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Job Overview This job posting is anticipated to remain open for 30 days, from 19-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades 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: ___ About Us 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. #LI-USFATA

Job Description Full job description Take Control of Your Future with a Purpose-Driven Career at New York Life Are you a natural leader with a drive to succeed? Do you possess traits like being: ✅ Competitive ✅ Entrepreneurial ✅ Coachable ✅ Communicative ✅ Self-disciplined ✅ Authentic If so, it’s time to consider a career as a Financial Professional with New York Life—a Fortune 100 company and one of the most trusted names in financial services. A Career with Purpose and Possibility As a New York Life Financial Professional, you won’t just sell insurance—you’ll help individuals, families, and businesses gain the financial confidence they need to plan for life’s biggest milestones. You’ll make a real impact by guiding clients through complex decisions like retirement planning, college funding, and legacy building. What You Can Expect Comprehensive Training & Mentorship • World-class learning platform, • Personalized coaching, • Support to obtain industry credentials, • CRM and prospecting platforms, • Email, web, and social marketing resources, • Life insurance, annuities, disability, and long-term care, • Investment options through NYLIFE Securities LLC (FINRA/SIPC), • Peer mentorship and study groups, • A collaborative culture that celebrates success Your income is based on your performance—with uncapped earning potential. • Average income in 2023 for agents meeting minimum sales was $117,359, • Full-time agents may be eligible for:, • Medical, dental, vision, and life insurance, • Disability coverage For over 180 years, New York Life has helped people protect their loved ones and plan for their financial futures. As a mutual company, we operate for the benefit of our policyholders—not shareholders—so we can focus on long-term value and trust. Awards & Recognition • Financial Strength:, • A++ (A.M. Best), AAA (Fitch), Aaa (Moody’s), AA+ (S&P), • Learning & Development:, • CLO Learning Elite Gold Award (2023), • Diversity & Inclusion:, • Forbes: Best Employers for Diversity, • Human Rights Campaign: Corporate Equality Index, • 5.3 million lives protected, • $1.2 trillion in life insurance in force If you’re ready to build a career that makes a difference—and offers freedom, support, and earning potential—apply today to join the New York Life team as a Financial Professional. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/GenderIdentity

Job Description Full job description Take Control of Your Future with a Purpose-Driven Career at New York Life Are you a natural leader with a drive to succeed? Do you possess traits like being: ✅ Competitive ✅ Entrepreneurial ✅ Coachable ✅ Communicative ✅ Self-disciplined ✅ Authentic If so, it’s time to consider a career as a Financial Professional with New York Life—a Fortune 100 company and one of the most trusted names in financial services. A Career with Purpose and Possibility As a New York Life Financial Professional, you won’t just sell insurance—you’ll help individuals, families, and businesses gain the financial confidence they need to plan for life’s biggest milestones. You’ll make a real impact by guiding clients through complex decisions like retirement planning, college funding, and legacy building. What You Can Expect Comprehensive Training & Mentorship • World-class learning platform, • Personalized coaching, • Support to obtain industry credentials, • CRM and prospecting platforms, • Email, web, and social marketing resources, • Life insurance, annuities, disability, and long-term care, • Investment options through NYLIFE Securities LLC (FINRA/SIPC), • Peer mentorship and study groups, • A collaborative culture that celebrates success Your income is based on your performance—with uncapped earning potential. • Average income in 2023 for agents meeting minimum sales was $117,359, • Full-time agents may be eligible for:, • Medical, dental, vision, and life insurance, • Disability coverage For over 180 years, New York Life has helped people protect their loved ones and plan for their financial futures. As a mutual company, we operate for the benefit of our policyholders—not shareholders—so we can focus on long-term value and trust. Awards & Recognition • Financial Strength:, • A++ (A.M. Best), AAA (Fitch), Aaa (Moody’s), AA+ (S&P), • Learning & Development:, • CLO Learning Elite Gold Award (2023), • Diversity & Inclusion:, • Forbes: Best Employers for Diversity, • Human Rights Campaign: Corporate Equality Index, • 5.3 million lives protected, • $1.2 trillion in life insurance in force If you’re ready to build a career that makes a difference—and offers freedom, support, and earning potential—apply today to join the New York Life team as a Financial Professional. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/GenderIdentity

Job Description Full job description Take Control of Your Future with a Purpose-Driven Career at New York Life Are you a natural leader with a drive to succeed? Do you possess traits like being: ✅ Competitive ✅ Entrepreneurial ✅ Coachable ✅ Communicative ✅ Self-disciplined ✅ Authentic If so, it’s time to consider a career as a Financial Professional with New York Life—a Fortune 100 company and one of the most trusted names in financial services. A Career with Purpose and Possibility As a New York Life Financial Professional, you won’t just sell insurance—you’ll help individuals, families, and businesses gain the financial confidence they need to plan for life’s biggest milestones. You’ll make a real impact by guiding clients through complex decisions like retirement planning, college funding, and legacy building. What You Can Expect Comprehensive Training & Mentorship • World-class learning platform, • Personalized coaching, • Support to obtain industry credentials, • CRM and prospecting platforms, • Email, web, and social marketing resources, • Life insurance, annuities, disability, and long-term care, • Investment options through NYLIFE Securities LLC (FINRA/SIPC), • Peer mentorship and study groups, • A collaborative culture that celebrates success Your income is based on your performance—with uncapped earning potential. • Average income in 2023 for agents meeting minimum sales was $117,359, • Full-time agents may be eligible for:, • Medical, dental, vision, and life insurance, • Disability coverage For over 180 years, New York Life has helped people protect their loved ones and plan for their financial futures. As a mutual company, we operate for the benefit of our policyholders—not shareholders—so we can focus on long-term value and trust. Awards & Recognition • Financial Strength:, • A++ (A.M. Best), AAA (Fitch), Aaa (Moody’s), AA+ (S&P), • Learning & Development:, • CLO Learning Elite Gold Award (2023), • Diversity & Inclusion:, • Forbes: Best Employers for Diversity, • Human Rights Campaign: Corporate Equality Index, • 5.3 million lives protected, • $1.2 trillion in life insurance in force If you’re ready to build a career that makes a difference—and offers freedom, support, and earning potential—apply today to join the New York Life team as a Financial Professional. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/GenderIdentity

Job Description Sure, I can help you format this job posting for easier pasting. Here it is: Financial Professional with an Accelerated Path to Management Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined What we’re looking for… We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer… Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals please follow this link: . 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 our clients. Awards & Accolades… We’re proud of our financial strength. • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2023/2024 Corporate Equality Index, • Forbes 2023: America’s Best Employers for Diversity, • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Company DescriptionJoin One of America's Most Respected Financial Companies! At New York Life, we're proud to be ranked #65 on the 2017 Fortune 100 list. We've earned the highest possible financial strength ratings from major agencies like Standard & Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA) as of June 27, 2017. For over 60 years, we've led the industry with the most US members of the Million Dollar Round Table, the gold standard for life insurance sales performance. Why Choose New York Life? Top-Tier Financial Strength: Our ratings speak for themselves. Industry Leadership: Join a company that sets the standard. Comprehensive Benefits: Full-time agents and their dependents enjoy immediate access to medical, dental, vision, long-term disability, and group term life insurance. Career Growth with Eagle Strategies LLC Investment Advisory Services: Offered through our Registered Investment Adviser. Securities Opportunities: Available through NYLIFE Securities LLC (member FINRA/SIPC), a licensed insurance agency. A Commitment to Excellence Million Dollar Round Table: Recognized as the pinnacle of life insurance sales performance. Equal Opportunity Employer: We welcome all applicants, regardless of gender, veteran status, disability, sexual orientation, or gender identity. Ready to Make a Difference? Join us at New York Life and be part of a team that values excellence and integrity. Apply today and take the first step towards a rewarding career! SMRU 1859024 exp 7/1/25Join One of America's Most Respected Financial Companies!\r\n\r\nAt New York Life, we're proud to be ranked #65 on the 2017 Fortune 100 list. We've earned the highest possible financial strength ratings from major agencies like Standard & Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA) as of June 27, 2017. For over 60 years, we've led the industry with the most US members of the Million Dollar Round Table, the gold standard for life insurance sales performance.\r\n\r\nWhy Choose New York Life?\r\n\r\nTop-Tier Financial Strength: Our ratings speak for themselves.\r\nIndustry Leadership: Join a company that sets the standard.\r\nComprehensive Benefits: Full-time agents and their dependents enjoy immediate access to medical, dental, vision, long-term disability, and group term life insurance.\r\nCareer Growth with Eagle Strategies LLC\r\n\r\nInvestment Advisory Services: Offered through our Registered Investment Adviser.\r\nSecurities Opportunities: Available through NYLIFE Securities LLC (member FINRA/SIPC), a licensed insurance agency.\r\nA Commitment to Excellence\r\n\r\nMillion Dollar Round Table: Recognized as the pinnacle of life insurance sales performance.\r\nEqual Opportunity Employer: We welcome all applicants, regardless of gender, veteran status, disability, sexual orientation, or gender identity.\r\nReady to Make a Difference?\r\n\r\nJoin us at New York Life and be part of a team that values excellence and integrity. Apply today and take the first step towards a rewarding career!\r\n\r\nSMRU 1859024 exp 7/1/25

Job Description We are seeking a Financial Advisor/Investment Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: • Advise clients on investment strategies and other financial decisions, • Assess clients' assets, liabilities and overall financial conditions, • Prepare presentations that recommend various financial products, • Review and communicate portfolio performances to clients, • Previous experience in banking, financing, or other related fields, • Familiarity with investment products and services, • Ability to build rapport with clients, • Strong analytical and critical thinking skills, • Excellent written and verbal communication skillsCompany DescriptionMcDonnaugh Securities LLC is a fast-growing minority owned Broker/Dealer and Registered Investment Advisor. McDonnaugh Securities LLC has its principal offices in NYC and Long Island New York. Our mission is to build a regional boutique financial service company with Independent Representatives/Financial Advisors which will provide investment advice and wealth management solutions to high-net-worth and Business clients.McDonnaugh Securities LLC is a fast-growing minority owned Broker/Dealer and Registered Investment Advisor. McDonnaugh Securities LLC has its principal offices in NYC and Long Island New York. Our mission is to build a regional boutique financial service company with Independent Representatives/Financial Advisors which will provide investment advice and wealth management solutions to high-net-worth and Business clients.

Job Description Outside Sales Executive - Freight Forwarding Industry Looking to jumpstart your sales career in a high-energy, fast-growing industry? OEC Group, a leading freight forwarder, is seeking ambitious, outgoing individuals eager to build expertise in global logistics. With uncapped commission, hands-on training, and career growth opportunities, this is your chance to develop your skills, forge strong client relationships, and make an impact! What we're looking for • Driven & Confident Communicators: Passionate about relationship-building and comfortable presenting solutions in face-to face meetings, • Sales-Minded Professionals: Recent graduates or candidates with 1-5 years of experience in logistics, sales or business development, • Base salary: $65,000-$75,000 annually based on experience and education, • Uncapped commission: Sky's the limit - your success directly impacts your earnings, • Car Allowance: $800 monthly, • Company cell phone & laptop: Stay connected and ready to close deals anytime, anywhere After successfully completing and passing a standard 90-day introductory period the employee is provided with the following benefits package. This includes: • Comprehensive Health Insurance: Medical, Dental & Vision for the individual, • Life & Accidental Insurance Coverage: For added security, • Generous PTO plan: 10 vacation, 7 personal, and 3 floating days, • 401k plan: With up to a 3% company match for your financial future, • Drive business growth: Generate new business through cold calling, on average 40 calls per day., • Build and maintain a customer base: Recognize freight forwarding opportunities and deliver tailored solutions., • Become a logistics expert: Partner with internal subject matter experts to master OEC Group's full suite of global shipping services., • Offer customized solutions: Consult clients on optimizing their supply chain using ocean, air, warehousing & distribution, LTL & FTL transportation, cargo insurance and customs brokerage., • Achieve & exceed goals: Hit monthly sales quotas and set new benchmarks for success., • Leverage cutting-edge tools: Utilize Sugar (CRM) to track client's information, manage your sales pipeline, and measure success using actionable KPIs., • Collaborate for success: Work closely with our sales support team to ensure quotes align with each client's requirements., • Be a trusted advisor: Conduct in-person meetings with existing and prospective clients in your designated territory, strengthening relationships and securing long-term business., • Stay competitive: Keep a pulse on global freight forwarding trends, ensuring our strategies align with industry shifts and emerging opportunities. New York Office: Monday - Friday | 9:00 am – 6:00 pm EST Qualifications • Bachelor's degree, • Sales or logistics experience, • Knowledge of Microsoft Office 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 XQZBSHqA2X

Job Description An opportunity to join our fast-track PARTNER program - get promoted from Financial Advisor to Partner in 6 months to a year! Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests. New York Life is dedicated to prudent financial management, high-quality products, and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products, including stocks, bonds, and over 13,000 mutual funds. We are looking for motivated, self–starters who would like to: • Become a partner within their first year and build a team of financial advisors, • Build their career with significant income potential, • Manage their own work schedule and establish an attractive work/life balance, • Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets, • Experience a lifetime of learning and professional development, • Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy, • Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers so that you are always ready to help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address new rules and policy updates, • Help create competitive quotes when it is time to issue renewals or make updates to a current policy, • Document any policy changes on customer accounts according to NAIC regulations in our book of business and clearly communicate with customers about those updates, • Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understandingQualifications:, • Follow up skill, written and verbal communication skills and problem-solving skills are a must in this role, • Applicants must have basic computer skills and be able to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.), • Associates or Bachelor’s degree required, or commensurate insurance industry experience, • Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset, • Must have active insurance license in your state or must be willing to get licensed in 90 days, • MBA or previous management/team-building experience (Required), • Organized, detail-oriented, and excellent time management skills, • Ambitious, disciplined leaders who demonstrate the utmost professionalism, • Relationship building and networking abilities, exemplary interpersonal skills, • Coachable and the ability to work in a team-based environment, • J.D. (attorney) or M.B.A. is a Strong plus, • Sales experience is not required, but is a plus, • FINRA Series 6, 7, 63, 65, or 66, a plus (company will pay for sponsorship for the right candidate), • Life & Health Insurance License not required (company will pay for sponsorship), • Financial Industry background is a plus; however, financial or insurance sales experience is not required, • Personal Transportation will be required for this position, • Must be a U.S. Citizen or a Permanent residentAbout Company 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 Full job description Take Control of Your Future with a Purpose-Driven Career at New York Life Are you a natural leader with a drive to succeed? Do you possess traits like being: ✅ Competitive ✅ Entrepreneurial ✅ Coachable ✅ Communicative ✅ Self-disciplined ✅ Authentic If so, it’s time to consider a career as a Financial Professional with New York Life—a Fortune 100 company and one of the most trusted names in financial services. A Career with Purpose and Possibility As a New York Life Financial Professional, you won’t just sell insurance—you’ll help individuals, families, and businesses gain the financial confidence they need to plan for life’s biggest milestones. You’ll make a real impact by guiding clients through complex decisions like retirement planning, college funding, and legacy building. What You Can Expect Comprehensive Training & Mentorship • World-class learning platform, • Personalized coaching, • Support to obtain industry credentials, • CRM and prospecting platforms, • Email, web, and social marketing resources, • Life insurance, annuities, disability, and long-term care, • Investment options through NYLIFE Securities LLC (FINRA/SIPC), • Peer mentorship and study groups, • A collaborative culture that celebrates success Your income is based on your performance—with uncapped earning potential. • Average income in 2023 for agents meeting minimum sales was $117,359, • Full-time agents may be eligible for:, • Medical, dental, vision, and life insurance, • Disability coverage For over 180 years, New York Life has helped people protect their loved ones and plan for their financial futures. As a mutual company, we operate for the benefit of our policyholders—not shareholders—so we can focus on long-term value and trust. Awards & Recognition • Financial Strength:, • A++ (A.M. Best), AAA (Fitch), Aaa (Moody’s), AA+ (S&P), • Learning & Development:, • CLO Learning Elite Gold Award (2023), • Diversity & Inclusion:, • Forbes: Best Employers for Diversity, • Human Rights Campaign: Corporate Equality Index, • 5.3 million lives protected, • $1.2 trillion in life insurance in force If you’re ready to build a career that makes a difference—and offers freedom, support, and earning potential—apply today to join the New York Life team as a Financial Professional. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/GenderIdentity

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

Job DescriptionSTATEMENT OF AGENCY Commonpoint is a multifaceted community center dedicated to sustaining and enhancing the quality of individual, family and communal life throughout New York City, offering services to people of all ages, ability levels, stages of life and backgrounds. They strive to meet the evolving needs of their community of over 100,000 members ranging from providing in-school and after-school programs, professional and career development, assistance with food insecurity, legal services, financial counseling, mental health services, senior classes, dementia care programs, and tax preparation assistance to name a few. Commonpoint has grown tremendously in the last five years and now has a mission-driven staff of 3,000 and over 80 sites in the five boroughs. Within our framework of a holistic, strength-focused, and family-supported practice, an individual is hired as a Persistence Advisor in the High School and College Success division and will report directly to the Assistant Director of College Access & Persistence. The Persistence Program provides individual academic and social-emotional support services to our new, continuing, and transfer students. Supports include assisting with transition and enrollment, providing resources and opportunities for students to explore career and degree options as well as self-advocacy skills. Education & Qualifications: • Master's degree required, preferably in Social Work, Counseling, School Counseling, School Psychology, or a related field from an accredited university; Bilingual - Spanish extension is strongly preferred, • 2-3 years of graduate school field placement or work experience within either a youth-focused or education-focused agency, • Prior experience working with high school and college students is a plus, • Highly detail-oriented and organized approach to tasks while able to meet competing deadlines, • Exceptional communication skills: verbal, written, interpersonal (phone and in-person), • Demonstrates unequivocal passion for closing the achievement and opportunity gap, • Self-starter who can work independently and collaboratively in a group, is team-oriented, has a growth mindset, and is willing to do what it takes to get the work done (whether it is their specifically assigned task or not), • Proficient in Google Suite, and experience using Database/CMS program preferred (e.g. Salesforce, National Student Clearinghouse), • Must be able to travel, • Prior workshop/seminar development and implementation experience preferred; prior college counseling experience strongly preferred., • Must have excellent organizational, teamwork, verbal, and written communication skills., • Create engaging and relevant activities for students and their families connected to college success., • Ability to work evenings and weekends., • May require overnight travel., • Ability to travel to multiple sites including CUNY and SUNY college campuses., • Foster and manage relationships with college personnel, including college administrators, professors, and staff who provide student support services., • Experience working with a diverse group of students and ability to support students as a liaison., • Strong relationship-building and group facilitation capabilities, incorporating cross-cultural sensitivity., • Deep understanding of positive youth development, education learning standards, and issues facing immigrant and first-generation youth in the U.S., • College guidance experience and strong knowledge of college applications, opportunity programs (HEOP/SEEK/CD/EOP), financial aid and scholarship process, and college portals., • Ability to research and develop opportunities for alumni., • Ability to develop partnerships, work with and in teams., • Takes initiative and has the ability to solve problems., • Energized by the idea and process of creating and implementing new initiatives., • Identify gaps in services based on best practices in retention and create programs to improve student success., • Develop student records and portfolios, including academic monitoring and an early warning system to address risks to retention., • Maintain a schedule for regular outreach to students in the program via phone, text, email, virtual, and in-person communications., • Promote and implement the Core Values of the Community Center., • Participation in all staff meetings and staff training seminars., • Participation in agency-wide programs and program committees, as assigned., • Active involvement as a supervisee in the supervision process., • Support the mission of Commonpoint.

Job DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!Compensation: $150,000 at plan earnings Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Create customized financial plans suitable for each client based on potential life changes and changing financial needs, • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectivesQualifications:, • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital, • A Bachelor’s degree in business administration, finance, or a 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, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essentialAbout Company 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 long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

Job Description Full job description Take Control of Your Future with a Purpose-Driven Career at New York Life Are you a natural leader with a drive to succeed? Do you possess traits like being: ✅ Competitive ✅ Entrepreneurial ✅ Coachable ✅ Communicative ✅ Self-disciplined ✅ Authentic If so, it’s time to consider a career as a Financial Professional with New York Life—a Fortune 100 company and one of the most trusted names in financial services. A Career with Purpose and Possibility As a New York Life Financial Professional, you won’t just sell insurance—you’ll help individuals, families, and businesses gain the financial confidence they need to plan for life’s biggest milestones. You’ll make a real impact by guiding clients through complex decisions like retirement planning, college funding, and legacy building. What You Can Expect Comprehensive Training & Mentorship • World-class learning platform, • Personalized coaching, • Support to obtain industry credentials, • CRM and prospecting platforms, • Email, web, and social marketing resources, • Life insurance, annuities, disability, and long-term care, • Investment options through NYLIFE Securities LLC (FINRA/SIPC), • Peer mentorship and study groups, • A collaborative culture that celebrates success Your income is based on your performance—with uncapped earning potential. • Average income in 2023 for agents meeting minimum sales was $117,359, • Full-time agents may be eligible for:, • Medical, dental, vision, and life insurance, • Disability coverage For over 180 years, New York Life has helped people protect their loved ones and plan for their financial futures. As a mutual company, we operate for the benefit of our policyholders—not shareholders—so we can focus on long-term value and trust. Awards & Recognition • Financial Strength:, • A++ (A.M. Best), AAA (Fitch), Aaa (Moody’s), AA+ (S&P), • Learning & Development:, • CLO Learning Elite Gold Award (2023), • Diversity & Inclusion:, • Forbes: Best Employers for Diversity, • Human Rights Campaign: Corporate Equality Index, • 5.3 million lives protected, • $1.2 trillion in life insurance in force If you’re ready to build a career that makes a difference—and offers freedom, support, and earning potential—apply today to join the New York Life team as a Financial Professional. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/GenderIdentity

Job Description Senior Wealth Advisor Positions in: Long Island-New Jersey-Orlando Our client is a growing regional full service financial services organization including Private Banking, Lending, Branch, Brokerage, Trust, Credit & Insurance. Due to its active growth in key markets such as Long Island, New Jersey & Orlando our client has engaged us to identify candidates in these specific markets. • The Wealth Advisor will be developing, managing, and retaining full-service relationships with both UHNW & HNW clients., • Developing clients with your strong COI’s within your market to deliver top service to clients., • Work in a business model which 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. Works collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develops 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 • Bachelor's degree with 7+ years' experience from the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating AUM exceeding 100M USD, • Must have Series 7 and 66 or equivalent, Insurance licenses for Life, Health, and Variable products To apply for this position, please send your resume and cover letter to .

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

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

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. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. 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 - $120,000 yearly Responsibilities: • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives, • 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, • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needsQualifications:, • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity, • Must have effective relationship management skills, • Must have the ability to successfully network and prospect for new clientsAbout 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.

Job Description Full job description Take Control of Your Future with a Purpose-Driven Career at New York Life Are you a natural leader with a drive to succeed? Do you possess traits like being: ✅ Competitive ✅ Entrepreneurial ✅ Coachable ✅ Communicative ✅ Self-disciplined ✅ Authentic If so, it’s time to consider a career as a Financial Professional with New York Life—a Fortune 100 company and one of the most trusted names in financial services. A Career with Purpose and Possibility As a New York Life Financial Professional, you won’t just sell insurance—you’ll help individuals, families, and businesses gain the financial confidence they need to plan for life’s biggest milestones. You’ll make a real impact by guiding clients through complex decisions like retirement planning, college funding, and legacy building. What You Can Expect Comprehensive Training & Mentorship • World-class learning platform, • Personalized coaching, • Support to obtain industry credentials, • CRM and prospecting platforms, • Email, web, and social marketing resources, • Life insurance, annuities, disability, and long-term care, • Investment options through NYLIFE Securities LLC (FINRA/SIPC), • Peer mentorship and study groups, • A collaborative culture that celebrates success Your income is based on your performance—with uncapped earning potential. • Average income in 2023 for agents meeting minimum sales was $117,359, • Full-time agents may be eligible for:, • Medical, dental, vision, and life insurance, • Disability coverage For over 180 years, New York Life has helped people protect their loved ones and plan for their financial futures. As a mutual company, we operate for the benefit of our policyholders—not shareholders—so we can focus on long-term value and trust. Awards & Recognition • Financial Strength:, • A++ (A.M. Best), AAA (Fitch), Aaa (Moody’s), AA+ (S&P), • Learning & Development:, • CLO Learning Elite Gold Award (2023), • Diversity & Inclusion:, • Forbes: Best Employers for Diversity, • Human Rights Campaign: Corporate Equality Index, • 5.3 million lives protected, • $1.2 trillion in life insurance in force If you’re ready to build a career that makes a difference—and offers freedom, support, and earning potential—apply today to join the New York Life team as a Financial Professional. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/GenderIdentity

Job Description Full job description Take Control of Your Future with a Purpose-Driven Career at New York Life Are you a natural leader with a drive to succeed? Do you possess traits like being: ✅ Competitive ✅ Entrepreneurial ✅ Coachable ✅ Communicative ✅ Self-disciplined ✅ Authentic If so, it’s time to consider a career as a Financial Professional with New York Life—a Fortune 100 company and one of the most trusted names in financial services. A Career with Purpose and Possibility As a New York Life Financial Professional, you won’t just sell insurance—you’ll help individuals, families, and businesses gain the financial confidence they need to plan for life’s biggest milestones. You’ll make a real impact by guiding clients through complex decisions like retirement planning, college funding, and legacy building. What You Can Expect Comprehensive Training & Mentorship • World-class learning platform, • Personalized coaching, • Support to obtain industry credentials, • CRM and prospecting platforms, • Email, web, and social marketing resources, • Life insurance, annuities, disability, and long-term care, • Investment options through NYLIFE Securities LLC (FINRA/SIPC), • Peer mentorship and study groups, • A collaborative culture that celebrates success Your income is based on your performance—with uncapped earning potential. • Average income in 2023 for agents meeting minimum sales was $117,359, • Full-time agents may be eligible for:, • Medical, dental, vision, and life insurance, • Disability coverage For over 180 years, New York Life has helped people protect their loved ones and plan for their financial futures. As a mutual company, we operate for the benefit of our policyholders—not shareholders—so we can focus on long-term value and trust. Awards & Recognition • Financial Strength:, • A++ (A.M. Best), AAA (Fitch), Aaa (Moody’s), AA+ (S&P), • Learning & Development:, • CLO Learning Elite Gold Award (2023), • Diversity & Inclusion:, • Forbes: Best Employers for Diversity, • Human Rights Campaign: Corporate Equality Index, • 5.3 million lives protected, • $1.2 trillion in life insurance in force If you’re ready to build a career that makes a difference—and offers freedom, support, and earning potential—apply today to join the New York Life team as a Financial Professional. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/GenderIdentity

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Registered Client Service Associate. Onboarding and maintaining client accounts, including collecting client information a

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. Merrill's Financial Advisors and Wea

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

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

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. Is thorough and thoughtful in incorporating relevant regulatory due diligence into dai

Wealth Relationship Manager Safe Act - Lake Success. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build, and deepen relationships to gain incremental w

Responsibilities: 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 Recommends banking and investments strategies that align with clien

What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for n

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.

Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. As a financial advisor with Edward Jones, you'll develop and grow your own practice, sup

What characteristics would make you a successful financial advisor? * An interest in financial services/markets and how they work * Love of learning and challenges, including determination to succeed * Skilled in long-term relationship building * Comfortable in your ability to think critically * Pa

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that sa

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. 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. Des

What characteristics would make you a successful financial advisor? * An interest in financial services/markets and how they work * Love of learning and challenges, including determination to succeed * Skilled in long-term relationship building * Comfortable in your ability to think critically * Pa

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

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.

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

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.

What characteristics would make you a successful financial advisor? * An interest in financial services/markets and how they work * Love of learning and challenges, including determination to succeed * Skilled in long-term relationship building * Comfortable in your ability to think critically * Pa

What characteristics would make you a successful financial advisor? * An interest in financial services/markets and how they work * Love of learning and challenges, including determination to succeed * Skilled in long-term relationship building * Comfortable in your ability to think critically * Pa

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 recomme

Ensure you read the information regarding this opportunity thoroughly before making an application.Project Manager (Academic Research).We are seeking a talented and experienced.Long Island area with experience overseeing sophisticated.Come join our team! We are looking to build services and capabil

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivers a diversified set of brokerage, investment and insu

Location: New York, New York greater market.See total compensation details below the job description).You will be representing a superior internet package and company that cares about you and our customers.Astound Broadband, the sixth-largest telecommunications provider in the United States, is a le

Are you looking to Optimize your life? Start your exciting path to a rewarding career today! We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic professionals to join our team! We understand that connectivity isn't just a luxury anymore – i

Location: New York, New York greater market.See total compensation details below the job description).You will be representing a superior internet package and company that cares about you and our customers.Astound Broadband, the sixth-largest telecommunications provider in the United States, is a le

Are you looking to Optimize your life? Start your exciting path to a rewarding career today! We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic professionals to join our team! We understand that connectivity isn't just a luxury anymore – i

Location: New York, New York greater market.See total compensation details below the job description).You will be representing a superior internet package and company that cares about you and our customers.Astound Broadband, the sixth-largest telecommunications provider in the United States, is a le

Are you looking to Optimize your life? Start your exciting path to a rewarding career today! We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic professionals to join our team! We understand that connectivity isn't just a luxury anymore – i

Ranked #1 among New York City's residential management companies, our mission is to provide our clients with superior and responsive management and accurate financial reporting that they can count on to improve their quality of life and valuation of their homes.

Are you looking to Optimize your life? Start your exciting path to a rewarding career today! We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic professionals to join our team! We understand that connectivity isn't just a luxury anymore – i

Considering making an application for this job Check all the details in this job description, and then click on Apply.We have an immediate need for a.Come join our team! We are looking to build services and capabilities through the growth of our key asset- our staff.Ranked among the nation's top A/E

Are you looking to Optimize your life? Start your exciting path to a rewarding career today! We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic professionals to join our team! We understand that connectivity isn't just a luxury anymore – i

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

Our office is located at 1 Dakota Dr Lake Success NY 11042.Optum NY, (formerly Optum Tri-State NY) is seeking a Customer Service Representative to join our team in Lake Success, NY.Optum is a clinician-led care organization that is changing the way clinicians work and live.As a member of the Optum C

Do not apply if you can't work on site 2 days per week or travel domestically.We are seeking a Digital Project Manager to join our dynamic team specializing in.This is an exciting opportunity for a sharp, quick learner with strong organizational skills and an interest in interactive, mobile, and mul

Manager, Packaging Project Management And Sourcing.Gadge USA was established in 1993.Our company is a national packaging supply and supply-chain solutions company with an expansive distribution network.We manage packaging portfolios across multiple categories, combined with a scalable service model,

Supports the teams in meeting financial, clinical and service goals.

Examples of the type of projects you will work on include medical offices, financial services offices, retail retrofits, food production facilities, interior technology upgrades, and laboratories.

Builds tracking and reporting platforms that integrates into the ED&C project financial and engineering controls system. The SPM will be responsible to lead design teams and Construction Managers in both the pre-construction due diligence, design and scoping process with a focus on quality managemen

Supports the teams in meeting financial, clinical and service goals.

Ranked #1 among New York City's residential management companies, our mission is to provide our clients with superior and responsive management and accurate financial reporting that they can count on to improve their quality of life and valuation of their homes.

We're a physician-led, patient-centric network committed to simplifying health care and bringing a more connected kind of care.Our primary, multispecialty, and urgent care providers serve millions of patients in traditional practices, patients' homes and virtually through VillageMD and our operating

Job DescriptionPerforms diversified secretarial duties supporting management and/or a physician.Responsibilities: Performs diversified secretarial duties including, but not limited to: Typing various forms of correspondence Scheduling appointments, meetings, etc.Transmitting various documents using

Lucid Dermatology is a well-established dermatology practice dedicated to providing comprehensive skincare solutions to our patients.Our group of skilled dermatologists and passionate team members are dedicated to providing excellent patient care and fostering a friendly and welcoming environment.We

Medical Assistant / Front Desk Receptionist.We're a busy and growing medical practice in Fresh Meadows, Queens, looking to add a.Greeting and checking in patients.Answering phones, scheduling appointments, and verifying insurance.Assisting providers with clinical tasks (vitals, rooming, patient prep

Protect patient's rights by maintaining confidentiality of medical, personal, and financial information.

Medical Receptionist Join One of New York's Most Prestigious and Innovative Health Systems.Locations: 3 openings available in Roslyn, Smithtown, West Babylon, and Massapequa, NY.Pay Rate: $20-$24/hour (commensurate with experience).Shifts: 8:00 AM - 4:00 PM or 9:00 AM - 5:00 PM.Are you passionate ab

Medical Assistant / Front Desk ReceptionistFresh Meadows, Queens, NY $24-$27 per hourWe're a busy and growing medical practice in Fresh Meadows, Queens, looking to add a Medical Assistant who can also handle front desk duties.This is a full-time position with room to grow and a friendly, support

Supports the teams in meeting financial, clinical and service goals.

Full-Time Medical Receptionist.Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York.As a fast-growing physician-led organization, our dynamic structure encourages p

Medical ReceptionistJoin One of New York's Most Prestigious and Innovative Health Systems Locations: 3 openings available in Smithtown, West Babylon, and Massapequa, NY Pay Rate: $20-$24/hour (commensurate with experience) Schedule: Monday-Friday Shifts: 8:00 AM - 4:00 PM or 9:00 AM - 5:00 PMAre you

Location: New York, New York greater market.See total compensation details below the job description).You will be representing a superior internet package and company that cares about you and our customers.Astound Broadband, the sixth-largest telecommunications provider in the United States, is a le

New Part-Time Medical Receptionist Position Available (GREAT NECK, NY).Are you a Medical Receptionist who is looking to advance your professional career with a part-time position without being inundated with data entry, working weekends, taking your work home to complete, or working long hours just

JFK Administrative Assistant - Passenger Service.INTERVIEWS BY APPOINTMENT, NO WALK-INS ALLOWED.AS PER MANAGER'S REQUEST, AN UPLOADED RESUME IS REQUIRED WITH YOUR APPLICATION.Previous experience in data entry and administrative roles.Proficiency in using computer applications such as Microsoft Offic

With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career!.ELS is hiring for the position of Administrative Assistant in Corinth, New York.The Office Manager oversees the day-to-day operations of the property administr

Location: New York, New York greater market.See total compensation details below the job description).You will be representing a superior internet package and company that cares about you and our customers.Astound Broadband, the sixth-largest telecommunications provider in the United States, is a le

Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York.As a fast-growing physician-led organization, our dynamic structure encourages physician input and decision-mak

Location: New York, New York greater market.See total compensation details below the job description).You will be representing a superior internet package and company that cares about you and our customers.Astound Broadband, the sixth-largest telecommunications provider in the United States, is a le

As a Commercial Interiors Project Manager, you will be responsible for providing consulting services to an assigned Financial services client account to help achieve the company's strategic business objectives.

Supports the teams in meeting financial, clinical and service goals.

Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York.As a fast-growing physician-led organization, our dynamic structure encourages physician input and decision-mak

Supports the teams in meeting financial, clinical and service goals.

The Patient Service Representative (PSR) is responsible for welcoming and providing exemplary customer service to all our incoming patients at City.The person in this position is responsible for registering patients and coordinating with the res Medical Receptionist, Medical, Receptionist, Healthcar

Project Manager (Academic Research) US-NY-Syosset Job ID: 2025-3070 Type: Regular Full-Time # of Openings: 1 Category: Construction Management The LiRo Group Overview We are seeking a talented and experienced Construction Project Manager for projects in the Long Island area with experience overs

Full-Time Medical Receptionist at Digestive Healthcare Associates in Great Neck, NY.Digestive Healthcare Associates have partnered with Allied Digestive Health, one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout N

Translate technical, financial, and strategic objectives to educate stakeholders and contributors from other parts of the organization to drive alignment (e. Financial Planning and Analysis (FP&A), including budgeting and forecasting experience. Financial certifications including ACA, ACCA, CPA, Cha

We are one of the leading independent Family Practice facilities in New York, Long Island region seeking a friendly and motivated Medical Receptionist to join our healthcare team.If you are an upbeat, confident professional with remarkable communication and interpersonal skills, able to work comfort

Is this the role you are looking for If so read on for more details, and make sure to apply today.Construction Project Manager (Healthcare).We are seeking a talented and experienced.Long Island area with experience overseeing high-profile.Come join our team! We are looking to build services and cap

New York Plastic Surgical Group is seeking a Medical Receptionist/Patient Relations Representative to join our practice!Mandarin-speaking preferredWhy Choose New York Plastic Surgical Group: Annual bonuses based on performance evaluation.Medical, dental, vision, and pet insurance 19 Days PTO, as wel

Financial certifications including ACA, ACCA, CPA, Chartered Accountant, or applicable professional designation. Solid communication skills and the ability to effectively communicate complex financial concepts to various user groups. Translate technical, financial, and strategic objectives to educat

Part Time Receptionist needed for Physical Therapy practice with locations in Huntington, Locust Valley and in Oyster bay.Must have good interpersonal and organizational skills with attention to detail.Medical office experience preferred but willing to train the right person.Salary commensurate with

Translate technical, financial, and strategic objectives to educate stakeholders and contributors from other parts of the organization to drive alignment (e. Financial Planning and Analysis (FP&A), including budgeting and forecasting experience. Financial certifications including ACA, ACCA, CPA, Cha

Employment Type:Full timeShift:Day ShiftDescription:Sr Registration Associate (Medical Receptionist) - Clifton Park - FT/DAY- EndocrinologyIf you are looking for an administrative position in Clifton Park, full-time, this could be your opportunity.Peter's Health Partner's, we care for more people in

Miller & Company is a fast-growing CPA firm based in Whitestone, Queens, and we're looking to expand our team! We're seeking a dynamic, highly-skilled Administrative Assistant who is eager to make a significant impact and help drive the firm’s growth.If you’re looking for an opportunity to work

Administrative Assistant - Garden City.Friedman Vartolo LLP is a rapidly growing New York based real estate and default services law firm with 250+ employees across six states.The firm prides itself not solely on its superior legal product, but also on its innovative approach to business and problem

Ready to make your application Please do read through the description at least once before clicking on Apply.Location: New York, New York greater market.See total compensation details below the job description).You will be representing a superior internet package and company that cares about you and

Founded by physicians with experience at leading academic medical centers, USA Clinics Group was built on a vision of delivering patient-first care beyond the hospital setting.Today, we’re the nation’s largest network of outpatient vein, fibroid, vascular, and prostate centers—with 170+ clinic

Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.We are currently seeking a Healthcare.As a leader of Program Management and Construction Management (PM/CM) services, LiRo-Hill delivers award winning Construction Management pro

Supports the teams in meeting financial, clinical and service goals.

Are you looking to Optimize your life? Start your exciting path to a rewarding career today! We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic professionals to join our team! We understand that connectivity isn't just a luxury anymore – i

Join Our Team as a Float Medical Receptionist! Do you enjoy variety in your workday and love the idea of supporting different teams? Are you the kind of person who can adapt quickly, stay organized, and always bring a smileeven when the day gets busy? If so, we'd love to meet you! As a Float Medical

MEP Engineer/Project Manager US-NY-Syosset Job ID: 2021-2365 Type: Regular Full-Time # of Openings: 1 Category: MEP The LiRo Group Overview We have an immediate need for a Sr.Mechanical Engineer (focusing on HVAC designs) for our Syosset, NY location.Come join our team! We are looking to build s

Job DescriptionPerforms diversified secretarial duties supporting management and/or a physician.Performs diversified secretarial duties including, but not limited to: Typing various forms of correspondence Scheduling appointments, meetings, etc.Transmitting various documents using computer, mail, an

Gotham Technology Group is seeking a highly organized, detail-oriented, proactive administrator to support our executive and legal functions.This role supports executive operations ensuring smooth scheduling, communication, and manages legal documentation and processes.The ideal candidate will have

The Academy Charter School Administrative Assistant understands and promotes the school's mission, vision, objectives, and policies both within and outside the immediate school community.The School's Administrative Assistant plays a central role in ensuring an orderly, responsive, and open school.In

Office Administrator – Fashion Industry.East Rockaway/Oceanside, NY (Nassau County).Monday–Friday, 9:00 AM – 5:00 PM.A well-established and trend-setting men’s fashion brand is seeking a highly organized, tech-savvy.East Rockaway/Oceanside headquarters.This is an excellent opportunity for so

Key responsibilities include directing all aspects of accounting, financial reporting, treasury, and tax functions, overseeing financial planning, budgeting, and performance monitoring, and leading all capital markets activities. This role is pivotal in providing financial and strategic leadership t

Supports the teams in meeting financial, clinical and service goals.

Allied Pediatrics and Family Medicine of Bellmore-MerrickLocated in:Bellmore, New York 11710Join Our Team as a Medical Receptionist! Are you the kind of person who makes everyone feel welcome the moment they walk through the door? Do you thrive in a fast-paced environment where multitasking is key?

Oversee all financial operations of the company, including budgeting, forecasting, financial reporting, and cash management. Develop and implement financial policies and procedures to ensure effective financial management. The CFO will ensure all financial reports are prepared accurately and on time

New York Plastic Surgical Group is seeking a Medical Receptionist/ Patient Relations Representative to join our practice in our Westchester location! Occasional travel to NYC based on coverage purposes.Spanish Speaking is a plus! Why Choose New York Relations, Medical Receptionist, Representative, P

Considering making an application for this job Check all the details in this job description, and then click on Apply.We have an immediate need for a.Come join our team! We are looking to build services and capabilities through the growth of our key asset- our staff.Ranked among the nation's top A/E

ENT and Allergy Associates, LLP and Quality Medical Management Services USA, LLC is seeking a self-motivated, people-friendly Full Time.These offices include: Valley Stream, Plainview, Levittown, Southampton, Riverhead, and Melville.Coverage can include offices in other regions, if necessary.Schedul

Ready to make your application Please do read through the description at least once before clicking on Apply.Location: New York, New York greater market.See total compensation details below the job description).You will be representing a superior internet package and company that cares about you and

Performs general clerical and receptionist duties supporting the patient care unit, including preparing, compiling and maintaining records.Performs a variety of duties relative to admission, discharge and/or transfer of patients.Prepares patient charts and assembles new admission packets.Transmits d

The New York State Unified Court System is seeking an.Judicial District Administrative Office.The Analyst will be assigned to the.Alternative Dispute Resolution.Assistant Court Analysts provide professional level assistance to higher-level personnel in various projects involving administration.Enter

ENT and Allergy Associates, LLP and Quality Medical Management Services USA, LLC is seeking a self-motivated, people-friendly Full Time.Scheduling patient appointments.Entering patient demographics into the computer.Pulling and filing medical charts.Assisting the office manager and physicians as nee

Healthcare Project Manager US-NY-Syosset Job ID: 2024-3024 Type: Regular Full-Time # of Openings: 1 Category: Management The LiRo Group Overview We are currently seeking a Healthcare Project Manager for Nassau County projects.As a leader of Program Management and Construction Management (PM/CM)

Supports the teams in meeting financial, clinical and service goals.

Construction Project Manager (Healthcare) US-NY-Syosset Job ID: 2025-3068 Type: Regular Full-Time # of Openings: 1 Category: Construction Management The LiRo Group Overview We are seeking a talented and experienced Construction Project Manager in the Long Island area with experience overseeing h

Conduct assessment of financial resources for families as needed.

We’re Hiring – Patient Engagement Representative.Full-Time | Onsite | $22/hr ($24/hr if bilingual Spanish).We’re looking for an empathetic, patient-focused professional to help re-engage and schedule patients while delivering an exceptional experience.Make approximately 80 outbound calls per d