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Reporting to the Director of Financial Aid, the Financial Aid Advisor supports the administration of federal, state, and institutional financial aid programs, assists students and families with the application process, and helps ensure efficient operations and regulatory compliance in support of the

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. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc. TD is one

Financial Aid Advisor - Lincoln Tech - Mahwah, NJ campus. We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience in higher education and enjoy

We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. Structured mentorship and financial advisor training program. The company provides comprehensive financial planning services including retirement pl

Job DescriptionThank you for your interest in joining the National Ramp team! National Ramp is a market leader, innovator, and disruptor providing newfound freedom to elderly and disabled human beings with the greatest range of accessibility ramps in the industry. Our family has been in the access business for over 30 years, and the foundation of our growth and any success we’ve had is our Core Value to care about people. National Ramp dealers have installed hundreds of thousands of ramps across North America, and it is truly rewarding to make a real and meaningful change in so many lives. We believe that making great ramps is only a part of our work. The greatest work we do is giving fellow humans their freedom back. When someone is literally trapped inside their home or stuck in a hospital, and we can provide a means for them to regain their Freedom Now – that is what brings us true joy and purpose. At National Ramp, we work hard, we are accountable, and we are results driven. We recognize that these attributes may not be valued by everyone, and that’s OK! Our Core Values are: • We WOW – We go the Extra Mile. We exceed expectations. We work hard and have fun. We are obsessed with our customers, we love our business, and we love what we do. We are “World Class” in everything we do., • We NOW – We GSD (Get Stuff Done) and we get it done fast. Freedom NOW. We are urgent, driven, energetic, and fast-paced. We believe in “production, then perfection”., • We Own It – We are accountable. No excuses, no jerks. We take responsibility for our actions, our job, our life, and our world by seeing things through to completion. We are nice, but we are driven for results., • We Innovate and disrupt. We are growth-minded, for us and for our customers. We never stop learning. We adapt quickly and thrive on new challenges. We constantly seek ways to disrupt the status quo and improve., • We Care. We care about people. About each other, about our customers, about our customers’ customers, about our families, and about the world. We are invested in National Ramp and behave like it’s our own business to help everyone win. We stay safe to ensure everyone goes home the way they came, every day.Overview: Today, National Ramp is in search of a passionate and enthusiastic Senior Controller that will bring their expertise to our team and help us grow to become the #1 Ramp Company in the World. The Senior Controller is a strategic and hands-on financial leader responsible for building scalable accounting processes, strengthening internal controls, and driving operational financial performance within a growing manufacturing organization. This role will focus heavily on establishing strong financial discipline in the first 12 months, including process standardization, compliance rigor, KPI visibility, and cross-functional partnership with Operations, Supply Chain, and Sales. . Key attributes we admire: • Confidence and determination, • Ability to build rapport across diverse personality types, • Active listening skills to truly understand and address customer needs Financial Leadership & Strategy • Serve as a trusted advisor to the CEO and executive team., • Lead monthly, quarterly, and annual close processes with accuracy and timeliness., • Develop financial reporting that translates operational performance into actionable insights., • Support strategic planning, budgeting, and forecasting initiatives, • Establish performance metrics within the finance function.Strengthen Financial Controls & Governance, • Evaluate and upgrade internal control framework., • Document and standardize accounting policies and procedures., • Ensure GAAP compliance and audit readiness., • Improve segregation of duties and approval workflows., • Lead external audit and tax coordination.Inventory & Cost Accounting Rigor, • Strengthen standard costing and variance analysis., • Improve inventory accuracy and cycle count processes., • Align physical inventory procedures with financial reporting., • Validate BOM accuracy and labor/overhead allocations., • Monitor excess and obsolete inventory reserves.Cash Flow & Working Capital Optimization, • Improve AR and AP processes., • Implement structured cash forecasting., • Monitor working capital drivers., • Establish clear capital expenditure approval process.Systems & Process Improvement, • Optimize ERP utilization (manufacturing modules, cost accounting, inventory controls)., • Drive automation in reporting and reconciliations., • Implement dashboard tools for real-time KPI visibility for all departments., • Improve integration between Finance, Operations, and Supply Chain., • Implement standardized financial reporting packages for leadershipRisk Management and Business Insurance, • Oversee all corporate insurance programs including general liability, property, product liability, auto, umbrella, and any other applicable coverages., • Lead annual policy renewals, coverage evaluations, and cost negotiations to ensure competitive rates and appropriate risk protection., • Ensure compliance with contractual insurance requirements from customers and vendors., • Gross Margin %, • EBITDA, • Net Income, • Operating Cash Flow, • Working Capital, • Inventory Turns/Accuracy, • Cash Conversion CycleQualifications, • Bachelor’s degree in Finance, Accounting, Business, or related field., • 8–12+ years of progressive accounting experience at a Manufacturing business, • Industry-Specific Knowledge: Expertise in cost accounting, inventory management, and plant performance analysis is crucial., • Technical Skills: Proficiency in financial modeling, data analysis, ERP systems, and financial reporting tools, • Strong knowledge of GAAP, financial modeling, and budgeting processes., • Proven experience managing audits, financial reporting, and internal controls., • Excellent analytical, communication, and leadership skills. Our commitment to you goes beyond the usual. You'll enjoy a competitive salary and a comprehensive benefits package after 30 days of employment. This includes health, dental, and vision insurance, a matching 401(k), life and disability insurance, and a wealth of other resources to support your personal and professional life. With 3 weeks of Paid Time Off, 1 week of sick time and additional days for sick day statutory holidays, we ensure you have the time to recharge and enjoy life. More than that, we offer a work environment where you're encouraged to excel and innovate. At National Ramp, your work is more than a job – it's a passion fueled by a community that values your contributions and celebrates your achievements. Join us in our mission to create accessible spaces for everyone. At National Ramp, your work changes lives, including your own. Location: Valley Cottage, NY (On-Site), 4 days a week. Salary: The salary range for this position, based in Valley Cottage, NY, is $175,000 $200,000 per year, plus incentives. The final salary will be based on the candidate's qualifications and experience. Ready to Make a Difference? Apply Now! Powered by JazzHR mddBy0RkTk

Job Description We are recruiting on behalf of a leading furniture and bedding retailer. 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. Our client is committed to supporting team members in becoming their best selves. This commitment is reflected in competitive compensation, comprehensive benefits, professional development programs, and a strong vision of being the employer of choice in every community served. This organization has been recognized as one of the Best Places to Work in the furniture industry. About the Company Our client is one of the top-selling furniture brands globally and a leading retailer of furniture and bedding in the United States. Compensation and Benefits The company offers one of the most competitive compensation packages in the furniture industry: * Commission-based earnings ranging from $40,000 to $90,000 per year, based on performance * Annual bonus structure tied to individual performance and overall company success * Weekly commission and bonus opportunities on written sales * Additional weekly bonus incentive programs for high performers * Paid, comprehensive two-week training program * 401(k) retirement plan with company match * Paid time off, holiday pay, and a paid birthday * Medical, dental, and vision insurance starting at competitive weekly rates * Employee discounts on furniture and accessories * Referral bonuses up to $1,000 for recommending successful candidates Culture and Team Member Programs The organization maintains a culture of recognition, service, and growth. Leadership actively invests in team member well-being and welcomes employee feedback through engagement surveys and internal feedback channels. Community and employee support initiatives include: * Charitable giving programs that support children and families in need * A paid volunteer day annually with an approved non-profit organization * Confidential personal support services for challenges such as grief, family needs, and stress * Quarterly educational events focused on financial literacy, health, and wellness * A team member relief fund providing financial assistance during unexpected life events * Access to a free financial wellness platform to assist with budgeting and long-term planning Position Overview: Home Furnishings Advisor The Home Furnishings Advisor is responsible for delivering a unique and personalized guest experience. You will represent the brand by guiding customers through their home furnishing journey. As a subject matter expert, you will leverage product knowledge and customer service skills to drive sales and ensure customer satisfaction. Key ResponsibilitiesSales and Customer Experience * Sell a wide range of home furnishings, accessories, and protection plans using the company's structured sales approach * Welcome and engage every guest professionally and attentively * Deliver compelling product presentations and offer complete solutions including protection plans and financing options * 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 company's customer management system for follow-up * Record marketing source information and maintain a lead database 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 Performance will be evaluated on key metrics 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 scores * Inventory accuracy and related operational metrics Additional Duties * Assist with cashiering or merchandise tasks as needed * Participate in inventory and other operational processes * Travel to other store locations for training or meetings as required Schedule Requirements * Must be available to work at least 40 hours per week, including weekends * Additional hours may be required during holiday or peak seasons * Regular attendance at the assigned store is required * Two days off per week are scheduled except during holiday periods Qualifications * Highly motivated with a positive attitude and strong interpersonal skills * Previous sales experience is helpful but not required * Comfortable in a performance-driven, customer-focused retail environment * Strong attention to detail and commitment to delivering exceptional service Job Type Full-Time Benefits * Health insurance * Dental insurance * Vision insurance * Life insurance * Paid time off * 401(k) with employer match * Employee discount

Job Description Associate Director of Student Financial Services Compliance Dominican University New York is currently seeking an Associate Director of Student Financial Services Compliance that provides leadership and oversight to ensure institutional compliance with all federal, state, and institutional regulations governing financial aid and student accounts. Under the direct supervision of the Executive Director of Student Financial Services, this role is both strategic and operational. They would be responsible not only for regulatory oversight but also for hands-on review of awarding, reconciliation, reporting, and policy implementation. The Associate Director serves as a key compliance resource to senior leadership and collaborates closely with Admissions, Finance Offices, Registrar, and IT. The role ensure compliance with Title IV regulations under the U.S. Department of Education, oversee state grant compliance (e.g., TAP or other state programs, as applicable). They will monitor regulatory updates, including Federal Register announcements and Dear Colleague Letters, and implement procedural changes. They will maintain and annually update the Financial Aid Policies & Procedures Manual and ensure consumer information disclosures are accurate and published timely. Dominican University New York is located in Rockland County, 20 miles north of New York City and is a private, not-for-profit institution. Our heritage stresses the humanistic value of a Liberal Arts education, a commitment to social justice, and a strong belief in the need for integrity and community engagement, all in the service of preparing students to reach their potential as responsible citizens who enrich the world in which we live. Required: Bachelor’s degree in related field. Excellent computer skills, strong experience in either financial aid or student accounts; experience with integrated LMS and/or financial aid packaging systems; demonstrated supervisory and team building skills; strong analytical and problem-solving ability. Experience with Jenzabar and PowerFAIDS preferred. Bilingual a plus. Certification through NAFAA Preferred. Responsibilities: • Review and approve financial aid awarding to ensure regulatory accuracy., • Oversee Return to Title IV (R2T4) calculations and post-withdrawal disbursements., • Monitor satisfactory academic progress (SAP) calculations and appeals., • Conduct regular file reviews for verification accuracy and documentation standards., • Ensure compliance with professional judgment documentation and special circumstance determinations., • Perform and/or oversee monthly reconciliation of:, • Pell Grants, • Direct Loans, • Campus-based funds, • Ensure accurate reporting to COD and NSLDS., • Monitor cash management practices to ensure compliance with federal regulations., • Prepare documentation and responses to audit findings., • Develop corrective action plans and monitor follow-through., • Conduct internal compliance reviews to proactively identify risk areas., • Oversee compliance-related configurations in the Student Information System (SIS)., • Review system updates impacting awarding logic, enrollment reporting, and disbursement schedules prior to implementation., • Partner with IT to ensure changes impacting financial aid data are vetted through compliance review before launch., • Ensure appropriate data governance, access controls, and separation of duties within SFS operations., • Provide compliance training to SFS staff and campus partners., • Advise Admissions regarding packaging policies and scholarship coordination., • Collaborate with Registrar on enrollment reporting and withdrawal processing. Dominican University New York is an Equal Opportunity/Affirmative Action employer committed to excellence through equity and inclusion, and, in this spirit, particularly welcomes applications from members of historically underrepresented groups. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, status as a protected veteran, status as a qualified individual with a disability, or other protected category in accordance with applicable law. AA/EOE

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

Job Description Clinical Formulary Specialist (HYBRID) EmpiRx Health is the leading clinically-driven pharmacy benefits management company. As the pioneer in value-based pharmacy care, EmpiRx Health puts its customers and members first by enabling them to take control of their pharmacy benefits, healthcare outcomes, and financial results. We place more emphasis on member care than any other PBM by focusing on health outcomes first. Our pharmacists and clinicians are at the center of everything we do―and our population health solution delivers tailored strategies for our clients. Leveraging our newly launched, AI-powered pharmacy care platform, Clinically™, EmpiRx Health’s pharmacists and client experience teams provide the highest quality pharmacy care to our clients and their members. This enables benefits plan sponsors to keep their members healthy, happy, and productive, while substantially reducing prescription drug spending, which has been on an explosive growth trajectory in recent years. Who We're Looking For: EmpiRx Health is in unprecedented growth, and we're seeking a highly skilled and experienced Clinical Formulary Specialist to join our dynamic team. In this pivotal role, you will collaborate closely with and support the Director of Clinical Risk and Services, ensuring that EmpiRx Health attains profound and sustainable savings for our clients while maintaining a commitment to clinically appropriate pharmacy care. The responsibilities of the Clinical Formulary Specialist encompass working in tandem with internal vendors to guarantee the upkeep of EmpiRx Health Formularies, Clinical Program edits, and Drug Lists. Externally, this pharmacist assumes the role of a Subject Matter Expert (SME), offering support to the EmpiRx Health Sales Team in navigating various sales opportunities. What You'll Do: As a Clinical Formulary Specialist, your role will encompass a wide range of responsibilities: • Support Director of Clinical Risk and Services to ensure formulary strategies are implemented appropriately., • Assist in preparing quarterly P&T Committee submissions for formulary, clinical program edits changes and clinical review protocols., • Monitor the drug pipeline for new brand, biosimilar, generic, and indications, and review formulary placement, new to market block and clinical edit needs., • Act as a point of contact for the P&T Committee reviews for all internal teams through the final approval, meeting participation and post-meeting decision documents review., • Assist with Clinical Review protocol updates and revisions on an on-going basis., • Review quarterly P&T Committee changes and member impacts that are shared with Client Management for client and advisor notification., • Collaborate with necessary parties to ensure production of client facing formularies., • Collaborate with Clinical Account Executives in the creations, maintenance, and cataloguing of customized Drug Lists., • Coordinate the quarterly Population Health Dashboard campaigns with Analytics, IT, and Client Management and assist with relevant inquiries., • Actively participate in the pharmacy benefits sales process, including sales strategy meetings, providing clinical expertise to the team., • Review and approve Clinical Efficiency Assessments for RFP/RFI submissions., • Proficiently utilize and become a super-user of EmpiRx Health Clinical tools (e.g. Clinical Efficiency Assessment Tool, RxCurve 360 and Clinical Savings Tracker), • Utilize EmpiRx Heath applications for data access and information exchange and tracking with other departments (e.g. SalesForce, DOMO and Responsive/RFPIO), • Utilize external clinical and drug information tools to support and advance your clinical expertise as well as to stay abreast of current drug pipeline (e.g. IPD, UpToDate and MediSpan)., • Act as a subject matter expert for the Care Management team for drug lists, P&T and formulary, and Clinical Efficiency Assessments . Minimum Requirements: • A Pharmacy Degree is required; PharmD is preferred, and an MBA or equivalent business qualification is advantageous., • Minimum of 3 years of professional experience in a Pharmacy Benefit Manager (PBM), Health Plan, or pharmacy benefit consulting company., • At least 2 years of hands-on experience analyzing raw prescription data., • Proficiency in Microsoft Office Suite., • Exceptional written and verbal communication skills., • Demonstrated strong presentation skills, with experience in public speaking., • Previous experience working with a Pharmacy and Therapeutics (P&T) Committee and/or Formulary Management., • Background or degree in analytics is a plus., • Specialized knowledge in prescription medication analysis and research, with a relevant license if applicable., • Board certifications in related fields are considered an advantage. Work Environment: Hybrid (2 days remote/3 days in office) The expected salary range for this New Jersey position is between $ 89,563- $127,947. Total earnings may also include various incentive options. Actual pay will be adjusted based on experience, education, geographic location, and other job-related factors as permitted by law. Subject to program eligibility, this position qualifies for a robust suite of benefits including: Paid Time Off, a 401(k) program, Health Insurance including Dental & Vision coverage, Health Savings Account, and an Employee Assistance Program.) Benefits And Perks Subject to program eligibility, this position qualifies for a robust suite of benefits including: Paid Time Off, a 401(k) program, Health Insurance including Dental & Vision coverage, Health Savings Account, and an Employee Assistance Program EmpiRx Health is an Equal Opportunity Employer At EmpiRx Health, we wholeheartedly embrace the power of diversity and the magic of inclusion. The kaleidoscope of unique perspectives, backgrounds, and talents fuels our innovation and sets us apart. We're on a mission to build a team as diverse as the world we serve, where everyone is welcome and celebrated. We're not just breaking down barriers; we're actively erasing them to create an environment where opportunity knows no bounds. In unity, we find our strength and invite individuals from all walks of life to join us in our exhilarating journey to shape a brighter, more inclusive future together Note: This job description is a general outline of responsibilities and qualifications for the role. Additional duties may be assigned, and the position may evolve to meet the organization's needs.

Job DescriptionPosition Objective The Senior Client Associate is a support position for the office. Responsibilities include data gathering and analysis, development of financial planning recommendations, implementation and portfolio management. Associates may also participate in developing investment and financial planning strategies as part of the firm’s Investment Committee and Financial Planning Committee. The Senior Client Associate will deliver high-quality service and operational support to retirement plan and wealth management clients by managing day-to-day inquiries, coordinating account operations, and ensuring accurate and timely execution of all client service activities. This role supports advisors in providing an exceptional client experience and helps maintain the firm’s operational efficiency and compliance standards. Typical Duties and Responsibilities: Wealth Management: • Leads the preparation of client investment reviews and financial plans, enabling advisors to maintain a high-touch service model while expanding capacity., • Oversees daily model trading and rebalancing for all managed portfolios, ensuring accuracy and compliance across mutual fund, ETF, UMA, and Pontera platforms., • Manages Addepar and Tamarac systems (performance reporting, client portals, billing) to maintain data integrity., • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current, • Process account onboarding tasks: client intake forms, custodial applications, money movements, transfers (ACATs), and account maintenance changes., • Assist with trading and rebalancing workflows by preparing trade files, confirming allocations, and monitoring settlement activity (as permitted by firm policy)., • Produce portfolio reports, RMD reminders, tax document packets, and quarterly statements., • Coordinate with custodians to resolve account issues, update beneficiary designations, and support tax reporting needs., • Serves as a key client contact for investment-related inquiries, ensuring responsive service and client satisfaction, • Owns account setup, trading, rebalancing for all Pontera accounts, • Works with home office affiliates in preparing of all investment and plan reviews for plan advisors., • Acts as the primary liaison between clients and recordkeepers, coordinating investment changes, data integrity, and issue resolution, • Client service, including preparing for client meetings, planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and implementation of recommendations, • Serve as the first point of contact for client inquiries by phone and email; triage questions related to retirement plans, investment accounts, and general service needs., • Prepare meeting materials, performance reports, fee disclosures, and follow-up summaries for both retirement plan sponsors and wealth management clients., • Support advisors during client meetings by organizing documentation and managing pre- and post-meeting workflows., • Maintain a high level of professionalism and service quality consistent with industry regulatory expectations. Position Requirements • Experience with Tamarac, Addepar and Schwab Advisor Center, • Series 65 or equivalent, • Ability to multi-task and manage time effectively, • A team player, with strong leadership skills, • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, • Excellent written and oral communication skills and listening skills, • Desire/ability to work successfully in a small company environment, • Detail-oriented focus and a professional demeanor Perks & Benefits • 401(k) with Employer Match, • Health Insurance (with HSA option), • Dental Insurance, • Vision Insurance, • Life Insurance, • Flexible Paid Time Off Policy, • Flexible Spending Account (FSA), • Healthy Work/Life Balance Stimulating Environment At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. Team-Oriented Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World? • Great company culture with an awesome team-oriented atmosphere!, • Mentorship Opportunities, • Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.), • Professional growth opportunities, • Friendly and collaborative work environment This position is located in Illinois. The base salary for this position at the time of this posting may range from $75,000 to $90,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World 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. 1As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion. #LI-GP1 Powered by JazzHR XleMHbEcPW

Job Description Polar Plumbing, Heating & Air Conditioning in Newburgh, NY is calling all customer service-driven applicants to apply to join our amazing team as a full-time HVAC Office Admin! WHY YOU SHOULD JOIN OUR TEAM We are a reputable HVAC company that invests in our team and offers opportunities for growth. We pay our HVAC Office Admin a competitive wage of $18 - $22/hour, depending on qualifications and experience. Our team also enjoys great benefits, including medical, dental, vision, a 401(k), paid time off (PTO), reimbursements, great training, notary help, commissions, bonuses, access to a financial advisor, an amazing team, uniforms, and a positive environment. Plus, we make it easy to apply with our initial quick mobile-optimized application. If we have your attention, please continue reading! ABOUT POLAR PLUMBING, HEATING & AIR CONDITIONING We are an award-winning, BBB-accredited company that provides first-class plumbing, heating, and air conditioning services. We offer completely transparent pricing for all our services, so our customers can be sure they're getting the absolute best value for their homes. Plumbing, heating, and cooling are some of the most important aspects of keeping a home comfortable, and we know that timing makes all the difference. That's why we are quick to respond to our customers' needs and why we offer free estimates. As a result, our customers value our honesty and trust that their homes are in the best hands. Our employees are our most valuable asset in maintaining our customers' trust. Through regular development programs, we ensure that all our employees have the training they need to succeed. We also promote an authentic team mentality and strive to make our employees feel at home in our great company culture, an environment that is more like family than work. ARE YOU A GOOD FIT? Ask yourself: Are you task-orientated and self-motivated? Can you be flexible and adapt to changes? Do you have excellent communication skills? Are you organized and detail-oriented? Can you work effectively as part of a team? Do you listen and follow instructions well? Are you someone who can provide great customer service to each of our clients? If so, please consider applying for this HVAC Office Admin position today! YOUR LIFE AS HVAC OFFICE ADMIN As an HVAC Office Admin you make sure that all of our administrative operations flow smoothly. As an employee-focused company, we want our clients to have the best HVAC experience with us, so you provide office help for them. You warmly greet and communicate with customers, both in the shop and on the phone. You're always kind and quick to answer questions and find solutions to their concerns. As needed, you also interact with vendors and build great relationships with them. You help with permits, accounting, and rebates. You get a great sense of accomplishment using your customer service and administrative skills to help others! WHAT WE NEED FROM YOU Location: 12550

Job Description Polar Plumbing, Heating & Air Conditioning in Newburgh, NY is actively seeking a full-time Residential Plumber to service, maintain, and install various plumbing systems in our clients' homes. Are you motivated to continue learning and growing in the field? Do you want to be part of a team that feels like family? Are you ready to advance your career with a supportive company? If so, please read on! Our Residential Plumbers typically work Monday - Friday 7 am - 4 pm with plenty of opportunity for overtime. Some weekend work is required. This position comes with a competitive wage of $20 - $35 per hour, depending on experience, plus commissions. We provide excellent benefits and perks, including medical, dental, vision, a 401(k), paid time off (PTO), reimbursements, great training, notary help, commissions, bonuses, access to a financial advisor, an amazing team, uniforms, and a positive environment. If this sounds like the right opportunity for you, apply today! ABOUT POLAR PLUMBING, HEATING & AIR CONDITIONING We are an award-winning, BBB-accredited company that provides first-class plumbing, heating, and air conditioning services. We offer completely transparent pricing for all our services, so our customers can be sure they're getting the absolute best value for their homes. Plumbing, heating, and cooling are some of the most important aspects of keeping a home comfortable, and we know that timing makes all the difference. That's why we are quick to respond to our customers' needs and why we offer free estimates. As a result, our customers value our honesty and trust that their homes are in the best hands. Our employees are our most valuable asset in maintaining our customers' trust. Through regular development programs, we ensure that all our employees have the training they need to succeed. We also promote an authentic team mentality and strive to make our employees feel at home in our great company culture, an environment that is more like family than work. QUALIFICATIONS FOR A RESIDENTIAL PLUMBER • Valid New York driver's license Location: 12550