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

Job Description Join Us Today: If you are seeking a rewarding career with industry-leading benefits, professional growth opportunities, and a culture that values its people, we invite you to apply today. At FDE, we are committed to supporting our Team Members in becoming their best selves. This commitment is reflected in our competitive compensation, benefits, and development programs, as well as our vision of being the employer of choice in every community we serve. Join a team honored by Furniture Today as one of the Best Places to Work in Furniture for 2025. About Us Factory Direct Enterprises LLC is a leading licensee of Ashley, the number one selling furniture brand in the world and the top retailer of furniture and bedding in the United States. Compensation and Benefits We offer one of the most competitive compensation packages in the furniture industry: • Commission-based salary ranging from $40,000 to $90,000 per year, based on performance, • Annual bonus structure tied to individual performance and company success, • Weekly commission and bonus opportunities on written sales, • Presidents and Premier Programs that offer additional weekly bonus incentives, • Paid, comprehensive two-week training through the Ashley Sales Academy, • 401(k) retirement plan with company match, • Paid time off, holiday pay, and your birthday off, • Medical, dental, and vision insurance starting as low as $25 per week, • Employee discounts on furniture and accessories, • Referral bonuses up to $1,000 for recommending successful candidates, • Eligibility for the FDE G3 Profit-Sharing Program, rewarding team members based on company and store performance outcomes Our Culture and Team Member Programs: FDE maintains a culture of recognition, service, and growth. We actively invest in the well-being of our team and welcome employee feedback through programs like Peakon Surveys. Our Ashley Cares initiatives support our employees and communities, including: • Hope to Dream: A portion of mattress sales funds beds for children in need, • Give a Day: Paid volunteer day annually with an approved non-profit organization, • Corporate Chaplains: Confidential support for personal challenges such as grief, family needs, and stress, • Life Resources: Quarterly educational events focusing on financial literacy, health, and wellness, • Team Member Relief Fund: Financial assistance during unexpected life events, • SmartDollar: A free financial wellness platform to help manage budgets and plan for the future Position Overview: Home Furnishings Advisor The Home Furnishings Advisor is responsible for delivering a unique and personalized guest experience. You will act as a representative of our brand, guiding customers through their home furnishing journey. As a subject matter expert, you will leverage your product knowledge and customer service skills to drive sales and ensure customer satisfaction. Key Responsibilities: Sales and Customer Experience • Sell a wide range of Ashley home furnishings, accessories, and warranties using the Ashley Sales Approach, • Welcome and engage with every guest professionally and attentively, • Deliver compelling product presentations and offer complete solutions including protection plans and financing, • Build and maintain customer relationships through proactive communication during and after the sales process Post-Sales Administration • Accurately complete post-sale documentation and ensure order details meet customer expectations, • Provide all necessary paperwork to the Customer Service Department, • Enter accurate customer information into the UPs system, including contact details for future follow-up, • Record advertising efforts and maintain a lead database using customer information forms Showroom Presentation • Support store appearance through regular floor recovery and adherence to safety and cleanliness standards, • Ensure every customer has a professional and welcoming in-store experience Professional Development • Use company-provided tools and training to enhance sales performance, • Stay informed about product updates and company initiatives, • Participate in sales meetings, training sessions, and one-on-one coaching Performance Expectations: You will be evaluated on a variety of key performance indicators including: • Total sales volume and sales per guest, • Bedding sales, close rate, protection plan sales, and average transaction value, • Number of credit applications submitted, • Net gross margin and guest satisfaction (Net Promoter Score), • Total Piece Exception Rate and related inventory accuracy metrics Additional Duties: • Assist with cashiering or merchandise tasks as needed, • Participate in inventory and other operational processes, • Travel to other store locations for training or meetings as required Schedule Requirements: • Must be available to work at least 40 hours per week, including weekends, • Additional hours may be required during holiday or peak seasons, • Regular attendance at the assigned store is required, • Two days off per week are scheduled except during holiday periods Qualifications: • Highly motivated with a positive attitude and strong interpersonal skills, • Previous sales experience is helpful but not required, • Comfortable in a performance-driven, customer-focused retail environment, • Strong attention to detail and commitment to delivering exceptional service Job Type: Full-time Benefits: Health insurance, dental insurance, vision insurance, life insurance, paid time off, 401(k) with employer match, employee discount #ANE1

Job Description 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 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-ET1 Powered by JazzHR Cxswg45XfK

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

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

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

Job DescriptionDirector of Professional Services Are you a strategic technology leader who thrives at the intersection of client advisory and team development? We are IVIONICS—an established technology services company with deep roots and long-term clients—seeking a Director of Professional Services to serve as senior vCIO to our most important clients while leading and setting direction for our consulting practice. If you're ready to build trusted, executive-level client relationships and shape how we deliver technology strategy, keep reading. Why Choose Us? • Career Advancement. We’re not just offering a job; we’re offering a career. Join us, and you’ll have opportunities to advance yourself in the constantly growing technology sector., • A Flourishing Work Environment. At IVIONICS, we believe in fostering a positive workplace culture. We value collaboration, professional growth, and relationship-building both in/out of the office., • Work-Life Balance. We understand that your personal life is important. We offer flexible scheduling options to ensure you can manage your professional and personal life effectively., • Professional Development. If you’re willing to invest, then so are we. At IVIONICS, you’ll have access to ongoing training and development resources to continue enhancing your skills., • Competitive Compensation. We recognize your hard work and want to reward you for it. In addition to a competitive salary, all employees are eligible for a comprehensive suite of additional benefits including medical/dental/vision, retirement plans, paid time off, and more. Role OverviewThe Director of Professional Services serves as a senior vCIO advisor to IVIONICS’s largest and most complex clients while leading the consulting branch of our organization. This role sets the strategic direction for the practice and oversees the team of Practice Managers (jr. vCIOs), legal application knowledge specialists, and consulting professionals who deliver on our client commitments. The ideal candidate brings executive presence, deep technology acumen, and the leadership to grow a high-performing advisory practice. ResponsibilitiesLeadership & Practice Management • Lead, mentor, and develop a team of Practice Managers (jr. vCIOs), legal application knowledge specialists, and consulting staff, • Define the consulting practice’s vision, service offerings, and delivery methodology in alignment with organizational goals, • Establish performance standards, career development pathways, and accountability frameworks for the professional services team, • Drive cross-functional collaboration between consulting, managed services, sales, and operations vCIO Advisory (Strategic Clients) • Serve as senior vCIO for IVIONICS’s largest and most strategic client relationships, owning executive-level engagement and long-term IT strategy, • Develop and present technology roadmaps, business cases, and advisory deliverables that align client IT investments to business outcomes, • Lead regular executive business reviews (EBRs), QBRs, and strategic planning sessions with C-suite and senior stakeholders, • Act as a senior escalation point and trusted advisor across the client portfolio Business Development & Operations • Partner with Sales on strategic pre-sales activities, solution scoping, proposal development, and pricing for professional services engagements, • Own the P&L and utilization targets for the professional services practice, • Drive continuous improvement in delivery quality, documentation standards, and operational processes, • Identify opportunities for service expansion and new revenue streams within existing and prospective client relationships Qualifications, • 8+ years of experience in an MSP, IT consulting, or professional services environment, • Demonstrated experience in a vCIO, IT Director, or senior advisory capacity with enterprise or mid-market clients, • Proven track record of leading and scaling delivery teams with measurable outcomes, • Executive-level communication skills—written, verbal, and presentation, • Ability to translate complex technology concepts into clear business value for non-technical stakeholders, • Familiarity with IT governance frameworks, managed services models, and SLA management Preferred, • Experience supporting legal, financial, or regulated professional services clients, • Familiarity with legal technology and document management platforms (iManage, NetDocuments, etc.), • Experience building or scaling a consulting practice within an MSP IVIONICS is committed to being an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, ethnicity, age, disability, marital status, veteran status, or any other characteristic protected by law. Powered by JazzHR KDdpGGZU2Q

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions, • Recommends banking and investments strategies that align with client financial goals and needs, • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds, • Mitigates and controls risk as part of daily activities, • Identifies and engages potential new clients through referrals or financial center clientele, • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: Monday Fridays and rotating Saturdays Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days., • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services., • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded., • Builds and nurtures strong relationships., • Collaborates effectively with others to get things done., • Communicates effectively and confidently and is comfortable engaging all clients., • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment., • Likes to learn, adapts to new information and seeks the right solutions for clients., • Efficiently manages your time and capacity., • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment., • At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded., • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)., • Obtained your insurance licenses. Skills: • Advisory, • Account Management, • Client Experience Branding, • Customer and Client Focus, • Oral Communications, • Issue Management, • Client Solutions Advisory, • Pipeline Management, • Active Listening, • Attention to Detail, • Risk Management, • Policies, Procedures, and Guidelines, • Client Management, • Causation Analysis, • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent **Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Commack - 41 Veterans Memorial Hwy (NY5237), US - NY - Deer Park - 1979 Deer Park Ave (NY5251), US - NY - East Hampton - 14 Newtown Ln (NY5283), US - NY - East Setauket - 15 Bennetts Rd - EAST SETAUKET BC (NY5275), US - NY - Hampton Bays - 95 E Montauk Hwy (NY5292), US - NY - Holbrook - 300 Union Ave - HOLBROOK BC (NY5274), US - NY - Huntington - 250 MAIN ST - HUNTINGTON BC (NY5238), US - NY - Medford - 2851 Horseblock RD - MEDFORD BC (NY5248), US - NY - Northport - 680 Ft Salonga Rd (NY5247), US - NY - Selden - 994 Middle Country Rd (NY5243), US - NY - Smithtown - 31 Route 111 - VILLAGE OF THE BRANCH BC (NY5254), US - NY - Southampton - 60 Jagger LN - SOUTHAMPTON BRANCH BC (NY5282) Pay range $65,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics. Benefits. This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc

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

Job Description 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. Benefits include; • Flexible schedule with a strong work-life balance., • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. Compensation: $100,000+ OTE Responsibilities: • Participate in structured coaching and mentorship programs., • Offer solutions in insurance, asset accumulation, and retirement planning., • Work within a hybrid model, attending in-person meetings and training sessions as required., • Work with clients to assess financial needs and develop personalized strategies., • Attend virtual and in-person training to enhance financial expertise. Qualifications: • Competitive mindset with a history of leadership or achievement., • Must be authorized to work in the US., • Self-motivated, coachable, and driven to succeed., • No prior financial experience is required, and comprehensive training is included., • Strong interpersonal and communication skills. 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 DescriptionAt Morgan Wilshire Securities, Inc. our specialty is locating the best possible investment opportunities tailored to the unique needs of our clients. We Customize goals-based financial plans and help clients manage their portfolios. Committed to delivering the highest quality investment advice, we recognize that our own success is intrinsically linked to the success of our clients. Client satisfaction is therefore our first priority. Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Through our training program, hands on experience, mentoring and development opportunities, you will rapidly become fluent in real-world investing for a broad range of clients. Financial Advisor Trainee Qualifications: Hard working, clear and concise communication, respectfulness, and open mind to learn something new. CALL TODAY 516.622.3100 PLEASE NOTE: QUEENS, NASSAU, AND SUFFOLK COUNTY RESIDENTS ONLY WE DO NOT RELOCATE Mastery of this profession will change your life for the better!! Job Type: Full-time Pay: $30,000 to $60,000 per year Benefits: Tuition reimbursement Weekly schedule: Monday to Friday Work setting: In-person at Garden City location

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

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

Job 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.

Stony Brook University is seeking a Financial Aid Advisor to assist MD students with financial aid applications and provide essential guidance. This role demands strong interpersonal and organizational skills to navigate the complexities of financial aid. The successful applicant will determine elig

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

Bank of America is seeking a Financial Advisor in the Town of Smithtown, New York.This role requires providing comprehensive advice and customized solutions to help clients achieve their financial goals.Responsibilities include triaging client leads and building financial plans.Qualified candidates

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.

Services to students will include assistance with financial aid applications and billing/payment; determining eligibility for federal, state, private, and Stony Brook University financial aid resources within guidelines and standards; partnering with the AAMC/FIRST program to conduct FA information

Jennifer O'Brien State Farm Agency in Smithtown, NY is looking for an Insurance Agent to join their team. You will focus on building strong customer relationships and promoting State Farm products including auto, home, and life insurance.

John Fischer - State Farm Insurance Agent in Selden, New York, is seeking an experienced financial services professional to guide clients in securing their financial future. This role involves consulting on financial planning, investment options, and life/health insurance coverage. This position off

Eastern Advisory Group in Hauppauge, New York is seeking ambitious individuals for the Financial Representative role. Candidates will work with clients to tailor financial strategies, ensuring compliance with industry standards. This position offers the chance to provide financial guidance to client

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.