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Permanently Remote Associate Advisor / Relationship Manager. Modern Wealth Management is seeking a Permanently Remote Associate Advisor / Relationship Manager for our financial planning and investment advisory firm in Campbell, CA. The Relationship Manager plays a key role in supporting financial ad

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

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

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

This exciting opportunity at Suffolk Federal Credit Union invites you to join our employee advisor model as a Wealth Advisor with LPL Financial. Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to mee

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

This employment opportunity at TruStage located at Teachers Federal Credit Union in Nesconset, NY would allow you to join Teachers Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Teachers Federal Credit Union supports the

Our client is seeking a Corporate Finance Manager to lead financial planning, capital allocation, and strategic finance initiatives. The Corporate Finance Manager acts as both a hands-on financial modeler and a strategic advisor to leadership, ensuring decisions are grounded in rigorous analysis and

Job Description Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $60,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-CM1 Powered by JazzHR Cxswg45XfK

Job DescriptionSalary: $60,000 - $70,000 per year This position is required to be on-site at the SHIFT44 office in Holbrook, NY. About Our Company: SHIFT44, a four-time (2020, 2021, 2022, 2023) Inc. 5000 Fastest Growing Companies in America, is part of Ionik Corporation (TSXV: INIK) following the acquisition in November 2023. SHIFT44 is a data-driven marketing services company that helps businesses acquire their best customers by utilizing proprietary digital technology and an expansive consumer audience. Led by a team of industry veterans, the company provides customized solutions for customer acquisition by leveraging self-declared, 1st party data, including demographic, attitudinal, and behavioral insights. We deliver meaningful content that captures audiences at scale and connects advertisers with consumers on a performance-based marketing model. SHIFT44 collaborates with major consumer brands like Unilever, Georgia Pacific, Sonic, and Netspend, as well as advertising agencies and growth-minded marketers across the United States. About Ionik Corporation Ionik, a Tier 1 Issuer on the TSX Venture Exchange, with shares also trading on the OTCQB Venture Market, is a technology-driven marketing and advertising solutions company that helps brands, advertisers, and publishers connect with their audiences through data-driven insights and advanced automation. By leveraging its extensive suite of technology, creative expertise, and proprietary first-party data, Ionik optimizes the entire customer acquisition and retention journey. Ionik's platform unifies marketing automation, media activation, and data management to create a seamless advertising ecosystem, helping businesses efficiently source, retain, and monetize their customers. About the Role SHIFT44 is seeking an energetic, creative, and driven Advertising Account Manager to join our fast-paced and rapidly growing team. In this role, youll serve as the primary point of contact for SHIFT44s clients, driving month-over-month revenue growth across multiple products and verticals. This is an ideal opportunity for someone self-motivated, outgoing, and results-oriented even if you dont have direct experience in affiliate or paid marketing. We value ambition, curiosity, and the willingness to learn just as much as prior industry experience. Youll collaborate closely with our Senior Director of Advertisers, Sales and Operations teams, and C-level leadership to deliver measurable success for both SHIFT44 and our clients. At SHIFT44, we believe in growing talent from within. We offer opportunities for advancement, mentorship, and leadership development as you expand your skills and career. In this on-site role, youll also have the chance to work directly with managers, executives, and senior leaders across the organization. Responsibilities: • Build and maintain strong, long-term relationships with advertising partners by understanding their business goals, KPIs, and success metrics., • Serve as a trusted partner by aligning client campaign needs with available traffic and inventory opportunities., • Communicate effectively about SHIFT44s products, services, and those of our sister companies to drive engagement and growth., • Respond promptly to advertiser requests and provide proactive support., • Monitor campaign performance, analyze results, and identify opportunities for optimization to maximize ROI and revenue., • Execute campaign optimizations and strategic adjustments to improve performance and meet client objectives., • Ensure compliance and quality control for all client campaigns through consistent communication and monitoring., • Create and deliver campaign assets, performance reports, and creative packages as needed., • Uphold brand and compliance guidelines across all client initiatives., • Represent SHIFT44 and our sister companies at industry events and conferences., • Drive client success by developing strategies that enhance productivity, uncover new growth opportunities, and expand budgets. What Success Looks Like • Maintain daily communication with clients to drive revenue growth and ensure clear, effective digital strategies are in place., • Develop and refine scalable advertiser service processes that consistently meet and exceed performance and efficiency goals., • Maximize profitability for both SHIFT44 and clients through a deep understanding of each clients business objectives and how SHIFT44s products and solutions can help achieve them., • Build and strengthen strategic partnerships to enable and execute projects that extend beyond the scope of standard campaigns., • Shorten onboarding timelines and streamline the go-live process by collaborating closely with internal teams in performance, product, and sales., • Continuously optimize workflows and campaign processes to ensure repeatability, efficiency, and strong ROI., • Analyze performance data regularly, proactively refining strategies to enhance results and client satisfaction., • Deliver clear and consistent reporting to clients, internal teams, and leadership on a daily, weekly, and monthly basis. What Were Looking For • Exceptional verbal and written communication skills., • Strong computer proficiency, particularly in Microsoft Office Excel expertise (formulas, formatting, and custom reporting) is a big plus., • A proactive self-starter who thrives in a collaborative, team-oriented environment., • Skilled in recruitment, relationship-building, and negotiation., • Confident in managing and growing client partnerships with a focus on delivering results., • Energized by a fast-paced, creative, and quick-thinking workplace., • Familiarity with media metrics, campaign tracking, and optimization strategies., • Bonus points for experience serving as the primary client contact in digital marketing, e-commerce, affiliate, or paid media roles. Why SHIFT44: • We prioritize internal growth and offer clear opportunities for advancement., • Youll have direct exposure to managers, executives, and C-suite leaders, giving you insight into the broader strategy of a dynamic media organization., • Work with a passionate, collaborative team that values innovation and creativity., • Competitive compensation package., • 401(k) plan with discretionary company matching., • Access to a dedicated Financial Advisor to support your personal financial goals., • Employer contribution toward health benefits., • Employer-paid short-term and long-term disability, AD&D, and life insurance for additional peace of mind. Ready to grow with us? This is an excellent opportunity for someone ambitious and ready to take ownership of their career. If youre looking for a role where you can make an immediate impact and advance in a thriving digital media company, wed love to hear from you. SHIFT44 strives to foster a sense of belonging for everyone and to create a place for everyone to achieve their highest potential. We provide equal employment opportunities to all employees and applicants and prohibit discrimination or harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Job DescriptionSalary: $55,000 - $65,000 per year This position is required to be on-site in our Holbrook, NY office. About Our Company: SHIFT44, a four-time (2020, 2021, 2022, 2023) Inc. 5000 Fastest Growing Companies in America, is part of Ionik Corporation (TSXV: INIK) following the acquisition in November 2023. SHIFT44 is a data-driven marketing services company that helps businesses acquire their best customers by utilizing proprietary digital technology and an expansive consumer audience. Led by a team of industry veterans, the company provides customized solutions for customer acquisition by leveraging self-declared, 1st party data, including demographic, attitudinal, and behavioral insights. We deliver meaningful content that captures audiences at scale and connects advertisers with consumers on a performance-based marketing model. SHIFT44 collaborates with major consumer brands like Unilever, Georgia Pacific, Sonic, and Netspend, as well as advertising agencies and growth-minded marketers across the United States. About Ionik Corporation Ionik, a Tier 1 Issuer on the TSX Venture Exchange, with shares also trading on the OTCQB Venture Market, is a technology-driven marketing and advertising solutions company that helps brands, advertisers, and publishers connect with their audiences through data-driven insights and advanced automation. By leveraging its extensive suite of technology, creative expertise, and proprietary first-party data, Ionik optimizes the entire customer acquisition and retention journey. Ionik's platform unifies marketing automation, media activation, and data management to create a seamless advertising ecosystem, helping businesses efficiently source, retain, and monetize their customers. About the Role We are seeking an energetic, creative, and responsible Junior Media Account Manager to join our fast-paced and rapidly growing organization. In this role, you will manage the day-to-day execution of SHIFT44 advertising campaigns, ensuring they run smoothly, meet performance goals, and deliver exceptional results for our clients. As part of our Media Buying team, you will work closely with Client Services and Sales to plan, launch, and optimize campaigns while maintaining strong relationships with publishing partners. This is an exciting opportunity to gain exposure to every part of the businessfrom campaign strategy to client interactionand to play a key role in our continued growth. This position is perfect for someone self-motivated, hungry, extroverted, and results-driven. We like to grow our employees in-house and allow them to move up in the company and grow their own teams. In addition to office duties, you will have the opportunity to meet and work with managers, executives, and C-suite members of the team. This position is on-site only. Responsibilities: • Develop strong relationships with publishing partners, inquiring about their promotional channels and business success needs., • Utilizing ongoing communication with publishing partners to properly match campaign inventory to available traffic inventory., • Prospecting and nurturing relationships with both new and old clients, • Monitoring KPIs of the existing book of clients, • Research the competitive landscape and identify industry trends, • Responding to publisher requests promptly., • Monitor the publishers activity, analyze performance, identify areas of improvement, and recommend ways to increase revenues., • Ensure we communicate effectively to discuss the type of traffic generated and match the publisher traffic to appropriate campaigns., • Ensure that the target demographic the publisher has matches what the publisher is looking for., • Executing optimizations for SHIFT44 campaigns., • Identify key features of quality traffic, • Be able to effectively relay the goals, values, and guidelines of SHIFT44 to publishing partners, always positively representing SHIFT44., • Maintain a high level of communication, recommend new campaigns for publishers, and provide performance feedback to the advertiser team., • Supply creative packages, campaign assets, and reporting to publishers as needed., • Represent SHIFT44 at industry conferences., • Strategize, plan, execute, and optimize email, social, mobile, push, and display campaigns, • Implement initiatives that enhance the publishers productivity, create new growth opportunities, and increase ROI. What Success Looks Like: • Provide ongoing support for publishing partners, including optimization information, seasonal trends, and network highlights., • Effectively communicate with support departments, including but not limited to tech, product, and finance, for client inquiries and immediate needs, especially needs that can impact revenue., • Implement initiatives that enhance publisher productivity, create new growth opportunities, and increase spending & ROAS., • Ability to communicate with industry veterans in person and through other communication channels, • Extensive knowledge of key metrics for personal book of business, • Knowledge of the clients marketing needs and practices, • Able to succeed in and enjoy a fast-paced, quick-witted environment. What We're Looking For: • Strong communication and organizational skills with a proactive, problem-solving mindset., • Strong computer skills and proficiency in MS Office, especially Excel., • Willingness to learn from senior members of the team, • Strong recruitment and negotiation skills., • Ability to effectively manage and build client relationships., • Possess an understanding of media metrics, campaign tracking, and optimization., • A self-motivated, results-driven individual who thrives in a fast-paced, team-oriented environment., • An outgoing personality and eagerness to build relationships across teams and with external partners., • A hunger to learn the business and grow within the company. Why SHIFT44 • We prioritize internal growth and offer clear opportunities for advancement., • Youll have direct exposure to managers, executives, and C-suite leaders, giving you insight into the broader strategy of a dynamic media organization., • Work with a passionate, collaborative team that values innovation and creativity., • Competitive compensation package., • 401(k) plan with discretionary company matching., • Access to a dedicated Financial Advisor to support your personal financial goals., • Employer contribution toward health benefits., • Employer-paid short-term and long-term disability, AD&D, and life insurance for additional peace of mind. Ready to grow with us? This is an excellent opportunity for someone ambitious and ready to take ownership of their career. If youre looking for a role where you can make an immediate impact and advance in a thriving digital media company, wed love to hear from you. SHIFT44 strives to foster a sense of belonging for everyone and to create a place for everyone to achieve their highest potential. We provide equal employment opportunities to all employees and applicants and prohibit discrimination or harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Des

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

Join a leading firm where you can focus on developing deep client relationships and crafting sophisticated financial plans.

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivering needs based, comprehensive financial sol

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Cit

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Cit

Join a leading firm where you can focus on developing deep client relationships and crafting sophisticated financial plans.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Cit

Join a leading firm where you can focus on developing deep client relationships and crafting sophisticated financial plans.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Des

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Des

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Provides financial planning services by advising the cus