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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies (M-F) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Job Description The Managing Sales Director performs duties to ensure sales growth by recruiting, developing and managing an advisor team in meeting annual production targets. The Managing Sales Director is also committed to on-going recruitment efforts to continue to grow and evolve the team. This position also works in collaboration with the agency’s management team and staff to contract, on-board and support the long-term needs of recruited professionals. RECRUITING • Ability to personally source candidates through referrals, relationship building, community involvement, LinkedIn, etc., to create a solid pipeline., • Regularly interview recruits to assess the right fit for the agency model and culture. Leverage Managing Partner(s) and other support team members as needed throughout the process., • Follow the established onboarding process to contract new advisors by ensuring the overall experience is professional and efficient. ADVISOR DEVELOPMENT & MANAGEMENT • Conduct regular one on one meetings with producers to build relationships, understand training and development needs, and provide insight for the improvement of sales and activity performance., • Provide individualized assistance with case prep, selling strategy, troubleshooting, etc. Conduct regular coaching and counseling sessions to build motivation and selling skills., • Conduct or participate in weekly team/unit meetings to apply training topics, and/or develop phoning, fact-finding, life cycle, client presentation and closing skills., • Supervise the unit’s sales activities, i.e., prospecting calls, appointments, presentations, proposals, closes, etc., • Identify opportunities for junior producers to work with senior advisors. Qualifications: • Bachelor’s degree or relevant work experience, • Two to Five or more years of sales management experience must be in the Insurance/Financial Services industry, • Proven history of building and developing sales teams in the Insurance/Financial Services industry, • MUST have a Life, Accident & Health license and Series 6 or 7 And Series 66 or 63, • MUST reside in the NY Metro area or willing to locate as this is an in office position located in East Hills, Long Island, New York, • Exceptional communication, interpersonal, coaching and decision-making skills, • Advanced knowledge of the sales process, insurance concepts, investment solutions and financial planning, • Salary range depending on experience $75,000 - $150,000 plus trails on Unit production and commission on personal production, • Medical, Dental, Vision, 401 (k) and additional bonuses based on performance #LI-BOWS1 We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. We do not help with relocation expenses.

One of the largest health systems in the US is seeking a dynamic and experienced Vice President of Financial Operations to lead financial strategy and operations at a flagship facility undergoing major transformation. This role is pivotal in shaping the financial future of a $500M expansion opening in two months, and will serve as the financial face of the hospital. The VP will report directly to the COO & SVP of Finance for Medical Group and Physician Strategy. Key Responsibilities • Lead financial operations across a complex healthcare environment including hospitals, homecare/hospice, nursing, and medical groups, • Drive budgeting and forecasting for FY2026 and beyond, • Partner with clinical and operational leaders including nursing, ED, and specialty programs (thoracic, interventional cardiology, vascular), • Provide strategic financial leadership for a newly constructed wing and high-acuity service lines, • Serve as a visible leader and trusted advisor to senior leadership, • Be physically present at the hospital at least 4 days per week to ensure deep operational engagement, • Mentor and guide overwhelmed financial managers currently navigating budget development Qualifications • Proven experience in hospital finance, ideally as a CFO or EVP ready for a next-step role, • Strong operational acumen and ability to “get hands dirty” in day-to-day hospital functions, • Ability to manage complex budgets and lead through change, including restructuring initiatives, • Exceptional communication skills and comfort engaging with senior leadership, • Experience in high-volume, high-complexity facilities preferred What Makes This Role Unique • High visibility across the organization, • Strategic influence over a major investment and expansion, • This role is seeking a leader, not a follower., • Opportunity to be the financial face of a top-tier hospital Interview Process • 3-step process

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

Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor/team. Registered Client Service Associates provide exceptional service to our clients a

This employment opportunity at Fourleaf Federal Credit Union in Westbury, NY would allow you to join the Investment Program at Fourleaf Federal Credit Union as a Financial Advisor associated with LPL Financial. LPL Financial partners with credit unions to offer a complete menu of financial services

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 a

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

Job DescriptionAt Morgan Wilshire Securities, Inc. our specialty is locating the best possible investment opportunities tailored to the unique needs of our clients. We Customize goals-based financial plans and help clients manage their portfolios. Committed to delivering the highest quality investment advice, we recognize that our own success is intrinsically linked to the success of our clients. Client satisfaction is therefore our first priority. Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Through our training program, hands on experience, mentoring and development opportunities, you will rapidly become fluent in real-world investing for a broad range of clients. Financial Advisor Trainee Qualifications: Hard working, clear and concise communication, respectfulness, and open mind to learn something new. Mastery of this profession will change your life for the better!! Job Type: Full-time Pay: $30,000 to $60,000 per year Benefits: Tuition reimbursement Weekly schedule: Monday to Friday Work setting: In-person at Garden City location

Job DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!Compensation: $150,000 at plan earnings Responsibilities: • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectivesQualifications:, • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary, • Superior customer service skills, math skills, relationship skills, and communication skills are preferred, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential, • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred, • A Bachelor’s degree in business administration, finance, or a related field is requiredAbout Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

Job Description We are seeking a Financial Advisor/Investment Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: • Advise clients on investment strategies and other financial decisions, • Assess clients' assets, liabilities and overall financial conditions, • Prepare presentations that recommend various financial products, • Review and communicate portfolio performances to clients, • Previous experience in banking, financing, or other related fields, • Familiarity with investment products and services, • Ability to build rapport with clients, • Strong analytical and critical thinking skills, • Excellent written and verbal communication skillsCompany DescriptionMcDonnaugh Securities LLC is a fast-growing minority owned Broker/Dealer and Registered Investment Advisor. McDonnaugh Securities LLC has its principal offices in NYC and Long Island New York. Our mission is to build a regional boutique financial service company with Independent Representatives/Financial Advisors which will provide investment advice and wealth management solutions to high-net-worth and Business clients.McDonnaugh Securities LLC is a fast-growing minority owned Broker/Dealer and Registered Investment Advisor. McDonnaugh Securities LLC has its principal offices in NYC and Long Island New York. Our mission is to build a regional boutique financial service company with Independent Representatives/Financial Advisors which will provide investment advice and wealth management solutions to high-net-worth and Business clients.

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

Bank Of America Financial Advisor. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. This includes our commitment to being a diverse and

Job Description Senior Wealth Advisor Positions in: Long Island-New Jersey-Orlando Our client is a growing regional full service financial services organization including Private Banking, Lending, Branch, Brokerage, Trust, Credit & Insurance. Due to its active growth in key markets such as Long Island, New Jersey & Orlando our client has engaged us to identify candidates in these specific markets. • The Wealth Advisor will be developing, managing, and retaining full-service relationships with both UHNW & HNW clients., • Developing clients with your strong COI’s within your market to deliver top service to clients., • Work in a business model which strengthens collaborations between internal departments, teams and specialists to maximize cross selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning. Works collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups • Bachelor's degree with 7+ years' experience from the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating AUM exceeding 100M USD, • Must have Series 7 and 66 or equivalent, Insurance licenses for Life, Health, and Variable products To apply for this position, please send your resume and cover letter to .

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 ho

Opal Wealth Advisors, located in Jericho Long Island (NY) is a registered investment advisor (RIA) dedicated to helping their clients create and use wealth to accomplish their financial goals.Opal Wealth is currently looking to add a Financial Analyst to their team of wealth management professionals

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered, Associate, Service, P

Job Description An opportunity to join our fast-track PARTNER program - get promoted from Financial Advisor to Partner in 6 months to a year! Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests. New York Life is dedicated to prudent financial management, high-quality products, and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products, including stocks, bonds, and over 13,000 mutual funds. We are looking for motivated, self–starters who would like to: • Become a partner within their first year and build a team of financial advisors, • Build their career with significant income potential, • Manage their own work schedule and establish an attractive work/life balance, • Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets, • Experience a lifetime of learning and professional development, • Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates, • Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding, • Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations, • Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy, • Help create competitive quotes when it is time to issue renewals or make updates to a current policyQualifications:, • Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.), • Must have active insurance license in your state or must be willing to get licensed in 90 days, • Relevant insurance experience as an insurance agent or other position is helpful but not required, training will be provided if your talents are a good match, • Must have very strong follow up, written and verbal communication skills and problem-solving skills, • We are looking for candidates with an Associates or Bachelor’s degree but will consider those with relevant insurance industry experience, as well, • MBA or previous management/team-building experience (Required), • Organized, detail-oriented, and excellent time management skills, • Ambitious, disciplined leaders who demonstrate the utmost professionalism, • Relationship building and networking abilities, exemplary interpersonal skills, • Coachable and the ability to work in a team-based environment, • J.D. (attorney) or M.B.A. is a Strong plus, • Sales experience is not required, but is a plus, • FINRA Series 6, 7, 63, 65, or 66, a plus (company will pay for sponsorship for the right candidate), • Life & Health Insurance License not required (company will pay for sponsorship), • Financial Industry background is a plus; however, financial or insurance sales experience is not required, • Personal Transportation will be required for this position, • Must be a U.S. Citizen or a Permanent residentAbout Company About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We’re proud of our financial strength.5 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $80,000 - $120,000 yearly Responsibilities: • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM, • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professionalQualifications:, • Must have the ability to successfully network and prospect for new clients, • Must possess uncompromising integrity and the ability to communicate complex ideas, • Strong relationship management skills and/or experience requiredAbout Company About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

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

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

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

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

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

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

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

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

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

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

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

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

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

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

Travel throughout your assigned territory, collaborating with financial institutions to offer cutting-edge POS / payment processing solutions to clients.

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

Travel throughout your assigned territory, collaborating with financial institutions to offer cutting-edge POS / payment processing solutions to clients.

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

Our client, a regional fabricator of natural stone, has an immediate need for an experienced, Assistant Project Manager, to join their winning team in Westbury.KEY RESPONSIBILITIES: Review architectural drawings, estimates, shop drawings and field dimensions.Research materials, confirm quantities, o