Trabajos financial advisor en Baldwin, New YorkCrear alertas

Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow. About Global Payments: Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers through our innovative payment and software solutions. We’re a Fortune 500 company that combines cutting-edge technology with exceptional service to help businesses of every size grow and prosper. If you’re passionate about helping business owners thrive—and you love selling technology that transforms the way they run their operations—join our dynamic, growth-minded team. Together, we’ll shape the future of commerce. Job Summary: As an Outside Sales Executive, Payment Technology, you’ll be on the front lines helping small and mid-sized merchants modernize how they run their business through Genius®, our industry-leading Point of Sale and payment platform. You’ll manage the full sales cycle—from prospecting and lead generation to running demos, negotiating, and closing deals. You’ll work closely with your District Manager and sales leadership for coaching and support while driving your own success in a fast-paced, high-reward environment. This is a role for driven, tech-savvy sales professionals who want to make an impact—selling real solutions that help local businesses simplify operations, improve customer experience, and grow revenue. What You’ll Do: * Sell Genius® and other Global Payments solutions to small and mid-sized businesses across restaurant, retail, and service industries. * Develop and manage a consistent pipeline through field prospecting, digital outreach, and local networking. * Deliver consultative, value-based presentations both in-person and virtually to demonstrate how Genius® helps businesses streamline payments, improve operations, and increase customer loyalty. * Collaborate with your District Manager to identify new opportunities, set appointments, and close sales within a short cycle. * Maintain accurate pipeline and activity tracking in Atlas and Salesforce, including call notes, follow-ups, and client communications. * Upsell and cross-sell existing merchants on new features, software add-ons, and hardware upgrades. * Stay current on the fintech landscape, industry trends, and product updates to position yourself as a trusted technology advisor. What You Bring: * Proven success in B2B sales, preferably in SaaS, fintech, or merchant services. * Strong communication, presentation, and negotiation skills—comfortable selling both face-to-face and virtually. * High energy, self-motivated, and competitive—driven to exceed targets. * Professional presence and genuine ability to connect with business owners. * Familiarity with the restaurant or retail industries is a plus. * Valid driver’s license and ability to spend at least 75% of your time in the field. Minimum & Preferred Qualifications: * Must be 18 years or older. * High school diploma or GED required; college degree preferred. * Two or more years of relevant B2B sales experience. * Must live within the geographic area of the posting. Compensation: Annual On-Target Earnings (OTE): $100,000+ Base Salary: $40,000 Residual Income: Keep earning monthly from the accounts you build. Bonuses: Monthly and quarterly incentives for surpassing quota and achieving stretch goals. Annual Range: $100,000-$150,000 Your total compensation depends on your performance, skills, and territory—your success is in your hands. Benefits: Global Payments offers a comprehensive benefits package including medical, dental, and vision coverage, paid time off, retirement programs, charitable gift matching, and more. Learn more at ___. Our Culture: We honor and celebrate the diversity of our team members and the communities we serve. Our commitment to inclusion, respect, and belonging drives everything we do. Diversity and EEO Statements: Global Payments is an organization that stands against racism, intolerance and injustice in all its forms — one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice. Global Payments Company provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. #JS1 #LI-Hybrid Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ___.

Job Description HVAC Project Manager Location: New Hyde Park, NY Salary Range: $150,000 – $175,000 (commensurate with experience) Position Overview We are seeking an experienced HVAC Project Manager to join our growing team. This role is responsible for managing multiple small-to-mid-size HVAC projects while serving as the primary point of contact for assigned client accounts. The ideal candidate is technically strong, highly organized, and comfortable engineering practical solutions in the field while maintaining excellent customer relationships. Key Responsibilities • Manage multiple concurrent HVAC projects from kickoff through closeout, ensuring projects are completed on time, within budget, and to company quality standards, • Oversee projects including service upgrades, retrofits, tenant fit-outs, and system replacements, • Serve as the primary liaison for assigned customer accounts, maintaining strong relationships and acting as a trusted advisor, • Handle all customer communications, including scope clarification, progress updates, issue resolution, and change order discussions, • Review project drawings, specifications, and contracts to ensure accurate execution, • Engineer and troubleshoot HVAC solutions in the field, working closely with field supervisors, technicians, subcontractors, and vendors, • Coordinate manpower, materials, equipment, and subcontractors to meet project schedules, • Prepare and manage project budgets, track costs, approve invoices, and forecast financial performance, • Identify and manage change orders, including pricing, documentation, and client approval, • Conduct job site visits to ensure work is performed safely, efficiently, and in compliance with codes and company standards, • Collaborate with estimating, engineering, service, and operations teams to ensure smooth project handoffs and execution, • Support business development efforts by identifying upsell opportunities within existing accounts, • Minimum 5–10 years of experience in HVAC project management, preferably with a mechanical contractor, • Strong technical knowledge of HVAC systems, controls, and field operations, • Proven ability to manage multiple projects simultaneously, • Experience managing customer accounts and maintaining long-term client relationships, • Ability to engineer practical, cost-effective solutions in the field, • Strong communication, organizational, and problem-solving skills, • Proficiency with project management software and Microsoft Office, • Competitive salary range of $150,000 – $175,000, based on experience, • Company pays a generous portion of health insurance, • 401(k) with company match, • Profit-sharing program, • Long-term growth opportunity with a stable and reputable HVAC companyCompany DescriptionThe Bachrach Group (TBG) is a New York-based staffing and recruiting agency founded in 1974 by Richard Bachrach. The agency specializes in facilitating placements for professionals across various industries on a nationwide scale. TBG's overarching mission is to deliver tailored staffing solutions to its client base while simultaneously providing job seekers with career prospects. The company relies on its team of recruiters, who leverage their industry knowledge and networks to connect employers with top talent. TBG provides a comprehensive range of staffing services, including direct hire, temporary staffing, Recruitment Process Outsourcing (RPO), and contract staffing. The agency has consistently achieved notable rankings in Crain's lists, ranking as the largest search firm in NYC since 2020.The Bachrach Group (TBG) is a New York-based staffing and recruiting agency founded in 1974 by Richard Bachrach. The agency specializes in facilitating placements for professionals across various industries on a nationwide scale. TBG's overarching mission is to deliver tailored staffing solutions to its client base while simultaneously providing job seekers with career prospects. The company relies on its team of recruiters, who leverage their industry knowledge and networks to connect employers with top talent. TBG provides a comprehensive range of staffing services, including direct hire, temporary staffing, Recruitment Process Outsourcing (RPO), and contract staffing. The agency has consistently achieved notable rankings in Crain's lists, ranking as the largest search firm in NYC since 2020.

About MediSys Health Network & The Transformation Group+ (TTG) The Transformation Group+ (TTG) is a dedicated healthcare Managed Service Organization (MSO) and professional services firm. TTG’s team of healthcare specialists, analysts, and developers is united by a mission to strengthen healthcare operations through smart, reliable, and purpose‑driven technology. Our deep understanding of clinical and operational workflows allows us to build solutions that go beyond IT, helping providers deliver better care, improve outcomes, and work more efficiently. MediSys Health Network provides the financial foundation and long‑term stability for The Transformation Group+ (TTG). While your employment and benefits will be backed by MediSys — offering the job security — your day‑to‑day work will be with TTG, supporting a diverse portfolio of hospitals, clinics, and health networks. Work location Hybrid work schedule (3 days in office, 2 days remote) - first 90 days are on fully in office If located outside of the NYC/Long Island area, fully remote options are available. Travel may be required based upon client needs. Job Description The Transformation Group+ (TTG) is a healthcare‑specific Managed Services Organization (MSO) delivering high‑impact IT, security, and compliance services to provider organizations nationwide. We are seeking a Senior Information Security Director who can operate at the intersection of hands‑on engineering, strategic advisory, and leadership execution. This role is responsible for assessing, implementing, and managing comprehensive security programs for healthcare clients—spanning technical controls, governance, risk, compliance, and incident response. You will also support TTG’s internal security posture, ensuring our own environment reflects the standards we deliver to clients. The ideal candidate brings deep technical expertise, strong client‑facing communication skills, and the ability to translate complex security requirements into practical, scalable solutions. Responsibilities Client Advisory & Engagement • Lead security assessments for prospective and existing clients, identifying gaps, risks, and improvement opportunities across infrastructure, applications, cloud environments, and organizational processes., • Present findings and recommendations to technical and non‑technical stakeholders with clarity and confidence., • Implement, configure, and manage security controls across Active Directory, Azure, IAM, endpoint protection, network security, and cloud environments., • Oversee or support Epic Security administration, access governance, and template/role design., • Develop and execute vulnerability management processes, including scanning, remediation planning, and reporting., • Conduct ongoing risk assessments, threat/vulnerability analyses, and control evaluations aligned with healthcare regulatory requirements (e.g., HIPAA, HITECH) and industry frameworks., • Develop, maintain, and implement security policies, standards, and procedures for both TTG and client organizations., • Support audit readiness and audit response activities for internal and client environments., • Design and oversee security program components such as monitoring, logging, SIEM use cases, DLP, identity governance, and access review processes., • Drive continuous improvement initiatives across security operations, compliance workflows, and client service delivery., • Deliver or coordinate security awareness training and promote a culture of security across TTG and client organizations., • 7+ years of experience in Information Security, with a blend of engineering, consulting, and program leadership responsibilities., • Team player with strong collaboration skills, a positive attitude, and solution-oriented mindset., • Demonstrated ability to communicate complex concepts to business stakeholders, and lead client-facing meetings, operating as a service provider to deliver value., • Strong understanding of healthcare regulatory requirements and security frameworks (HIPAA, NIST CSF, CIS Controls, SOC 2, etc.)., • Hands‑on experience with IAM, Azure security, AD hardening, endpoint security, vulnerability management, and incident response., • Experience with Epic Security., • Industry‑standard certifications strongly preferred: CISSP, CISM, HCISPP, Security+, CEH, or equivalent., • Compensation, • The compensation for this role includes a salary or contract range of $150,000–$230,000. Candidates may be hired as either W‑2 employees or 1099 contractors, depending on the role and mutual preference. Additional benefits and perks may also be available, depending on the position and employment terms., • This range and total compensation reflect several factors, including skills, experience, training, certifications, and organizational needs.

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you’ll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager. Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 65 years we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. *Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: 2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. Our extensive resources include: • Our NYLIC University training program, designed to provide career-long support and growth, including tuition reimbursement program for certain advanced, professional designation courses., • Three highly skilled teams that provide advanced markets support:, • Our Advanced Planning Group, • Eagle Strategies*** for qualifying agents who are also Registered Representatives, • The Nautilus Group for qualifying agents who pay a monthly subscription fee, • A team of highly-trained, experienced product consultants to support your agents’ client acquisition needs, • Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position, • Help clients reach their financial goals using a hands-on approach to developing customized, long-term strategies that meet their needs, • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more, • Hire and lead your own group of financial professionals while serving as an associate partner, • Complete the program requirements and join the management team as an associate partnerQualifications:, • Knowledge of cultural markets a plus, • Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation, • Individuals with advanced degrees, MBAs, prior business ownership experience, or a strong business mindset are encouraged to apply, • Applicants must live within commuting distance of Uniondale, NY, to be consideredAbout Company For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

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 Flex Colleague - also known as a Beauty Advisor Flex - 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 recovering the floor and fitting rooms, updating signs and pricing, and supporting any needed merchandise moves., • 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, • Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits., • 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, • 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

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mai

Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor. Financial markets, products and industry regulations. Work both independently and within a team environment to provide administrative support to the financial advisors and branch off

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. Bank Of America Financial Advisor. Key responsibilities include triaging client leads,

Work Location: Hicksville, New York, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: 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 Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: * Experience selling investments and providing financial plans * Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth * Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents * Ability to partner and promote lead generation * Manages goals, prioritizes tasks and comfortable working in a fast paced environment * Ensures all new & existing clients are provided with a planning experience * Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts * Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed * Implements and executes a differentiated service model/experience for TD Wealth clients * Meets quarterly and annual sales goals * Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience * Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners * Executes in thorough manner that is compliant with regulations, policies and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) * Ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures * Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed * Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team * Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff * Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm * Represents TD Wealth to the general public in a professional manner * Is involved in the community and support TDBG charity and community initiatives Education & Experience: * Bachelor's degree strongly preferred * 2+ years of providing advice, planning and investment sales * SIE, Series 7, Series 63 required * Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals * Advanced understanding of wealth products and services * Strong verbal and written communication skills * Strong organizational and time management skills * Ability to travel within assigned market to meet prospects, clients and partners five days a week * Ability to commute within assigned territory * Strong understanding of wealth management business development techniques * Strong understanding and experience interacting with retail and small business banking clients * Consultative sales experience required * Demonstrated ability to establish relationships and partner effectively with other departments * Proven ability to achieve sales goals Customer Accountabilities: * Understands and supports the Bank's Customer Service Strategy * Considers the impact of decisions on the well-being of TD, its Customers and stakeholders * Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity * Models quality service delivery at every interaction * Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: * Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience * Participates fully as a member of the team and contribute to a positive work environment * May provide leadership, training, and guidance to other team members * Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest * Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: * This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. * Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. * Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Continuous * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Occasional * Squatting - Occasional * Bending - Occasional * Kneeling - Occasional * Crawling - Occasional * Climbing - Never * Reaching overhead - Occasional * Reaching forward - Occasional * Pushing - Occasional * Pulling - Occasional * Twisting - Occasional * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more () Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and produ

Chief Financial Officer The Opportunity. We are partnering with a wellestablished, missiondriven nonprofit organization to recruit a Chief Financial Officer (CFO) during a period of meaningful transformation. Serve as a trusted financial advisor to the CEO, Executive Leadership Team, and Board, tran

Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Financial Advisor Trainee Qualifications: Hard working, clear and concise communication, respectfulness, and open mind to

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.

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

Life Insurance and Disability Income Insurance. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brok

This employment opportunity at Fourleaf Federal Credit Union in Westbury, NY would allow you to join the Investment Program at Fourleaf Federal Credit Union as a Financial Advisor associated with LPL Financial. LPL Financial partners with credit unions to offer a complete menu of financial services

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

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 financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaini

As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lendin

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

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. Experience selling investments and providing financial plans. Ensures all NEW clients receiv

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 FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and produ

Job Description: 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 compl

Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualize

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

Associate Wealth Advisors should have strong communication skills and will be dually focused on transitioning into the Wealth Advisor role in some existing client relationships while also marketing in new clients to the firm. Associate Wealth Advisors will prepare wealth plans and financial updates

JPMS, CIA and JPMorgan Chase Bank, N. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen c

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. Morgan Securities LLC (JPMS), a registered broker-dealer and

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. At Bank of America, we are guided by a common purpose to help make financial lives bette

FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus. FourLeaf Fe

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. Bank Of America Financial Advisor. Key responsibilities include triaging client leads,

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

Job DescriptionDescription: Who We Are United Ag & Turf NE is a John Deere Dealership with multiple locations across the Northeast. We service customers in a variety of industries such as commercial, construction, agricultural, as well as consumers. United Ag & Turf strives for exceptional customer service throughout all our locations and departments including parts, sales, and service. United sees an incredible opportunity in the Northeast to continue to expand the John Deere brand. We will continue to invest heavily in the region, building new facilities, updating and upgrading operations and empowering the business to continue to bring on talented, hardworking people to the team. United Ag & Turf is a sister company to United Construction & Forestry, so the opportunities for our employees to leverage career growth and advancement are endless. We invite you to join us now, as this is just the beginning. What You’ll Get • Bonus Program, • Training through John Deere University, • A comprehensive employee benefits plan that includes medical, dental, vision, and 401K Match, • Referral Bonus, • Earned PTO, • Employee Assistance Program, • Paid Company holidays, • Company Paid Life Insurance, • Great Work/Life Balance, • Opportunities for advancement Schedule: Monday – Friday 1st shift – Saturdays as needed United Ag & Turf NE is looking for a Service Manager who will be responsible for managing the operations of the Service Department at the branch to provide the highest level of external and internal customer satisfaction. You will work closely with other leaders and employees in the store to ensure building operations remain safe, secure, and well-maintained. What You’ll Do • Manage service repairs and assign jobs and work areas to employees in the Service Department according to their skills and knowledge, • Ensures timely completion & invoicing of all service repair orders to maximize department profits and customer satisfaction, • Resolves elevated customer issues as needed with a high level of customer service; escalating if needed, • Participate in regular team meetings between department managers to identify and implement ways to foster teamwork between departments at their branch location, • Assist in the development and execution of effective Service Department policies and processes, • Create annual branch Service Department forecast & goals, in alignment with financial & operational objectives, • Execute the Service Department’s strategic & marketing plans and regularly review progress to ensure achievement of goals, • Effectively communicates with the Corporate Service Manager, branch Parts Manager and branch personnel, • Responsible for hiring, training and development of service personnel, • Complete performance reviews of service personnel and deliver appropriate corrective action and discipline as needed, • Ensure all department tools, equipment and vehicles are in good working order, • Identifies and develops new customer and business opportunities to achieve department growth, • Excellent customer service skills and follow through ability, • Familiar with the equipment industry, John Deere and competitive products preferred, • General understanding of mechanical/technical terms, and knowledge of methods, materials, tools, and techniques used in the repair of customer and dealer owned equipment, • Ability to manage personnel and adhere to company policies and procedures, • Ability to use standard desktop load applications, email, internet functions and Service Advisor, • Ability to work varying shifts, weekends, and holidays or as needed for an on-call rotating basis, • Ability to write and speak effectively to individuals and groups, • High level of attention to detail and accuracy of information, • Solid understanding of financial principles relative to Service Department operations and company business systems, • Ability to create, analyze and interpret internal reports and provide feedback with areas of improvement, • Exhibits necessary skills to effectively manage a fast-paced environment, • Exhibits strong desire to expand personal development, • Ability to work within and promote a strong team environment across all departments, • Exhibits a willingness to accept additional assignments, • Achieves and maintains forklift certification, • Ability to travel for customer service and training as needed The physical demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. • Maneuver on/under heavy equipment and around construction/agricultural sites with loose-footing and irregular terrain., • Operate a motor vehicle both day and night., • While performing the duties of the job, the employee is required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone, • Specific vision abilities required by this job include close vision requirements, • Hearing ability is sufficient to communicate with others in person or over the phone, • Light to moderate lifting may be required (up to 50 pounds), • Ability to reach, stoop, kneel, and bend as needed

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stake

Job Description Outside Sales Executive - Freight Forwarding Industry Are you a dynamic sales professional with a proven track record in freight forwarding? Do you have the drive to build lasting client relationships and expand business opportunities? Join OEC Group and make a meaningful impact in global logistics! What we're looking for • Experienced Sales Leaders: 5+ years of freight forwarding sales / business development experience, • Industry Knowledge: A well-established book of business in international ocean, air, customs brokerage, and domestic trucking, • Base salary: $80,000-$100,000 annually based on experience and book of business, • Uncapped commission: Sky's the limit - your success directly impacts your earnings, • Car Allowance: $500 monthly, • Company cell phone & laptop: Stay connected and ready to close deals anytime, anywhere After successfully completing and passing a standard 90-day introductory period the employee is provided with the following benefits package. This includes: • Comprehensive Health Insurance: Medical, Dental & Vision for the individual, • Life & Accidental Insurance Coverage: For added security, • Generous PTO plan: 10 vacation, 7 personal, and 2 floating days, • 401k plan: With up to a 3% company match for your financial future, • Drive business growth: Generate new business through cold calling, on average 40 calls per day., • Build and maintain a customer base: Recognize freight forwarding opportunities and deliver tailored solutions., • Master the logistics industry: Partner with internal subject matter experts to master OEC Group's full suite of global shipping services., • Offer customized solutions: Consult clients on optimizing their supply chain using ocean, air, warehousing & distribution, LTL & FTL transportation, cargo insurance and customs brokerage., • Achieve & exceed goals: Hit monthly sales quotas and set new benchmarks for success., • Leverage cutting-edge tools: Utilize Sugar (CRM) to track client's information, manage your sales pipeline, and measure success using actionable KPIs., • Collaborate for success: Work closely with our sales support team to ensure quotes align with each client's requirements., • Be a trusted advisor: Conduct in-person meetings with existing and prospective clients in your designated territory, strengthening relationships and securing long-term business., • Stay competitive: Keep a pulse on global freight forwarding trends, ensuring our strategies align with industry shifts and emerging opportunities. New York Office: Monday - Friday | 9:00 am – 6:00 pm EST Qualifications • Freight forwarding sales experience, • Knowledge of Microsoft Office & CRM Established in 1981, OEC Group is a leading NVOCC freight forwarding company providing import/export logistics solutions worldwide. From ocean and air freight to warehousing, trucking, and customs brokerage, we deliver efficiency, reliability and innovation to our partners. Company Culture At OEC Group. we believe in a family-oriented, and growth-driven culture. We invest in our people, offering incredible career development and team-building experiences. Whether it's holiday gatherings, company outings, or professional networking, we cultivate an environment where success thrives. OEC Group is an Equal Opportunity Employer. #LI-Hybrid Powered by JazzHR rxAZTO0QVS

The successful candidate for the FAA role must possess broad knowledge, and the demonstrated ability to inform, educate and advise clients, with respect to financial analysis, financial markets, financial goals, investment and insurance strategies and products, and wealth management. As a fiduciary,

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Bank Of America Financial Advisor. Recommends banking and investments strategies that al

Job Description Outside Sales Executive - Freight Forwarding Industry (Air Freight Sales Focus) Looking to jumpstart your sales career in a high-energy, fast-growing industry? OEC Group, a leading freight forwarder, is seeking ambitious, outgoing individuals eager to build expertise in global logistics. With uncapped commission, hands-on training, and career growth opportunities, this is your chance to develop your skills, forge strong client relationships, and make an impact! What we're looking for • Driven & Confident Communicators: Passionate about relationship-building and comfortable presenting solutions in face-to face meetings, • Sales-Minded Professionals: Recent graduates or candidates with 1-5 years of experience in logistics, sales or business development, • Base salary: $65,000-$75,000 annually based on experience and education, • Uncapped commission: Sky's the limit - your success directly impacts your earnings, • Car Allowance: $500 monthly, • Company cell phone & laptop: Stay connected and ready to close deals anytime, anywhere After successfully completing and passing a standard 90-day introductory period the employee is provided with the following benefits package. This includes: • Comprehensive Health Insurance: Medical, Dental & Vision for the individual, • Life & Accidental Insurance Coverage: For added security, • Generous PTO plan: 10 vacation, 7 personal, and 3 floating days, • 401k plan: With up to a 3% company match for your financial future, • Drive business growth: Generate new business through cold calling, on average 40 calls per day, targeting companies with urgent, time-sensitive, or high-value air freight needs., • Build and maintain a customer base: Recognize freight forwarding opportunities and deliver tailored solutions with strong emphasis on air import/export services., • Become a logistics expert: Partner with internal subject matter experts to master OEC Group's full suite of global shipping services., • Offer customized solutions: Consult clients on optimizing their supply chain using air freight as well as ocean, warehousing & distribution, LTL & FTL transportation, cargo insurance and customs brokerage., • Achieve & exceed goals: Hit monthly sales quotas and set new benchmarks for success., • Leverage cutting-edge tools: Utilize Sugar (CRM) to track client's information, manage your sales pipeline, and measure success using actionable KPIs., • Collaborate for success: Work closely with our sales support team to ensure quotes align with each client's requirements., • Be a trusted advisor: Conduct in-person meetings with existing and prospective clients in your designated territory, strengthening relationships and securing long-term business., • Stay competitive: Keep a pulse on global freight forwarding trends, ensuring our strategies align with industry shifts and emerging opportunities. New York Office: Monday - Friday | 9:00 am – 6:00 pm EST Qualifications • Bachelor's degree, • Sales or logistics experience, • Knowledge of Microsoft Office, • Particular interest in air freight or experience selling time-critical transportation services is a plus, • Operations experience within freight forwarding or air cargo handling is a strong plus Established in 1981, OEC Group is a leading NVOCC freight forwarding company providing import/export logistics solutions worldwide. From ocean and air freight to warehousing, trucking, and customs brokerage, we deliver efficiency, reliability and innovation to our partners. Company Culture At OEC Group. we believe in a family-oriented, and growth-driven culture. We invest in our people, offering incredible career development and team-building experiences. Whether it's holiday gatherings, company outings, or professional networking, we cultivate an environment where success thrives. OEC Group is an Equal Opportunity Employer. #LI-Hybrid Powered by JazzHR S1BkBCprxd

Job Description: 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 compl

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

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. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Exhibit unwavering integrit

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

Job Description Transform your ambitions into real achievement. Are you searching for a chance to grow a fulfilling career in the financial world, even without previous industry experience? Our firm is looking for motivated individuals who are ready to learn and advance within financial services. As a Financial Representative, you’ll guide individuals, families, and business owners in creating strategies to reach their long-term financial objectives. With our structured training program, you’ll develop the knowledge and expertise needed to succeed while building a career that truly makes a difference. What We Provide: • The flexibility to shape your own career through a hybrid work setup—enjoy remote work combined with in-person training, team collaboration, and continuous support from a Forbes-recognized top insurance company., • A full benefits package, including medical, dental, and vision coverage, a 401(k) plan, and group life insurance., • A training stipend, along with performance-based bonuses., • Weekly team meetings and lunch and learns, • Company-funded professional growth and licensing opportunities., • Room for career progression: We’re seeking motivated individuals who want to grow professionally and step into leadership roles over time., • Mentorship with our advisors to help get you running within your first year., • Networking events that allow you to grow your career and meet potential new clients., • A Marketing team to help you with business cards, flyers, and all other business needs. No background in finance? That’s completely fine. • More than 90% of our leading advisors began their careers in areas such as Real Estate, Accounting, Education, and other non-financial fields, such as sales, • We will train you and provide you with mentorship that will make you successful, • Will teach you how to network and build a book of business., • If you’ve found success in your current profession and are ready for a new opportunity, we’ll equip you with the training, tools, and mentorship you need to excel in financial services., • We are here to support you and help your business grow. Applicants must be within commuting distance to Hauppauge, NY. Will not be accepting applicants from out of state, as you will need to attend in-office meetings. Compensation: $80,000 OTE Responsibilities: • Offer solutions in insurance, asset accumulation, and retirement planning., • Develop client relationships and provide tailored financial strategies., • Work within a hybrid model, attending in-person meetings and training sessions as required., • Follow a leadership advancement track with career growth opportunities., • Maintain licensing and keep licenses up to date each year., • Working with an experienced mentor who has been in the industry for 3-5 years., • Attending seminars and training weekly/monthly to stay up to date on the latest products., • Strong interpersonal and communication skills., • Self-motivated, coachable, and driven to succeed., • No prior financial experience is required, and comprehensive training is included., • Competitive mindset with a history of leadership or achievement., • Must be authorized to work in the US., • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025., • Mission Driven - "Do good. Be good. Make good."

Job DescriptionFinancial Advisor / Registered Representative / AgentWe’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients the service that they deserve, we can help. Job descriptionNew York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual fundsAs a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:• Highly self-motivated and self-disciplined with the ability to work effectively and independently• Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others• Fearless, positive attitude and willingness to be accountable for results• Organized, detail-oriented and excellent time-management skills• Desire for continuous learning• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner Why New York Life?From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.Our extensive, agent-focused resources include:• Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path• The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other professionals by being able to share commissions on client referrals that lead to sales• Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support• Dedicated underwriters who work diligently on cases• Committed managers who don’t sell; instead they’re dedicated to helping you succeed• A team of highly-trained, experienced product consultants to support your client acquisition needs• Significant income potential• Competitive l benefits, including a defined benefit pension plan and 401k About New York LifeWe are among the strongest and most respected financial companies in America today, ranking #67 on the 2021 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). *Source: Independent Third Party Ratings Reports as of 9/12/2019. For over 66 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life companies.New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender IdentitySMRU 1708927 (Exp. 9/1/21)1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $100,000 at plan earnings Responsibilities: • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services, • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity, • Ability to successfully network to prospect new potential clients is a must, • Must have effective relationship management skills, • Experience in customer service or sales, ideally within the financial services industry, is helpful, but not necessary., • Strong communication skills, both verbal and written, to effectively convey financial concepts., • Self-motivated with a strong desire to learn and grow within the insurance and financial services field., • 401(k) with a 4% match., • Retirement plan., • Life and Disability Insurance. For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity