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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, • Eligibility for the FDE G3 Profit-Sharing Program, rewarding team members based on company and store performance outcomes 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 #ANE1

Job Description We are looking for a Senior Accountant to join our team! You will be responsible for preparing and analyzing financial records for our company. Responsibilities: • Prepare and examine accounting records, financial statements, taxes, and other financial reports, • Develop and analyze reporting for business operations and budgets, • Perform audits, ensuring adherence to standard requirements, • Create new processes to improve financial efficiency, • Report analysis and findings to management team Qualifications: • Previous experience in accounting or other related fields, • Fundamental knowledge of GAAP, • Experience with current computer accounting programs and reporting tools, • Detail and deadline-oriented, • Strong analytical and problem-solving skillsCompany DescriptionProfessionalism Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. Responsiveness Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. Quality An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.Professionalism\r\nOur firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.\r\n\r\nOur high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.\r\n\r\nResponsiveness\r\nOur firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.\r\n\r\nQuality\r\nAn accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.\r\n\r\nOur primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.\r\n\r\nWe feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

Job Description We are looking for a Bookkeeper to join our team! You will be responsible for preparing and analyzing financial records for our company. Responsibilities: Prepare and file individual and corporate tax returns Assist with tax resolution cases and client representation Maintain and reconcile general ledger accounts Support financial reporting and accounting operations using modern accounting software Ensure compliance with GAAP and current tax laws Analyze financial data to identify trends and areas for improvement Communicate directly with clients to understand their financial needs and provide consultative support Meet deadlines and manage multiple priorities effectively Qualifications: Previous experience in accounting or a related financial field Strong knowledge of GAAP (Generally Accepted Accounting Principles) Familiarity with corporate and individual tax filing requirements Understanding of tax resolution processes and client representation Proficiency in current accounting software and reporting tools (e.g., QuickBooks, Xero, Excel, etc.) Bachelor’s degree in Accounting or related field preferred (CPA track a plus) Strong analytical and problem-solving skills Detail-oriented with excellent time management Passion for client service and relationship building Strong communication and interpersonal skills Open to feedback with a desire for continuous improvement Team player with a strong work ethic and eagerness to learn Benefits What to expect: • Expect to advance your understanding of sustainable finance subjects, meet thoughtful people across different fields of expertise, and produce results that will make you proud., • Expect a work environment that isn't based on bureaucracy and formalities, but on integrity, ambition and the expectation that everyone is delivering to the best of their abilities., • Expect to be challenged and get ready to find your own niche on the EBS team. Equal Opportunities: EBS & Associates strongly believes that a team made up of diverse individuals best contributes to the mission and growth strategy of the business going forward. We, therefore, strongly encourage applicants from every background to apply and join our exceptional team. EBS & Associates is an equal opportunity employer, and all qualified applicants will be afforded equal employment opportunities without discrimination. Company DescriptionProfessionalism Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. Responsiveness Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. Quality An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.Professionalism\r\nOur firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.\r\n\r\nOur high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.\r\n\r\nResponsiveness\r\nOur firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.\r\n\r\nQuality\r\nAn accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.\r\n\r\nOur primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.\r\n\r\nWe feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

Job Description Are you an ambitious professional looking to accelerate your career with a premier financial service company? Blue Ocean Wealth Solutions, LLC empowers individuals and families to reach meaningful financial milestones through a holistic, client-first planning model. Our firm delivers comprehensive solutions across Insurance, Investments, Retirement Planning, Employee Benefits, and Property & Casualty* strategies. We are seeking a Financial Advisor who is passionate about financial planning, building long-term client relationships, and delivering thoughtful, customized life financial planning guidance. This role is based on-site in our East Hills, Long Island, New York office. Blue Ocean Wealth Solutions has been proudly recognized as a Top Long Island Workplace from 2018–2025 by Schneps Long Island/Long Island Press. Key Responsibilities • Client Relationship Management: Develop and nurture trusted client relationships through detailed needs assessments. Identifying financial priorities, objectives and risk profiles through detailed need assessments., • Customized Solutions: Deliver tailored recommendations in finance and wealth management, including investment strategies, retirement planning, insurance planning, and fee-based financial plans, and wealth management services., • Team Collaboration: Partner with our in-house Financial Planning Team** and internal specialists to create integrated, multi-generational wealth solutions., • Portfolio Analysis: Review and analyze client portfolios on an ongoing basis to ensure alignment with evolving goals and market conditions., • Market Monitoring: Track industry developments, regulatory updates, and market trends to provide informed, timely guidance., • Business Development: Proactively grow your book of business through referrals, networking, and strategic prospecting initiatives., • Onboarding Support: Lead clients through the discovery process, account setup, and required documentation. Qualifications • Communication: Strong interpersonal and relationship-building skills., • Drive: Goal-driven mindset with demonstrated success in sales or business development., • Work Style: Ability to work autonomously while contributing effectively within a collaborative team environment. Why Join Blue Ocean Wealth Solutions, LLC? • High Earning Potential: Competitive compensation structure including commissions, allowances, and bonuses with an estimated first-year earning potential of $100,000–$200,000*., • Full Benefits Package: Medical, dental, vision, HSA, FSA, and a 401(k) with company match., • Mentorship: Direct partnership with a Senior Financial Executive, including access to established client relationships and lead-generation programs., • Licensing Support: Sponsorship and hands-on support to obtain Life, Accident & Health insurance licenses, as well as Series 7 and Series 66 registrations (includes a weekly on-site Series 7 study group)., • Training & Development: Structured six-month Executive Training Program with continued personalized coaching from a locally based Executive Leadership Team., • Product Independence: Ability to offer non-proprietary insurance solutions through third-party partnerships., • Culture: Modern, technology-driven office environment with a strong team-oriented culture, firm-wide awards, and incentive programs. · We encourage motivated individuals to apply seeking a rewarding career as a Financial Representative in a high-performance culture that pairs uncapped earning potential with deeply fulfilling client impact. Visit our website at www.blueocean.us.com to learn more about our culture of excellence in finance and wealth management. #LI-BOWS1 We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time. Disclaimers: *Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. **To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. *The average expected first-year earnings range is an approximate figure based on historical performance. 401(k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Company DescriptionEach day with passion and enthusiasm, we embrace our clients’ financial well-being as our own because we know just how essential financial decisions are in helping you secure your dreams and protecting the ones you love.Each day with passion and enthusiasm, we embrace our clients’ financial well-being as our own because we know just how essential financial decisions are in helping you secure your dreams and protecting the ones you love.

Job DescriptionSenior Bookkeeper / Office Administrator $38/hour | Full-Time | Westbury, NY (On-Site) About the Role We are seeking a highly experienced and detail-oriented Senior Bookkeeper / Office Administrator to take full ownership of our day-to-day accounting operations. This is a hands-on, high-responsibility role focused on maintaining accurate financial records, managing cash flow visibility, and ensuring operational discipline across accounts receivable and payable. You will report directly to ownership and work closely with an external accounting advisor. Key Responsibilities Accounts Receivable (A/R) – Full Ownership • Generate and manage all client invoicing, • Track incoming payments and outstanding balances, • Proactively follow up on collections (email and phone), • Maintain accurate A/R reporting and aging Accounts Payable (A/P) – Full Ownership (No payroll) • Process vendor bills accurately and on time, • Manage payment schedules and approvals, • Maintain organized vendor records and documentation Reconciliation & Financial Accuracy • Perform monthly bank and credit card reconciliations, • Maintain clean and accurate general ledger, • Ensure all financial data is properly recorded and categorized, • Identify discrepancies and resolve issues proactively Systems & Process Discipline • Maintain strict accuracy within QuickBooks Online, • Ensure consistency between operational activity and financial records, • Help improve and enforce internal processes and controls What We're Looking For Required Experience • Strong, hands-on experience with QuickBooks Online (required), • Proven experience managing both Accounts Receivable and Accounts Payable independently, • Experience in construction, trades, or project-based businesses (required), • Solid understanding of accounting fundamentals and financial workflows This role requires strong, real-world QuickBooks Online experience - not basic familiarity. Technical Skills • Proficiency in Microsoft Office 365 (Excel, Outlook, OneDrive, etc.), • Strong organizational and documentation skills Core Traits • Extremely detail-oriented and process-driven, • Proactive problem solver, • Comfortable taking ownership and working independently, • Strong communication skills, especially around financial matters Compensation & Schedule • $38/hour (full-time), • Monday–Friday, 9:00 AM – 5:00 PM (on-site), • Benefits include medical insurance, 401(k), paid holidays, and PTO Why This Role Stands Out • Full ownership of accounting operations, • Direct exposure to ownership and business decision-making, • Ability to bring structure and improve systems, • High-impact role within a growing company

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

financial planningbudgetingretirement planningdebt managementrisk managementcfp certificationcompliancewritten communicationverbal communicationclient relationship managementfinancial problem-solvingfiduciary standardholistic financial coachingmentoringworkflow/process developmentmicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Financial Advisor (CFA or CFP) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households., • Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families., • Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points., • Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates)., • Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication., • Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance)., • Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising. Required Skills and Qualifications: • 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant., • Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis)., • CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work., • Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts., • Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service., • Experience mentoring others, developing workflows, or standardizing planning processes., • Comfort working asynchronously and independently in a remote setting. Preferred Qualifications: • Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms., • Background designing or improving standardized planning processes or digital advisory journeys., • Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.

$80 - $110/hourpayfinancial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

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. CALL TODAY 516.622.3100 PLEASE NOTE: QUEENS, NASSAU, AND SUFFOLK COUNTY RESIDENTS ONLY WE DO NOT RELOCATE 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

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job Description We are seeking motivated and enthusiastic Entry Level Financial Advisors to join our team. In this role, you will support clients in making informed financial decisions and developing long-term wealth management strategies. You will receive comprehensive training and continuous mentorship to grow your expertise in financial planning and client service. Key responsibilities include understanding client needs, providing tailored financial advice, and maintaining strong client relationships. This is an excellent opportunity to launch your career in financial services with a supportive and dynamic company. Responsibilities: • Conduct client meetings to assess financial goals and needs., • Assist in creating and implementing personalized financial plans., • Provide guidance on investment options, retirement planning, and risk management., • Monitor client portfolios and recommend adjustments as necessary., • Build lasting relationships with clients through excellent communication and service. Participate in professional development and licensing programs. Requirements Qualifications and Skills: • Bachelor’s degree in Finance, Economics, Business, or a related discipline., • Strong analytical and problem-solving skills., • Excellent interpersonal and communication abilities., • Self-motivated with a passion for helping clients achieve their financial objectives., • Ability to work collaboratively within a team environment., • Commitment to obtaining necessary industry licenses (e.g., Series 7, Series 63)., • Previous experience in sales or customer service is advantageous but not mandatory.

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. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright 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 http://fortune.com/fortune500/ Compensation: $100,000 at plan earnings Responsibilities: • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan, • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs Qualifications: • Must have the ability to successfully network and prospect for new clients, • Must have effective relationship management skills, • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required, • Experience in customer service or sales, ideally within the financial services industry, is helpful, but not necessary., • Strong communication skills, both verbal and written, to effectively convey financial concepts., • Self-motivated with a strong desire to learn and grow within the insurance and financial services field., • Valid driver's license and the use of a vehicle. Benefits: • 401(k) with a 4% match., • Retirement plan., • Life and Disability Insurance., • Health Coverage: Medical/Pharmacy, Dental, Vision. About Company For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Job Description SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management. We currently focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients including business owners, multi-generational families, and clients navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. We operate as a fee-only fiduciary, SEC-registered investment adviser and are seeking experienced wealth advisors and supporting staff. Our firm is affiliated with an established real estate and specialty finance platform with active operating businesses, properties, and investment-related entities. That affiliation provides advisors with immediate access to private market opportunities, operational infrastructure, advanced tax and planning resources, and industry relationships, not a cold start. This is an opportunity to help build a family office advisory platform early, with flexibility to grow our AUM across the full client spectrum while leveraging internal deal flow, shared resources, firm-funded growth support, and long-term expansion plans. Responsibilities • Serve as the lead fiduciary advisor for a book of high-net-worth and ultra-high-net-worth clients, • Develop new business relationships with business owners, families, post-liquidity clients, and centers of influence, • Build and manage comprehensive wealth plans spanning investment management, tax-aware planning, and estate and succession coordination, • Position and allocate across the full platform including public equities, fixed income, structured products, and private markets such as private credit, real estate, and alternative strategies, • Coordinate pre- and post-liquidity planning for business owners approaching a sale, • Deliver ongoing client education and proactive communication on markets, planning strategies, and portfolio positioning, • Coordinate with internal specialists across tax, estate, lending, and insurance to deliver an integrated client experience, • Drive organic growth supported by firm-funded lead generation, events, and marketing, • Maintain accurate records in the firm's CRM and planning systems, • Maintain full compliance with SEC, firm, and fiduciary standards across all client activity Requirements • Series 65, or Series 7 + 66, or a qualifying professional designation (CFP, CFA, CPA) in lieu of exam where applicable, • Minimum 5 years of experience as a wealth advisor, financial advisor, or private wealth professional with a demonstrated record of production, • A portable book of business and established high-net-worth or business-owner relationships preferred, • Clean regulatory and compliance record with no material U4 or U5 disclosures, • Strong working knowledge of advanced planning concepts including tax-efficient exit structuring, trust and estate strategies, and alternative investments, • Demonstrated ability to hold a sophisticated conversation with business owners and their tax and legal advisors, • Proficiency with CRM and financial planning platforms and a comfort with technology-enabled workflows, • Ability to manage a book independently while coordinating with internal service and planning teams, • Entrepreneurial, builder mindset motivated to grow a practice rather than maintain one, • Bachelor's degree required; experience serving business owners through liquidity events a plus

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

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $120,000 Responsibilities: • Serve as a collaborative team player willing to further development through continued training opportunities, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • 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, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Network with and qualify with prospective clients and explain the features and merits of insurance, investments, and other planning needs., • Develop investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions., • Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts., • Develops long-term relationships with clients and underwriters., • Assist clients with concerns and service issues as needed., • Reach agreed-upon sales targets monthly. Qualifications: • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Interpersonal, communication, and presentation skills., • Driven, motivated, and coachable., • Be willing to help others., • New York Life will pay and cover all expenses for training and the exam., • Sales: 1 year (preferred). About Company We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact. #WHGEN2 Compensation details: 120000-120000 Yearly Salary PIdf0e255d8c57-37820-40814672

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