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Kuttin Wealth Management is seeking a dynamic and highly organized Director of Marketing & Brand Experience to lead the firm’s marketing strategy, brand development, and communications efforts. This individual will play a key role in elevating the firm’s presence through innovative marketing initiatives, strategic partnerships, event execution, and compelling content that reflects the exceptional client experience for which Kuttin Wealth Management is known. This role requires a unique blend of strategic thinking and hands-on execution. The ideal candidate is equally comfortable developing marketing plans, collaborating with compliance teams, cultivating sponsor relationships, and capturing the moments and stories that bring our brand to life. Responsibilities Brand Strategy & Growth • Develop and execute the overall marketing and brand strategy for Kuttin Wealth Management., • Strengthen and expand the firm’s presence across digital and traditional channels., • Support the continued growth of executive and advisor thought leadership initiatives., • Maintain a consistent and elevated brand voice across all marketing efforts., • Identify opportunities to increase awareness, engagement, and visibility within the communities we serve. Social Media & Content Development • Lead the firm’s social media strategy across platforms including LinkedIn, Instagram, Facebook, and YouTube., • Create and oversee engaging content, including:, • Short-form videos and reels, • Educational and thought leadership content, • Team and culture highlights, • Advisor success stories, • Client appreciation event recaps, • Behind-the-scenes content, • Monitor industry trends and analytics to optimize performance and audience engagement. Photography & Videography • Attend events throughout Long Island to capture professional photography and video content., • Produce content from:, • Client appreciation events, • CPA and professional alliance events, • Educational seminars and workshops, • Team meetings and trainings, • Community and philanthropic initiatives, • Speaking engagements, • Edit, organize, and maintain a library of visual assets for future campaigns and initiatives. Event Marketing & Experience • Develop and execute marketing strategies for firm events and experiences., • Coordinate promotional efforts before, during, and after events., • Create post-event content that highlights the relationships, education, and experiences that distinguish Kuttin Wealth Management., • Ensure all client-facing experiences align with the firm’s brand standards. Compliance, Sponsorships & Strategic Partnerships • Serve as the primary marketing liaison with Ameriprise compliance to ensure all marketing initiatives, advertising, digital content, and event materials meet regulatory requirements and approval standards., • Manage the submission, tracking, and implementation of compliance reviews and revisions., • Coordinate relationships with strategic partners and event sponsors, including sponsorship outreach, fulfillment of sponsor commitments, and stewardship of ongoing partnerships., • Assist in identifying sponsorship opportunities that support firm initiatives, events, and community engagement efforts., • Maintain brand integrity while balancing creativity with the regulatory requirements of a highly governed industry. Website & Digital Marketing • Oversee website updates and ensure content remains fresh, relevant, and aligned with firm objectives., • Coordinate with external vendors and internal stakeholders on marketing initiatives., • Support email marketing campaigns and ongoing communication strategies., • Monitor analytics and provide recommendations based on performance and audience insights. Collaboration & Execution • Partner closely with leadership and cross-functional teams to execute strategic initiatives., • Manage external creative partners and freelancers as needed., • Bring fresh ideas, creative energy, and a solutions-oriented mindset to the organization., • Move efficiently from concept to execution while maintaining a high standard of quality and professionalism. Qualifications • Bachelor’s degree in Marketing, Communications, Public Relations, or a related field preferred., • 5+ years of progressive marketing experience., • Demonstrated success developing and executing integrated marketing strategies., • Strong expertise in social media strategy and audience engagement., • Some photography and videography skills., • Proficiency with Canva, Adobe Creative Suite, CapCut, or similar editing platforms., • Experience creating and editing short-form video content., • Exceptional written and verbal communication skills with strong storytelling abilities., • Highly organized with exceptional attention to detail., • Comfortable working in a fast-paced, entrepreneurial environment., • Strong interpersonal skills and the ability to build relationships with clients, advisors, sponsors, and strategic partners. Preferred Qualifications • Experience within financial services or another regulated industry., • Familiarity with Ameriprise marketing and compliance processes., • Experience managing podcasts, webinars, or YouTube channels., • Knowledge of LinkedIn thought leadership strategies., • Experience with CRM and email marketing platforms. Why Join Kuttin Wealth Management? This is an opportunity to shape and elevate the brand of a growing, entrepreneurial wealth management firm known for its commitment to exceptional client experiences and meaningful relationships. The Director of Marketing & Brand Experience will have the ability to make a measurable impact, bring innovative ideas to life, and help tell the stories that define who we are and where we are headed. If you are a strategic thinker, a creative storyteller, and an execution-focused marketer who enjoys wearing multiple hats, we would love to hear from you.

Job DescriptionSalary: $55,000 - $60,000 annually 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 Publishing Manager (Junior Media Account Manager) to join our fast-paced and fast-growing organization. In this position, you will be responsible for managing the day-to-day activities involved with the publishing of SHIFT44 advertising campaigns and clients. This candidate will be a part of the media buying team while working closely with the analytics and operations teams to ensure success for SHIFT44's advertising campaigns. This position is perfect for someone who is self-motivated, analytical, hungry, an extrovert, and a results-driven individual. We like to grow our employees in-house and give them the opportunity 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 & maintain strong relationships with publishing partners, inquiring about their promotional channels and business success needs, • Ensure communication is clear with publishing partners to properly match campaign inventory to available traffic inventory, discuss the type of traffic generated, and match the publisher traffic to appropriate campaigns, and campaign targeted demographics match what the publisher is looking for., • Prospecting and nurturing relationships with both new and old clients., • Responding to publisher requests in a timely manner., • Frequent monitoring of KPIs for existing book of clients; Monitor the publishers activity, analyze performance, identify areas of improvement, and recommend ways to increase revenues., • Executing optimizations for SHIFT44 campaigns, which includes identifying key features of quality traffic., • Be able to effectively relay the goals, values, and guidelines of SHIFT44 to publishing partners, always representing SHIFT44 in a positive & professional manner., • 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 all media channels & campaigns (ie, email, display, social media, etc.) What Success Looks Like • Adapts proactively to evolving client requirements, maintaining a solutions-first mindset in dynamic situations while driving toward performance outcomes., • Consistently asks thoughtful, targeted questions that uncover key details, strengthen alignment with publishers and advertisers, and prevent miscommunication or missed opportunities., • Provide ongoing support for publishing partners, including optimization information, seasonal trends, and network highlights., • Applies creative, out-of-the-box thinking to develop innovative solutions that adapt to more complex client needs., • 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 clients marketing needs and practices., • Able to succeed in and enjoy a fast-paced, quick-witted environment. What We're Looking For • Excellent verbal and written communication skills with the ability to build and manage strong client and publisher relationships., • Strong analytical mindset with the ability to interpret media metrics, campaign data, and performance trends to drive optimization decisions., • Strong proficiency in Excel and Microsoft Office., • Self-starter who thrives in a team environment and is highly coachable, with a willingness to learn from senior team members., • Strong negotiation and relationship-building skills., • Understanding of media metrics, campaign tracking, and performance optimization., • Any technical background (e.g., data analysis, marketing technology, or related fields) is a strong plus. 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 IT Director Our Family Broadway National, one of Inc. 5000’s fastest growing privately owned companies, provides national and international Property Management services to high profile clientele throughout a wide range of businesses. Such businesses include Tech, Restaurant, Super Market, Facility Maintenance, Retail, Specialty and more. Job Responsibilities: • Own and maintain written IT and security policies, including acceptable use, access management, incident response, and data protection, • Establish and enforce an AI usage policy, including approved tools and guardrails to prevent data leakage, • Oversee onboarding and offboarding processes to ensure proper access provisioning and clean terminations, • Proactively identify and mitigate security risks across systems, users, and vendors, • Manage and optimize the Managed Service Provider (MSP) relationship, ensuring service quality, accountability, and value - not just ticket closure, • Oversee network management and configuration, ensuring performance, connectivity, and redundancy, • Manage API integrations supporting Broadway systems and workflows, • Oversee VOIP architecture and telecommunications infrastructure, • Lead stalled or complex infrastructure projects (e.g., switches, servers, networking upgrades) through completion, • Develop and maintain documentation including network diagrams, asset inventories, and operational runbooks, • Implement and manage mobile device management (MDM) for field and mobile employees, • Own asset tracking, lifecycle planning, and hardware refresh schedules, • Develop and maintain a documented business continuity and disaster recovery plan, • Create and execute a forward-looking technology roadmap aligned with business growth (2-3 year horizon), • Identify and implement AI-driven opportunities to improve efficiency, scalability, and operational effectiveness, • Partner closely with internal teams to identify technology and software efficiencies across platforms, • Own the IT budget, including forecasting, hardware refresh planning, and cost optimization, • Lead vendor, licensing, and contract management (software, telecom, MSPs, and technology partners), • Serve as a trusted advisor to executive leadership on technology risks, investments, and opportunities, • Partner with internal IT leadership (player/coach structure) to ensure help desk execution and project support, • Plan for future IT staffing needs as user count and ticket volume grow, • Be a strategic partner to senior leadership, using data and automation to drive revenue growth, margin expansion, and operational leverage., • Develop and implement customer-facing technology that supports sales, improves conversion, and increases customer retention Job Qualifications: • Bachelor’s degree in computer science, information technology or related field, • 5+ years of operational experience in IT client/end-user support and in IT Infrastructure, • 3+ years management experience (preferred), • Proven experience writing and implementing security and IT policies, • Direct experience responding to customer security questionnaires, • Experience managing and holding an MSP or outsourced IT provider accountable, • Demonstrated track record of delivering infrastructure projects on time and within budget, • Experience in organizations with approximately 150–500 employees, • Ability to remain strategic and avoid being pulled into daily ticket work, • Strong understanding of AI risks and practical business applications, • Experience with network management, API integrations, and VOIP systems, • Experience delivering revenue‑impacting digital initiatives (e.g., customer portals, ecommerce, data products, or self‑service tools)., • Experience implementing and maintaining SOC compliance initiatives (e.g., SOC 2), including coordination with auditors and internal stakeholders., • Proven ability to collaborate with Sales, Marketing, and Operations to design technology solutions that drive revenue growth and customer retention., • Experience defining and tracking business KPIs for technology initiatives (e.g., conversion, retention, margin, cost per ticket, automation rate)., • Strong financial acumen, including building business cases and ROI analyses for technology investments. Benefits: • Medical, Dental and Vision, • Company paid Group Term Life Insurance, • 401 (k) Retirement savings plan (company match), • Paid vacation, sick/personal time and floating holidays, • Paid Holidays Why Broadway? We aim to provide our employees with a family-oriented atmosphere, where they are encouraged and motivated in a comfortable setting, while still being given the proper tools to grow within the company. As we experience rapid growth each year, we strive to assure our employees grow with us. Our company welcomes both those who have industry experience and those who are interested in learning about the facility maintenance business. We offer extensive training to new hires, providing them with the skill set needed to succeed. Our goal is to not only to provide exceptional customer service to our clients, but also to create an environment where employees flourish. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. #IND1

Job Description Join Us Today: If you are seeking a rewarding career with industry-leading benefits, professional growth opportunities, and a culture that values its people, we invite you to apply today. At FDE, we are committed to supporting our Team Members in becoming their best selves. This commitment is reflected in our competitive compensation, benefits, and development programs, as well as our vision of being the employer of choice in every community we serve. Join a team honored by Furniture Today as one of the Best Places to Work in Furniture for 2025. About Us Factory Direct Enterprises LLC is a leading licensee of Ashley, the number one selling furniture brand in the world and the top retailer of furniture and bedding in the United States. Compensation and Benefits We offer one of the most competitive compensation packages in the furniture industry: • Commission-based salary ranging from $40,000 to $90,000 per year, based on performance, • Annual bonus structure tied to individual performance and company success, • Weekly commission and bonus opportunities on written sales, • Presidents and Premier Programs that offer additional weekly bonus incentives, • Paid, comprehensive two-week training through the Ashley Sales Academy, • 401(k) retirement plan with company match, • Paid time off, holiday pay, and your birthday off, • Medical, dental, and vision insurance starting as low as $25 per week, • Employee discounts on furniture and accessories, • Referral bonuses up to $1,000 for recommending successful candidates, • Eligibility for the FDE G3 Profit-Sharing Program, rewarding team members based on company and store performance outcomes Our Culture and Team Member Programs: FDE maintains a culture of recognition, service, and growth. We actively invest in the well-being of our team and welcome employee feedback through programs like Peakon Surveys. Our Ashley Cares initiatives support our employees and communities, including: • Hope to Dream: A portion of mattress sales funds beds for children in need, • Give a Day: Paid volunteer day annually with an approved non-profit organization, • Corporate Chaplains: Confidential support for personal challenges such as grief, family needs, and stress, • Life Resources: Quarterly educational events focusing on financial literacy, health, and wellness, • Team Member Relief Fund: Financial assistance during unexpected life events, • SmartDollar: A free financial wellness platform to help manage budgets and plan for the future Position Overview: Home Furnishings Advisor The Home Furnishings Advisor is responsible for delivering a unique and personalized guest experience. You will act as a representative of our brand, guiding customers through their home furnishing journey. As a subject matter expert, you will leverage your product knowledge and customer service skills to drive sales and ensure customer satisfaction. Key Responsibilities: Sales and Customer Experience • Sell a wide range of Ashley home furnishings, accessories, and warranties using the Ashley Sales Approach, • Welcome and engage with every guest professionally and attentively, • Deliver compelling product presentations and offer complete solutions including protection plans and financing, • Build and maintain customer relationships through proactive communication during and after the sales process Post-Sales Administration • Accurately complete post-sale documentation and ensure order details meet customer expectations, • Provide all necessary paperwork to the Customer Service Department, • Enter accurate customer information into the UPs system, including contact details for future follow-up, • Record advertising efforts and maintain a lead database using customer information forms Showroom Presentation • Support store appearance through regular floor recovery and adherence to safety and cleanliness standards, • Ensure every customer has a professional and welcoming in-store experience Professional Development • Use company-provided tools and training to enhance sales performance, • Stay informed about product updates and company initiatives, • Participate in sales meetings, training sessions, and one-on-one coaching Performance Expectations: You will be evaluated on a variety of key performance indicators including: • Total sales volume and sales per guest, • Bedding sales, close rate, protection plan sales, and average transaction value, • Number of credit applications submitted, • Net gross margin and guest satisfaction (Net Promoter Score), • Total Piece Exception Rate and related inventory accuracy metrics Additional Duties: • Assist with cashiering or merchandise tasks as needed, • Participate in inventory and other operational processes, • Travel to other store locations for training or meetings as required Schedule Requirements: • Must be available to work at least 40 hours per week, including weekends, • Additional hours may be required during holiday or peak seasons, • Regular attendance at the assigned store is required, • Two days off per week are scheduled except during holiday periods Qualifications: • Highly motivated with a positive attitude and strong interpersonal skills, • Previous sales experience is helpful but not required, • Comfortable in a performance-driven, customer-focused retail environment, • Strong attention to detail and commitment to delivering exceptional service Job Type: Full-time Benefits: Health insurance, dental insurance, vision insurance, life insurance, paid time off, 401(k) with employer match, employee discount

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Opportunity for advancement, • Paid time off, • Parental leave, • Training & development, • Vision insurance Former Financial Advisor / Broker Business Development Role REMOTE Compliance Exchange Group (CXG) is a nationally recognized leader in broker-dealer formation and regulatory advisory. We work directly with founders and financial professionals entering the capital markets industry and provide comprehensive regulatory and principal outsourcing solutions. We are hiring a performance-driven Sales Executive to close complex, high-value advisory engagements within a structured, accountability-focused environment. This is not an entry-level position. This role is for a disciplined professional closer. The Role You will work directly with qualified prospects in a consultative sales environment involving executive-level financial conversations and multi-touch deal cycles. You are responsible for: • Running structured discovery calls, • Owning pipeline progression and deal velocity, • Maintaining disciplined CRM reporting and forecasting, • Closing sophisticated professional service engagements, • Participating in weekly pipeline accountability reviewsThis is a full-time, in-office position based in Suffolk County, NY. Who Were Looking For Either: • A former broker-dealer professional with strong knowledge of FINRA/SEC regulatory frameworks or • A proven B2B consultative closer with experience selling complex professional services.You must be:, • Highly organized and process-driven, • Comfortable operating within clear performance metrics, • Confident in executive-level conversations, • Competitive and internally motivated, • Accountable for results, not activity aloneThis is not a lifestyle sales role. It is a performance role with meaningful upside for serious producers. Compensation • Competitive base salary, • Performance-based commission structure, • High six-figure earning potential, • Top performers can exceed $200,000 annuallyCompensation details will be discussed during the interview process., • 401(k) with employer contribution, • Paid time off, • Professional growth opportunitiesWhy CXG, • Established national leader in broker-dealer formation and regulatory advisory, • Respected reputation within the financial services industry, • Strong marketing infrastructure and brand presence, • Structured, accountability-driven sales environment, • Clear performance expectations and measurable targets, • Direct access to leadership and decision-makers, • Stable, profitable organization with long-term growth vision, • Significant earning potential for disciplined producersOur culture is built on professionalism, ownership, and execution. We value structure over chaos, accountability over excuses, and performance over politics. This is an environment for serious professionals who want to operate at a high level and be compensated accordingly. This is a remote position.

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 such as 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, a 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? • Strong partnership with over 175 years of stability, and a legacy of helping families and businesses since 1848., • Fortune 500 Company, backed by the strength and support of a nationally recognized organization., • Forbes America’s Best Insurance Companies – Permanent Life 2025., • Mission-driven culture: “Do good. Be good. Make good.”Compensation: $90,000 at planned earnings Responsibilities: • Work closely with clients to gather in-depth financial details and build individualized profiles that accurately reflect their income, goals, and overall 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 a trusted financial guide., • Create tailored financial plans that adapt as clients move through different life stages, career changes, and financial priorities., • Provide well-considered recommendations—spanning financial products, planning solutions, and investment approaches—to support clients in achieving their goals., • Obtain Life and Health certification within 45 days of employment. Qualifications: • Long Island/Queens candidates only., • Must be able to commute to the Hauppauge office for training meetings and events., • Previous Sales experience preferred., • A New York State Life Accident and Health exam is not needed, but it is a plus before training., • Bachelor's degree in Finance or Economics preferred., • Internship experience in financial services is a plus. 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. 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 Growing Life Insurance Firm is seeking a dedicated and customer-focused Life & Health Insurance Agent to join our team. In this role, you will be responsible for advising clients on life, health insurance and Annuities policiesw with an opportunity to also qualify for SIE Exam Sponsorship to become a Financial Advisor. Responsibilities: • Assess clients' insurance needs and recommend appropriate life and health insurance products., • Explain policy features, benefits, and options to clients clearly and accurately., • Provide personalized quotes and assist clients through the application and underwriting process., • Maintain and manage client relationships to ensure policy renewals and satisfaction., • Stay updated on industry trends, products, and regulations., • Achieve sales targets and contribute to the overall growth of Denis Development. Requirements Qualifications and Skills: • Valid Life and Health Insurance license (or willingness to obtain)., • Previous experience in insurance sales or customer service preferred., • Strong communication and interpersonal skills., • Ability to explain complex information clearly and simply., • Self-motivated and goal-oriented with a passion for helping clients., • Excellent organizational and time management skills., • Comfortable with cold calling and lead generation., • Proficiency with computer systems and CRM software.

The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and produ

This exciting opportunity at Dime Community Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivering needs based, comprehensive f

Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualiz

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD We

This exciting opportunity at Suffolk Federal Credit Union invites you to join our employee advisor model as a Wealth Advisor with LPL Financial. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs)

Job DescriptionAt Morgan Wilshire Securities, Inc. our specialty is locating the best possible investment opportunities tailored to the unique needs of our clients. We Customize goals-based financial plans and help clients manage their portfolios. Committed to delivering the highest quality investment advice, we recognize that our own success is intrinsically linked to the success of our clients. Client satisfaction is therefore our first priority. Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Through our training program, hands on experience, mentoring and development opportunities, you will rapidly become fluent in real-world investing for a broad range of clients. Financial Advisor Trainee Qualifications: Hard working, clear and concise communication, respectfulness, and open mind to learn something new. CALL TODAY 516.622.3100 PLEASE NOTE: QUEENS, NASSAU, AND SUFFOLK COUNTY RESIDENTS ONLY WE DO NOT RELOCATE Mastery of this profession will change your life for the better!! Job Type: Full-time Pay: $30,000 to $60,000 per year Benefits: Tuition reimbursement Weekly schedule: Monday to Friday Work setting: In-person at Garden City location

Job Description We are seeking a Financial Advisor (FA) who is committed to building a long-term career in financial planning and delivering exceptional service to our clients. This role is intentionally structured to develop into a Senior Financial Advisor position within five years, contingent upon obtaining the CFP® designation and meeting defined performance benchmarks. You will work directly alongside experienced advisors, participate in client meetings, contribute to the development of comprehensive financial plans, and gain hands on advisory experience in a fiduciary, fee-based environment. Role Overview This position is designed for a motivated professional who is serious about building a long-term advisory career. The right candidate will demonstrate initiative, technical competence, and a commitment to professional development. What You’ll Do Client Service & Operations · Process new accounts, transfers, and trades · Maintain CRM records and digital documentation · Respond to client inquiries with professionalism and urgency · Support clients with online portfolio access and service requests Client Planning & Portfolio Support · Participate in client and prospect meetings · Prepare portfolio proposals and retirement income plans · Analyze asset allocation, performance, and rebalancing strategies · Implement planning recommendations · Review tax returns, estate documents, and beneficiary designations · Coordinate with CPAs and attorneys Growth & Development · Assist with financial planning workshops and educational seminars · Support business development initiatives · Build long-term client relationships in a high-retention environment · Progress toward assuming Senior Financial Advisor responsibilities upon CFP® completion What We’re Looking For Required · Bachelor’s degree · Series 7 and 66 (or equivalent) · 2+ years of financial planning experience with retail clients · CFP® designation or clear commitment to obtaining it within three years · Strong communication and analytical skills · Detail-oriented and highly organized · Proficient in Microsoft Word, Excel, and PowerPoint Ideal Candidate · Intends to build a long-term Financial Advisor career · Professional, polished, and client-focused · Collaborative and comfortable working within a small team · Self-motivated and accountable About the Firm NestEgg Advisors, Inc. is a fee-based, independent SEC Registered Investment Advisor serving local and national clients. We operate on an open-architecture platform with no proprietary products or production quotas and are committed to a fiduciary, client-first philosophy. If you are serious about earning your CFP® designation and committed to long-term career within a structured, mentorship-driven environment, we encourage you to apply. Company DescriptionNestEgg Advisors, Inc. is a fee-based, independent SEC Registered Investment Advisor serving local and national clients. We operate on an open-architecture platform with no proprietary products or production quotas and are committed to a fiduciary, client-first philosophy. If you are serious about earning your CFP® designation and developing into a Financial Advisor within a structured, mentorship-driven environment, we encourage you to apply.NestEgg Advisors, Inc. is a fee-based, independent SEC Registered Investment Advisor serving local and national clients. We operate on an open-architecture platform with no proprietary products or production quotas and are committed to a fiduciary, client-first philosophy.\r\nIf you are serious about earning your CFP® designation and developing into a Financial Advisor within a structured, mentorship-driven environment, we encourage you to apply.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

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

Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and compl

Job Description Private Client Sales Executive (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 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 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-AS1 Powered by JazzHR Cxswg45XfK

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

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

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. 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 pro

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

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

Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client's best interest in mind. Coach and mentor les

Masterworks has been covered by The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the US by LinkedIn. We are based at 1 World Trade Center in New York City's Financial District.

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospe

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi