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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 HVAC Project Manager / Account Manager Location: New Hyde Park, NY Salary Range: $150,000 – $190,000 (commensurate with experience) Benefits: Generous health insurance contribution, 401(k) with company match, profit sharing Position Overview We are seeking an experienced HVAC Project Manager / Account Manager to join our growing team. This role is responsible for managing multiple small-to-mid-size HVAC projects (typically under $2MM) while serving as the primary point of contact for assigned client accounts. The ideal candidate is technically strong, highly organized, and comfortable engineering practical solutions in the field while maintaining excellent customer relationships. Key Responsibilities • Manage multiple concurrent HVAC projects from kickoff through closeout, ensuring projects are completed on time, within budget, and to company quality standards, • Oversee projects typically valued at under $2 million, including service upgrades, retrofits, tenant fit-outs, and system replacements, • Serve as the primary liaison for assigned customer accounts, maintaining strong relationships and acting as a trusted advisor, • Handle all customer communications, including scope clarification, progress updates, issue resolution, and change order discussions, • Review project drawings, specifications, and contracts to ensure accurate execution, • Engineer and troubleshoot HVAC solutions in the field, working closely with field supervisors, technicians, subcontractors, and vendors, • Coordinate manpower, materials, equipment, and subcontractors to meet project schedules, • Prepare and manage project budgets, track costs, approve invoices, and forecast financial performance, • Identify and manage change orders, including pricing, documentation, and client approval, • Conduct job site visits to ensure work is performed safely, efficiently, and in compliance with codes and company standards, • Collaborate with estimating, engineering, service, and operations teams to ensure smooth project handoffs and execution, • Support business development efforts by identifying upsell opportunities within existing accounts, • Minimum 5–10 years of experience in HVAC project management, preferably with a mechanical contractor, • Strong technical knowledge of HVAC systems, controls, and field operations, • Proven ability to manage multiple projects simultaneously, • Experience managing customer accounts and maintaining long-term client relationships, • Ability to engineer practical, cost-effective solutions in the field, • Strong communication, organizational, and problem-solving skills, • Proficiency with project management software and Microsoft Office, • Competitive salary range of $150,000 – $190,000, based on experience, • Company pays a generous portion of health insurance, • 401(k) with company match, • Profit-sharing program, • Long-term growth opportunity with a stable and reputable HVAC companyCompany DescriptionThe Bachrach Group (TBG) is a New York-based staffing and recruiting agency founded in 1974 by Richard Bachrach. The agency specializes in facilitating placements for professionals across various industries on a nationwide scale. TBG's overarching mission is to deliver tailored staffing solutions to its client base while simultaneously providing job seekers with career prospects. The company relies on its team of recruiters, who leverage their industry knowledge and networks to connect employers with top talent. TBG provides a comprehensive range of staffing services, including direct hire, temporary staffing, Recruitment Process Outsourcing (RPO), and contract staffing. The agency has consistently achieved notable rankings in Crain's lists, ranking as the largest search firm in NYC since 2020.The Bachrach Group (TBG) is a New York-based staffing and recruiting agency founded in 1974 by Richard Bachrach. The agency specializes in facilitating placements for professionals across various industries on a nationwide scale. TBG's overarching mission is to deliver tailored staffing solutions to its client base while simultaneously providing job seekers with career prospects. The company relies on its team of recruiters, who leverage their industry knowledge and networks to connect employers with top talent. TBG provides a comprehensive range of staffing services, including direct hire, temporary staffing, Recruitment Process Outsourcing (RPO), and contract staffing. The agency has consistently achieved notable rankings in Crain's lists, ranking as the largest search firm in NYC since 2020.

Job Description Come work for a Fortune 100 company that is top in the industry, and has endless opportunities for excellent income potential and advancement in the company. You will be able to help incoming prospects with high level financial planning and wealth management. You will also help them with their need for protection and proper planning from the ground up. New York Life is looking for motivated, stable career minded sales agents who are looking to be successful within the financial planning and insurance industry with an upbeat, positive attitude and professional etiquette. Primary Responsibilities: Benefits • Mission-driven, values-based culture., • Competitive pay., • Growth opportunities as we continue to grow and scale., • Medical, dental, and vision options., • Upbeat, professional and fun office environment and culture., • Company-sponsored events & travel, • 401(k), • 401(k) matching, • Dental insurance, • Disability insurance, • Flexible schedule, • Health insurance, • Tuition reimbursement, • Vision insurance Ability to Commute: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Network with and qualify with prospective clients and explain features and merits of insurance, investments, and other planning needs., • Develop investment portfolios, disability, life insurance, and long-term life strategies. High level professional sales presentations and client acquisitions., • Anticipates future needs of all clients and works with senior level advisors to call on established clients to renew and upgrade accounts., • Develops long-term relationships with clients and underwriters., • Assist clients with concerns and service issues as needed, • Reach agreed upon sales targets monthlyQualifications:, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Valid FINRA Series 7 & 63/66 preferred but not required, • Interpersonal, communication and presentation skills, • Driven, motivated, and coachable, • Be willing to help others, • New York Life will pay and cover all expenses for training and exam, • Sales: 1 year (preferred) About Company We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for our clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.

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

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

Job Description Position Overview: The Area Finance Leader serves as a strategic finance partner to operational and commercial leaders, including facility leadership teams and regional executives. This role oversees financial planning, forecasting, performance analysis, and day-to-day finance support for an operating location. It also collaborates closely with centralized accounting teams to ensure all financial activities follow U.S. GAAP and internal controls. Key Responsibilities: • Act as a trusted advisor to facility and regional management, supporting the achievement of operational and financial objectives., • Lead the preparation of monthly and quarterly forecasts, long-range plans, and annual budgets in alignment with business leadership direction., • Monitor and interpret operational metrics and financial results, comparing actual performance to plans and providing recommendations that support organizational goals., • Strengthen financial literacy across operational and commercial teams to support effective decision-making., • Conduct data analysis to understand revenue streams, cost drivers, profitability trends, production metrics, and capital spending, communicating insights clearly to stakeholders., • Maintain and assess long-term financial models, ensuring comparisons and assumptions remain accurate and relevant., • Support month-end close activities by compiling and reviewing financial information, including validating journal entries with centralized accounting teams., • Prepare detailed variance explanations including assessments of risks, opportunities, and accounting treatment., • Oversee the review and timely submission of financial statements, ensuring compliance with internal accounting policies and procedures., • Support internal and external audit activities by providing documentation and analysis as needed., • Identify process gaps and lead initiatives that drive continuous improvement., • Contribute to special projects and respond to ad hoc requests from leadership. Qualifications: • Bachelor's degree in finance, accounting, or a related discipline., • Minimum of 7 years of relevant professional experience., • Strong working knowledge of U.S. GAAP., • Experience working with ERP systems., • Proficiency in Microsoft Excel, Word, and PowerPoint., • Ability to think strategically, synthesize complex information, and develop innovative solutions., • Strong analytical and problem-solving abilities, with sound judgment and adaptability in responding to real-time requests., • Skilled in identifying and resolving complex finance and accounting issues and performing detailed financial analysis., • Proven ability to manage multiple priorities under tight deadlines with high accuracy., • Capable of working independently as well as collaboratively within a team-oriented, client-focused environment., • Excellent communication, presentation, and relationship-building skills., • Ability to interpret and work within contractual and policy frameworks., • High attention to detail, commitment to learning, and a process-driven mindset. Salary Range: $150k - $170k

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description We are seeking an accomplished Director to join our Tax Managed services team. This individual will play a strategic leadership role in serving private equity and alternative investment clients. The Director will provide high-level technical expertise, oversee multiple projects, drive business growth, and maintain impactful executive-level client relations. This role offers the chance to engage directly with clients, providing tailored solutions and serving as a trusted advisor, securing alignment between client goals and our service offerings. What you’ll do • You’ll oversee multiple projects, ensuring quality, effectiveness, and alignment with client needs., • You’ll serve as a trusted advisor, delivering tailored solutions and guiding clients on fund formation, structuring, transactions, and cross-border tax matters., • You’ll anticipate emerging tax issues, communicate their implications proactively, and design innovative strategies to optimize outcomes for funds, investors, and portfolio companies., • You’ll manage complex technical reviews, resolving intricate tax returns and issues for partnerships and corporations in private equity and alternative investment sectors., • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location ($175,000 - $210,000).Qualifications, • You have a Bachelor’s degree in Accounting or Tax, with a Master’s or JD preferred, and hold a CPA or equivalent credential., • You bring 12+ years of US tax consulting and compliance experience, primarily in public accounting or a similar advisory environment, with deep expertise in alternative investments., • You have at least 4 years in a leadership role, managing client relationships, high-performing teams, and driving business development initiatives., • You excel in communication, presentation, and leadership, enabling you to build long-term client relationships and deliver strategic solutions., • You are willing to travel up to 20%, depending on location, to meet client and business needs. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!Compensation: $150,000 at plan earnings Responsibilities: • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products, • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospectsQualifications:, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential, • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial, • A Bachelor’s degree in business administration, finance, or a related field is required, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desiredAbout Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

THE TEAM The mission of the Retail team is to deliver world-class client experiences. THE OPPORTUNITY Your future starts now. Join our high-performance Retail team as we deliver Everyday Luxury to the world. We’re proud to offer industry leading wages starting at $20-$30/hr with unlimited growth potential. You’ll experience a world-class Retail education. We offer a comprehensive onboarding program and ongoing opportunities for continued development through exposure and experience. As a Retail Associate within our boutiques, you will be part of the team responsible for the successful delivery of extraordinary client experiences and support to maximize on sales opportunities. And, with the skills you gain in this role, the opportunities are endless – from a rewarding career in Retail to continued growth and development with Aritzia. THE ROLES As a Boutique Associate, you will: Support the Service Counter team to enable efficient and elevated experiences. Support the Atelier team to enable Everyday Luxury experiences. Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you will: Sell clothes and earn client confidence through unparalleled styling expertise. Deliver world-class experiences by creating meaningful, memorable moments. Build deep and personalized connections with our clients, enhancing their loyalty and affinity to Aritzia. As a Service Advisor, you will: Welcome clients. Match clients with their product and direct to the right Service Counter. Prepare the product to be processed. Efficiently and accurately process transactions. Package product for an Everyday Luxury opening experience. Support operations at the Service Counter As an Inventory Associate, you will: Efficiently and accurately process incoming and outgoing shipments to and from the DC, boutique to boutique, and our clients. Strategically place product in the backroom. Uphold the standards of product display. Enable seamlessly integrated cross-channel shopping experiences. Support in the seamless operations of all aspects of the retail space across Clients, Product, Space, Risk and Operations As a Merchandiser, you will: Ensure the efficient and accurate processing of incoming and outgoing shipments to and from the DC, boutique to boutique, and our clients. Strategically place product on the sales floor. Translate the product story in our boutiques. Validate the standards of product display. Enable seamlessly integrated cross-channel shopping experiences. Support in the seamless operations of all aspects of the boutique space across Clients, Product, Space, Risk, and Operations THE QUALIFICATIONS Aritzia Retail Associates have: An aspirational sense of individual style. A commitment to learn and apply Aritzia's Values and Business and People Leadership principles. The ability to collaborate fluently with cross-functional partners. A commitment to quality and investing in results that add value to the business THE COMPENSATION The typical hiring range for this position is $20 - $30 per hour. Aritzia’s Everyday Luxury compensation package goes beyond the base salary with endless growth and recognition opportunities through our pay-for-performance philosophy. Along with aspirational workspaces, elevated employee perks and experiences - we provide it all. THE PERKS Some of the industry-leading benefits you will receive working at Aritzia: Product Discount – Maybe you’ve heard of our famous product discount? You have now.Aritzia Virtual Wellness – Because your health, happiness, and safety matter – 24/7 resources to support you in your wellbeing goals, be it physical, mental, social, or financial. Aspirational Workspace – Our boutiques are specially designed to be places of beauty, creativity, and inspiration. From the product to the art to the music pumping through our top-of-the-line sound systems. It’s all part of the Everyday Luxury experience you – and our clients – deserve. Apply online or in your local store today. ARITZIA Aritzia is an Equal Employment Opportunity employer. Our goal is to be inclusive, diverse, and representative of the communities where we work while creating an environment where every person can enjoy a successful career. This commitment applies to all candidates and employees regardless of race, ethnicity, citizenship, creed, place of origin, religion, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability, age, and any other protected characteristic. Requests for accommodation due to a disability or any other protected characteristic can be made at any stage of the recruitment process and during employment by contacting our People & Culture Team.

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

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. Financial Advisor Trainee Qualifications: Hard working, clear and concise communication, respectfulness, and open mind to

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

Financial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required). Lateral-US/job/Huntington/Financial-Solutions-Advisor---Central-Long-Island-Market---Bilingual-Spanish-Required-_26000369).

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

Citi Wealth - Wealth Relationship Manager - Roosevelt Field. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build and deepen relationships to gain increm

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

Advisor (Financial Aid, Registration, Student Accounts). In support of student recruitment and retention, advise students and families on the financial aid application process, federal, state and institutional aid programs, student account billing and payment processes, current and past due balances

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

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

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

Citi Wealth - Wealth Relationship Manager SAFE Act - Hewlett. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build and deepen relationships to gain incre

With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. May enter orders at the direction of the Financial Advisor. Financial markets, products and industry regulations.

Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. This position is subject to SAFE Act registration requirements. Failure to obtain and/or maintain SAFE Act registration may result in

The Wealth Management Client Associate Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. Advisor Development Program Client Associate. Performs general business growth

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. Experience selling investments and providing financial plans. Ensures all NEW clients receiv

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial li

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Annuities are mad

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

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. At least 2 years in a Financial Advi

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

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

Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families.

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. At least 2 years in a Financial Advi

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 employment opportunity at Fourleaf Federal Credit Union in Westbury, NY would allow you to join the Investment Program at Fourleaf Federal Credit Union as a Financial Advisor associated with LPL Financial. Employment is with Fourleaf Federal Credit Union, however, in accordance with regulatory

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

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. At least 2 years in a Finan

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. At least 2 years in a Financial Advisor role or equivalent f

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. At least 2 years in a Financial Advi

Senior Wealth Advisor (High-Net-Worth Focus | Fintech Platform) A fast-growing fintech-driven wealth management platform is seeking a Senior Wealth Advisor with a transferable book of business to join its expanding advisory team. This role is designed for a seasoned advisor who wants to actively manage client relationships while helping shape the future of modern wealth management through technology, product innovation, and strategic growth initiatives. This is a highly visible, impact-driven role offering meaningful autonomy, revenue participation, and equity upside. Responsibilities • Serve as a trusted advisor to high-net-worth individuals and families, managing complex portfolios and long-term client relationships, • Grow assets under management by onboarding a transferable book of business and cultivating new client opportunities, • Deliver holistic financial planning across:, • Investment strategy and portfolio construction, • Tax-aware planning, • Retirement and estate planning, • Equity compensation and stock options, • Design, implement, and rebalance customized investment strategies aligned with client goals and market conditions, • Coordinate with external specialists (tax, trust & estate, insurance) to deliver comprehensive advice, • Partner with internal Product Development and M&A teams to influence the evolution of the advisor technology platform, • Contribute to firm growth by recruiting, onboarding, and mentoring other financial advisors, • Support training initiatives and help scale best practices across the advisory organization Qualifications & Experience • 10+ years of experience in investment advisory or wealth management, • Proven, transferable book of business with high-net-worth clients, • Active Investment Adviser Representative credentials (Series 65, or Series 7 + 66, or equivalent), • Strong client-facing presence with the ability to manage complex financial relationships independently, • Entrepreneurial mindset with enthusiasm for fintech and technology-enabled advisory models, • Ability to thrive in a fast-paced, high-growth environment with evolving priorities Compensation & Benefits • Highly competitive compensation structure, including revenue participation and equity ownership, • Comprehensive medical, dental, and vision coverage, • Unlimited PTO plus paid company holidays, • Solo 401(k) retirement plan, • Daily meals and snacks provided Why This Role • Influence the future of wealth management technology and advisor experience, • Maintain autonomy over client relationships while gaining platform-level scale, • Participate meaningfully in firm growth, value creation, and long-term upside, • Join a forward-thinking, advisor-centric fintech organization built for the next generation of wealth management

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

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

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

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

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

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

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

Working at the Naval Nuclear Laboratory we foster pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, and Collaboration.Our company promotes a positive culture while ensuring the safety and reliability of our nation's naval nuclear reactors, and t