Trabajos financial advisor en Westfield, New JerseyCrear alertas

Be part of an amazing story \n 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. \n Job Overview \n 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. \n 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. \n 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. \n How our Beauty Colleagues spend their day… \n\n • 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.\n, • 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.\n, • 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. \n, • We believe service starts with each other - supporting one another with honesty, care, and collaboration so we can better serve our customers and communities.\n, • Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality\n, • Must be able to:\n \n, • Understand and communicate effectively with customers, co-workers, and supervisors\n, • Read and understand employment policies and safety rules/procedures in English\n \n, • 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.\n, • 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.\n, • Meeting and surpassing daily sales goals by delivering exceptional service\n, • Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits\n, • Effectively use point-of-sale technology and digital tools to streamline transactions and enhance the shopping experience\n, • This position requires talking, lifting, constant moving, standing, and reaching with arms and hands.\n, • Standing for at least two consecutive hours, lifting at least 25lbs., stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level\n, • Requires close vision, color vision, depth perception, and focus adjustment\n, • Merchandise discounts\n, • Performance-based incentives\n, • Annual merit review\n \n \n 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. \n \n \n BEAUTY00 This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Additional benefit details are available at macysJOBS.com.

Be part of an amazing story \n 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. \n Job Overview \n 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. \n 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. \n 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. \n How our Beauty Colleagues spend their day… \n\n • 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.\n, • 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.\n, • 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. \n, • We believe service starts with each other - supporting one another with honesty, care, and collaboration so we can better serve our customers and communities.\n, • Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality\n, • Must be able to:\n \n, • Understand and communicate effectively with customers, co-workers, and supervisors\n, • Read and understand employment policies and safety rules/procedures in English\n \n, • 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.\n, • 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.\n, • Meeting and surpassing daily sales goals by delivering exceptional service\n, • Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits\n, • Effectively use point-of-sale technology and digital tools to streamline transactions and enhance the shopping experience\n, • This position requires talking, lifting, constant moving, standing, and reaching with arms and hands.\n, • Standing for at least two consecutive hours, lifting at least 25lbs., stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level\n, • Requires close vision, color vision, depth perception, and focus adjustment\n, • Merchandise discounts\n, • Performance-based incentives\n, • Annual merit review\n \n \n 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. \n \n \n BEAUTY00 This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Additional benefit details are available at macysJOBS.com.

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

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

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

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

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

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

Job Description Ready to take your litigation career to the next level? Bressler, Amery & Ross, P.C., a nationally recognized, fast-growing business law firm, is expanding in Texas - and we’re looking for a skilled Securities Litigation & Regulatory Associate Attorney (6–10 years of experience) to join our dynamic teams in the Lonestar state. Ideal candidate will be located in Houston or Dallas, TX. This is a rare opportunity for an attorney who is not only a strong technical litigator but also an independent thinker, self-starter, and problem-solver. We are looking for someone who takes ownership of their work, isn’t afraid to roll up their sleeves, and is eager to contribute meaningfully from day one. What You'll Do: • Work alongside some of the top securities litigators in the country on high-stakes, complex matters that shape the financial services landscape., • Tackle sophisticated commercial, business, and securities litigation matters., • Represent clients in trials, arbitrations, and regulatory proceedings before the SEC, FINRA, and state agencies., • Serve as a trusted advisor to financial services clients on litigation, compliance, and regulatory issues., • Draft persuasive, high-level motions, briefs, and memoranda., • 6–10 years of relevant experience in securities, business litigation, and banking law, • JD from an accredited law school; licensed and in good standing in Texas., • Demonstrable and proven and arbitration experience — this is a must!, • Strong working knowledge of SEC, FINRA, RIA, and banking regulations., • Sharp legal writing and oral advocacy skills., • Impactful, Meaningful Work: Handle cutting-edge securities litigation and regulatory cases that make a difference., • A True Team Culture: Experience mentorship, collaboration, and professional growth in a firm that values its people and raises the bar on law firm culture., • The Best of Both Worlds: Access the strength, resources, and stability of a national firm — with the personal, tight-knit feel of a local office., • Competitive Compensation & Benefits: Comprehensive health, dental, vision, 401(k) with firm contribution, generous PTO, and more.

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

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

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

We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. At Edelman Financial Engines (EFE), our purpose is to guide people with the financial adv

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

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing main

Bank Of America Financial Advisor. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads,

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

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

As 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

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

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

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD We

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financi

Our Summit, NJ office is looking for a VP, Financial Advisor to help clients achieve their financial goals while providing exceptional service. Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and w

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

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.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, incl

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

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

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

Job DescriptionAbout Us World Insurance Associates is a unique insurance and professional services organization offering top products and services from major providers, combined with attentive service from local agents. We are one of the fastest-growing insurance brokers in the top 20 in the U.S. and we offer you the opportunity to develop your skills in a rapidly expanding organization. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Position Summary The WORLD Internship Program is a 10‑week program aimed at developing a bench of talented professionals who will be able to join us after college graduation. As a Summer Intern, you will support World Insurance’s sales, service, and brokerage teams by assisting with account analysis, client advisor support, renewal preparation, and new business activities. This role provides broad exposure to multiple departments and hands‑on experience in core insurance and client service operations. Primary Responsibilities: • Assist with basic tasks during sales, service, and internal team calls., • Help gather information to support account retention and client needs., • Support client advisors with renewal prep, organizing documents, and general admin work., • Help with light research and basic tasks that support new business opportunities., • Assist brokers and underwriters by collecting information and tracking follow‑up items., • Gain exposure to different teams by shadowing daily activities and helping with small projects, • Use Excel and other tools to pull data, stay organized, and support team projects.Key components of the program include In addition to the work, you do with your manager daily, you’ll have the opportunity to participate in programs and events over the 10 weeks., • Intern Orientation and Closing Presentation at Iselin, New Jersey headquarters, • Speaker Presentations, Town Halls, Monthly webinars by Executive Leadership, • Learning from our CEO and COO about World’s business strategy, operating model, and key priorities, • Self-paced online program provided by the Council for Insurance Agents and Brokers, • Fun networking, volunteer, and social events, • Developmental workshops Qualifications, • Must be enrolled in a business program at an accredited university or college and graduating in May 2027 or December 2026. (Graduates and students enrolled in Insurance and Risk Management programs strongly preferred), • Must be willing to work onsite, M-F between 9 a.m. and 5 p.m. (we do not offer remote internships), • Prior customer support experience preferred., • Possess strong organization / administrative and computing skills, including Microsoft Office (Word, Excel and Power Point), • Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven., • Maintain a sense of urgency and ability to work with and meet deadlines., • Demonstrate effective written and verbal communication, including the ability to actively listen, and problem solve with minimal assistance., • The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information., • Ability to maintain a professional demeanor and positive attitude.What You'll Gain:, • You will have the opportunity to learn how World helps clients improve financial performance while protecting them from risk exposure., • You will have the opportunity to build a foundation for a solid career in a stable industry with a rapidly growing team., • You will develop valuable skills and build a network that will help you launch a successful career. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-EW1 Powered by JazzHR 9NItsdw15x

Job DescriptionWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Overview: The Unit Leader collaborates with division, growth, and practice leadership to drive profitable growth in alignment with the Company’s strategic vision. This role involves ensuring Unit performance expectations are met through regular communication with the leadership team and stakeholders, supporting growth and retention planning, and promoting team sales strategies. The Unit Leader partners with Division Leaders, Finance, Practice Leaders, Placement and Service Leadership to achieve favorable financial results, focusing on profitability, cash flow, reporting, and controls. They drive accountability and implement Company processes for variance reporting, pipeline management, timely month-end billing, accounts receivable/collections, and expense management while also being accountable for budget creation. The Unit Leader is responsible for clear and continuous communication of the Company’s vision and strategies, hosting at least quarterly or monthly Town Hall meetings, and preparing and providing requested updates on financial results, new business wins, client retention, and revenue variances, as well as other relevant topics. Additionally, the Unit Leader develops and implements sales and client retention meetings (in accordance with any Company-outlined processes then in effect), individual Client Advisor and Service Leader review cadences, and is responsible for recruiting top talent to support the overall growth and success of the Unit. Responsibilities: Profitable Growth • Works closely with the Leadership team and key stakeholders to ensure delivery of performance expectations, • Supports Division Leaders, Division Growth Manager, & Division Service Leaders in growth planning, • Drives accountability for growth plan results & review cadence, • Coordinates and leads quarterly (or semi-annual, as appropriate), pre-renewal “huddle” meetings with all major stakeholders on substantive renewals and follows up with monthly check-in meetings, • Promotes placement strategies and provides ongoing support, • Promotes team sales maximizing cross sell opportunities, • Drives specialization and promotes Company resource utilization, • Gains in depth understanding of the objectives of each Practice, • Drives accountability of segmentation and scope of services, • Supports capacity planning tools, • Ensures client & carrier deliverables are in accordance with Company professional standards, • Partners with Division Leaders, Finance, Practice Leaders, and Service Leadership to achieve favorable financial results with respect to profitability, cash flow, reporting and controls, • Drives accountability and implementation of Company processes to support tactical execution of, • Variance reporting, • Pipeline management (including CRM utilization), • Timely Month end billing, • Accounts receivable / collections, • Identifies and develops Producer talent to drive profitable growth, • Partners with Division Growth Managers and Human Resources to develop skills and experience requirements and training for sales roles, • Establishes recruiting protocols and interview tools designed to attract and retain top talent, • Develops and implements succession planning, • Promotes Diversity and Inclusion and colleague mentorship programs, • Provides ongoing support & guidance to service & placement colleagues in collaboration with Division Service Leaders, • Continuous delivery of Company vision and strategies and provide updates as applicable to all colleagues within your office(s), • Host all colleague Town Hall meetings monthly, • Financial results, • New business wins, • Service updates, • Carrier updates, • Company event updates, • Other, • Implementation of individual Producer review cadence, • Development and implementation of sales meetings, • Annual business planning, • Quarterly results review, • Develop personal growth calculator & goals and achieve new business sales goals in middle and large market, • Demonstrate technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer, • Establish and maintain a new business pipeline of qualified leads exceeding three times goal. Weekly, ensure all tracked pipeline information is current and reflects actual activity and stage in the sales process, • Establish and maintain a list of target accounts and spheres of influence, developing a strategy for the sales efforts required to penetrate opportunities, • Demonstrate proficiency at discovery process (sales due diligence) and conceptual presentation promoting the World value proposition while delivering specific solutions customized to each prospect Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-AS1 Powered by JazzHR Jl1ZRaR3P2

Financial Advisor - Centralized, Newark, NJ. The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfa

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry,

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Bank Of America Financial Advisor. Work

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.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors (PCFAs) conduct thorough discoveries to understand a client's short-

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

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from ac