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

Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options., • Full benefits package: health, dental, vision, 401(k), pension, and life insurance., • Training stipend and performance-based bonuses., • Company-sponsored travel and professional development programs., • Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Applicants must be within commuting distance to Hauppauge, NY. Compensation: $100,000+ OTE Responsibilities: • Maintain compliance with industry regulations and licensing requirements., • Develop client relationships and provide tailored financial strategies., • Attend hybrid meetings, including in-person team collaboration, as required., • Attend virtual and in-person training to enhance financial expertise., • Utilize marketing tools and resources to grow your client base.Qualifications:, • Must be authorized to work in the US., • Strong interpersonal and communication skills., • Self-motivated, coachable, and driven to succeed., • Demonstrated leadership or a proven track record of success., • No prior experience in finance is required—comprehensive training is provided.About Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good."

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

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

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

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

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services. What We Offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why Join Eastern Advisory Group? • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788. We can only consider applicants authorized to work in the United States. Compensation: $100,000 at planned earnings Responsibilities: • Work closely with clients to gather in-depth financial details and build individualized profiles that accurately represent their income, goals, and full financial situation., • Serve as a collaborative and dependable team contributor while continually developing your skills through ongoing training and professional learning opportunities., • Actively engage with prospective clients, fostering strong relationships and positioning yourself as their trusted financial guide., • Create tailored financial plans that shift and adjust as clients move through different life phases, career changes, and financial priorities., • Provide well-considered recommendations—spanning financial products, planning solutions, and investment approaches—to support clients in reaching their goals., • Obtain Life and Health certification within 45 days of employment.Qualifications:, • Long Island/Queens candidates only., • Previous Sales experience preferred., • Must be able to commute to Hauppauge, Long Island, for training.About Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good."

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

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

The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time.This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional

Likes to learn, adapts to new information and seeks the right solutions for clients. This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Works with clients to plan their short and long-term financial goals by buil

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Suffolk Federal Credit Union invites you to join our employee advisor model as a Wealth Advisor with LPL Financial.

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

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

This employment opportunity at TruStage located at Teachers Federal Credit Union in Nesconset, NY would allow you to join Teachers Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financia

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

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

The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts. The Client Service Associate reports to the Financial Advisor and is critical

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

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

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

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien

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

The Financial Advisor (FA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. TD is one of the world's leading global financial institutions and is the fifth largest bank in North A

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

Our global client is looking for an accounting professional who can support accounting/financial activity across a dynamic, multi-entity environment. Partnering with field, logistics, or operations personnel to validate financial inputs.

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.

We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. Our clients are enterpr

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

In this role, you’ll guide the financial heartbeat of the organization. Leading the preparation of accurate, timely monthly and year-end financial statements. Assisting with annual budget development and financial planning.

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

Analyze credit and financial statements. Underwriter is responsible to review merchant accounts, analyze merchant financial and activity risk, ensure compliance with law and association rules, and other operational duties in the normal course of merchant acquiring business. Present risk mitigation t

A well-established company in Suffolk County is seeking a reliable, detail-oriented Bookkeeper to support the accounting and financial operations. This role is ideal for someone who enjoys hands-on accounting, maintaining accurate records, and ensuring smooth financial processes in a fast-paced envi

In this role, you will work closely with the Accounting department to maintain accurate financial records and ensure the company’s compliance with all legal requirements. Enter financial data and transactions. Analyze budgets and other financial information.

Perks & Benefits Medical, Dental & Vision Coverage 401(k) Plan with Company Match Paid Time Off (PTO) and Paid Holidays Life, Short-Term & Long-Term Disability Insurance Health Savings Account (HSA) & Flexible Spending Accounts (FSA) Employee Assistance Program (EAP) Additional benefits aligned with

Financial Record Management: Maintain and update accurate financial records,. This role is critical to ensuring the financial health and efficiency of our operations. Budgeting and Reporting: Assist in preparing monthly, quarterly, and annual financial.

The client is also notified of any issues, concerns and solutions related to the maintenance of the client's financial records. Receives operational data for entry into the client's bookkeeping system and determines the best method to record the financial information, such as income, expenses, retur

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will build trusted relationships with clients, sharing product knowled

This role is key to providing accurate and timely financial information used to support both internal decision making and external constituents.

For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow.

LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales.We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role.If you're self-motivated and ready to work, we’re ready to help y

Assist in the month-end/year-end closing process Prepare journal entries during month-end Analyze monthly fluctuations across the balance sheet and P&L Perform month-end balance sheet reconciliations in accordance with US GAAP Perform analytical procedures including budgets vs actuals and varian

Company Match : Supporting your long-term financial wellness. You’ll play a critical role in our month-end close process, help refine financial reporting, and provide analysis that supports strategic business decisions. Netsuite experience a plus Highly detail-oriente

The ideal candidate will have a strong background in corporate accounting, financial management, and regulatory reporting. This role involves overseeing financial operations, ensuring compliance with GAAP, and providing mentorship to junior accounting staff. The Senior Accountant will play a crucial

Our core work is to solve for our client’s most urgent financial needs and implement a systematic, sustainable, and scalable framework for financial management and growth. Our CFOs serve as embedded financial leaders to their clients, partnering closely with business owners to bring clarity to fin

The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor

This position is involved in the review and appraisal of applications for insurance placement.Uses knowledge and independent judgment to determine eligibility of risks when compared to guidelines of programs available.Interacts with Companies and Brokers via telephone, e-mail, regular ma