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Assistant Vice President, AI Training Data Services SME Leading at Cognizant This is a Leadership role at Cognizant. We believe how you lead is as important as what you deliver. Cognizant leaders at every level: Drive our business strategy and inspire teams around our future. Live the leadership behaviors, leading themselves, others and the business. Uphold our Values, role modeling them in every action and decision. Nurture our people and culture, creating a workplace where all can thrive. At Cognizant, leadership transcends titles and is embodied in actions and behaviors. We empower our leaders at every level to drive business strategy, inspire teams, uphold our values, and foster an inclusive culture. About the role As a Assistant Vice President, SME for Cognizant’s AI Training Data Services group, you will make an impact by leading the sales and promotion of our cutting-edge AI Training Data Services to prospective clients. This role involves consultative selling, strategic guidance, and offering development, tailored to each client’s unique needs. This is a multifaceted and high-impact position that blends Sales, Strategy, Transformation, and Offering Development. Success requires agility, business acumen, and the ability to pivot across roles depending on the stage of engagement. You will be a valued member of the IOA Services team and work collaboratively with the larger Cognizant ecosystem and executives to define priorities and execution roadmaps to grow the AI Training Data Services group. In this role, you will: * Engage with clients to understand their data training requirements and define customized solutions. * Define the services and strategic roadmap for the AI Training Data Services based on market trends, knowledge, and evolving landscape. * Identify and cultivate strategic partnerships to deliver comprehensive, end-to-end solutions that address client needs and enhance service value. * Establish thought leadership by engaging with industry analysts, contributing to white papers, and representing the organization in key forums to elevate market presence and credibility. * Be a sales leader to Cognizant’s AI Training Data Services group. * Evaluate and recommend optimal solution configurations for clients. * Drive the development and implementation of AI training services at client locations. * Navigate complex deal cycles by wearing multiple hats—acting as a strategist, sales leader, transformation advisor, and solution architect. * Collaborate cross-functionally to shape offerings that align with client goals and business outcomes. * Act as a trusted advisor while fostering a culture of innovation. * Consistently demonstrate the Cognizant Way to Lead, which means operating with Personal Leadership (building trust, collaboration, and inclusion), Organizational Leadership (driving vision and purpose, demonstrating a strategic and enterprise mindset, and creating and communicating a bold direction that inspires purpose), and Business Leadership (exemplifying client focus, managing ambiguity with accountability and results, and operating with financial acumen) What you need to have to be considered * 20+ years of industry domain experience with at least 15+ years in sales/account management and business development roles within the IT services industry. * Deep industry expertise in Financial Services, Insurance, and/or Healthcare sectors. * Expertise in revenue growth and margin, deal win rate, NPS, and delivery metrics. * Background selling new offerings and services to prospective clients nationally. * Experience in Go-To-Market strategy and ensure high quality delivery. * Experience and knowledge of AI technologies. * Embodiment of the Cognizant Way to Lead: Leading Self, Leading Others, & Leading the Business * The embodiment of Cognizant’s Values of: Work as One, Dare to Innovate, Raise the Bar, Do The right Thing, & Own It These will help you succeed * Experience and knowledge of AI technologies. * Experience with implementing new offerings and programs. Work model – Hybrid We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role’s business requirements, this is a hybrid position requiring 4 days a week in a client or Cognizant office. Regardless of your working arrangement, we are here to support a healthy work-life balance though our various wellbeing programs. The working arrangements for this role are accurate as of the date of posting. This may change based on the project you’re engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role. Salary and Other Compensation: Applications will be accepted until December 1, 2025. The annual salary for this position is between $155,000- $250,000 depending on the experience and other qualifications of the successful candidate. This position is also eligible for Cognizant’s discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant’s applicable plans. Benefits: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: • Medical/Dental/Vision/Life Insurance, • Paid holidays plus Paid Time Off, • 401(k) plan and contributions, • Long-term/Short-term Disability, • Paid Parental Leave Employee Stock Purchase Plan

Client Service Associate At OnePoint BFG we are seeking a candidate to fill a full-time Client Service Associate position. The right person should have experience working as a Client Service Associate/Administrative Assistant in the wealth management, financial planning, and/or asset management business. This individual will be part of a team of professionals. The focus of this role will be on providing personalized client service, administrative support to the Financial Advisor, and organizational support to the office. Our company is a client-first business and we pride ourselves on our warm, family atmosphere. A positive attitude and friendly personality is a must! Responsibilities: • Run Orions & Package Reviews to include Fedexs and in-person binding, • Email out copies of Review and Zoom Link reminders, • Send 1099s, • Assist client with setting up online access to include maintenance when adding accounts, • Assist ancillary services like Careful, • Emoney updating, • Contacting Annuity Companies & Outside vendors, • Sending Appointment Reminders and Client Materials before calls, • Sending Meeting Materials to Clients after calls, along with follow up emails on action items, • Operation follow ups that are Client facing – tax withholding, Orion/Schwab reporting issues, custodian alerts, tracking and follow up on outstanding forms / signatures for Alts, etc., • Transition analyses for AQR & alternatives strategies, • CRM reporting and logging annual reviews, • Smaller account maintenance things like ToD additions, beneficiary updates, address updates, • Daily Deposit Log, • Withdrawal processing and follow up Knowledge, Skills & Abilities: • Provide exceptional service to all clients. Extreme attention to accuracy and detail is a requirement., • Highly Responsible and accountable, self-motivated, • Excellent organizational and time management skills, • Ability to independently prioritize work, • Ability to handle multiple tasks within tight time frames, • Proficiency with Microsoft Office and computer software and systems to perform duties, • Maintain, improve and optimize office processes, • Strong verbal, written and interpersonal communication skills, • Interest in financial markets and investment securities

Job Posting: Investment Operations Associate – Alternative Investments, Structured Notes & SMAs Location: Parsippany NJ Employment Type: Full-Time Department: Operations About the Role We’re looking for a detail‑oriented, proactive Operations Associate to join our team. The Investment Operations Associate will be responsible for managing SMA order workflows across the firm, including long/short strategies, ensuring accurate and timely execution. In addition to SMA responsibilities, this role provides secondary support for Alternative Investment order processing, helping maintain smooth operational coverage across hedge funds, private equity, private credit, and other alternative vehicles. This role is central to ensuring that client investment instructions are executed accurately, efficiently, and in alignment with internal controls and industry regulations. You’ll collaborate closely with advisor teams, custodians and keep our SMA & Alternative Investment workflows running smoothly. Primary Responsibilities – SMA Order Management • Serve as primary point of contact for internal teams regarding Operations and order workflow, • Process and monitor SMA orders, including long/short strategies, ensuring accuracy and timely execution, • Ensure each SMA account is fully and accurately configured with the appropriate features and restrictions, including portfolio margin, options trading permissions, and other strategy‑specific settings., • Reconcile trades, resolve exceptions, and maintain accurate records, • Support ongoing improvements to SMA workflows and operational controls Secondary Responsibilities – Alternative Investments & Structured Notes • Provide backup support for Alternative Investment order processing, including subscriptions, redemptions, capital calls, and distributions, • Assist with documentation review, custodian coordination, and internal approvals, • Maintain data integrity across internal systems for alternative holdings, • Support periodic reporting and audit requests related to Alternatives Qualifications: • Bachelor’s degree in finance, Economics, Business Administration, or a related field;, • Minimum [2] years of experience in client service, operations, or a similar role within the financial services industry, with a focus on separately managed accounts (long/short), alternative investments (private equity, hedge funds, real estate, etc.) and/or structured products., • Experience with AQR (SMA), CAIS, iCapital and Crystal Capital is a significant advantage., • Proficient in investment research tools and CRM software., • Excellent communication and interpersonal skills, with a client-centric approach., • Strong analytical and problem-solving skills with exceptional attention to detail., • Detail-oriented and capable of managing multiple projects simultaneously in a fast-paced environment. Certifications (Preferred, but not required): • Series 65, or other relevant financial industry certifications, are a plus but not required. Work Environment: • This role is a full‑time, in‑office position. Compensation & Benefits: • Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off (PTO)., • Opportunities for career growth and development within the firm.

OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms. This role functions as an advisor-focused CSA, working behind the scenes to support advisors and internal teams rather than serving end clients directly. The CSA will partner closely with the Transition Operations Manager to manage the operational and custodial components of advisor transitions, with a primary focus on data entry, paperwork processing, and asset transfers. This role is highly process-driven and ideal for someone who enjoys execution, accuracy, and supporting complex workflows during critical transition periods. The ideal candidate has a strong operational mindset, experience in the financial services industry, and the ability to manage multiple tasks while tracking progress and communicating effectively with internal teams and external partners. Key Responsibilities: • Assist in managing the end-to-end transition process for incoming advisor teams and firms, ensuring operational tasks are completed on time and accurately., • Handle the day-to-day details of account transfers, client data migration, and paperwork, ensuring all processes are executed smoothly., • Generate and issue Investment Advisory Agreements and other internal contracts, forms, and materials to advisors, staff, and clients, maintaining efficiency and regulatory alignment., • Maintain structured digital filing systems and upload documentation into project management software to support team collaboration and operational efficiency., • Serve as a point of contact for advisors and internal departments, addressing simple operational questions and escalating complex issues to the Advisor Integrations Manager as needed., • Track the progress of transitions, maintaining accurate records of tasks, documentation, and communication throughout the process., • Ensure all compliance and regulatory requirements are met during transitions, working closely with the compliance and legal teams to manage necessary documentation., • Provide administrative and operational support to the Advisor Integrations Manager, assisting with the execution of workflows, scheduling, and project management tasks., • Collaborate with technology teams to help set up new advisors on OnePoint’s systems, providing guidance and troubleshooting when necessary., • Work with the team to train teams on custodial functionality and best practices, as well as other supporting platform systems. Qualifications: • Bachelor’s degree in Business, Finance, or a related field., • 2+ years of experience in financial operations, client services, or an administrative role in the financial services industry., • Familiarity with client account processes, operations systems, and financial technology platforms., • Strong organizational and time management skills, with the ability to handle multiple tasks and deadlines., • Excellent communication and interpersonal skills, with a service-oriented mindset., • Basic knowledge of regulatory compliance and industry standards (FINRA, SEC, etc.) is preferred., • Ability to work collaboratively in a fast-paced environment., • Experience with Charles Schwab and/or Fidelity a plus., • Experience with Salesforce and Orion, or similar reporting software a plus., • Experience with DocuSign a plus

Job Description: Client Relationship Specialist (Full-Time) Position Overview: We are seeking a highly motivated and detail-oriented Client Relationship Specialist (CRS) to join our team at OnePoint BFG. The CSA will play a crucial role in supporting several financial advisors by providing a wide range of administrative and client service tasks as part of an expanding centralized client service division. This position offers the opportunity to work in a dynamic environment and contribute to the firm's success by ensuring efficient operations and exceptional client service. Key Responsibilities: • Client Interaction: Serve as the first point of contact for clients, answering phone calls, scheduling, and confirming meetings, and preparing for client meetings., • CRM Maintenance: Responsible for the upkeep and accuracy of client information in the Customer Relationship Management (CRM) system., • Account Management: Handle all aspects of new account paperwork, money movement, and additional paperwork tasks as needed., • Product Support:Assist with Annuity and Insurance paperwork and support marketing initiatives., • Reporting and Analysis: Interact with various platforms and workflows such as custodial portals, Orion Reporting, and Emoney to assist in client onboarding, reporting and related service requests., • Trading Support: Assist with trading activities and maintain familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, Goldman Sachs, and LPL., • Project Assistance: Support the management team with various projects during downtime. Qualifications: • Experience: Prior experience in a client service role within a financial advisory or investment firm is preferred. Familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, and LPL is a plus., • Skills: Strong organizational and communication skills, attention to detail, and the ability to multitask and prioritize effectively., • Mindset: A high level of client service orientation, a collaborative attitude, and a proactive approach to problem-solving., • Education: A bachelor's degree in finance, business, or a related field is preferred., • Plus: Familiarity with key industry platforms and tools, including but not limited to:, • Portfolio Management Systems (e.g., Orion, Morningstar)., • Financial Planning Software (e.g., eMoney Advisor, MoneyGuidePro)., • Customer Relationship Management (CRM) Software (e.g., Salesforce)., • Understanding of compliance software relevant to the financial industry.

Business Consultant (BC) Reports to – Operations Manager Position Summary The Business Consultant (BC) serves as the primary field partner to franchisees, responsible for driving operational excellence, financial performance, brand compliance, and guest experience across an assigned territory. The BC coaches brand partners and managers to improve results while ensuring adherence to brand standards. This role is both consultative and directive, combining relationship management with performance accountability. Key Responsibilities Brand Partner Performance & Coaching • A liaison serving the first point of contact to brand partner, and their support teams, • Act as the trusted advisor to brand partners and their leadership teams, • Analyze restaurant P&Ls and KPIs to identify performance gaps, • Coach franchisees on: o Sales growth strategies o Labor optimization o Food cost control o Guest Experience o Operational execution • Share best practices and proven playbooks from top-performing operators Operational Excellence • Conduct regular restaurant visits focused on: o Food quality o Speed of service o Cleanliness o Operations Excellence o Guest experience• Ensure consistent execution of brand standards and operating procedures • Support franchisees with new initiatives, menu rollouts, and promotions Brand Standards & Compliance • Perform operational audits and compliance reviews, • Escalation with brand partner on timely resolution (24-48 hours) of guest complaints/feedback • Document deficiencies and require corrective action plans, • Follow up to ensure timely resolution of issues, • Escalate chronic non-compliance when necessary Financial Acumen & KPI Management • Review and interpretation: o Weekly and monthly KPIs o Store-level P&Ls o Benchmark performance across the system • Drive measurable improvement in controllable costs and profitability, • Partner with brand partners to set action plans and performance targets Training & Development • Support onboarding new brand partners and managers, • Reinforce training standards and certification requirements, • Identify training gaps and coordinate support resources Communication & Collaboration • Serve as the liaison between brand partners and corporate teams, • Clearly communicate brand updates, initiatives, and expectations, • Gather field feedback and provide insights to leadership, • Participate in brand partner meetings, regional meetings, and conventions Key Performance Indicators (KPIs) • Same-store sales and profitability improvement, • Labor and food cost performance, • Audit and compliance scores, • Guest satisfaction metrics, • Brand Partner engagement and satisfaction• Completion of action plans and initiatives Qualifications • 5–10+ years of QSR or fast-casual operations experience, • Multi-unit management experience (GM, Area Manager, or equivalent), • Strong understanding of restaurant P&Ls and KPIs, • Proven coaching and influence skills (without direct authority), • Excellent communication, organization, and time management, • Willingness to travel extensively (50–75%) Preferred Experience • Franchise business consulting or field support roles, • High-growth or multi-brand environments, • New store openings and market expansions Why This Role Matters The Business Consultant is critical to brand partner success and brand consistency. Strong • BCs directly impact unit eco

Job Description Summary #LI-Remote This position can be based remotely anywhere in the U.S. (there may be some restrictions based on legal entity). The expectation of working hours and travel (domestic and/or international) will be defined by the hiring manager. This position will require 30% travel. Novartis is unable to offer relocation support for this role: please only apply if this location is accessible to you. Company will not sponsor visas for this position. The Director, Future Field Engagement Strategy - Metrics & Incentives shapes how success is measured and celebrated across Novartis' evolving commercial organization. This role designs forwardlooking performance metrics and incentive frameworks that align with modern engagement models, emerging field roles, and enterprise priorities. By reinforcing the right behaviors and outcomes, this leader helps inspire field teams while driving sustainable customer impact, growth, and longterm competitiveness. Job Description Key Responsibilities: • Architect and lead futureready measurement frameworks that define how Customer Engagement and GotoMarket success are assessed across the enterprise., • Translate complex, aggregated performance signals (e.g., claims, prescribing, payer, CRM insights) into clear, strategic measurement constructs., • Shape balanced scorecards that intentionally measure both outcomes and critical enterprise behaviors, bringing an outsidein perspective in close partnership with Insights and Decision Science (IDS)., • Serve as a strategic advisor to senior leadership by delivering forwardlooking insights on performance trends, risks, and opportunities, alongside Insights and Decision Science., • Reimagine incentive compensation strategies to align with evolving field roles, customer archetypes, and modern engagement models., • Steward incentive frameworks in partnership with Incentive Compensation teams to ensure they are equitable, transparent, and meaningfully motivating., • Continuously evolve metrics and incentives to reflect market dynamics, transformation priorities, and realworld field feedback, in collaboration with Insights and Decision Science., • Partner across Insights and Decision Science, Finance, Field Leadership, and field enablement teams to ensure performance frameworks remain grounded, agile, and operationally impactful. Essential Requirements: • Bachelor's degree required from 4-year college or university., • 8+ years' experience in incentive design, performance management, or field operations strategy, within pharmaceutical, biotech, healthcare, or similarly structured industries with large, geographically dispersed teams. We also welcome candidates from other complex environments such as medical devices, diagnostics, life sciences services, insurance, consumer health, or B2B sectors., • Deep expertise in incentive compensation strategy, customer engagement metrics, and the levers that drive field performance and motivation., • Proven ability to design and scale innovative, datadriven models that connect enterprise insights with realworld field execution., • Strong fluency in healthcare systems, including payer and provider dynamics, enterprise account management, and evolving technology trends., • Demonstrated success influencing senior leaders and aligning crossfunctional stakeholders within complex, matrixed organizations., • Exceptional analytical and strategic thinking capabilities, with the ability to synthesize complex data into clear insights, narratives, and action plans., • Trusted collaborator and communicator, skilled at building relationships, facilitating alignment, and driving outcomes across functions, geographies, and field teams. Desirable Requirements: • Experience working with enterprise incentive compensation platforms and advanced analytics tools, including applying these capabilities to gotomarket transformation, evolving engagement models, and new role architectures., • Background in consulting or highgrowth environments, with demonstrated success building scalable measurement and incentive constructs across global or multimarket teams while maintaining fairness, comparability, and strategic coherence. Novartis Compensation Summary: The salary for this position is expected to range between $185,500 and $344,500 per year. The final salary offered is determined based on factors like, but not limited to, relevant skills and experience, and upon joining Novartis will be reviewed periodically. Novartis may change the published salary range based on company and market factors. Your compensation will include a performance-based cash incentive and, depending on the level of the role, eligibility to be considered for annual equity awards. US-based eligible employees will receive a comprehensive benefits package that includes health, life and disability benefits, a 401(k) with company contribution and match, and a variety of other benefits. In addition, employees are eligible for a generous time off package including vacation, personal days, holidays and other leaves. EEO Statement: The Novartis Group of Companies are Equal Opportunity Employers. We do not discriminate in recruitment, hiring, training, promotion or other employment practices for reasons of race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, marital or veteran status, disability, or any other legally protected status. Accessibility and reasonable accommodations The Novartis Group of Companies are committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or to perform the essential functions of a position, please send an e-mail to or call +1(877)395-2339 and let us know the nature of your request and your contact information. Please include the job requisition number in your message. Salary Range $185,500.00 - $344,500.00 Skills Desired Business Planning, Business Reviews, customer relationship management, Customer Requirements, Customer Service, Employee Onboarding, Financial Literacy, Influencing Skills, Operations, problem solving techniques, Resource Allocation, Sales, Sales Force Effectiveness, Sales Operations, Sales Targets, Selling Skills, Strategic Planning, Technical Skills

Job Description Summary #LI-Remote This position can be based remotely anywhere in the U.S. (there may be some restrictions based on legal entity). The expectation of working hours and travel (domestic and/or international) will be defined by the hiring manager. This position will require 30% travel. Novartis is unable to offer relocation support for this role: please only apply if this location is accessible to you. Company will not sponsor visas for this position. As Director, Future Field Engagement Strategy - Engagement Methodology, you will shape how Novartis' U.S. field teams connect with customers in more meaningful, modern, and human ways. Grounded in customer archetyping and targeting insights, this role designs futureready frameworks that guide account planning, field deployment, multichannel engagement, and crossfunctional collaboration. Your work will help the organization organize around the customer - ensuring every interaction is relevant, agile, and intentional. This is a strategic leadership role focused on building scalable models that elevate field effectiveness, drive commercial impact, and create truly differentiated customer experiences. Job Description Key Responsibilities: • Architect and lead the development of nextgeneration customer engagement methodology that evolves how the field connects with customers., • Draw on leading customer engagement practices across industries to inform bestinclass customer journey orchestration and crossfunctional collaboration., • Define and continuously optimize customer planning processes, including account planning, integrated engagement planning, and portfoliolevel coordination., • Design scalable, adaptable engagement frameworks that reflect account tiering, therapeutic area needs, and local market dynamics., • Establish clear, practical frameworks for multichannel and crossfunctional engagement across field teams, headquarters, and commercial partners., • Partner closely with Insights & Analytics to ensure engagement models are grounded in customer, market, and performance insights., • In collaboration with Insights and Decision Science (IDS), define measurement approaches that assess engagement effectiveness and enable ongoing refinement through datadriven learning., • Lead the evolution of field deployment strategies, ensuring roles and resources are aligned to customer needs and strategic priorities., • Create agile feedback loops with field teams and stakeholders to continuously improve engagement frameworks based on realworld experience., • Serve as a trusted strategic advisor to senior leadership, shaping the future vision for customer engagement, field effectiveness, and innovation at Novartis. Essential Requirements: • Bachelor's degree required from 4-year college or university., • 8+ years' experience in pharmaceutical, biotech, healthcare, or similarly structured industries with large, geographically dispersed teams; including demonstrated leadership in shaping strategy, guiding teams, and driving enterprise-level impact. We also welcome candidates from other complex environments such as medical devices, diagnostics, life sciences services, insurance, consumer health, technology, or B2B sectors., • Demonstrated expertise in shaping field force deployment, account management, and customer engagement strategies, including designing and scaling engagement models across complex, matrixed organizations., • Strategic thinker with a strong track record of turning vision into actionable plans and measurable outcomes, paired with experience navigating complex healthcare systems, payer and provider dynamics, and enterpriselevel account management., • Shown success designing and bringing to life datadriven engagement frameworks that connect customer insights, healthcare data, and realworld field execution., • Proven ability to influence, align, and collaborate across diverse crossfunctional partners - including commercial, analytics, medical, market access, and marketing - within a matrixed environment., • High level of data fluency and analytical capability, with the ability to synthesize complex information into clear, actionable recommendations for varied audiences., • Strong project leadership and changemanagement capabilities, with a history of driving innovation, continuous improvement, and agile ways of working. Desirable Requirements: • Experience within a healthcare consulting, startup, or fastmoving commercial environment, bringing an external perspective on strategy, innovation, and transformation., • Background in sales, sales support, or marketing roles, with familiarity across digital engagement platforms, CRM systems, and emerging technologies that enable modern customer engagement. Novartis Compensation Summary: The salary for this position is expected to range between $185,500 and $344,500 per year. The final salary offered is determined based on factors like, but not limited to, relevant skills and experience, and upon joining Novartis will be reviewed periodically. Novartis may change the published salary range based on company and market factors. Your compensation will include a performance-based cash incentive and, depending on the level of the role, eligibility to be considered for annual equity awards. US-based eligible employees will receive a comprehensive benefits package that includes health, life and disability benefits, a 401(k) with company contribution and match, and a variety of other benefits. In addition, employees are eligible for a generous time off package including vacation, personal days, holidays and other leaves. EEO Statement: The Novartis Group of Companies are Equal Opportunity Employers. We do not discriminate in recruitment, hiring, training, promotion or other employment practices for reasons of race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, marital or veteran status, disability, or any other legally protected status. Accessibility and reasonable accommodations The Novartis Group of Companies are committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or to perform the essential functions of a position, please send an e-mail to or call +1(877)395-2339 and let us know the nature of your request and your contact information. Please include the job requisition number in your message. Salary Range $185,500.00 - $344,500.00 Skills Desired Business Planning, Business Reviews, customer relationship management, Customer Requirements, Customer Service, Employee Onboarding, Financial Literacy, Influencing Skills, Operations, problem solving techniques, Resource Allocation, Sales, Sales Force Effectiveness, Sales Operations, Sales Targets, Selling Skills, Strategic Planning, Technical Skills

Job Description We are seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will be responsible for servicing existing clients and their accounts to ensure they are meeting their current and future objectives; you will also be responsible for identifying additional opportunities for assets held outside the firm. You will also be responsible for meeting with prospective clients sourced by our firm’s marketing funnels, and independently guide them through the planning process with the end-goal being to obtain them as clients. You will leverage your skills in wealth management, portfolio management, and customer relationship management to build and maintain strong client relationships. Responsibilities • Meet with existing clients to review their accounts with our firm, and ensure their accounts are aligned with their financial objectives, risk tolerance, income, expenses and assets. During client review meetings, you would be responsible for identifying additional opportunities based on assets held outside our firm., • Meet with prospective clients to guide them through the planning process, prepare and review recommendations/strategies, and get them to implement relevant recommendations., • Offer strategic advice to existing clients and prospective clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more., • Complete the account opening process for new business obtained, • Move money from accounts per industry and federal regulations, • Perform market research to stay current with financial trends, • Prepare financial documents, such as investment reports, retirement income plans, tax reduction strategies, and more., • Maintain compliance with all rules and regulations in the financial industry, • Identify and pursue new business opportunities through existing client base, networking and referrals Requirements • Must be dually-licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7., • Proven experience in financial sales., • Ability to independently close business., • Strong understanding of wealth management principles and investment strategies., • Excellent math skills with the ability to analyze complex financial data., • Exceptional sales skills with a focus on customer relationship management., • Ability to communicate complex financial concepts clearly and effectively to clients., • Strong organizational skills with attention to detail in managing client portfolios., • Join us as a Financial Services Advisor where you can make a significant impact on our clients' financial futures while advancing your career in a dynamic environment.

Job Description Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development. As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm. You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. Requirements • Minimum of 3 years of experience in financial services with a growing personal practice, • Active Life and Health License required, • FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held), • Demonstrated success in client development, planning, and relationship management, • Leadership ability with a strong interest in mentoring and building high-performing teams, • Business-driven mindset with a long-term vision for growth, • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support

Job DescriptionBenefits: • Accident Insurance, • Paid CEUs and Conferences, • Access to our Financial Advisor, • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Employee discounts, • Flexible schedule, • Free food & snacks, • Free uniforms, • Health insurance, • Opportunity for advancement, • Paid time off, • Stock options plan, • Training & development, • Tuition assistance We are family-owned, BCBA-led. This means our decisions are guided by clinical quality, ethical care, and long-term outcomes not corporate metrics. Our team is more than employees were a family, and we invest in our people as much as our clients. This next phase of growth brings expanded leadership opportunities and the ability to make an even greater impact. Considering a Change? If youre currently in a high cost-of-living or high-demand ABA market and looking for your next step, this is an opportunity to grow into leadership while gaining better balance, support, and long-term sustainability in your career. We welcome out-of-state candidates and offer support to make your transition smooth and worthwhile. Why Hinesville, GA? • Significantly lower cost of living compared to Northeast metro areas, • Close to Savannah and the Georgia coast, • More space, less congestion, and a stronger sense of community Key Responsibilities • Provide leadership and oversight of all ABA programs, • Supervise, mentor, and support BCBAs, BCaBAs, and RBTs, • Oversee assessments, treatment plans, and clinical documentation, • Ensure compliance with BACB, ethical, and regulatory standards, • Partner with families to ensure progress and quality care, • Drive program development, training, and continuous improvement, • Collaborate with leadership on budgeting and clinic growth Qualifications • Masters or doctoral degree in ABA, psychology, or related field, • Active BCBA certification required, • 4+ years of ABA clinical experience, including leadership/supervision, • Strong leadership, communication, and organizational skills, • Commitment to family-centered, evidence-based care Preferred: • Doctorate in psychology, behavior analysis, or related field, • Experience in program development and staff training, • BCBAs ready to step into clinical leadership, • Clinicians looking to transition out of high cost-of-living markets, • Leaders seeking stronger support and a more sustainable pace, • Those excited to help shape and grow a clinic Lets Connect Relocating is a big decision and were here to support you every step of the way with flexibility, guidance, and a strong onboarding experience. Lead with purpose. Grow with support. Join Gold Vine, a Sunshine ABA company, and help us create brighter futures for staff and families.

Job Description Savastano Kaufman & Co., is hiring! Savastano Kaufman & Co. is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have an office in Fair Lawn, NJ. Join a rapidly growing organization with a strategic vision and dynamic plan. We’re looking for a highly experienced and entrepreneurial Senior Audit Manager (with Tax Exposure). This is a dynamic role ideal for someone who brings well-rounded public accounting experience and enjoys both the variety and challenge of client-facing work in assurance and tax. This position is expected to grow into a Partner role for the right candidate. 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! Key Responsibilities: Audit & Accounting Responsibilities: * Lead, support and manage audits, reviews, and compilations for a variety of clients * Prepare financial statements in accordance with GAAP and GAGAS * Understand and contribute to the firm’s Quality Control system * Assist clients with day-to-day accounting, month-end close, and reconciliations * Evaluate internal controls and provide recommendations for improvements * Work with clients across industries such as healthcare, real estate, tech, manufacturing, not-for-profit, and more Tax Responsibilities: * Prepare and review federal and state tax returns for entities including partnerships, S-corps, and C-corps (including some international clients) as well as individual tax returns. * Assist in tax planning and compliance across various jurisdictions * Support clients with sales tax, multistate, and international reporting requirements Leadership & Internal Development * Mentor and manage accounting staff and seniors, providing technical training and professional development * Contribute to process improvement and firm initiatives including quality control * Support business development efforts and identify opportunities for growth within existing and new client relationships * Grow into serving as primary advisor for a portfolio of clients in a range of industries Qualifications: * CPA required * 15+ years of experience in public accounting * Strong technical knowledge of GAAP and tax law * Proficient in accounting and tax software (CCH ProSystem fx, CCH Engagement, QuickBooks, MS office, Excel, etc.) * Excellent communication skills and client-facing confidence * Organized, detail-oriented, and comfortable juggling multiple engagements * Eager to learn and grow in a collaborative, fast-paced environment with unlimited opportunities. This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $150,000 - $200,000 annually, commensurate with experience and qualifications. In addition to a rewarding career, we provide a robust benefits package, including: * Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) * Company-Paid Life and Long-Term Disability Insurance * Ancillary Benefits such as supplemental life insurance and short-term disability options * Classic Safe Harbor 401(k) Plan with employer contributions * Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Savastano Kaufman & Co., an independent member of the Crete Professionals Alliance, is the brand name under which Savastano Kaufman & Company, LLC and Savastano Kaufman Advisors, LLC and its subsidiary entities provide professional services. Savastano Kaufman & Company, LLC and Savastano Kaufman Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Savastano Kaufman & Company, LLC is a licensed independent CPA firm that provides attest services to its clients, and Savastano Kaufman Advisors, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Savastano Kaufman & Company, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Savastano Kaufman & Co. brand are independently owned and are not liable for the services provided by any other entity providing the services under the Savastano Kaufman & Co. brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Savastano Kaufman & Company, LLC and Savastano Kaufman Advisors, LLC. 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-KC1

Job DescriptionCoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at You'll Do The Data Center Planning & Construction team at CoreWeave is responsible for delivering a rapidly growing portfolio of data centers and critical infrastructure projects that power our AI cloud platform. We own the full project lifecycle—from site due diligence and design through construction, commissioning, and turnover—while partnering closely with Finance, Operations, and Executive Leadership to scale our footprint responsibly. The Construction Cost Engineer will be the owner-side commercial lead across a portfolio of complex, large-scale developments, with a focus on data centers and mission-critical infrastructure. You will build and maintain the financial "source of truth" for your projects, ensuring clarity, accountability, and control over every dollar from pre-construction through closeout. About the role: As a Construction Cost Engineer, you are responsible for the financial integrity of CoreWeave's physical build-outs. You will manage capital expenditure (CAPEX) for large-scale data center projects, ensuring our ambitious AI infrastructure deployment timelines are met without budget overruns. You will act as the "financial conscience" for our Project Managers and General Contractors. In this role, you will: • Own portfolio-level cost planning, control, and forecasting across multiple concurrent projects., • Serve as a strategic advisor to Construction, Real Estate, and Finance leadership on budget, risk, and commercial strategy., • Implement scalable tools, processes, and reporting that support CoreWeave's rapid growth and evolving data center program., • Partner with internal and external teams to anticipate risk, drive value, and protect the company's capital while enabling speed.=Who You Are:, • Cost Planning, Budgeting & Forecasting, • Develop and manage project and program-level budgets, cost plans, and capital forecasts for data center and infrastructure projects., • Build and maintain cost models and benchmarks across markets, asset types, and delivery models., • Own Anticipated Final Cost (AFC) and Estimate at Completion (EAC) forecasting; identify variances and risks early with clear mitigation plans., • Cost Control & Financial Management, • Lead end-to-end cost control for multiple projects, including tracking commitments, accruals, and actuals., • Monitor WIP, invoices, payment applications, and change events to ensure accuracy, compliance, and timeliness., • Prepare and present monthly cost reports and dashboards covering budget, forecast, exposure, contingency, and cash flow., • Implement and refine cost control systems, standards, and KPIs that can scale across the portfolio., • Change Management & Risk Analysis, • Review and validate, and negotiate change orders, claims, and potential change events from GCs, subs, and vendors., • Maintain contingency, exposure, and escalation tracking, including log management and drawdown strategy., • Partner with Construction, Design, and Operations to identify cost risks, model impacts, and recommend mitigation paths., • Lead or support post-mortem cost analyses, lessons learned, and audits to continuously improve cost performance., • Vendor & Consultant Management, • Manage and direct third-party QS/cost consultants and other commercial partners; ensure deliverables are on time, accurate, and actionable., • Review estimates, reconciliations, value engineering proposals, and cost reports for quality and alignment with CoreWeave standards., • Hold vendors accountable for scope, budget, and reporting expectations, and escalate issues as needed., • Data, Reporting & Continuous Improvement, • Build and maintain cost databases, historical benchmarks, and market intel to inform future projects and negotiations., • Analyze trends to identify value-engineering and cost-optimization opportunities without compromising performance or reliability., • Develop standardized tools, templates, and dashboards (e.g., for AFC, exposure, contingency, cash flow) to drive consistency., • Contribute to playbooks and best practices for project controls across the Construction & Data Center Planning organization., • 5+ years in or data center project controls., • Advanced MEP (Mechanical, Electrical, Plumbing) Estimating: Specific expertise in pricing high-density power systems and specialized cooling., • Ability to develop life-cycle cost models that include GPU depreciation, power usage effectiveness (PUE), and carbon offset costs., • Proficiency in using historical data to create "Cost per Megawatt" or "Cost per Rack" benchmarks specifically for AI workloads., • Expertise in validating "AI-driven design changes"—such as mid-project increases in floor loading for heavier GPU clusters or power-train upgrades., • Proficiency as a power user of construction management platforms (Procore, Autodesk Build, or e-Builder)., • Advanced proficiency in Microsoft Excel (including VBA/Power Query) required for synthesizing and analyzing large-scale vendor spreadsheets., • Quantity Surveying Expertise: The ability to perform quantity take-offs from construction drawings to accurately verify vendor quotes., • High-Velocity Performance: Ability to consistently process critical approvals and perform cost analyses with the speed required by CoreWeave's high-velocity operating schedule., • Effective Communication and Presentation Skills: Ability to translate complex cost data into clear, concise narratives and recommendations for diverse audiences., • Proven ability to influence and align cross-functional teams and senior stakeholders using data-driven insights, sound judgment, and structured thinking., • Deep knowledge of:, • Core construction cost drivers, including MEP systems, structure, envelope, and siteworks., • Estimating tools and workflows (e.g., CostX, Bluebeam, On-Screen Takeoff, Excel-based models)., • Project controls best practices, including change management, contingencies, escalation, and exposure tracking.Preferred:, • Professional certifications such as RICS, CCP, FRICS, PMP, or equivalent., • Familiarity with project management and collaboration tools (e.g., Primavera P6, MS Project, Procore, NetSuite, or similar)., • Experience building or contributing to cost databases, benchmarking frameworks, or standardized reporting suites., • You treat every dollar like it's your own, but you also know when speed and opportunity outweigh marginal savings., • You're curious about how things are built, not just what they cost, and you enjoy being close to the work in the field., • You're energized by building structure, tools, and standards that others rely on., • You love taking ownership of complex financial integrity and serving as the "financial conscience" for large construction projects., • You're curious about continuously analyzing data to find new cost efficiencies and develop better project benchmarks., • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences The base salary range for this role is $134,000 to $179,000. The starting salary will be determined by job-related knowledge, skills, experience, and the market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration. California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job Description This position is located in Fairfield, NJ. Relocation or commute is required. Successful and growing mid-sized North Jersey peer-reviewed accounting firm looking for highly motivated individuals to join our high-net worth and small to medium sized business accounting practice. Pay: $100,000.00 per year $5,000-$10,000 signing bonus Benefits: • 401(k), • Continuing education credits, • Dental insurance, • Disability insurance, • Flexible spending account, • Health insurance, • Health savings account, • Mileage reimbursement, • Paid time off, • Professional development assistance, • Travel reimbursement, • Vision insurance Job Type: Full-time, Monday-Friday Experience: Public Accounting: 10 years (preferred) Responsibilities: · Applicants should be highly motivated senior level career-oriented accountants with 10 or more years of broad accounting experience. · Proficiency in using QuickBooks Online and QuickBooks desktop versions. QuickBooks Pro Advisor a plus. · Must be proficient in preparing all business tax returns including 1065, 1120S, and 1120 tax returns, including the ability to track partner and shareholder’s basis. · Proficient in preparing high-net worth individual tax returns including inputting complex K-1 forms. · Understanding and knowledge of sales tax and payroll tax returns, and basic nexus standards. · Preparation and review of high net worth individual and small to medium size business tax returns · Knowledge in gift, estate and tax-exempt entities a plus · Professionally manage all aspects of the client relationship · Prepare financial statements and assist in providing necessary adjustments to clients accounting systems. · Client communication and supervising firm staff · Offsite work at the client’s location Other Requirements: · Active CPA License with 10+ years of small to mid-size firm experience · Excellent verbal and written communication skills · Strong analytical and time management skills · Willingness to travel to clients · Proficiency Accounting/Tax Software (Ultra Tax a plus), and MS Office products · Master’s degree in accounting or taxation is a strong plus #hc159998

Job DescriptionBenefits: • Accident Insurance, • Paid CEUs and Conferences, • Access to our Financial Advisor, • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Employee discounts, • Flexible schedule, • Free food & snacks, • Free uniforms, • Health insurance, • Opportunity for advancement, • Paid time off, • Stock options plan, • Training & development, • Tuition assistance We are family-owned, BCBA-led. This means our decisions are guided by clinical quality, ethical care, and long-term outcomes not corporate metrics. Our team is more than employees were a family, and we invest in our people as much as our clients. This next phase of growth brings expanded leadership opportunities and the ability to make an even greater impact. Considering a Change? If youre currently in a high cost-of-living or high-demand ABA market and looking for your next step, this is an opportunity to grow into leadership while gaining better balance, support, and long-term sustainability in your career. We welcome out-of-state candidates and offer support to make your transition smooth and worthwhile. Why Augusta, GA? • Significantly lower cost of living compared to Northeast metro areas, • A growing city with strong healthcare and professional infrastructure, • Home to major medical centers and an expanding provider community, • More space, less congestion, and a stronger sense of community, • Easy access to South Carolina, Atlanta, and regional travel About the Role We are seeking a Clinical Director to lead our Augusta clinic. This role oversees all clinical operations, ensuring quality care, staff development, and program innovation. This is an ideal opportunity for a BCBA ready to step into or expand within leadership while maintaining strong clinical impact and connection with families. Key Responsibilities • Provide leadership and oversight of all ABA programs, • Supervise, mentor, and support BCBAs, BCaBAs, and RBTs, • Oversee assessments, treatment plans, and clinical documentation, • Ensure compliance with BACB, ethical, and regulatory standards, • Partner with families to ensure progress and quality care, • Drive program development, training, and continuous improvement, • Collaborate with leadership on budgeting and clinic growth Qualifications • Masters or doctoral degree in ABA, psychology, or related field, • Active BCBA certification required, • 4+ years of ABA clinical experience, including leadership/supervision, • Strong leadership, communication, and organizational skills, • Commitment to family-centered, evidence-based care Preferred: • Doctorate in psychology, behavior analysis, or related field, • Experience in program development and staff training, • BCBAs ready to step into clinical leadership, • Clinicians looking to transition out of high cost-of-living markets, • Leaders seeking stronger support and a more sustainable pace, • Those excited to help shape and grow a clinic Lets Connect Relocating is a big decision and were here to support you every step of the way with flexibility, guidance, and a strong onboarding experience. Lead with purpose. Grow with support. Join Gold Vine, a Sunshine ABA company, and help us create brighter futures for staff and families.

Job DescriptionDescription: Job Posting: Investment Operations Associate – Alternative Investments, Structured Notes & SMAs Location: Parsippany NJ Employment Type: Full-Time Department: Operations Salary: $70-75k About the Role We’re looking for a detail-oriented, proactive Operations Associate to join our team. The Investment Operations Associate will be responsible for managing SMA order workflows across the firm, including long/short strategies, ensuring accurate and timely execution. In addition to SMA responsibilities, this role provides secondary support for Alternative Investment order processing, helping maintain smooth operational coverage across hedge funds, private equity, private credit, and other alternative vehicles. This role is central to ensuring that client investment instructions are executed accurately, efficiently, and in alignment with internal controls and industry regulations. You’ll collaborate closely with advisor teams, custodians and keep our SMA & Alternative Investment workflows running smoothly. Primary Responsibilities – SMA Order Management • Serve as primary point of contact for internal teams regarding Operations and order workflow, • Process and monitor SMA orders, including long/short strategies, ensuring accuracy and timely execution, • Ensure each SMA account is fully and accurately configured with the appropriate features and restrictions, including portfolio margin, options trading permissions, and other strategy-specific settings., • Reconcile trades, resolve exceptions, and maintain accurate records, • Provide backup support for Alternative Investment order processing, including subscriptions, redemptions, capital calls, and distributions, • Assist with documentation review, custodian coordination, and internal approvals, • Maintain data integrity across internal systems for alternative holdings, • Support periodic reporting and audit requests related to AlternativesRequirements: Qualifications: • Bachelor’s degree in finance, Economics, Business Administration, or a related field;, • Minimum [2] years of experience in client service, operations, or a similar role within the financial services industry, with a focus on separately managed accounts (long/short), alternative investments (private equity, hedge funds, real estate, etc.) and/or structured products., • Experience with AQR (SMA), CAIS, iCapital and Crystal Capital is a significant advantage., • Proficient in investment research tools and CRM software., • Excellent communication and interpersonal skills, with a client-centric approach., • Strong analytical and problem-solving skills with exceptional attention to detail., • Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off (PTO)., • Opportunities for career growth and development within the firm.

Job Description Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Senior Managing Director role. This opportunity is designed for an experienced advisor who has successfully built a personal practice and is ready to step into a leadership position focused on both continued personal production and team development. It is also well-suited for candidates who have prior experience recruiting, training, and coaching financial advisors in a managerial capacity. As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm. You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. Requirements • Minimum of 3 years of experience in financial services with a growing personal practice, • Active Life and Health License required, • FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held), • Demonstrated success in client development, planning, and relationship management, • Leadership ability with a strong interest in mentoring and building high-performing teams, • Business-driven mindset with a long-term vision for growth, • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support

Job Description Passaic County Community College is seeking a part-time Dual Enrollment Advisor, responsible for supporting dual enrollment students as assigned by the Director of Early College and Dual Enrollment. The is a part-time, administrative position. Examples of Duties • Advise students, families, and school personnel on all aspects of the dual enrollment and early college programs, • Have familiarity with college programs, policies and procedures including the application process, placement and registration, • Assist students with course planning and scheduling., • Meet with students regularly throughout the semester, • Guide students in achieving academic, career, and personal goals, • Accurately report and document student interactions and program activities to ensure compliance with PCCC regulations as well as the partner high school., • Provide onboarding and support for Dual Enrollment students, • Provide outreach to students using email, phone, video, or in-person meetings., • Refer students to college support services based on individual needs., • Work with the academic advising staff to promote guidelines and information on academic programs and make appropriate referrals to academic advisors., • Bachelor's degree required, • Higher education experience preferred, • Excellent: oral/written/problem solving, communication, organizational, time-management and analytical skills, • Ability to work both independently and as part of a team, • Ability to collaborate effectively with other members of the college community, • Ability to understand and apply college policies, • Maintain essential and confidential records, • Excellent interpersonal skills and the ability to work with individuals from diverse backgrounds, • Computer literacy with Microsoft Office required Compensation: Compensation is determined by a variety of criteria, including but not limited to, previous relevant experience, education level, and certifications. The hourly pay range for this position is $20-$22. Benefits: • New Jersey Sick Leave: Earn 1 hour of sick leave for every 30 hours worked with a maximum of 40 hours of leave per benefit year. (Eligible to use after successful completion of probationary period.), • Employee Assistance Program provides free, confidential, limited counseling services, work-life assistance, legal and financial guidance., • Commuter Benefits: Free parking access is provided on site. An optional Transit Pre-Tax Plan is available which allows employees to use pre-tax dollars to purchase eligible transit expenses., • NJ Defined Contribution Retirement Program provides eligible members with a tax-sheltered, defined contribution retirement benefit, along with life insurance and long-term disability coverage. (Must meet eligibility requirements.)

Be part of an amazing story Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditions...about inspiring stores and irresistible products...about the excitement of the Macy's 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We've been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. Job Overview As a Cosmetic Sales Colleague - also known as a Beauty Advisor - you are the trusted expert our customers turn to for all things beauty. Passionate about both products and people, you play a key role in creating a personalized and inspiring shopping experience that builds confidence and drives sales. You'll serve as both an educator and a beauty expert - offering expert advice, conducting product demonstrations, and providing tailored consultations that may include makeup application and skincare recommendations. Your deep product knowledge and ability to stay current on trends allow you to introduce customers to new items and innovations that match their unique needs and style. Building lasting client relationships is at the heart of your role. You'll proactively grow and manage a loyal client base through consistent follow-up, virtual outreach, and personalized service - always with the goal of exceeding expectations and achieving sales goals. By combining genuine hospitality, strong product knowledge, and a passion for beauty, you'll help every customer leave feeling confident, cared for, and excited to return. How our Beauty Colleagues spend their day... • Our colleagues begin each day energized and ready to make an impact. They wear their name badge with pride, greet teammates with a warm hello, and help ensure the sales floor is clean, organized, and prepared for customers. Before getting started, they review their sales goals, learn about new arrivals and top-selling items, and stay up to date on current trends and promotions - so they're fully informed and ready to engage, educate, and sell with confidence., • On the floor, they focus on the customer - offering a warm welcome, making eye contact, and creating friendly, personal conversations to create customer relationships to bring the customers back., • Throughout the day, they maintain a shoppable space by maintaining the counter and sales floor, refresh signage and pricing, and assist with merchandise moves as needed to support a seamless customer experience. .They always Finish Strong - sharing our Loyalty program benefits, making sure customers have all they need, and ending with a sincere thank-you, often walking the package around and using the customer's name., • We believe service starts with each other - supporting one another with honesty, care, and collaboration so we can better serve our customers and communities. Who You Are • Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality, • Must be able to:, • Understand and communicate effectively with customers, co-workers, and supervisors, • Read and understand employment policies and safety rules/procedures in English, • Deliver personalized beauty experiences by building relationships with customers, uncovering their needs, demonstrating product application, and educating them on the benefits and use of beauty products., • Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education., • Meeting and surpassing daily sales goals by delivering exceptional service, • Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits, • Effectively use point-of-sale technology and digital tools to streamline transactions and enhance the shopping experience, • This position requires talking, lifting, constant moving, standing, and reaching with arms and hands., • Standing for at least two consecutive hours, lifting at least 25lbs., stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level, • Requires close vision, color vision, depth perception, and focus adjustment Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities. Some additional benefits we offer include: • Merchandise discounts, • Performance-based incentives, • Annual merit review About Us This is a great time to join Macy's! Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Join us and help write the next chapter in our story - Apply Today! This job description is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to an inclusive work environment. BEAUTY00

Be part of an amazing story Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditions...about inspiring stores and irresistible products...about the excitement of the Macy's 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We've been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. Job Overview As a Cosmetic Sales Colleague - also known as a Beauty Advisor - you are the trusted expert our customers turn to for all things beauty. Passionate about both products and people, you play a key role in creating a personalized and inspiring shopping experience that builds confidence and drives sales. You'll serve as both an educator and a beauty expert - offering expert advice, conducting product demonstrations, and providing tailored consultations that may include makeup application and skincare recommendations. Your deep product knowledge and ability to stay current on trends allow you to introduce customers to new items and innovations that match their unique needs and style. Building lasting client relationships is at the heart of your role. You'll proactively grow and manage a loyal client base through consistent follow-up, virtual outreach, and personalized service - always with the goal of exceeding expectations and achieving sales goals. By combining genuine hospitality, strong product knowledge, and a passion for beauty, you'll help every customer leave feeling confident, cared for, and excited to return. How our Beauty Colleagues spend their day... • Our colleagues begin each day energized and ready to make an impact. They wear their name badge with pride, greet teammates with a warm hello, and help ensure the sales floor is clean, organized, and prepared for customers. Before getting started, they review their sales goals, learn about new arrivals and top-selling items, and stay up to date on current trends and promotions - so they're fully informed and ready to engage, educate, and sell with confidence., • On the floor, they focus on the customer - offering a warm welcome, making eye contact, and creating friendly, personal conversations to create customer relationships to bring the customers back., • Throughout the day, they maintain a shoppable space by maintaining the counter and sales floor, refresh signage and pricing, and assist with merchandise moves as needed to support a seamless customer experience. .They always Finish Strong - sharing our Loyalty program benefits, making sure customers have all they need, and ending with a sincere thank-you, often walking the package around and using the customer's name., • We believe service starts with each other - supporting one another with honesty, care, and collaboration so we can better serve our customers and communities. Who You Are • Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality, • Must be able to:, • Understand and communicate effectively with customers, co-workers, and supervisors, • Read and understand employment policies and safety rules/procedures in English, • Deliver personalized beauty experiences by building relationships with customers, uncovering their needs, demonstrating product application, and educating them on the benefits and use of beauty products., • Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education., • Meeting and surpassing daily sales goals by delivering exceptional service, • Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits, • Effectively use point-of-sale technology and digital tools to streamline transactions and enhance the shopping experience, • This position requires talking, lifting, constant moving, standing, and reaching with arms and hands., • Standing for at least two consecutive hours, lifting at least 25lbs., stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level, • Requires close vision, color vision, depth perception, and focus adjustment Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities. Some additional benefits we offer include: • Merchandise discounts, • Performance-based incentives, • Annual merit review About Us This is a great time to join Macy's! Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Join us and help write the next chapter in our story - Apply Today! This job description is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to an inclusive work environment. BEAUTY00

We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. Financial Advisor (Entry-Level). Structured mentorship and financial advisor training program.

Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planni

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospe

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

As 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

ADP is hiring an Enterprise Sales Manager -- Hunter * Are you ready to control your financial future with unlimited upside earnings potential? * Do you want a lasting career with a company that offers autonomy to run a book of business, flexibility to make your own schedule, and gives you work-life balance? * Are you looking for continuous learning and the opportunity to invest in yourself? If so, then this may be just the opportunity you've been searching for. Read on and decide for yourself. The world's largest companies -- including 80% of the Fortune 500 -- count on our Human Capital Management solutions. As a Enterprise Sales Manager Major Market, you'll grow new market share for ADP's cloud-based Human Resources solutions to major market prospects (1,000 - 3,000 or more employees) within a defined territory. You will bring proven expertise and responsiveness to the table every day on a team dedicated to unparalleled partnership and unwavering relationships with our clients and prospects. We are passionate and committed to our current and future clients' success in the ever-changing world of work. Sales Representatives for Enterprise Accounts are collaborative. Rarely will a deal be sold without internal partnering. If you are a self-professed lone wolf salesperson, this will not be the role for you. If you thrive being part of a team, however, then this career opportunity not only offers significant earnings potential but maximum exposure for career advancement. We will support your personal training and development in an informal, diverse, non-bureaucratic environment that is sensitive to work-family and flexible-schedules. Ready to #MakeYourMark? Apply now! To learn more about Sales at ADP , watch here: WHAT YOU'LL DO: Responsibilities * Grow Our Business While Growing Yours. You will work independently and collaboratively as part of various teams within your assigned geography to close sales, win business, and reach sales goals. * Turn Prospects into Loyal Clients and Raving Fans. You will implement a sales strategy targeted to decision-makers and business owners to build a network and capture new business. * Deepen Relationships Across the ADP Family. In addition to selling cloud-based human resources solutions, you will strategically cultivate additional business within existing accounts. But it's not all business; you will make life-long friendships here. * Collaborate Daily. You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards. TO SUCCEED IN THIS ROLE : Required Qualifications * Experienced . You have 10 -- 15 years of sales experience along with an impressive track record of closing sales, winning clients, and managing a territory. You have demonstrated a proven ability to sell complex solutions and to effectively prospect at the Executive level. You have keen discovery skills and a desire to challenge prospects to improve their business processes. You also have demonstrated success in a team-selling environment. * Persuasive Communicator . You will use your excellent sales skills with a high level of proficiency in persuasive communications. You're also skilled in effective use of CRM. * Results Driven . You possess an excellent work ethic, motivation, and leadership skills. BONUS POINTS FOR THESE: Preferred Qualifications * Human Capital Management Sales, HCM, HR * Outsourcing Sales Experience * Hunter Mentality * Enterprise Resource Planning (ERP) * Workforce Management YOU'LL LOVE WORKING HERE BECAUSE YOU CAN: * Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights. * Belong by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences. * Grow your career in an agile, fast-paced environment with plenty of opportunities to progress. * Continuously learn. Ongoing training, development, and mentorship opportunities for even the most insatiable learner. * Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones. * Balance work and life. Resources and flexibility to more easily integrate your work and your life. * Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another. * Join a company committed to giving back and generating a lasting, positive impact upon the communities in which we work and live. * Get paid to pay it forward. Company-paid time off for volunteering for causes you care about. What are you waiting for? Apply today! Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is USD $68,400.00 - USD $148,100.00 / Year* *Actual compensation will not be less than the applicable minimum wage or minimum exempt salary requirement under federal, state and local laws. A little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition () . Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance. Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.

Hybrid This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $170,000 per year A bit about us: We are ranked among the top 3 locally-based regional accounting firms, as well as repeatedly ranked among Nation’s Best Accounting Firms to Work For by Accounting Today magazine. The firm provides tax and accounting services including cost segregation studies, business valuations, litigation support, forensic accounting, technology solutions, estate planning and administration, and personal financial planning. We provide clients with extensive industry experience and proactive solutions. Why join us? • Strong support for maintaining a healthy work–life balance., • Access to a modern, high-tech training center that goes beyond standard professional requirements., • A fully digital, paperless office environment leveraging advanced technology., • Exposure to a wide variety of clients, offering a rich and well-rounded learning experience., • Comprehensive research tools and resources to maximize quality, accuracy, and efficiency. Job Details Below is a summary of responsibilities for Tax Leaders with our firm... • Lead client engagements from initial planning through final delivery, ensuring smooth execution and consistent follow-through., • Serve as the go-to advisor for your assigned clients, coordinating discussions, managing expectations, and ensuring their tax strategies stay on track., • Evaluate tax lookback work prepared by team members, uncover potential savings, resolve discrepancies, and provide clear, constructive feedback., • Guide and oversee intricate tax projects, maintaining high standards of accuracy and regulatory compliance from beginning to end., • Bring advanced tax knowledge—such as expertise in lookbacks and deferred tax matters—to help clients achieve their objectives., • Handle essential operational duties including billing, time reporting, and participation in internal groups or committees., • Engage in relationship-building activities, including networking opportunities and routine client touchpoints, to support retention and growth., • Coach and mentor team members, offering technical insight as well as broader career development support., • Contribute to a positive team culture that values collaboration, respect, and alignment with firm-wide policies., • Spot potential business opportunities and represent the firm in professional settings to help expand its reach. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

The Difference You Make: The Sales and Service Banker serves as a trusted advisor to customers with a focus on building strong, long-lasting relationships by understanding their financial needs and goals. Sales and Service Bankers proactively engage with customers assisting with various financial ne

We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. FINANCIAL ADVISOR (ENTRY-LEVEL) – FINANCIAL PLANNER | WEALTH MANAGEMENT TRAINEE | INSURANCE AND INVESTMENT REPRESENTATIVE. Structured mentorship a

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor_24007333). Our trusted financial advisors a

As our first Director of Financial & Corporate Communications, you will report directly to the Head of Communications and serve as a key advisor to the CEO, CFO, and executive leadership team. You will own earnings communications, financial media strategy, and high-stakes issues management-translati

Are you an established financial professional looking for greater support, flexibility, and growth opportunities? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking experienced Financial Advisors ready to take their practice to the next level. Proven experience as a Financial Advisor, Wealt

Job DescriptionWe are seeking an Academic Advising Navigator who will support the Center for Student Success with retention and student degree completion efforts. The Academic Advising Navigator will respond to inquiries from students, faculty, and other campus administrators; maintain standards of confidentiality and privacy in accordance with the College, FERPA, student records, and any other protected documentation. Other tasks include updating program materials, managing calendars, scheduling meetings and events, preparing, and maintaining meeting minutes. This position reports to the Assistant Dean of Advisement. This is a part-time, hourly position. Example of Duties: • Greet visitors, answer, and route phone calls to serve the needs of students, academic advising staff, and faculty; maintain and organize college resource fliers; assist with maintaining office supplies and equipment including inventory, distribution, and requisitions., • Assist with student registration; provide information to students regarding scheduling and advising; and assists students to find appropriate resources at the college., • Train students on how to navigate the student portal and other PCCC IT resources., • Provide outreach to students using email, phone, video, or in-person meetings., • Use relevant college resources and refer students to services based on individual student needs., • Work with the academic advising staff to promote guidelines and information on academic programs; refer students to an academic advisor when they deviate from an established academic plan., • Support recruiting, enrollment, and retention events; facilitate Academic Advising workshops., • Bachelor’s Degree in related area preferred., • Ability to work effectively in a multi-ethnic, multi-cultural environment., • Excellent customer service and support-oriented approaches to interaction., • Ability to work effectively and collaboratively in a fast-paced, highly dynamic, team environment., • Ability to travel to additional PCCC locations. Compensation: Compensation is determined by a variety of criteria, including but not limited to, previous relevant experience, education level, and certifications. The minimum hourly pay for this position is $22. Benefits: • New Jersey Sick Leave: Earn 1 hour of sick leave for every 30 hours worked with a maximum of 40 hours of leave per benefit year. (Eligible to use after successful completion of probationary period.), • Employee Assistance Program provides free, confidential, limited counseling services, work-life assistance, legal and financial guidance., • Commuter Benefits: Free parking access is provided on site. An optional Transit Pre-Tax Plan is available which allows employees to use pre-tax dollars to purchase eligible transit expenses., • NJ Defined Contribution Retirement Program provides eligible members with a tax-sheltered, defined contribution retirement benefit, along with life insurance and long-term disability coverage. (Must meet eligibility requirements.)

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 a 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, • Leverage our firm’s marketing systems to support prospecting and lead generation for both yourself and your team, • Run regular training sessions to enhance advisor skills and share best practices, • Minimum of 5 years of experience as a financial advisor or in a sales leadership role, • Active life/health insurance license and relevant securities licenses (or willingness to obtain), • 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, • Desire to build something bigger than yourself and leave a lasting impact, • Proven track record of success in financial services, insurance, wealth management, or a related industry About 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 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

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. At least 2 years in a Financial Advi

This will be done with a consistent focus on relationship management, not portfolio management. 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 th

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated invest

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

A financial services company is offering a part-time remote advisor position in Paterson, NJ.

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

Are you ready to start a career where you can make a meaningful impact on peoples financial futures? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking motivated, driven individuals to join our team as Entry-Level Financial Advisors. Entry-Level Financial Advisor Launch Your Career with Lee

Job DescriptionAt TerrAscend, we don’t just grow cannabis — we grow possibility. Whether it's cultivating top-tier flower, supporting patients with trusted therapies, or crafting premium products for adult use, we’re here to elevate lives. As a trailblazer in the cannabis industry, our roots run deep and our sights are set high. If you're ready to shape the future of cannabis with a team that believes in quality, care, and community — let’s grow together. The Inventory Manager is a senior leadership role responsible for end-to-end oversight of all inventory functions across cannabis products and non-cannabis consumables. This position is critical in safeguarding the organization’s compliance, financial integrity, and operational efficiency. The Inventory Manager serves as the site’s subject matter expert in SOX compliance, Metrc inventory tracking, and ERP, ensuring flawless execution in a highly regulated environment. Responsibilities • Own accountability for SOX compliance and state cannabis regulatory adherence across all inventory functions., • Lead audit readiness and interface with internal/external auditors, ensuring fully traceable and auditable records., • Develop and enforce enterprise-level inventory policies and controls to mitigate financial and regulatory risk., • Provide executive-level visibility into inventory performance through advanced reporting, KPI dashboards, and variance analysis., • Leverage Metrc and ERP systems to ensure data accuracy, transparency, and real-time decision-making., • Align inventory operations with corporate growth initiatives, including expansion projects, white-label partnerships, and portfolio innovation., • Collaborate closely with Finance, Supply Chain, and Operations to ensure accurate costing, forecasting, and alignment with production schedules., • Collaborate closely with Procurement and Operations to ensure consistent stock rates for all non-cannabis inventory for uninterrupted production, • Partner with compliance and legal teams to proactively address evolving regulations., • Serve as a key advisor to executive leadership on inventory-related risk, cost management, and scalability., • Lead, mentor, and develop internal team, with an emphasis on accountability, compliance, and professional growth., • Drive a culture of operational excellence and continuous improvement., • Adoption of best practices across the inventory function to support long-term scalability., • Work flexible shifts as needed to support critical production tasks., • Other duties as assigned. Qualifications & Experience:, • Bachelor's Degree in Business, Finance, Supply Chain, or related field preferred, • 5+ years of progressive inventory or supply chain leadership experience, with at least 3 years in a regulated industry (cannabis experience strongly preferred)., • Strong mathematical skills with ability to add, subtract, multiply, and divide various units of measure., • Proficient in computer programs including word processing, database management, spreadsheet applications, and e-mail., • Deep knowledge of SOX compliance, cannabis state regulatory requirements, Metrc, and ERP systems., • Exceptional financial and analytical acumen, with advanced Excel and reporting skills., • Demonstrated success leading a team in a compliance-driven environment., • Proven ability to influence senior leadership and drive cross-functional alignment., • Ability to work effectively in a fast-paced, evolving, team-oriented environment., • Ability to communicate clearly and professionally in English, both verbally and in writing., • Ability to read, interpret, and apply information obtained from manuals, data sheets, or other documents., • Must satisfy the minimum age criteria mandated by applicable state cannabis regulations for this role., • Background Check Required. Perks Rolled Just for You (for Benefits-Eligible Roles)

Job DescriptionDescription: Position Overview The Advisor Relationship Specialist will play a vital role in ensuring that advisors are supported with the tools, systems, and resources they need to maintain and grow their client relationships. The position is integral to the overall success of our advisory team, as they will be responsible for maintaining essential systems, ensuring smooth communication between departments, and providing timely support to both clients and advisors. Key Responsibilities 1. Client and Advisor-Facing Communications o Serve as a primary point of contact for advisors and clients, ensuring all requests, inquiries, and communications are handled promptly and professionally. o Provide updates to clients and advisors on the status of requests or any actions being taken, ensuring transparency and a high level of service. o Act as a liaison between advisors and other departments (e.g., operations, compliance, technology, trading) to ensure all client questions or issues are addressed. • CRM Maintenance:, • Regularly update and maintain client records in the CRM system (e.g., Practifi) ensuring all client information is accurate and up-to-date., • Track interactions, manage contact details, and log important notes regarding client preferences or needs., • Submit tasks to appropriate departments such as client service, trading, billing, etc. and action items on behalf of the advisor, ensuring follow-ups, and client-related activities are scheduled and tracked effectively., • Compliance and Documentation, • Submit weekly compliance memo to ensure accurate documentation of activities, • Maintain and track client annual meeting calendar., • Review and log all correspondence related to client interactions and ensure compliance regulations, • Monitor and report all gifting activities, ensuring they align with compliance guidelines., • Track and report non-discretionary trades, • Maintain an updated Client Relationship Summary (CRS) logRequirements: Skills & Qualifications • Education:, • Bachelor’s degree in finance, Business, or related field, or equivalent experience in the financial services industry., • Experience:, • 1-3 years of experience in a client service or operations role within a financial services environment, preferably in an RIA, wealth management, or brokerage firm., • Knowledge of financial products, account types, and investment industry terminology., • Experience with account opening, transfer processing, and move money transactions is highly desirable., • Technical Skills:, • Proficiency in Microsoft Office Suite (Excel, Word, Outlook)., • Experience with CRM (Salesforce), custodial platforms (e.g., Schwab, Fidelity, Pershing), and financial account management systems is a plus., • Strong understanding of financial transactions, including wire transfers, ACH, and other methods of money movement., • Soft Skills:, • Strong attention to detail and ability to handle sensitive client information with discretion., • Excellent communication skills, both verbal and written., • Strong problem-solving skills and the ability to troubleshoot issues independently., • Client-focused with a high level of professionalism and service orientation., • Series 65, or other relevant financial industry certifications, are a plus but not required. Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Why Join Us: · Opportunity to play a key role in the growth and success of a leading RIA firm. · Collaborative and supportive team environment. · Competitive salary and benefits package. · Continuous professional development opportunities. · High end office located in Parsippany NJ with gym on-site. · Culture activities focused on health & wellness, team collaboration, and employee engagement.

Job DescriptionDescription: Client Service Associate At OnePoint BFG we are seeking a candidate to fill a full-time Client Service Associate position. The right person should have experience working as a Client Service Associate/Administrative Assistant in the wealth management, financial planning, and/or asset management business. This individual will be part of a team of professionals. The focus of this role will be on providing personalized client service, administrative support to the Financial Advisor, and organizational support to the office. Our company is a client-first business and we pride ourselves on our warm, family atmosphere. A positive attitude and friendly personality is a must! Responsibilities: • Run Orions & Package Reviews to include Fedexs and in-person binding, • Email out copies of Review and Zoom Link reminders, • Send 1099s, • Assist client with setting up online access to include maintenance when adding accounts, • Assist ancillary services like Careful, • Emoney updating, • Contacting Annuity Companies & Outside vendors, • Sending Appointment Reminders and Client Materials before calls, • Sending Meeting Materials to Clients after calls, along with follow up emails on action items, • Operation follow ups that are Client facing – tax withholding, Orion/Schwab reporting issues, custodian alerts, tracking and follow up on outstanding forms / signatures for Alts, etc., • Transition analyses for AQR & alternatives strategies, • CRM reporting and logging annual reviews, • Smaller account maintenance things like ToD additions, beneficiary updates, address updates, • Daily Deposit Log, • Withdrawal processing and follow up Requirements: Knowledge, Skills & Abilities: · Provide exceptional service to all clients. Extreme attention to accuracy and detail is a requirement. · Highly Responsible and accountable, self-motivated · Excellent organizational and time management skills · Ability to independently prioritize work · Ability to handle multiple tasks within tight time frames · Proficiency with Microsoft Office and computer software and systems to perform duties · Maintain, improve and optimize office processes · Strong verbal, written and interpersonal communication skills · Interest in financial markets and investment securities

Job Description At Integrated Financial Concepts, we're on a mission to do good for the families and communities we serve. For over 175 years, National Life has been a steadfast partner in providing financial stability through life's ups and downs. As a Licensed Insurance Sales Agent, you'll be part of a dynamic team committed to excellence and client satisfaction. We empower you with comprehensive support, training, and resources to grow your practice and develop meaningful client relationships. You'll have the chance to make a real difference by offering expert financial guidance and creating personalized plans that help clients secure their financial futures. We're looking for driven professionals eager to build a rewarding career in financial services. With structured support and professional growth opportunities, you'll find a supportive environment where your ambitions can thrive. Join us and contribute to our legacy of helping individuals plan for their futures with confidence. Responsibilities: • Monitor and review clients' financial accounts regularly to ensure alignment with their objectives., • Educate clients on various financial products and services to help them make informed decisions., • Stay up-to-date on market trends and regulations to provide clients with accurate and timely advice., • 2+ years of experience as a Licensed Financial Advisor., • Proven track record of successfully managing client portfolios and exceeding sales targets., • In-depth knowledge of financial products and services., • Strong communication and interpersonal skills. 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 DescriptionDescription: Job Title: Part-Time Client Services Associate About Us: Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. Job Brief: We are seeking a detail-oriented and professional Administrative Assistant with experience in the financial industry to join our team. This individual will provide high-level administrative and operational support to financial advisors. The ideal candidate will have a background in financial services, strong organizational skills, and the ability to handle high volume and sensitive information with discretion. Responsibilities: Administrative Support • Manage calendars, schedule client appointments, and coordinate internal meetings, • Answer and direct incoming calls and emails; act as a liaison between clients and advisors, • Prepare and process account paperwork, applications, and compliance documents, • Assist with onboarding new clients, including data gathering, form preparation, and follow-up, • Help generate reports using financial software (e.g., Orion, eMoney, Morningstar), • Review and proof meeting materials and financial plans to ensure accuracy and professionalism, • Support compliance initiatives by maintaining accurate and up-to-date records, • Ensure adherence to firm policies, industry regulations, and data security standards, • Manage office supply inventory and coordinate with vendors, • Help organize client appreciation events, seminars, or internal meetings, • Provide backup support to other administrative staff as needed Requirements: Qualifications: • 1-2 years of administrative experience in financial services, wealth management, or banking, • Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), • Experience with CRMs (e.g., Salesforce, Redtail) and financial planning software is a plus but not required, • Excellent communication, time management, and organizational skills, • Ability to prioritize multiple tasks and work independently in a fast-paced environment, • Opportunity to play a key role in the growth and success of a leading RIA firm., • Collaborative and supportive team environment., • Competitive salary and benefits package., • Continuous professional development opportunities., • High end office located in Parsippany NJ with gym on-site., • Culture activities focused on health & wellness, team collaboration, and employee engagement.

Job DescriptionDescription: About Us: Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking a dynamic Client Service Associate to join Advisors, Mark Feldman and Michael Klein’s team and support our growing initiatives. Job Brief: We are looking for an ambitious and adept candidate who is passionate about providing exceptional client service and thrives in a fast-paced environment. This role includes a mix of client-facing activities and administrative tasks that will expand your skill set and make a meaningful impact on our business. High-level responsibilities include preparing pre- and post- meeting client materials, onboarding prospective clients and any other administrative tasks to support the needs of the team. To succeed in this role, you will need to be detail-oriented, along with having excellent communication skills, empathy and a collaborative spirit. This position reports directly to the Director of Operations. We look forward to adding another high achiever to our close-knit team. Responsibilities: • Assist Operations Team with day-to-day client needs (sending statements, tax documents, reports, beneficiary updates, opening new accounts, bank links, etc.), • Document tasks and update KYC information in CRM and other platforms., • Assist with money movement requests., • Track and deposit checks received and process in compliance with the company and broker-dealer standards., • Perform office and administrative tasks., • Assist with pre-meeting preparation materials., • Run Insurance Quotes and assist with insurance processes., • Run client reporting data, as directed., • Update and maintain client accounts and profiles., • Assist and support team members, where needed., • Monitor and maintain team calendar, phones and compliance emails., • Manage and maintain Constant Contact correspondence and any other digital platforms., • Assist with maintaining compliance records and reports., • Reconcile and troubleshoot daily custodial alerts., • Assist with maintaining Social Media platforms. Requirements: Knowledge and Skills • Enthusiasm for helping clients and other team members, • Excellent communication and interpersonal skills, • Must possess high standards of professional ethics, • Extremely proactive, reliable and success-driven, • Must be detail-oriented, organized and resourceful, • Able to multi-task in a fast-paced environment, • Knowledge of Microsoft Office and Salesforce preferred, • Bachelor’s degree from a four-year college or university, • 2+ years of experience in the financial services industry or related experience, • Conduct with the highest level of integrity and confidentiality, • Knowledge of Microsoft Office and Salesforce preferred, • Knowledge of Sales Navigator and social media Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Why Join Us: · Opportunity to play a key role in the growth and success of a leading RIA firm. · Collaborative and supportive team environment. · Competitive salary and benefits package. · Continuous professional development opportunities. · High end office located in Parsippany NJ with gym on-site. · Culture activities focused on health & wellness, team collaboration, and employee engagement.