail and the ability to solve problems with minimal assistance, • . . . Demonstrate the highest levels of discretion surrounding sensitive information Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+, depending upon your level of experience. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-CM1 Powered by JazzHR StqFIlAOE4

Job Description 165,000 - 175,000 benefits: • 401k, • paid time off, • Serve as the plant-level finance liaison to Corporate Accounting, ensuring accurate financial data flow., • Lead weekly and monthly financial reviews with plant leadership, highlighting risks, opportunities, and action plans., • Monitor facility profitability, including labor, materials, yield, waste, overhead absorption, and plan variances., • Deliver financial modeling and scenario analysis to support production planning, labor strategies, and capital investment decisions., • Partner closely with Operations, Supply Chain, and Engineering to translate production drivers into financial impact., • Support M& A integration efforts, system implementations, and financial process improvements., • Analyze standard costing, manufacturing variances, and identify cost improvement opportunities., • Develop and manage annual budgets, rolling forecasts, and long-range financial plans., • Quantify savings from continuous improvement initiatives and track realized benefits., • Support pricing analysis, new product introductions, and volume/mix assessments., • Review month-end results, journal entries, inventory adjustments, and accruals for accuracy and business context., • Maintain strong internal controls, audit readiness, and compliance with corporate accounting policies., • Act as a trusted advisor to the Site Director and leadership team., • Bachelor’s degree in finance, accounting, or related field., • 8+ years of progressive experience in manufacturing finance, plant controlling, or operations-focused FP& A., • Strong background in cost accounting, manufacturing metrics, and operational finance within small- to mid-sized company environments., • Advanced Excel and financial modeling skills; ERP experience required.

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor - New Jersey Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-CM1 Powered by JazzHR zmFnpjpwxr

Job Description Position Title: VP, Relationship Manager & Business Consultant Reports to: Sr. Vice President, Wealth Department: Simplicity Wealth: Business Consulting Location: 475 Springfield Avenue, Summit, NJ (in-office) Classification: Full-time/Exempt Summary / Job Objective: This is primarily a Relationship Management role focused on working with our affiliated Independent Financial Advisors. You will have broad exposure to multiple internal departments with a primary focus on Relationship Management, Organic Sales Growth and Business Consulting to help our Financial Advisors grow their business. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, consistently performs at a high level under variable workloads, and has a passion for making a positive impact with our Independent Financial Advisors. Strong Industry experience with ability to coach and educate Advisors based on that experience is required. *This role is an in-office position. Primary Responsibilities: · Serve as the primary liaison and partner for affiliated Financial Advisors, ensuring an optimal client experience and maximum utilization of the Simplicity Wealth platform, products, and services. · Conduct in-depth assessments of Advisor practices to provide tailored solutions to help maximize all aspects of their business and bridge gaps between current and desired goals. · Responsible for driving organic Advisor growth by offering expertise in practice management: including strategy, financial planning, operations, lead generation, investment strategies, & marketing. · Assist in the design and creation of resources to help support Advisor development. · Collaborate, coach, and answer Advisor questions via phone, e-mail, and video, handling high levels of inbound/outbound Advisor calls and interactions · Lead regular educational webinars on best practices and Platform tools. · Ensure seamless Advisor support and resolution of issues in partnership with other internal teams and Advisor Development Consultants (ADCs). · Drive Advisor satisfaction, loyalty, and retention by ensuring successful platform integration and promoting the adoption of Simplicity solutions and coaching programs. · Provide ongoing reporting of Advisor metrics and progress in conjunction with other internal teams. · Actively facilitate Advisor connections with internal Subject Matter Experts (SMEs). · Maintain extensive and regular communication with affiliated Advisors, ADCs, and internal partners/stakeholders to build and maintain strong relationships. · Utilize Salesforce and other core technologies to accurately report, track, and manage all client engagements, activities, and opportunities. · Lead, manage, or actively participate in the assessment, and research for strategic company initiatives as assigned by management. · Provide training, mentorship, and education to other business consulting team members and internal staff to ensure a comprehensive understanding of the function, services, and support offered. Qualifications, Education & Experience: · Bachelor’s Degree, with an advanced degree or financial designations, preferred. · 3+ years of relationship management, wholesaler, and /or business consulting experience. · 6+ years broad business and/or sales experience. · 7+ years in the financial services / wealth management industry (Required). · Previous experience as a Financial Advisor, RIA, Broker Dealer, Insurance, or Annuity producer. · Proven leadership experience and ability to effectively partner with others. · Deep investment and product knowledge, and the ability to articulate complex ideas. · Strong familiarity with wealth management services and/or practice management. · RIA or previous Financial Advisor experience highly valued. · CFP, CHFC, Series 65, Series 66, Series 7 welcomed Core Competencies: · Time & Priority Management: Well-developed organizational and project management skills. Proven ability to self-direct, manage time, and deliver against tight deadlines. · Flexibility & Detail: Ability to see the big picture while maintaining exceptional attention to detail. Ability to multitask effectively in a busy environment with a "can-do" attitude. · Collaboration: Ability to work independently and seamlessly as a team player. · Technology Aptitude: Demonstrate a strong aptitude and appetite for new technology. · Availability: Ability to travel and work overtime as needed. Available to take urgent Advisor calls outside normal business schedule. · Critical Thinking & Problem-Solving: Possess solid intellectual, analytical, strategic thinking, and creative problem-solving skills. Ability to analyze and define complex problems, collect data, establish facts, and draw valid conclusions. Exhibit critical thinking and problem-solving skills to address Advisor concerns. · Communication/Sales: Excellent written and verbal communication and presentation skills, with the ability to express complex business concepts and technical terms clearly and with a high level of professionalism. Must be able to confidently speak with Advisors to facilitate value-driven discussions. · Drive & Work Ethic: Embody a tenacious drive, self-motivation, customer-centric mindset, and a commitment to owning results. Enthusiastic and effective under pressure. · Leadership & Accountability: Ability to inspire commitment, contributes to a positive culture, self-driven, and takes responsibility for actions. Able to hold self highly accountable for success measures and navigate change while maintaining alignment with organizational values. Maintains a mix of emotional intelligence, strategic foresight, and the courage to make difficult decisions to ensure long-term success. Compensation & Benefits: Compensation (based on experience) • Base salary: $125,000 -$135,000, exempt, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Resource Innovations is currently seeking a Director of Engineering - Utility Demand Side Management (DSM) for our Solutions Delivery Business Unit. This position will be responsible for overseeing engineering functions and teams. The mission of the Director of Engineering is to ensure the Engineering function within Resource Innovations (RI) provides best in class engineering services for contracts RI delivers to electric and gas utilities and/or energy end-users. The Director of Engineering will ensure their Engineering team is leveraging industry and organizational best practices and that the development, maintenance, and application of engineering tools are being done so in a high-quality fashion. The Director of Engineering will directly supervise Engineering Managers and will support the recruitment, development, and resource balancing of the Engineering resources to support existing and new contracts focused on commercial, industrial, agricultural, residential and multifamily sectors. Our expert technical capabilities, as well as our oral and written skills, are critical to our success; therefore, the Director of Engineering will provide leadership, mentorship, technical support, quality control reviews, communications around best practices and emerging technologies, process direction, and facilitate the creation of processes and tools to ensure consistent and quality deliverables for our utility clients and their customers. The Director of Engineering will keep their personal technical and customer service skills sharp by continuing to support engineering services. Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we're constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we're leading the charge to power change. Duties and Responsibilities Leadership • Act as a trusted technical advisor to engineers, program teams, and leadership., • Ensure engineering team skills and qualifications align with contract requirements., • Collaborate with organizational leaders to ensure engineering resources effectively support client contracts (skills, availability, etc.)., • Support talent processes including recruiting, interviewing, onboarding, and training., • Coach and mentor engineers, partnering with Directors to plan for future development needs., • Make sound decisions quickly, even in uncertain situations, and guide others to do the same., • Promote ongoing education (internal and external) to keep the engineering team current and a reliable resource on emerging technologies., • Facilitate technical working groups to share best practices, tools, and innovations across the engineering function., • Encourage continuous improvement, including updating standard tools and refining processes to reduce inefficiencies., • Research cost-effective technologies that maintain technical accuracy and improve operational efficiency., • Maintain high-quality deliverables and communication, reviewing for technical accuracy and consistency., • Provide feedback to engineers and managers, ensuring deliverables meet standards and client expectations., • Oversee client communications, periodically reviewing messages to ensure clarity and minimize unnecessary requests., • Support resource planning, aligning staffing with project forecasts and budget constraints., • Monitor project time and effort, identifying opportunities to improve processes and profitability., • Identify and relay client concerns to program teams to enhance deliverables and practices., • Provide technical guidance on complex project reviews and data needs to ensure efficient and timely evaluations., • Conduct quality control (QC) reviews for high-impact projects involving savings, incentives, or other critical outcomes., • Review and approve measurement and verification (M&V) plans as needed., • Bachelor’s or master’s degree in engineering, mechanical, electrical, building science, or similar, • Minimum 12 years of experience within energy efficiency, building efficiency industry, demand management, or energy management, • At least 5 years of leadership experience, • At least 5 years of hands-on engineering experience in an individual contributor role, • Excellent attention to detail, writing, interpersonal, training and analytical skills, • Demonstrated ability to manage teams, clients, and time effectively, consistently meeting deadlines and anticipating potential challenges., • Exceptional communication skills—listening, oral, written, and presentations—paired with strong problem-solving and decision-making abilities and ability to influence outcomes through clear, data-supported dialogue with clients and third parties., • Proven expertise in energy calculations and analysis tools and methods, • Computer proficiency including Microsoft Office, Excel, and other cloud-based computing platforms, • P.E. in Mechanical or Electrical Engineering, with additional certifications in energy (e.g., CEA, CEM, CBCP, CDSM, CMVP, CP EnMS), • Technical expertise in energy auditing and retro-commissioning, with practical experience applying these methods to improve building performance and efficiency., • Experience working with mechanical and electrical contractors, • Hands-on experience with mechanical, electrical, and control systems, • High level technical skill with mechanical/electrical systems coupled with a strong knowledge of building controls systems/software-based monitoring platforms, energy management, and commissioning processes with the ability to run deep analytics and develop insights, • Demonstrated proficiency with energy modeling platforms and software About Resource Innovations Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we’re constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we’re leading the charge to power change. Resource Innovations is an Equal Opportunity Employer, committed to ensuring equal employment opportunities for all job applicants and employees without regard to race, color, religion, national origin, gender, age, disability, marital status, genetics, protected veteran status, sexual orientation, or any other protected status. In addition to federal law requirements, Resource Innovations complies with applicable state and local laws governing non-discrimination in employment in every location in which the company does work. Compensation & Benefits Resource Innovations offers competitive salaries based on a candidate's skills, experience and qualifications for the position. The compensation range for the base salary for this position is $140,000 - $180,000. In addition to base pay, employees may be eligible for a discretionary annual bonus. The stated salary represents the expected compensation for this position. Final compensation will be determined based on factors such as the candidate's experience, education and location. At Resource Innovations, we believe supporting our people is essential to delivering impact. We offer a comprehensive benefits package designed to promote health, financial security, and work-life balance. This includes three weeks of paid vacation annually, paid holidays, a 401(k) retirement plan with employer match, medical, dental and vision coverage, parental leave, an employee assistance program, commuter benefits, and additional supplemental offerings. Employment with Resource Innovations is contingent upon the successful completion of a comprehensive background check and reference check. If applicable to the position, a pre-employment drug screen may also be required. The above job description and job requirements are not intended to be all inclusive. Resource Innovations retains the right to make changes or adjustments to job descriptions and/or job requirements at any time without notice.

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Job Description Join Us Today: If you are seeking a rewarding career with industry-leading benefits, professional growth opportunities, and a culture that values its people, we invite you to apply today. At FDE, we are committed to supporting our Team Members in becoming their best selves. This commitment is reflected in our competitive compensation, benefits, and development programs, as well as our vision of being the employer of choice in every community we serve. Join a team honored by Furniture Today as one of the Best Places to Work in Furniture for 2025. About Us Factory Direct Enterprises LLC is a leading licensee of Ashley, the number one selling furniture brand in the world and the top retailer of furniture and bedding in the United States. Compensation and Benefits We offer one of the most competitive compensation packages in the furniture industry: • Commission-based salary ranging from $40,000 to $90,000 per year, based on performance, • Annual bonus structure tied to individual performance and company success, • Weekly commission and bonus opportunities on written sales, • Presidents and Premier Programs that offer additional weekly bonus incentives, • Paid, comprehensive two-week training through the Ashley Sales Academy, • 401(k) retirement plan with company match, • Paid time off, holiday pay, and your birthday off, • Medical, dental, and vision insurance starting as low as $25 per week, • Employee discounts on furniture and accessories, • Referral bonuses up to $1,000 for recommending successful candidates Our Culture and Team Member Programs: FDE maintains a culture of recognition, service, and growth. We actively invest in the well-being of our team and welcome employee feedback through programs like Peakon Surveys. Our Ashley Cares initiatives support our employees and communities, including: • Hope to Dream: A portion of mattress sales funds beds for children in need, • Give a Day: Paid volunteer day annually with an approved non-profit organization, • Corporate Chaplains: Confidential support for personal challenges such as grief, family needs, and stress, • Life Resources: Quarterly educational events focusing on financial literacy, health, and wellness, • Team Member Relief Fund: Financial assistance during unexpected life events, • SmartDollar: A free financial wellness platform to help manage budgets and plan for the future Position Overview: Home Furnishings Advisor The Home Furnishings Advisor is responsible for delivering a unique and personalized guest experience. You will act as a representative of our brand, guiding customers through their home furnishing journey. As a subject matter expert, you will leverage your product knowledge and customer service skills to drive sales and ensure customer satisfaction. Key Responsibilities: Sales and Customer Experience • Sell a wide range of Ashley home furnishings, accessories, and warranties using the Ashley Sales Approach, • Welcome and engage with every guest professionally and attentively, • Deliver compelling product presentations and offer complete solutions including protection plans and financing, • Build and maintain customer relationships through proactive communication during and after the sales process Post-Sales Administration • Accurately complete post-sale documentation and ensure order details meet customer expectations, • Provide all necessary paperwork to the Customer Service Department, • Enter accurate customer information into the UPs system, including contact details for future follow-up, • Record advertising efforts and maintain a lead database using customer information forms Showroom Presentation • Support store appearance through regular floor recovery and adherence to safety and cleanliness standards, • Ensure every customer has a professional and welcoming in-store experience Professional Development • Use company-provided tools and training to enhance sales performance, • Stay informed about product updates and company initiatives, • Participate in sales meetings, training sessions, and one-on-one coaching Performance Expectations: You will be evaluated on a variety of key performance indicators including: • Total sales volume and sales per guest, • Bedding sales, close rate, protection plan sales, and average transaction value, • Number of credit applications submitted, • Net gross margin and guest satisfaction (Net Promoter Score), • Total Piece Exception Rate and related inventory accuracy metrics Additional Duties: • Assist with cashiering or merchandise tasks as needed, • Participate in inventory and other operational processes, • Travel to other store locations for training or meetings as required Schedule Requirements: • Must be available to work at least 40 hours per week, including weekends, • Additional hours may be required during holiday or peak seasons, • Regular attendance at the assigned store is required, • Two days off per week are scheduled except during holiday periods Qualifications: • Highly motivated with a positive attitude and strong interpersonal skills, • Previous sales experience is helpful but not required, • Comfortable in a performance-driven, customer-focused retail environment, • Strong attention to detail and commitment to delivering exceptional service Job Type: Full-time Benefits: Health insurance, dental insurance, vision insurance, life insurance, paid time off, 401(k) with employer match, employee discount

Job Description Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $60,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-CM1 Powered by JazzHR mMxNdE0Yhd

Job Description Experienced Financial Advisor – Independence & Growth Opportunity Please note: We would strongly prefer candidates who are local to OR, NY, NJ, FL, or CA based on current business needs. Cross Financial | High Payout. True Ownership. Real Upside. Are you a successful financial advisor who feels underpaid, constrained, or inefficient at your current firm? Cross Financial is seeking experienced wealth advisors with an established, transferable book of business who want significantly better economics, operational efficiency, and a clear path to leadership—without giving up ownership of their clients. This is a rare opportunity to more than double the national average payout while maintaining control over your practice and positioning yourself for long-term growth. Why Cross Financial * Elite payout structure: 60–80%+, depending on book size and profile * True client ownership — your relationships remain yours. No non-competes tied to your client relationships, or forced succession structures. * Independent, advisor-first platform built to reduce friction and inefficiency * Scalable infrastructure that lets you focus on clients, not admin * Leadership and equity potential for advisors who want to help shape the firm’s future * Built for experienced advisors—not trainees or product pushers The Role * Transition your existing book of business to a more efficient, higher-payout platform * Maintain full ownership and control of client relationships * Deliver comprehensive wealth management advice aligned to your clients’ needs * Collaborate with other senior advisors and firm leadership * Participate in firm growth initiatives, mentorship, and leadership opportunities (optional, not required) Who This Is For * Financial / Wealth Advisors with a transferable book of business * Wirehouse or bank advisors currently earning ~25–35% * Independent advisors burdened by inefficiencies and lack of opportunity * Those with strong client retention and an extensive relationship management track record * Advisors motivated by better economics, autonomy, and long-term upside * Collaborative professionals who value flexibility and ownership * High-level professionals with experience in custodian platforms LPL and/or Schwab. Preferred (Not Required): * Book size of $20M–$100M+ * Located in the following states: OR, NY, NJ, FL, or CA Compensation & Financial Upside * Payout range: 60–80%+ based on book size and structure * Top-tier payout bands available for advisors with larger, scalable books * No forced production grids or artificial caps * Clear alignment between revenue generation and take-home pay * Select advisors may have the opportunity to participate in long-term value creation initiatives, including leadership roles and potential equity participation. * On-Target Earnings: $150K - $600K+| Uncapped earnings structure directly tied to revenue production and growth. In addition to a rewarding career and a robust benefits package, we provide: * Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! The Bottom Line If you’ve built a successful book and believe you should be earning more for the value you create, Cross Financial offers a platform designed to reward experience, performance, and ownership—without sacrificing independence. Confidential conversations encouraged. Ready to elevate your career in an environment where your impact matters? Apply today. “Cross Financial, an independent member of the Crete Professionals Alliance, is the brand name under which Cross Financial and its affiliated entities (collectively referred to as “Cross Financial”) provide professional services. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand. Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-BP1