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OFFICE IS LOCATED IN MELVILLE, NY Must be able to commute to Melville New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance. New York Life Investment Management LLC provides institutinal asset management and retirement plan service. Other New York Life affiliates provide an arra of securities products and services, as well as institutional and retail mutual funds. Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path. As a Financial Services Professional it is your responsibility to help individuals plan for their future. Average Financial Advisor compensation range: Year 1: $65,000-$132,000 Year 3: $109,000-$205,000 Year 5: $132,000-$287,000 Year 10: $239,000-$500,000 We offer a comprehensive benefits package that includes: Defined Benefit Pension Plan 401(k) Saving Plan Health/Dental/Life/Disability Continuing education reimbursement Reimbursement for industry designations Discounts from major wireless carriers Local discounts (based on location) for gym members Perks Enjoying a flexible lifestye Being your own boss, but with many levels of support and ecpertise behind you Working toward personal and professional growth Pursing an opportunity for very high income Performing a valuable service to others in your community Opportunity to move into management, coaching others to be successful NYLIC University: One of the most comprehensive and well-respected training programs in the industry

Position Schedule: Full-Time Branch Address: 82 Main Street, Kings Park, NY This job posting is anticipated to remain open for 30 days, from 07-Apr-2026. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: • Comprehensive 6-month training including an experienced peer to help mentor you, • A wide support network that extends from your branch office to your region to the home office, • Delivering exceptional personalized service to ensure clients feel understood and informed, • Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year, • Actively listen for situations in the clients' lives that may indicate a need for additional services, • Driving marketing activities such as planning and executing events You can also expect... • A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions, • An inclusive environment where everyone's different viewpoints are valued and help to achieve results., • We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being, • Full-time Associates receive the following benefits:, • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities., • Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance., • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. Hiring Minimum: $28.35 Hiring Maximum: $30.69 What skills would make you a successful BOA? • Analytical Thinking, • Attention to Detail, • Adaptability, • Conversational Skills, • Digital Tool Utilization, • Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members., • Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records., • Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan., • Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Relationship Manager - Series 65 Required Wealth Management | On-Site | Hauppauge, NY Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint. This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA. The Relationship Managers will own the onboarding process and will speak with client, opening accounts and own the process. This is a full-time, on-site W-2 position based in Hauppauge, NY. Role Overview The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency. This is a client-facing role that plays a critical part in both the firm’s service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients. Key Responsibilities • Deliver white-glove service to clients with speed, accuracy, and professionalism, • Prepare for client meetings and proposals with exceptional attention to detail, • Draft and manage client communications via email, phone, and written correspondence, • Participate in client meetings, document notes (with AI support), and manage follow-ups, • Gather and organize information to support comprehensive financial planning, • Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.), • Maintain meticulous CRM documentation of all client communications, tasks, and appointments, • Assist with account maintenance, asset allocations, and quarterly reporting, • Serve as the first line of response for client inquiries across email and phone, • Build and deepen client relationships with empathy, connection, and professionalism, • Partner with operations to proactively resolve custodial issues and escalate when appropriate, • Adhere to all firm and industry supervisory and compliance requirements, • Participate in firm meetings, training, client events, and continuing education, • Service-oriented with a genuine interest in caring for clients, • Exceptionally organized, dependable, and detail-oriented, • Calm, professional, and effective in a fast-paced environment, • Process-driven with strong ownership and accountability, • Excellent time management and multitasking capabilities, • Comfortable using CRM and workflow tools (Salesforce preferred), • Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks, • 3–5 years of experience in financial services (RIA experience strongly preferred), • Strong working knowledge of Schwab custodial operations, • Series 65 required, • Bachelor’s degree strongly preferred, • CFP® certification or desire to pursue, • Strong understanding of client confidentiality and discretion, • Reports to: Lead Advisor, • Functional Area: Client Success / Operations, • Base Salary: Flexible, • Bonus: Performance-based, tied to individual and firm objectives, • Employment Type: Full-time W-2, • Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits, • Career Development: Clear progression and professional growth opportunities

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 Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Compensation: $100,000 - $150,000 at plan commission Responsibilities: • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential, • Bachelor’s degree in business administration, finance, or related field is required, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.

Presidio, Where Teamwork and Innovation Shape the Future AtPresidio, we're at the forefront of a global technology revolution, transforming industries throughcutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights. The Role: Client Principal Architect A Presidio Client Principal Architect, Digital and Cloud Migration Services for State and Local Government and Education (SLED) leads presales discovery, analysis, architecture, design, proposals, and scope-of-work creation, translating customer requirements into outcome-focused solutions through direct client engagement with key SLED accounts in a region. Leveraging sharp business acumen alongside technical expertise, presales methodology, and strong relationships (clients, Presidio stakeholders, and vendor partners), the Principal Architect analyzes industry, customer, technical, and sales context to position solutions that deliver measurable, long-term value. This position will be based in the New England area and involve traveling to regional clients in New England area up to 50% of the time. Who You Are: A Consultative Mind: You have a natural curiosity to understand a client's business first, before ever discussing a technical solution. Real Executive Presence: You know how to command a room, build consensus, and make complex ideas feel simple to C-level stakeholders. An Orchestrator: You're a master at leading matrixed teams. You know your job is to be the quarterback for our specialists, not the hero who does it all. Resilient and Gritty: You run towards the tough challenges and can navigate ambiguity without losing focus. Inventing Tomorrow: You are committed to building a premier AI and Digital consultancy that blends design thinking, deep client partnership, and cutting-edge technology to deliver measurable business value. Responsibilities include: • Drive Digital and Cloud Migration Services Sales. In partnership with sales teams, formulate and execute a technical sales strategy to exceed revenue objectives through the adoption of Presidio Digital and Cloud Migration Services - application modernization, application development, software development lifecycle (SDLC), artificial intelligence (AI), data estate and platform modernization, and cloud migration., • Understand Customer Current State.Proactively drive discovery and understanding of customer IT current state, goals, outcomes, and initiatives across Business, Technical, Operational, and Financial facets. Research industry trends and topics and develop discovery approaches. Develop and lead workshops to drive relevant discovery. Document customer current state to assist customer and sales teams target future state architectures and roadmaps., • Technical Account Leadership.Serve as the technical lead for all client projects and workstreams for relevant services. Oversee architecture and design decisions across multiple domains such as, (but not limited to), AWS, Snowflake, Tableau, Informatica, and modern data platforms. Facilitate alignment between Presidio teams and client leadership to ensure unified strategy and execution. Act as executive-facing technical advisor, engaging confidently with C-suite stakeholders. Build consensus across diverse stakeholder groups, from ICs to executives. Lead strategic roadmap discussions and present Presidio's POV on emerging trends (AI, Cloud, Data). Actively participate in client account related activities that establish the role as a trusted advisor internally and with customers, such as: Account planning, EBCs, social events, etc., • Technical Opportunity Leadership. Lead opportunities for relevant services to achieve technical win of Presidio services solutions. Identify customer stakeholders and their individual success criteria and needs. Create and lead technical solution approaches and next steps aligned to customer stakeholders. Align, vet and coordinate Presidio technical resources as needed. Engage Manager/VP/Director level at clients directly. Ensure solutions adhere to industry standards and SLED compliance requirements., • Practice Delivery Engagement. Actively participate as a liaison between customers, sales and delivery resources to ensure customer success. Lead the collaboration with delivery engineering on driving quality and properly risk managed solutions and associated formal scopes of work. Understand and be able to speak to technical details and updates from Solution Owners, Project Managers, Delivery Leads and Presales Architects, • Solution Architecture, Design and Documentation. Analyze and assess client requirements and determine target services approach, solutions, and roadmaps. Create and deliver compelling technical proposals directly to clients, including relevant drawings, diagrams and analysis., • Technical Excellence & Evangelism.Maintain a high level of technical excellence and evangelism across multiple relevant solution architecture and product areas. Lead the curation and delivery of relevant technical knowledge, presentations, and conversations at all client levels and customer related events. Actively participate in technical champion programs and communities. Attain certifications when appropriate. Learn, discuss and present new and emerging relevant topics to internal stakeholders and clients., • Team Engagement and Enable Culture.Engage Presidio team members, actively participate in team activities, and contribute on collaboration tools to drive an open, positive, inclusive, resilient, change-orientated team culture. Be a steward of the PRESIDIO CORE VALUES -Excellence, Forward-Thinking, Accountability, One Presidio., • Partner Relationships.Develop working relationships with vendor partner teams and peers, prioritizing the hyper-scaler cloud solutions and relevant ecosystems. Contribute to and drive execution of relevant partner vendor GTM strategies., • Continuous Improvement & Innovation. Actively plan and execute growth and career development activities. Seek and collaborate on improvements to presales processes and GTM., • Enable Others.Contribute to the success of others in sales and presales. Actively mentor and enable others. Share methods, content, and lessons learned with others., • Bachelor's degree or equivalent experience and/or military experience, • Overall 10+ years of relevant experience, • 7+ years of presales, architecture, design, implementation, and/or consulting in digital and/or cloud technologies, • 5+ years of specific domain experience in one or many of the following: application modernization, application development, software development lifecycle (SDLC), artificial intelligence (AI), Generative AI (GenAI), data estate modernization and modern data platforms, and/or cloud migrations, • 7+ years of experience in in designing technical solutions for State, Local Government and Education (SLED), • 5+ years hands on experience with Amazon Web Services (AWS) technologies, • Demonstrated comfort leading practitioner level presentations, solution demonstrations and whiteboard sessions, • Demonstrated comfort leading CIO/CTO level presentations, solution demonstrations and whiteboard sessions, • Aptitude for consultative presales: be curious and creative, • Growth mindset and drive for trying new ideas and actively seek mentoring and coaching, • Collaborative style and the ability to work with diverse set of stakeholders, • Expert time management and ability to set expectations in a timely manner, • AWS Solution Architecture level certifications Expe, • rience in delivering modern application architectures such as micro services, event driven architectures, and cloud native application frameworks, • Experience in software engineering or code development, • Experience with artificial intelligence (AI) solutions and deployments - including LLMs, GenAI methods (RAG, etc) , agentic frameworks (LangGraph, AutoGen, crewAI, Agent Core, etc), AI workflow low code/no code tools (n8N, Copilot Studio, etc), • Experience with reviewing and/or writing statements of work (SOW), • Experience and/or ability to prepare RFP/RFI response, proposals, and solutions Here,your impact is real.Whether you're harnessing the power ofGenerative AI, architecting resilientdigital ecosystems, or drivingdata-driven transformation, you'll be part of a team that is shaping the future. Ready to innovate? Let's redefine what's next-together. About Presidio At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit . Applications will be accepted on a rolling basis. Presidio is an Equal Opportunity / Affirmative Action Employer / VEVRAA Federal Contractor. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, sexual orientation, gender identification or any other characteristic protected by applicable federal, state, and local statutes, regulations, and ordinances. To read more about discrimination protections under Federal Law, please visit: If you have any difficulty using our online system and need an accommodation in the job application process due to a disability, please send an email to for assistance. Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to . Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs. #LI-JM3 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the ___ notice from the Department of Labor.

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

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the rig Office Administrator, Financial Advisor, Office, Client Support, Administrator, Business Services.

Securities and investment advisory services offered through Voya Financial Advisors, Inc. Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry. At Voya Financial Advisors,

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

Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired. Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required. Compile each 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. Your expertise will support a wide range of clients, from th

Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years). Becomin

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,

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

No prior financial experience is required, and comprehensive training is included. Compensation $100,000+ OTE About Eastern Advisory Group:. Financial Services Representative.

As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client's financial status or goals or the need for different strategies or produ

We are looking for an experienced life insurance and financial planning professional to join our dynamic wealth management team in Melville, NY. Minimum of 3+ years of experience as a Financial Advisor, Financial Planner or Life Insurance Agent preferably in wealth management or a similar advisory r

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

Job Title: Financial Services Professional & Investment Advisor - Launch Your Successful Career at New York Life Insurance. New York Life Insurance is seeking a self-motivated and results-driven Financial Services Professional & Investment Advisor to join our successful Long Island team. In this rol

Former Financial Advisor / Broker Business Development Role. We are hiring a performance-driven Sales Executive to close complex, high-value advisory engagements within a structured, accountability-focused environment. You will work directly with qualified prospects in a consultative sales environme

Financial Advisor Trainee Responsibilities:. Financial Advisor Trainee Qualifications:. We Customize goals-based financial plans and help clients manage their portfolios.

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

Job DescriptionAt Morgan Wilshire Securities, Inc. our specialty is locating the best possible investment opportunities tailored to the unique needs of our clients. We Customize goals-based financial plans and help clients manage their portfolios. Committed to delivering the highest quality investment advice, we recognize that our own success is intrinsically linked to the success of our clients. Client satisfaction is therefore our first priority. 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. Through our training program, hands on experience, mentoring and development opportunities, you will rapidly become fluent in real-world investing for a broad range of clients. Financial Advisor Trainee Qualifications: Hard working, clear and concise communication, respectfulness, and open mind to learn something new. Mastery of this profession will change your life for the better!! Job Type: Full-time Pay: $30,000 to $60,000 per year Benefits: Tuition reimbursement Weekly schedule: Monday to Friday Work setting: In-person at Garden City location

Securities and investment advisory services offered through Voya Financial Advisors, Inc. Junior Financial Advisor to join our team in the Melville, NY area to work within plan sponsor relationships in the K-12 market. To be eligible for the Financial Advisor role, candidates must possess the follow

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

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.

Job Description The candidate for this role will need to assist the firm by helping run the day to day internal operations which will include organizing and ensuring proper completion of all client paperwork, as well as timely follow-up on client service issues, and performing various tasks as needed. There is a lot of upward mobility due to the fact that this is a growing Financial Planning Firm. The job responsibilities include: • Attention to detail, • Tenacity and Persistency, • Communicating to clients on phone and via email to address service issues as well as identify opportunities to help the firm grow, • Correspond with clients to complete new accounts, asset transfers, and other forms., • Communicate with the back office and other agencies to complete new business and client requests in a timely manner., • Prepare and ensure new business paperwork is successfully completed. The necessary paperwork includes preparing forms, obtaining appropriate signatures, prepare and send documents and tracking new business. The ideal candidate should possess the following work experience: • Experience in the competitive Financial Advisor Industry preferred, • Experience processing Life Insurance applications, • Proficiency in Social Media communication for purposes of firm branding, • Proficiency in Salesforce, Microsoft Excel, PowerPoint and Word for the purpose of client communication and marketing presentations Starting salary is around $45,000 for no experience.

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

The Financial Advisor (FA) role is a three-year program with a 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 clients in the M

Job DescriptionFormer Financial Advisor / Broker – Business Development RoleREMOTECompliance Exchange Group (CXG) is a nationally recognized leader in broker-dealer formation and regulatory advisory. We work directly with founders and financial professionals entering the capital markets industry and provide comprehensive regulatory and principal outsourcing solutions. We are hiring a performance-driven Sales Executive to close complex, high-value advisory engagements within a structured, accountability-focused environment.This is not an entry-level position. This role is for a disciplined professional closer. The RoleYou will work directly with qualified prospects in a consultative sales environment involving executive-level financial conversations and multi-touch deal cycles.You are responsible for: • Running structured discovery calls, • Owning pipeline progression and deal velocity, • Maintaining disciplined CRM reporting and forecasting, • Closing sophisticated professional service engagements, • A proven B2B consultative closer with experience selling complex professional services.You must be:, • Highly organized and process-driven, • Comfortable operating within clear performance metrics, • Confident in executive-level conversations, • Competitive and internally motivated, • Competitive base salary, • Performance-based commission structure, • High six-figure earning potential, • Top performers can exceed $200,000 annuallyCompensation details will be discussed during the interview process., • 401(k) with employer contribution, • Paid time off, • Professional growth opportunitiesWhy CXG, • Established national leader in broker-dealer formation and regulatory advisory, • Respected reputation within the financial services industry, • Strong marketing infrastructure and brand presence, • Structured, accountability-driven sales environment, • Clear performance expectations and measurable targets, • Direct access to leadership and decision-makers, • Stable, profitable organization with long-term growth vision

This exciting opportunity at Suffolk Federal Credit Union invites you to join our employee advisor model as a Wealth Advisor with LPL Financial. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivering needs based, comprehensive fin

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

Job DescriptionMortgage Advisor (Training Provided) Full-Time | Commission-Based | Licensing (Pre-Employment) & Training Included Job Summary: Are you ready to build a career with uncapped potential? Ark Mortgage is seeking ambitious, driven individuals to join our team as Mortgage Advisors. This is a full-time, commission-based role with no prior experience required. We provide hands-on training, mentorship, and ongoing support. If you’re motivated to succeed and passionate about helping people achieve homeownership, we’ll give you the tools to thrive.Job Responsibilities: • Advise and guide clients through the mortgage process from initial inquiry to closing, providing clear, consistent communication and support at each step, • Assess borrowers’ financial profiles—income, credit, assets, liabilities—to recommend loan products aligned with their goals and qualifications, • Educate clients on mortgage programs, rates, terms, and the homebuying process to support informed decisions, • Conduct consultations to evaluate borrower needs, establish trust, and move qualified leads forward, • Generate new business through proactive outreach, networking, and building relationships with referral partners such as real estate agents and attorneys, • Maintain a healthy sales pipeline through diligent follow-up using CRM and marketing tools, • Collect and review borrower documentation to ensure file accuracy and completeness in accordance with lending guidelines, • Collaborate with internal processing and underwriting teams to ensure smooth, timely, and compliant loan closings, • Stay current on market trends, lending products, and industry regulations to deliver knowledgeable and relevant advice, • Participate in ongoing training and development to strengthen sales, finance, and product knowledgeQualifications:, • Ability to obtain NMLS license (company provides training and support prior to employment), • Strong drive to succeed in a competitive, performance-based environment, • Passion for helping others and delivering high-quality client experience, • Honesty, accountability, and a strong work ethic, • Financial acumen and ability to learn mortgage products and guidelines, • Excellent communication and interpersonal skills, • Tech-savvy with the ability to manage CRM systems and digital tools, • Community involvement or a desire to actively network and engage locallyWhat We Offer:, • Commission-based compensation with uncapped earning potential, • Best-in-class training in sales and mortgage lending, • Pre-employment NMLS licensing support, • Custom marketing tools and CRM technology, • Strong operational support from processing and underwriting teams, • Sales incentivesArk Mortgage Inc. supports and is committed to equal employment opportunity for all personnel. Ark Mortgage Inc. does not discriminate against applicants or employees because of actual or perceived race, color, religion, creed, national origin, ancestry, citizenship status, alienage, sex/gender, pregnancy, childbirth or related medical condition, sexual orientation, marital status, partnership status, predisposing genetic characteristics, genetic information, protected activity (i.e., opposition to prohibited discrimination or harassment, and participation in proceedings covered by the anti-discrimination statutes), age, uniformed service, veterans status, unemployment status, domestic violence victim status, disability or any other category protected by applicable law. All employment decisions are made on a non-discriminatory basis and in compliance with applicable federal, state and local laws prohibiting discrimination in employment. Ark Mortgage Inc. also provides reasonable accommodations, including to qualified individuals with known disabilities, who are pregnant or who suffer from a medical condition due to pregnancy or childbirth, upon request or when made aware of such a need, subject to applicable law. Powered by JazzHR Sdq0C0HqBb

Job Description Title: Internal Audit Director Reports To: Global Controller Department: Finance Revision Date: 12/18/2025 FLSA Status: Exempt Location: Melville, NY (hybrid role) Level: P6 Range: $200,000-$225,000 Position Summary: We are seeking a strategic and experienced Director of Internal Audit to lead our company-wide internal audit function, with a strong focus on Sarbanes-Oxley (SOX) compliance, enterprise risk management, and internal controls. This individual will serve as a key advisor to executive leadership and the Audit Committee, bringing deep expertise in SOX compliance, risk assessment, and internal audit best practices. The ideal candidate will have Big Four public accounting experience, be a CPA, and possess proven leadership in driving effective audit strategies across complex business environments. Responsibilities: • Lead the company-wide internal audit function, including strategy development, risk-based planning, and audit execution., • Oversee and manage the organization’s SOX 404 compliance program, including scoping, documentation, testing, and remediation of internal controls over financial reporting., • Serve as a key liaison with external auditors, ensuring effective coordination and alignment of SOX and audit efforts., • Provide regular reports to executive management and the Audit Committee regarding audit findings, risk exposure, and compliance trends, including Audit Committee meeting materials., • Develop and enhance the internal audit methodology in accordance with the COSO framework and GAAP standards., • Identify and communicate key business risks and control gaps, and influence business leaders to strengthen internal controls and risk management practices., • Lead, mentor, and develop the company’s financial accounting and reporting process owners with respect to SOX compliance, fostering a culture of accountability, integrity, and continuous improvement., • Monitor changes in the regulatory environment and proactively adjust audit strategy to maintain compliance and mitigate emerging risks., • Support strategic initiatives, including systems implementations, mergers/acquisitions, and process transformations, with appropriate control oversight., • Drive the use of technology and data analytics to enhance audit efficiency and insight., • Travel as needed to business unit sites in the U.S. and Canada to effectively engage with finance and accounting teams and business leaders Qualifications: • Bachelor’s degree in Accounting, Finance, or related field (Master’s or MBA preferred)., • Certified Public Accountant (CPA) required; additional certifications such as CIA, CISA, or CFE preferred., • Minimum of 10+ years of progressive experience in internal audit, public accounting, or financial controls, with at least 3–5 years in a leadership role., • Prior experience with a Big Four accounting firm strongly preferred., • Demonstrated expertise in SOX 404, enterprise risk management, and internal controls evaluation., • Deep knowledge of U.S. GAAP, SEC reporting requirements, and regulatory compliance standards., • Experience in a public company or highly regulated industry (e.g., defense, financial services, healthcare, or technology)., • Ability to work in the Melville, NY office 2-3 days per week. Skills and Abilities: • Strong project management and change leadership abilities., • Proven ability to influence and engage at all levels of the organization, including C-suite and board., • Exceptional strategic thinking, communication, and presentation skills., • Track record of building and transforming audit functions to meet evolving business and regulatory needs., • Strong ethical foundation and unwavering commitment to transparency and accountability., • Ability to work autonomously. About: • Comtech Telecommunications Corp. is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by law.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $100,000 at plan yearly Responsibilities: • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Valid FINRA Series 7 & 63/66 preferred but not required, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Must have the ability to successfully network and prospect for new clients, • Must live in or near Long Island, Brooklyn, or Queens About Company About NYL - Melville: We are among the strongest and most respected financial companies in the world. We have 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 and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Job Description Audit Senior/Supervisor Responsibilities: • Manage all aspects of assurance engagements under supervision, ensuring accuracy and quality., • Perform tax and accounting research, tax planning projections, and prepare recommendation letters., • Assist with tax preparation, financial statement analysis, and related accounting assignments., • 2–5 years of experience in public accounting with demonstrated stability., • Prior assurance/in-charge experience with financial statement preparation and review., • Strong knowledge of tax preparation (individual, corporate, partnership) preferred; training available., • Ability to analyze financial statements, prepare journal entries, and generate trial balances. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description The Organization: The Wealth Alliance is a Melville, New York-based hybrid registered investment advisory firm. WA was founded in 2019 and currently employs over 20 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: We are seeking a strategic and experienced Human Resources Director for a Registered Investment Advisor (RIA). This individual will lead and shape the overall HR strategy, aligning it with business goals and ensuring compliance with all legal and regulatory requirements. The HR Director will oversee talent acquisition, compensation and benefits, performance management, and employee relations—fostering a positive, high-performing work environment while driving key HR initiatives to support organizational growth. A critical component of the role includes leading the human capital strategy for mergers and acquisitions, including due diligence, workforce planning, and cultural integration to ensure smooth transitions, mitigate risk, and support long-term success. Responsibilities: • Develop and implement HR strategies that align with the RIA's overall business objectives, including talent acquisition, retention, and development., • Oversee recruitment, hiring, onboarding, and performance management processes., • Address employee concerns, conflicts, and grievances, and develop and enforce policies that promote a positive work environment., • Ensure the RIA complies with labor laws, regulations, and industry standards., • Develop and implement training programs to enhance employee skills and performance., • Manage compensation and benefits programs to attract and retain talent., • Oversee the efficient and effective operation of the HR department., • Develop and track HR metrics to measure the effectiveness of HR programs and initiatives., • Provide leadership and guidance to the HR team and communicate HR policies and procedures effectively., • Ensure compliance with SEC regulations related to employee licensing, registration, and conduct., • Develop a strong understanding of the financial services industry and the specific needs of an RIA., • Build strong relationships with financial advisors and understand their unique needs and challenges., • Ensure adherence to any local regulations around M&A activities that affect employee terms and conditions, safeguarding against legal issues and ensuring a smooth transition., • Conduct due diligence on the target company's HR practices, developing workforce plans, managing communication and change, and facilitating cultural integration., • Ensure compliance with HR-related laws and regulations and oversee the integration of HR systems, policies, and practices post-merger., • Assess potential risks and identify synergies that can be leveraged pre/post M&A activities. Qualifications: • Bachelor's degree in Human Resources, Business Administration, or a related field, with a Master's degree preferred., • Significant experience in HR management, with experience in the financial services industry a plus., • In-depth knowledge of employment law, HR policies and procedures, and industry best practices., • Excellent leadership, communication, interpersonal, and problem-solving skills., • Ability to adapt to a fast-paced and changing environment., • Prioritize a varied and diverse set of tasks in order to set appropriate priority on both short and long-term goals. Salary & Benefits: • $175,000-200,000, BOE, • Medical, Dental & Vision, • Basic and Supplemental Life, AD&D Insurance, Disability, • Flexible Spending Account, Health Savings Account, • Employee Assistance Program, • 401(k) #INDM

Job Description IT Director Our Family Broadway National, one of Inc. 5000’s fastest growing privately owned companies, provides national and international Property Management services to high profile clientele throughout a wide range of businesses. Such businesses include Tech, Restaurant, Super Market, Facility Maintenance, Retail, Specialty and more. Job Responsibilities: • Own and maintain written IT and security policies, including acceptable use, access management, incident response, and data protection, • Establish and enforce an AI usage policy, including approved tools and guardrails to prevent data leakage, • Oversee onboarding and offboarding processes to ensure proper access provisioning and clean terminations, • Proactively identify and mitigate security risks across systems, users, and vendors, • Manage and optimize the Managed Service Provider (MSP) relationship, ensuring service quality, accountability, and value - not just ticket closure, • Oversee network management and configuration, ensuring performance, connectivity, and redundancy, • Manage API integrations supporting Broadway systems and workflows, • Oversee VOIP architecture and telecommunications infrastructure, • Lead stalled or complex infrastructure projects (e.g., switches, servers, networking upgrades) through completion, • Develop and maintain documentation including network diagrams, asset inventories, and operational runbooks, • Implement and manage mobile device management (MDM) for field and mobile employees, • Own asset tracking, lifecycle planning, and hardware refresh schedules, • Develop and maintain a documented business continuity and disaster recovery plan, • Create and execute a forward-looking technology roadmap aligned with business growth (2-3 year horizon), • Identify and implement AI-driven opportunities to improve efficiency, scalability, and operational effectiveness, • Partner closely with internal teams to identify technology and software efficiencies across platforms, • Own the IT budget, including forecasting, hardware refresh planning, and cost optimization, • Lead vendor, licensing, and contract management (software, telecom, MSPs, and technology partners), • Serve as a trusted advisor to executive leadership on technology risks, investments, and opportunities, • Partner with internal IT leadership (player/coach structure) to ensure help desk execution and project support, • Plan for future IT staffing needs as user count and ticket volume grow, • Be a strategic partner to senior leadership, using data and automation to drive revenue growth, margin expansion, and operational leverage., • Bachelor’s degree in computer science, information technology or related field, • 5+ years of operational experience in IT client/end-user support and in IT Infrastructure, • 3+ years management experience (preferred), • Proven experience writing and implementing security and IT policies, • Direct experience responding to customer security questionnaires, • Experience managing and holding an MSP or outsourced IT provider accountable, • Demonstrated track record of delivering infrastructure projects on time and within budget, • Experience in organizations with approximately 150–500 employees, • Ability to remain strategic and avoid being pulled into daily ticket work, • Strong understanding of AI risks and practical business applications, • Experience with network management, API integrations, and VOIP systems, • Experience delivering revenue‑impacting digital initiatives (e.g., customer portals, ecommerce, data products, or self‑service tools)., • Experience implementing and maintaining SOC compliance initiatives (e.g., SOC 2), including coordination with auditors and internal stakeholders., • Proven ability to collaborate with Sales, Marketing, and Operations to design technology solutions that drive revenue growth and customer retention., • Experience defining and tracking business KPIs for technology initiatives (e.g., conversion, retention, margin, cost per ticket, automation rate)., • Medical, Dental and Vision, • Company paid Group Term Life Insurance, • 401 (k) Retirement savings plan (company match), • Paid vacation, sick/personal time and floating holidays We aim to provide our employees with a family-oriented atmosphere, where they are encouraged and motivated in a comfortable setting, while still being given the proper tools to grow within the company. As we experience rapid growth each year, we strive to assure our employees grow with us. Our company welcomes both those who have industry experience and those who are interested in learning about the facility maintenance business. We offer extensive training to new hires, providing them with the skill set needed to succeed. Our goal is to not only to provide exceptional customer service to our clients, but also to create an environment where employees flourish. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $116,000 at plan yearly Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job Description About API Accommodations Plus International (API) is the global leader in crew accommodation and travel logistics, powering over 18 million crew room nights each year for 100+ airlines and travel operators worldwide. Our Global reach ensures that airline crews are rested, transported, and connected so global aviation runs on time .Position Overview: The Human Resources Business Partner (HRBP) is responsible for aligning business objectives with team members and management in designated business units. The position formulates a partnership with HR functional areas to deliver value-added service to management and team members that reflects the Company’s business objectives. The HRBP will provide strategic support to several business units while supporting our team members within those businesses across the globe. This role acts as a strategic liaison between the business and the HR department to address business challenges, understand their needs, and align HR strategy to meet those needs. You will work with business leaders and the HR team to offer strategic and functional HR leadership and services to assigned units, including the planning and implementation of HR processes, strategies, and policies. The HRBP maintains an effective level of business literacy about the business unit's financial position, its midrange plans, its culture and its competition. Success in this Role * Strong partnership with business groups’ leadership and teams * Improved leadership capabilities and talent pipelines in the business groups * Effective management of employee relations and risk mitigation * High engagement and retention across business groups What You’ll Do Key responsibilities * Acts as a trusted advisor and partner to business leaders, providing advice, guidance, and support on all HR matters, including employee relations, talent management, performance management, and compensation * Optimizes organizational effectiveness through the application of HR processes such as organizational design and strategic planning * Drives talent management initiatives, including talent assessment, succession planning, and leadership development. * Works closely with management and team members to improve work relationships, build morale, increase productivity and retention * Identifies training needs for business units and individual executive coaching needs. Provide consulting and coaching to business leaders and managers * Participates in evaluation and monitoring of training programs to ensure success. Follows up to ensure training objectives are met. * Provide HR expertise in the areas of talent management, performance management, compensation design, organizational development, labor law compliance, training, and employee relations to designated business groups * Analyzes trends and metrics in partnership with HR operations to develop solutions, programs and policies. * Provides day-to-day performance management guidance to management (e.g., coaching, counseling, career development, disciplinary actions). * Manages and resolves complex employee relations issues. Conducts effective, thorough and objective investigations. * Maintains in-depth knowledge of legal requirements related to day-to-day management of team members, reducing legal risks and ensuring regulatory compliance. * Provides guidance and input on business unit restructures, workforce planning and succession planning. * Provides HR policy guidance and interpretation. What You’ll Bring Minimum Qualifications * Minimum of 8 years’ experience in human resources, including multi-country HR support. * Minimum of 5 years’ experience in a strategic business partner role and in resolving complex employee relations issues. * Previous experience leading, developing and coaching junior HR team members * Proficient with Microsoft Office Suite. Advanced Excel skills are required. * Experience with HRIS systems. Comfortable learning new technical systems as needed. * In-depth knowledge of employment law and HR practices across North America. * Experience partnering with senior leaders in a global organization. * Demonstrated ability to manage employee relations issues and organizational change. * Works well in a team environment. * Excellent communication skills, interpersonal skills, ethics, and cultural awareness. * Ability to build solid connections with key stakeholders and influence major decision-makers. * Solid time management skills, sense of urgency, detail-oriented, organization, and prioritization. * Proven ability to maintain a high degree of confidentiality and discretion. * Ability to multi-task and work under strict deadlines. Process driven. * Strong analytical skills. Resourceful, problem-solving aptitude and thorough knowledge of HR procedures and policies. Preferred Qualifications * Experience supporting a global organization and/or airlines/hospitality. * Experience providing multi-country HR support including Canada an India * Experience supporting an evolving, globally dispersed Technology team * Professional credential (PHR/SPHR or SHRM-CP/SHRM-SCP) * Second language desired Education Bachelor’s degree in human resources, business administration or related field. Position Type and Expected Hours of Work Full time, Monday through Friday, normal core business hours and as needed on nights and weekends. Hybrid schedule requiring minimum 3 days in the office, preference is 4 days in office. Supervisory Responsibility Yes. May supervise 1-2 remote HR team members Travel Requirements 5 -10% primarily to our office in Toronto What’s In it for You * Health, dental, and vision insurance * Competitive 401(k) matching * Paid Time Off * This role offers the opportunity to shape how people programs are implemented in a growing, global business, gaining exposure to complex international HR environments while driving meaningful impact for employees and the business. Compensation Compensation is determined based on several factors, including the candidate’s experience, qualifications, skill set, and location, as well as internal equity and external market benchmarks. A good faith annual salary range for this position is $110,000 to $125,000, plus 10% bonus. Who We Are API is the global leader for crew accommodation solutions, and we are changing the way businesses manage travel. Our technology platform streamlines the entire crew planning process, making day-to-day operations more efficient and elevating the crew layover experience. API’s proprietary technology, mobile solutions and our experienced team are positioned to offer our clients a complete, end-to-end platform that integrates seamlessly into their process. We are looking for dynamic, creative, and tech savvy individuals to join our team. If you are passionate about hard work, providing impeccable service, technology, and solutions to our clients then API may be a great fit for you! Other Duties Duties, responsibilities and activities may change at any time according to business needs. The performance of additional responsibilities if you are designated as a Data Protection Champion (DPC), Senior Information Risk Owner (SIRO) or Information Assurance Accounting Officer (IAAO). Work Environment This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk; use hands to finger, handle or feel; and reach with hands and arms. AAP/EEO Statement Accommodations Plus International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, veteran status, sexual orientation, genetic information, arrest record, or any other characteristic protected by applicable federal, state or local laws. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. Powered by JazzHR n4P6bZgyXa

Job Description The Organization: The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in 2019 and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running. You'll serve as the primary relationship manager for a select group of clients, delivering holistic financial advice while also contributing to the firm's continued growth. This is an in-person role based in Melville, NY. Whether you're coming in with a small existing book or none at all, your focus will be on deepening relationships and delivering exceptional service across the firm's established client base. Responsibilities: • Serve as the primary relationship manager for a select group of clients, developing a deep understanding of their values, goals, and priorities., • Develop and implement personalized financial plans tailored to each client's individual needs and objectives., • Deliver holistic financial advice across investments, retirement planning, estate considerations, tax strategies, and risk management., • Engage clients in clear, thoughtful conversations that simplify complex financial concepts into actionable strategies., • Proactively reach out to clients to provide guidance, reassurance, and timely updates through different life stages and market environments., • Conduct a thorough financial analysis to identify growth opportunities and mitigate risk., • Collaborate with internal specialists to create comprehensive, tailored financial plans., • Utilize financial software to track client progress and generate reports., • Stay current on financial services trends, tax regulations, and securities law. Qualifications: • 10+ years of experience as a Financial Advisor, Wealth Manager, or similar client-facing role at an RIA or wealth management firm., • 3+ years developing and managing relationships with high-net-worth clients., • Bachelor's degree in Finance, Economics, Business, or a related field (required); Master's degree a plus., • CFP, CFA, CPA, or similar professional designation strongly preferred., • Solid background in financial sales or a related advisory field., • Deep knowledge of estate planning, tax strategy, and wills & trusts., • Expertise in wealth management, investment management, cash management, and portfolio management., • Familiarity with accounting principles and CRM platforms., • Strong research, analytical, and mathematical skills., • Existing book of business a plus, but not required. Salary & Benefits: • Compensation based on experience., • 401(k) with company contributions, • Health, dental, and vision insurance, • Health savings account (HSA), • Life insurance, • Paid time off #INDM

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: $75,000+ at plan commission Responsibilities: • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional, • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity, • Strong relationship management skills and/or experience required We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $75,000 - $125,000 yearly Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We’re proud of our financial strength.5 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For

Job Description A great opportunity is available at the New York Life, Long Island, NY, for an Entry-Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with us. Drive your professional development independently and positively impact households. Potential for substantial earnings and career progression. Engage with a diverse client base including families, individuals, business owners, and corporations. Training provided to explore Wealth Management. Start a rewarding career journey with our dynamic team, offering flexibility and attractive earning potential. Compensation: $117,000 plus Benefits Responsibilities: • Provide expertise, insights, and financial solutions to families, individuals, business owners, and corporations in the Melville, NY area, • Manage your own financial practice with the backing of a leading Fortune 100 company, • Assist clients in planning and prioritizing their unique financial goals, • Begin as an agent with the potential to advance into an advisory role, • Enjoy the benefits of being an independent business owner while receiving support and guidance, • Contribute to shaping the financial futures of clients in the local community Qualifications: • Experience is not needed, but a plus. We provide Training and Licensing, • Athletes Preferred, • We’re proud to offer training to help you grow your career, • You’ll be in business for yourself, but not by yourself. Development Managers will mentor you and help you grow your career, particularly as you start out, • Bachelor's degree is a plus, • With our training and support, you have the opportunity to work towards the credentials that will qualify you as a licensed Financial Advisor or grow into a leadership role as part of the management team, • Looking for an individual who is coachable and willing to learn, • We are searching for Driven and competitive individuals New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

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: Individual Third-Party Ratings Reports as of 7/30/18 2- 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 3- Based on Fortune Magazine ‘World’s Most Admired Companies’ 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed 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 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 • Help clients reach their financial goals using a hands-on approach to developing customized, long-term strategies that meet their needs, • Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager, • Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds, • Select, hire, and grow your financial professionals team as an associate partner, • Transition into management as an Associate Partner once you have achieved the program requirementsQualifications:, • Bilingual in Spanish, Portuguese, or another language is a plus, • Working knowledge of cultural markets is helpful, • Required knowledge and experience working in the insurance or financial services field, • Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation, • Experience working in sales is requiredAbout Company 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. We’re proud of the help we’ve provided and continue to provide our clients • 5.1 million lives protected (includes all owners of individual life insurance and annuity policies), • $6 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.), • $983 million lifetime annuity income paid (includes all payouts on individual income annuity products), • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

Job Description Do you love planning but hate selling? We are looking for an experienced Life Insurance Agent to join our dynamic wealth management team in Melville, NY. In this role, you will service an existing book of high-value clients while collaborating with our senior advisors to deliver exceptional financial guidance. If you are a client-focused professional with a proven track record in wealth management, this is your chance to elevate your career in a supportive, growth-oriented environment. This opportunity offers the potential for equity ownership in the firm, providing a pathway to long-term partnership and shared success. Key Responsibilities • Manage and nurture relationships with a portfolio of existing clients, ensuring their financial plans align with evolving needs and market conditions., • Conduct in-depth financial analyses, including investment portfolio reviews, retirement projections, tax strategies, and risk assessments., • Develop and implement customized financial plans, leveraging our firm’s resources and tools to optimize client outcomes., • Collaborate with the advisory team on complex cases, sharing insights and best practices to enhance overall service delivery., • Stay abreast of industry trends, regulatory changes, and market developments to provide proactive advice., • Participate in business development activities to expand the firm’s existing client base, with support from our marketing and operations teams. Qualifications • Minimum of 3+ years of experience as a Financial Advisor, Financial Planner or Life Insurance Agent preferably in wealth management or a similar advisory role., • Active FINRA Series 6/7, Series 66 (or equivalent) and health and life licenses required; CFP® or similar certification strongly preferred., • Strong knowledge of investment products, financial planning software (e.g., eMoney, MoneyGuidePro), and CRM systems., • Excellent communication and interpersonal skills, with the ability to build trust and rapport with affluent clients., • Bachelor’s degree in Finance, Business, or a related field; advanced degrees or certifications are a plus., • Commitment to ethical practices and client-first principles. What We Offer • Access to a large established book of business for immediate impact and revenue generation., • Competitive compensation package, including base salary and bonus., • Potential for equity ownership, allowing you to share in the firm’s success., • Reimbursement for health, dental, vision insurance, 401(k) with match, paid time off, and professional development reimbursement., • Collaborative team environment with mentorship from experienced partners., • Opportunities for continued education, conferences, and networking in the financial industry.

Job Description Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation, • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards, • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance, • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available, • Assist in preparation of consolidated performance reporting on a monthly/quarterly basis, • Maintain CRM database; define and ensure adherence to appropriate client service models, • Manage multiple and competing priorities daily in pursuit of business objectives, • Other responsibilities as assigned by the Senior Client Service AssociateKnowledge, Skills, and/or Abilities, • Advanced computer skills (Outlook, Word, and Excel) are essential, • Excellent communication skills, both verbally and in writing, • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once, • Ability to build relationships with clients and internal partners Education and/or Experience, • Bachelor’s degree in a business-related field preferred, • The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts., • Previous experience in small business culture preferred Benefits: None Growth Potential: Yes. Transition to Full Time position with benefits Office with personalized Laptop Provided Hybrid/Remote Work Potential: After training is completed Flexible Work Hour: Can design own schedule at start Hiring Procedure: Submit Resume, Phone Call Interview, In Person Interview Work Attire: Business Casual