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Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $80,000 - $135,000 commission based Responsibilities: • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisionsQualifications:, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersAbout Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description Managing Director (Player/Coach Role) We are seeking a dynamic and ambitious Managing Director to join our growing financial services firm in a player/coach capacity. This unique opportunity allows you to continue building your personal book of business while also mentoring and leading a team of financial professionals. We are a team of top-tier professionals who collaborate closely and bring a wide range of specialized expertise to the table — all to better serve clients with holistic, high-quality advice. Our firm is known for its family-like culture, where people genuinely support one another, and turnover is extremely rare. What sets us apart is the built-in support system — our leadership team is actively involved in recruiting top talent, allowing you to stay focused on high-impact activities like client meetings, business development, and team coaching. With access to proven marketing lanes, you'll have the tools to consistently generate leads and help your team do the same. If you're looking to take your practice to the next level while elevating others along the way, this role is for you. Compensation: $150,000 - $200,000+ Base + Commission Responsibilities: • Build and maintain book of business through client acquisition, planning, and relationship management, • Lead, coach, and mentor a team of financial professionals to drive performance and development, • Earn override compensation based on your team’s production while continuing to develop your personal practice, • Collaborate with leadership on recruiting strategy and actively participate in interviews and onboarding, • Run regular training sessions to enhance advisor skills and share best practices, • Leverage our firm’s marketing systems to support prospecting and lead generation for both yourself and your team, • Contribute to a collaborative, client-focused culture and provide input on firm-wide training and growth initiativesQualifications:, • Proven track record of success in financial services, insurance, wealth management, or a related industry, • Minimum of 5 years of experience as a financial advisor or in a sales leadership role, • Strong ability to lead, mentor, and inspire others, • Self-motivated with a passion for growth, both personally and as a leader, • Excellent communication and relationship-building skills, • Active life/health insurance license and relevant securities licenses (or willingness to obtain), • Desire to build something bigger than yourself and leave a lasting impactAbout Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description Position Description: Client Service Manager About the Company Rockdale Financial Services Inc has a rich history in the financial industry rooted in New Jersey. The 2 principal advisors each have over 40 years in the financial services industry. Our firm works primarily with individuals and businesses owners. Our expertise is in asset and wealth management as well as coordination of tax management, risk management, debt management and estate planning. See our site at for more information. Position Overview/Summary The Client Service Manager delivers a wide range of critical client support to the advisor and principal teams and helps to provide the resources and guidance [firm’s] clients need to achieve their financial goals. Duties are varied and can include: supporting the preparation of financial plans and reviews; executing investment transactions; scheduling and organizing meetings; responding to client inquiries and maintaining and updating client files. Position Responsibilities Interact daily with clients, process client requests and answer basic client inquiries in a timely manner. Address inquiries to appropriate areas Proactively communicate with clients on a regular basis through a range of communications vehicles Coordinate the preparation of financial plans, annual or quarterly reviews and other ad-hoc client meetings materials Prepare balance sheets, investment allocation summaries, meeting agendas, charts, graphs and added services Schedule client and team meetings as required Discuss and organize follow-up steps with the advisors or firm principals after client meetings Prepare client engagement agreements and investment applications including new account applications, process transfers of client accounts, provide daily tracking of project status and keep client informed of the progress of their accounts Coordinate account transfers and obtains cost basis information for incoming assets Execute equity, fixed income, mutual fund and variable annuity transactions under the direction of the firm principal or advisors Review daily transaction reports to ensure accuracy of previous day activities Monitor client account activity including dollar cost averaging activity Verify cash balances for systematic withdrawal programs Generate and review monthly available cash report Maintain the client referral program by coordinating next steps and providing required advisor/principal support Manage all details of clients, prospects and vendors in CRM Populate and maintain accurate client data in client relationship management database, client fee billing and reporting systems Prepare fee invoices and monthly fee bill summary; coordinate compliance approval and payment for client accounts Ensure system backups are completed on routine basis Monitor continuing education requirements for advisors, principals and team members Order and maintain all supplies including forms, prospectuses and useful research information Coordinate mailings; process incoming mail Commit to continuous education and professional development to remain current in industry issues, CRM and financial planning software, including report and analysis preparation Foster an environment of open, honest and timely communications Ensure the mission statement, vision and core values of the firm are incorporated into the duties and responsibilities of the position Recruit, manage, train and motivate direct reporting staff/team according to company procedures, policy and employment law [if applicable] Maintain administration and relevant client service reporting and planning systems; manage relevant reporting of management and financial information for the client service department Required Skills and Experience Exceptional oral and written communication skills Excellent follow-up and follow-through capabilities Personable, approachable with a positive attitude Organized, meticulous, detail-oriented and able to multitask Able to interact well with sophisticated, high net worth clients and all employees Able to exercise good judgment by recognizing urgency and setting priorities Professional attitude, demeanor and appearance Able to work independently with good problem solving, mathematical and time management skills Comfortable with public speaking High degree of confidentiality and latitude Proficient with Windows based software, including MS Word, Excel, PowerPoint Knowledge of [CRM system], Morningstar and/or portfolio management software a plus 1+ years of experience in the financial services industry, preferably with an investment management or advisory firm Work experience that demonstrates interpersonal and teamwork skills Licenses Series 63 required/preferred Bachelor’s Degree [Finance or Accounting optional] from nationally-recognized institution GPA [3.XX] or higher preferred Firm Benefits [Heath Insurance; Retirement plan; life insurance; dental; vision] Company DescriptionWe are a registered investment advisory firm as well as a financial planning firm located in Monmouth County New Jersey.We are a registered investment advisory firm as well as a financial planning firm located in Monmouth County New Jersey.

Job DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!Compensation: $95,000 - $150,000 commission based Responsibilities: • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisorQualifications:, • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired, • Requires a Bachelor’s degree in finance, business administration, or related field, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired, • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred, • Superior customer service skills, math skills, relationship skills, and communication skills are preferredAbout Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description Why Join the HWP Group? Health & Wellness Partners, LLC (HWP), is a medical and scientific communications agency that collaborates with life science industry stakeholders to develop award-winning solutions that advance patient care and transforms scientific content into compelling live and virtual user experiences through digital platforms, congress engagement, and more. We bring clients, providers, and patients outstanding educational programming paired with innovative digital and interactive dissemination vehicles. We are committed to making a difference in health care and in the lives of our team members. We aim to provide every employee with a job they love in a culture focused on career growth, well-being, and community outreach. We have been recognized as both an MM&M Best Place to Work and an Inc. Best Workplace. For more information, visit thehwpgroup.com. What You Need to Know We’re looking to add a VP Strategy Director to our Strategy Team. The VP Strategy Director will be responsible for developing and executing strategic plans that establish HWP as a trusted thought partner in ongoing projects and brand planning, drive business growth through organic client engagement, strategic account management, and application of the HWP Group sales playbook. This role will focus on identifying opportunities to expand existing accounts, enhance client relationships, and ensure that our strategies align with our clients' overall business objectives. What You’ll Do This position will be accountable to the SVP Strategy Lead. In addition, this role will: Strategic Planning • Develop strategic plans to drive organic growth across key client accounts, • Conduct market and competitive analyses to uncover growth opportunities and inform strategic direction, • Collaborate with cross-functional teams to align strategies and integrate company offerings across clients, • Lead strategic initiatives for key client accounts, ensuring satisfaction and long-term relationship growth, • Develop and oversee strategic content, including meeting agendas, slide decks, and advisor recommendations, for client programs and advisory boards, • Facilitate client strategy sessions, advisory boards, and workshops, collaborating with the Sci Med team to develop post-meeting debriefs and actionable recommendations, • Partner with account teams on strategic updates and monitor financial performance with Account Leads/Directors, implementing action plans to address challenges Business Development • Lead annual brand and business planning for assigned clients, • Identify and pursue opportunities for organic growth and expansion within existing accounts and customer segments, • Lead proposals, pitches, and RFP processes for new and expanded client initiatives Strategic Analysis • Define and track KPIs related to account growth, financial performance, and client engagement, • Analyze account performance data to guide strategic decisions and continuous improvement, • Report regularly to senior leadership on progress, insights, and opportunities from strategic initiatives Client Engagement • Serve as a trusted strategic advisor, facilitating ongoing strategy sessions with clients to review objectives, progress, and future opportunities, • Ensure exceptional client service across all touchpoints, fostering long-term partnerships and value What You’ll Have • BA in Marketing, Business Communications or a related field, • 8-10+ years of experience, preferably within the pharmaceutical or biotech industries, • Strong analytical and strategic thinking capabilities, • Proficiency in market research, competitive analysis and strategic planning, • Excellent communication, presentation and interpersonal skills, • Ability to lead and collaborate with cross-functional teams, • Advanced financial acumen with the ability to analyze account performance and develop action plans., • Demonstrated ability to lead a strategy team and drive strategic initiatives, • A deep understanding of client needs and the ability to translate those needs into actionable strategies, • Proven track record in identifying and pursuing business growth opportunities, • Ability to make data-driven decisions and provide strategic direction based on analysis, • Strong ability to build and maintain long-term relationships with clients and internal stakeholders What We Offer • 100% employer-paid medical, dental, and vision insurance, • 401k plan employer matching, • Eligibility for profit sharing, • Generous PTO, including a week off in December for the holidays, • Paid volunteer time off, • Tuition reimbursement, • On-site gym and other employee wellness initiatives, • Comprehensive mental health services, • Leadership development training program and other career development programs, • Remote and hybrid work schedule options, • Salary range: $160,000 – $175,000 annually. Note: Actual salary will depend on background and experience. M/F/D/V Please note, we will only respond to candidates we deem qualified

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

The ideal candidate will be responsible for assisting the Senior Project Managers across all facets including planning, completion, and financial outcome.

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

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We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

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The candidate will be responsible for supervising department staff, coordination, preparation and oversight of all financial operations, reporting and posting to the Edmunds Financial Systems. CFO responsibilities include but are not limited to Preparation/oversight of the Annual Municipal Budget, A

We are seeking a motivated and customer-focused Field Sales Representative to join our dynamic team as we change the distribution industry.We're creating a unified platform that connects brands, sales reps, and retailers, bringing intelligence and efficiency to an industry ready for transformation.T

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