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Financial Advisor, Wealth Advisor, or Personal Financial Consultant. Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms. Background designing or improving standardized planning processes or digital advisory

Job DescriptionSalary: Executive Director of Friends MISSION: The mission of Marion P. Thomas Charter School is to build culturally rich, transformative educational spaces that cultivate successful, lifelong innovators who use their passions, character, and intellect to better themselves, the greater Newark community, and the world beyond. The Executive Director of Friends of Marion P. Thomas Charter School (FMPTCS) is responsible for the strategic leadership, operational management, and real estate development of FMPTCS in support of the long-term growth and sustainability of Marion P. Thomas Charter School. This includes overseeing all aspects of real estate planning and execution, fiscal management, board governance, and community engagement. Do you have what it takes? • Five years of direct experience in real estate and operational management, • Knowledge of educational facilities and regulations, • Working knowledge of real estate finance, • Knowledge of construction and redevelopment, • Community development/redevelopment experience, • Ability to work as part of a team, • Strong organization and task management skills, • Working knowledge of various real estate financing sources including New Market, • Tax Credits, Tax Exempt Bonds, HOME, CDBG, LIHTC, Historic Tax Credits, etc., • Experience working with various government entities including HFAs, redevelopment authorities, municipalities a bonus but not required THE ROLE: Strategic Planning & Leadership Partner with the Superintendent to develop and execute short- and long-term strategic plans Lead the planning and oversight of new real estate development projects that align with MPTCSs academic and enrollment goals Serve as a non-voting member and Board Secretary for the Friends Board of Directors Represent FMPTCS in the broader community, maintaining strong relationships with key stakeholders Real Estate Development & Facilities Oversight Oversee and manage real estate development activities for all FMPTCS capital projects Develop and manage real estate project budgets, schedules, milestones, and funding strategies Coordinate procurement and oversight of architects, engineers, contractors, and legal counsel Secure necessary permits, zoning approvals, and regulatory compliance for construction projects Lead the completion of accurate, updated Existing Conditions Reports for all MPTCS facilities in collaboration with the Facilities Director and district leadership Liaise with the MPTCS Facilities Director and Leadership Team to align facility planning with school needs Operational Management Oversee day-to-day operations of FMPTCS, including compliance, systems, and reporting Review and manage all FMPTCS contracts, vendor agreements, and consultant relationships Develop, implement, and maintain internal controls, policies, and procedures to ensure organizational compliance and effectiveness Provide staff management, supervision, and annual evaluations Financial Management & Compliance Lead operational and budget management for FMPTCS, including financial forecasting and reporting Ensure fiscal compliance through timely audits and nonprofit financial reporting Identify and pursue financing sources for development projects, including philanthropic, public, and private funds Maintain accurate records of all financial activities and ensure compliance with 501(c)(3) regulations Governance & Board Relations Coordinate with the Board Chair to prepare agendas, minutes, and materials for board meetings Keep the Friends Board of Directors informed about the organizations performance and strategic issues Support board recruitment, training, and development initiatives Other Duties Build strong relationships with community leaders, philanthropic partners, and elected officials to advocate for FMPTCS Complete special projects and assignments as reasonably directed by the Superintendent and Board of Directors Salary range: Commensurate with experience Term of Employment: 12 months Union: Unaffiliated Next Steps: MPTCS is currently reviewing applications on a rolling basis. Due to the high volume of responses received not every applicant will be contacted. If you meet the qualifications, you will be contacted to move forward in the selection process. Marion P. Thomas Charter School provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description Job Description | Controller Division | Finance, Retail & Operations Department | Accounting Reporting Relationship | Interim CFO Consultant & Interim COO About The Newark Museum of Art: We acknowledge the traditional homelands of the Lenape, also known as the Delaware, upon which The Newark Museum of Art resides. We welcome everyone with inclusive experiences that spark curiosity and foster community. Founded in 1909 and located in New Jersey, The Newark Museum of Art (NMOA) is the state's largest museum and ranks twelfth nationally in terms of collection size. Global and diasporic, the collection includes more than 130,000 artworks, as well as significant holdings of science and natural history. From the ancient world to the art of today, NMOA boasts exceptional quality and depth in the Arts of Global Africa; Arts of Global Asia, featuring a renown Tibetan collection and Buddhist altar; Arts of the Americas, with particular strength in Native American art; Arts of the Ancient Mediterranean, and Decorative Arts. Visitor-and community-centered, NMOA responds to the evolving needs and interests of the diverse publics it serves by offering exhibitions, programming, a research library, paid internships, and local and global partnerships. A four-acre campus includes the National Historic Landmark Ballantine House (1885); the Ward Carriage House (1868); the Old Stone School House (1784); and the Alice Ransom Dreyfuss Memorial Garden. NMOA has launched an era of transformation to create an engaged citizenry by reimagining the role of the art museum for the 21st century. Job Summary: As a member of the Directors Group within the Leadership Team, the Controller is critical to the Museum’s Strategic Vision Plan. The Controller develops strong partnerships with department heads to promote cross-functional work. This individual oversees financial governance strategy and compliance, and will work closely with the Interim CFO and Interim COO to keep Finance Committee members and the Trustees abreast of critical financial matters. Responsible for continuously evaluating the Museum’s financial risks to mitigate and minimize exposures. Leads financial business process improvement and change management. Collaborates to implement the organization’s strategy, while promoting collective effort and unity. Work Schedule: This position is a full-time, hybrid onsite/remote position, required to work onsite at least three (3) days per week / may work from home up to two (2) days per week. Flexibility in scheduling is required as needed. Responsibilities: Closing and Controllership • Completes monthly, quarterly, and annual closing on a timely basis., • Oversee financial governance strategy and compliance., • Develop an annual budget, forecast and/or mid/long-term financial plan in collaboration with the Museum’s senior leaders and department heads., • Establishes, reviews, and standardizes the Museum’s accounting policies and procedures., • Responsible for assessing the design and effectiveness of internal controls. Works with user departments to search for improvements and provide practical solutions., • Oversee the purchase-to-pay business cycle. Manages expense classifications, accounts payables and accruals., • Oversee the revenue cycle by monitoring various income streams, ensuring accuracy and completeness of financial records, and assessing the collectability of receivables., • Works closely with the Development department to manage grants and contributions and assist in related grants reporting., • Oversees merchant banking and other online transactions to ensure completeness and accuracy., • Develops and tracks capital project budgets with Facilities and Development departments. Monitors and adapts to changes and deviations. Financial Reporting • Responsible for the issuance, maintenance, and improvement of managerial reporting. Provides monthly variance analysis and solutions to the deviations., • Responsible for various presentation materials for committees, executives, and other ad hoc projects., • Ensures timely issuance of audited financial statements and filing of various tax forms including Form 990. Primary contact for an external accounting firm. Treasury Management • Manages cash flows. Maintains effective banking and broker relationships and employs their services., • Maintains a healthy level of working capital by utilizing cash flow from revenue and purchase cycles., • Monitors various financing vehicles to manage cash flow and maintain sufficient working capital, including debt, credit cards, and other liabilities., • Monitors financial covenant requirements and ensures the requirements are met. Leadership • Trains, develops, and mentors internal accounting teams., • Collaborates closely with the People and Culture team to ensure accuracy of compensation and benefits., • Collaborates closely with the Grants Compliance team to ensure effective journal controls are in place., • Commits to advancing the Museum’s commitment to a culture of inclusive excellence. Knowledge, Skills, and Attributes: • CPA or equivalent certification is required., • Minimum ten (10) years’ experience in accounting; with five (5) years functioning in a leadership role; nonprofit experience required., • Demonstrated expertise in financial planning and analysis, audit management, budgeting, general ledger oversight, payroll, and grant accounting., • Experience in grant compliance; familiarity with Uniform Grant Guidance (UGG) a plus., • Progressive experience managing diverse teams, including hiring, mentoring, and performance development., • Experience with Blackbaud required., • Knowledge of Raiser’s Edge preferred., • Ability to translate complex financial concepts into clear insights for trustees, artists, department leaders, and external stakeholders., • Proven capacity to manage multiple complex initiatives simultaneously with precision and sound judgement., • Strong project management skills are required., • Audit experience is preferred., • Governmental reporting experience is preferred., • Excellent communication skills both written and verbal., • Possesses extensive ERP implementation experience and understands the IT controls in finance. Has high level of Project Management skills, • Holds in-depth knowledge and stands as Subject Matter Expert in accounting rules and regulations including: USGAAP, USGAAS, FASB Accounting Section Codification (ASC) 958 Not for Profit Entities, Yellow Book Audit, IRS regulations, and other finance and compliance requirements., • Strong interpersonal skills, with the ability to engage with individuals from diverse backgrounds., • High attention to detail, accuracy, and internal control integrity., • Emotional intelligence and sensitivity to the creative culture of a museum environment, operating effectively within a collaborative leadership structure. Working Conditions/Physical Demands: • Ability to remain in a stationary period for extended periods of time, move about, access, and operate computer equipment., • Ability to occasionally lift and move up to fifteen (15) pounds., • Ability to move throughout the Museum’s offices, galleries, facilities, and meeting spaces to engage with staff, trustees, and external partners., • Ability to navigate accessible public and administrative areas of the Museum, including use of elevators. Salary: $125,000–$140,000 annually, based on experience and expertise; includes a comprehensive benefits package, including medical plan, dental plan, vision, life insurance, Pension, 401K retirement, and generous paid time off The Newark Museum of Art is an Equal Opportunity Employer. Upholding this commitment, we prohibit discrimination and harassment of any type and afford equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. This commitment applies to all aspects of employment, including but not limited to recruitment, hiring, compensation, training, promotion, placement, transfer, layoff, recall, leaves of absence, and termination. We embrace a culture of inclusive excellence, ensuring that people of all backgrounds, identities, or abilities are empowered to explore, learn, contribute, and engage with the arts. Since its founding in 1909, the Museum has been grounded in the belief that art and learning are for everyone. The Museum reaffirms its dedication to this inclusive vision, which has shaped its aspirations, actions, and policies for over a century. More information on the Newark Museum of Art’s commitment to a culture of inclusive excellence can be found here. The Newark Museum of Art is dedicated to the full inclusion of all qualified individuals. As an integral part of this commitment, reasonable accommodation may be provided to applicants and employees to support them in performing the essential functions of their roles, unless doing so would cause undue hardship on the organization. For inquiries regarding reasonable accommodation, please contact accessibility@newarkmuseumart.org.

Job Description Position Title: Financial Planning Consultant Reports to: Sr. Vice President Department: Simplicity Wealth: Planning Location: 475 Springfield Avenue, Summit, NJ (in-office) Classification: Full-time/Exempt Summary / Job Objective: We have a current opening for our internal Financial Planning Team. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset, that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to many areas of financial services with a primary focus on creating Investment Proposals and conducting investment portfolio analysis for affiliated Financial Advisors using our proprietary technology platform. This is not a “Financial Analyst” position. This is focused on helping Independent Financial Advisors get properly Invested in the Stock Market. Essential Job Functions: Inbound and outbound Client Service, Financial Holdings Review, Investment Proposal Generation & Planning, Quality Assurance, Internal Projects and Advisor Coaching & Training. Primary Responsibilities: · Meets with affiliated Advisors to collect client information and build strong relationships (Phone/Video). · Works with affiliated Advisors in ensuring the proper forms are collected pre/post client meeting. · Will be the primary interface between affiliated Advisors responsible for analyzing sensitive client information and inputting it into the Simplicity Wealth Platform. · Services planning-related requests with a focus on providing a high quality & responsive experience. · Extensive communication with internal and external clients using email and phone. · Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone. · Conducts educational Webinars to continue to educate and teach Advisors Planning best practices. · Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs. · Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated. Qualifications: · Bachelor’s degree · 2+ years’ experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life) (Required) · Must be Tech Savvy: Strong Proficiency in Google Office Suite (Excel, Word, Drive, eMail, etc) · Industry Licenses preferred: Series 65, CFP, CHFc or willingness to obtain any of these is a plus · Favors direct communication & possesses an ability to receive constructive feedback · Able to uphold the firm’s purpose, vision, and values and has high ethical standards Core Competencies: · Strong organizational, prioritization, interpersonal & time management skills · Strong mathematical and analytical skills · Excellent communications skills; both verbal and written · Collaborative and able to work effectively with others · Flexible team player who is highly adaptable to change and open to new ideas · Personable attitude and willingness to build relationships with Advisors · Desire to learn a wide array of subject matter · Self-starter with ability to work independently · Problem-solving/troubleshooting ability · Ability to prioritize and/ or seek assistance in determining task priority · Willingness to take initiative and proactively follow up with clients without being asked Compensation & Benefits: Compensation (based on experience & licenses) • Annual base salary: $65,000 -$80,000, exempt, • Annual performance bonus target: 10%, • Variable / Team Compensation eligible Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking *This role is an in-office position: 475 Springfield Ave, Summit, NJ 07901 Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today! Compensation: $60,000 - $90,000 at plan annually Responsibilities: • Develop strong relationships within local communities, • Engage in a top-notch training program within the financial services industry, • Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives, • Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects, • Devise sustainable financial solutions tailored to clients' long-term needs, • Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions Qualifications: • Excellent communicator who is willing to provide great client service, • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary, • Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed, • Preferred Bachelor’s degree, but not required, • FINRA licenses are a plus, but not required Traits of our most successful associates: • Enterprising, • Strong work ethic, • Desire to help people, • Positive attitude, • Integrity About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24

Job Description Job Description: Parts Consultant We are looking for a motivated individual to join our growing team at Campbell Supply Company, where our goal is to drive success by providing exceptional service, quality products, and tailored solutions for the commercial and emergency vehicle industries. We are a second-generation family-owned dealership with 7 locations and have proudly served our customers since 1967. Position Overview: Campbell Supply Company is seeking a Parts Consultant to join our team. This versatile role may include responsibilities in the parts counter, back counter, or phone room, depending on company needs and the candidate's strengths. As a Parts Consultant, you will assist customers in identifying and purchasing the right parts for their needs while contributing to sales growth and increased gross margins. Your performance will be evaluated using a competency scale (A, B, or C), which will influence your bonus percentage. Key Responsibilities: • Customer Assistance: Provide exceptional service at the parts counter, back counter, or phone room by helping customers find the right parts for their specific applications. Offer guidance, product insights, and technical knowledge to ensure satisfaction., • Product Knowledge: Maintain up-to-date expertise on the company's full product line, including compatibility and benefits. Stay informed on industry developments, trends, and innovations., • Sales Generation: Actively engage with walk-in and phone-in customers to promote and upsell parts and accessories. Use effective sales techniques to meet or exceed personal and team goals., • Order Processing: Accurately process orders across multiple channels, ensuring parts are correctly selected and delivered or prepared for pickup in a timely manner., • Inventory Management: Monitor stock levels and communicate needs with the inventory team. Recommend reorders or new product additions based on demand and customer feedback., • Relationship Building: Develop strong connections with customers, including repair technicians, contractors, and fleet operators. Attend industry events and training to broaden your network and knowledge base., • Reporting and Analysis: Track personal and team sales data, including gross margins. Prepare performance reports and offer suggestions to improve sales and efficiency., • Training and Development: Engage in ongoing training to stay current with product updates and sales strategies. Support onboarding and development of new team members by sharing knowledge and best practices. Competency Evaluation and Compensation: Performance will be assessed on a scale of A, B, or C, based on factors such as product expertise, service quality, and sales results. Your competency level will directly influence the bonus rate you earn. Qualifications: • High school diploma or equivalent (technical or vocational training is a plus), • Previous experience in sales or customer service, preferably in the automotive, equipment, or heavy-duty industry, • Strong interpersonal and communication skills, • Technical knowledge of vehicle or machinery parts is highly desirable, • Goal-oriented with a drive to succeed in a sales environment, • Skilled in problem-solving and decision-making, • Comfortable using inventory management and point-of-sale software Benefits at Campbell Supply Company: We believe in supporting our employees in and out of the workplace. Our benefits include: • Healthcare Coverage: Medical, dental, and vision insurance options for you and your family, • Paid Time Off (PTO): Generous PTO to help maintain work-life balance, • Employee Discount Portal: Access to special deals and savings through our Lifemart partnership, • Education Reimbursement: Financial support for courses and certifications that help you grow professionally Campbell Supply Company is committed to fostering a positive, inclusive work environment where you can thrive personally and professionally. If you're passionate about parts, people, and performance, we want to hear from you! Note: This job description is intended to provide a general overview of the position. Specific responsibilities and requirements may vary based on company needs. Campbell Supply Company is an Equal Opportunity Employer.

Job Description POSITION: Senior Project Engineer REPORTS TO: Project Engineering Manager OBJECTIVE: Be a valuable member of Verrex and its Engineering Services Department in the overall Implementation of Verrex’s Mission, Vision and Strategy, enabling Verrex to continue to grow and expand its business. COMPENSATION: Salary, exempt (non-hourly), monthly cell phone stipend. BENEFITS: Verrex offers a comprehensive benefits package to support the health, well-being, and financial security of our employees. Benefits include: • Medical, dental, and vision insurance (VSP), • Company-sponsored 401(k) plan with matching contributions, • Company-paid life insurance and AD&D coverage ($50,000), • Long-term disability (LTD) insurance, • Optional supplemental life insurance available for purchase, • Healthcare and Dependent Care Flexible Spending Accounts (FSAs), • Access to AFLAC supplemental insurance products This benefits summary is intended as a general overview and is subject to the terms and conditions of the official plan documents. RESPONSIBILITIES: • Work as the sole Engineer projects in maintaining and executing major project milestones, including:, • Review materials provided by Sales, including proposal, system description, BOM (bill of material), and other documentation, • Prepare sketches for the creation of facility and electrical drawing packages and wiring drawings., • The CAD department primarily works on drawings, but the engineer is required to have a working knowledge of AutoCAD and is expected to create and edit drawings., • Confirm final selection of equipment based on information provided by sales, client, and/or consultant to ensure expected system functionality, • Generate the job control for Purchasing based on the confirmed and agreed upon BOM, • Determination of bulk cable and connectors, and creation of cable pull schedule, • Creation of audio DSP files (Biamp, Q-SYS, and others), • Creation of Theory of Operation document to define specific system functionality, • Coordinate system functionality with the Programming team, • Shop QA review of systems, • Onsite system testing and commissioning, • Review markups of drawings and work with CAD to create as-built drawing sets, • Attend kick-off meetings and site coordination meetings both online and onsite, • Adhere to project schedules created by Project Managers, • Work closely with and provide support to other members of the internal project team (sales, other engineers, project managers, fabricators, QA, field technicians, programmers, and purchasing), • Coordination with architects, general contractors, and electrical contractors to preemptively avoid issues, ensuring site infrastructure and furniture will accommodate AV systems General Responsibilities: • Be a technical resource for other departments as required, • Be a mentor for Project Engineers, • Help drive the evolution of processes within the Engineering Department, • Be an engineering representative in reviewing Verrex processes with other departments, • Leverage field commissioning as a training opportunity for others internal to the company, • Be a liaison to the Design Engineers, providing feedback both positive and negative to help improve the Sales design process, • Conduct equipment research and testing on new and existing technology, • Proactively seek and review new industry products, providing written feedback and recommendations, • Interface with manufacturers when dealing with equipment problems, • Conduct site surveys, • Attend weekly resource meetings and monthly department meetings, • Attend manufacturer and industry training in-house, off premises, and online, • Provide peer review of drawings This job description may be revised at any given time by Verrex Management. Employee Handbook Please refer to the Verrex Employee Handbook for company policies on such issues as employment wages, salary, benefits, services, reimbursable expenses, employee communications, safety, health, standards of conduct, and corrective action. Equal Opportunity Employer Statement Verrex is proud to be an equal opportunity employer. We are committed to creating an inclusive, respectful workplace where everyone can thrive.

Job Description Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to control your career while building a thriving consulting practice? B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies. Do You Want to become a CFO Consultant? Many experienced CFOs deeply desire to leave the W-2 world to become a self-employed CFO Consultant. One of their main concerns about leaving the W-2 world is the important topic, “how to find great-paying clients.” We have invented that wheel for CFOs to find clients. We’ve been doing this since 1987. The CFOs that have taken our training have collected hundreds of millions of dollars! We have a 480-page training manual with the best talent in the USA to train CFO Candidates. Please see the ten reasons we excel at training CFO Consultants at https://www.b2bcfo.com/careers. Ideal Candidate Profile: • A passion to serve owners of privately held companies (our target market)., • Desires to receive specialized training prior to beginning to find clients., • Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell., • A desire to learn proven processes to find great paying clients., • Wants to learn how to serve multiple clients simultaneously., • A strong passion to be in control of their future. Requirements: • Minimum of 5 years as a CFO (or equivalent, such as financial vice president/VP of finance) in privately held companies within the USA., • At least 15 years of professional experience since college graduation. Possible Bonus: A FINRA Series 7 and/or 79. Please Note: This is NOT a W-2 CFO position; we are seeking candidates to join our firm as Partners, working from anywhere in the USA within your local market. This is NOT a franchise opportunity. You can copy and paste your LinkedIn URL or submit a resume at https://www.b2bcfo.com/careers#resume-form. ; By confidentially submitting your resume, you grant B2B CFO & B2B EXIT permission to contact you via email, LinkedIn and/or phone. We are an equal opportunity company that values diversity. We do not discriminate on the basis of age, race, religion, color, national origin, gender, sexual orientation, marital status, veteran status or disability status.

Job Description WSAudiology is a global leader in the hearing aid industry. Together with our 12,000 colleagues in 130 countries, we invite you to help unlock human potential by bringing back hearing for millions of people around the world. Our portfolio of technologies spans the full spectrum of hearing care, from distinct hearing brands and digital platforms to managed care, hearing centers and diagnostics locations. Job Title – Strategy Consultant Status – Full-time Location – Iselin, New Jersey Office (hybrid) Base range – $90,000 – $120,000 Bonus – 6% Summary: Reporting directly to the Head of Strategy, Americas, the Strategy Consultant will play a high-visibility role at the center of the business, partnering closely with executive leadership to shape and execute the regional growth agenda. This is a unique opportunity to work across Wholesale, Retail, Online, and Insurance channels throughout the Americas, gaining exposure to a wide range of strategic and commercial challenges. The role offers hands-on experience driving enterprise-level strategy within a global organization, leading high-impact consulting assignments from concept through execution. Ideal for a curious, ambitious strategist, this position provides accelerated learning, meaningful influence, and the chance to directly contribute to decisions that shape the future growth of the business. Responsibilities: Support building and cascading the Americas Regional Strategy to drive growth Contribute to development of Business Unit strategies Drive selected and lead implementation of strategic priorities Build financial models and business cases to support investment decisions Prepare pitches for new initiatives including feasibility analyses Ensure buy-in, ownership and continuous reinforcement of strategic initiatives Develop and deliver effective decision-making materials for both Executive Management and the WSA Board of Directors Qualifications: Master’s degree preferred Minimum 2+ years’ experience as a management consultant or in-house strategy consultant Strategic thinker Ability to manage multiple projects and ensure momentum across all Excellent interpersonal skills and ability to successfully manage a complex matrix organization Possess excellent quantitative and qualitative skills Structured problem-solver Ability to reduce complexity and communicate via PowerPoints, Excel and other tools Foster a growth mindset, be proactive, enthusiastic and with a relentless drive The Company provides equal opportunity to all employees and prospective employees without regard to race, color, creed, religion, national origin, ancestry, sex, age, physical or mental disability, marital status, pregnancy, genetic information, sexual orientation, gender identity, protected veteran or military status, or any other consideration not related to the person’s ability to do the job or otherwise made unlawful by federal, state, or local law.

Job Description Source One is a consulting services company and we’re currently looking for the following individual to work as a consultant with our direct client, a energy and utility company in Newark, NJ. This is a Hybrid role see details below. This role will be onsite and available to candidates local to the Newark, NJ area. We are interested in every qualified candidate who is eligible to work in the United States. Unfortunately, we are not able to sponsor visas or employ corp-to-corp Business Development Manager - Energy Efficiency Program Support Manager Location: Hybrid – Newark, NJ - 1 day per week Supporting Clients in Central and South New Jersey 12 Month Contract Pay Rate: $60-$65/hr w2 Mileage Reimbursement Job Summary Oversee the performance of vendor(s), both office and field, that have been contracted to deliver program services Ensure vendor and employee compliance with safety protocols and practices Lead and participate in cross-functional teams, including other RES members, Customer Care, Contracting, Procurement, Legal, Marketing, IT etc, as required to deliver program services Enhance program delivery/customer experience and resolve business/customer issues Develop and maintain the processes for implementing energy efficiency projects and programs in accordance with requirements for BPU approved programs Provide oversight for business controls, process improvement and compliance Ensure accurate invoice processing Identify and implement process improvements and automate where possible Monitor program Key Performance Indicators to ensure program delivery meets business plan expectations Prepare and present program and project status reports to senior management Assist with special projects as necessary This leader must foster an inclusive work environment and respect all aspects of diversity. Must demonstrate and value differences in others' strengths, perspectives, approaches, and personal choices During storm restoration efforts, may be required to perform functions outside of routine duties and on a schedule that may be different from normal operation Job Responsibilities Oversee the performance of vendor(s), both office and field, that have been contracted to deliver program services; manage employee performance; ensure safety protocols and practices are followed. Lead and participate in cross-functional teams, including other RES members, Customer Care, Contracting, Procurement, Legal, Marketing, IT etc, as required to deliver program services, enhance program delivery/customer experience and resolve business issues. Develop and maintain program processes. Provide oversight for business controls, process improvement and compliance. Ensure accurate invoice processing. Identify and implement process improvements and automate where possible. Monitor program Key Performance Indicators to ensure program delivery meets business plan expectations and regulatory requirements; Prepare and present program and project status reports to senior management. Required: B.S. Degree in Management, Engineering, Business, Finance or other relevant field or equivalent work experience plus 7 years of experience in the space of energy efficiency programs, construction, or related fields. In lieu of a degree, 11 years of experience in the space of energy efficiency programs, construction, or related field. Experience managing vendor performance, and leading cross-functional teams; Energy Efficiency or Electric Vehicle program experience Management/leadership experience working with cross-functional teams Valid US driver's license Desired: Certified Energy Manager (CEM) certification MBA or Advanced Degree Company DescriptionA WBENC (woman owned) certified company; Source One provides a full range of professionals to the Pharmaceutical & Healthcare, Defense, Technology, Financial Services, Retail & Manufacturing, and Energy & Transportation industries nationwide.A WBENC (woman owned) certified company; Source One provides a full range of professionals to the Pharmaceutical & Healthcare, Defense, Technology, Financial Services, Retail & Manufacturing, and Energy & Transportation industries nationwide.

Job Description REPORTS TO: CEO LOCATION: 229 South Ave. W, Westfield, New Jersey, 07909 COMPENSATION STRUCTURE: $60,000 - $84,000 Please Read This Full Job Post Before You Apply: Do you thrive on solving problems and figuring out the possible... and impossible? Do you like to research tried and true solutions on the web and then adapt those solutions to make anything you do more optimal, efficient, and doable? You'll read web pages, books, watch videos... whatever it takes... to gain what you need to quickly solve a problem. Every day. That's just who you are and how you get stuff done. Then this might be the perfect position for you.. ROLE You serve as the liaison between the CEO of Client Accelerators, and the rest of the company. This means you are responsible for executing processes and making decisions on behalf of the CEO. You will work on a one-to-one basis on a variety of tasks related to the CEO’s working and personal life. You'll work directly with our accomplished CEO who usually has his head in the clouds thinking abstractly about visionary projects and client strategies. Your sole job is to make sure that many of his day-to-day necessities are taken care of so his time is freed up for thinking, business development and executing. Given his time constraints and personality, some of his requests to you will be abstract and ambiguous. But you're an independent and critical thinker who isn't intimidated by that. You never fear asking a "stupid" clarifying question. But you also don't need step-by-step instructions and you frequently do quick research to generally educate yourself on the topic, so you can ask smarter, clarifying questions to zero in on the right approach and solution for the task at hand. To be the best executive assistant for him, you will need to be flexible, calm under pressure, a strategic thinker, and also able to work quickly when needed. The CEO's requests won't always be easy. He's always stretching and growing himself and that will mean the same for you. If you get stumped easily, this is definitely not the right job for you. He's ONLY interested in someone who thrives on being stretched, challenged, intellectually stimulated... and never broken. How This Role Is Weighted This is one role with a clear focus. Most of your time goes to a small number of core areas. Other responsibilities come up regularly but take less of your week, and a few items are occasional or seasonal. Core Responsibilities (≈60% of your time) This is the heart of the role and where you'll spend most of your week. CEO Time & Calendar Management • Pre-plan the CEO's calendar weekly (complete by EOD Friday or Monday 9am)., • Filter, prioritize, and delegate the 80% of incoming requests that don't need the CEO., • Debrief the CEO at the start of each day on items needing his input., • Keep non-urgent interruptions to fewer than 5 per week.Project & Meeting Coordination, • Take meeting minutes for the Weekly Executive Meeting, and document project status to hold attendees accountable., • Act as liaison between the CEO and the leadership team — capture what they need from him and book the time on his calendar., • Keep Asana updated and accurate (Monday / Wednesday / Friday at minimum)., • Manage projects on behalf of the CEO so KPIs and deadlines are met.Communications, • Handle all incoming communication on behalf of the CEO — email, Slack, YouTube, Facebook, Instagram., • Respond to all social media and email inquiries by EOD each day, escalating only what needs his judgment., • Draft letters, documents, and correspondence on his behalf.Supporting Responsibilities (≈30% of your time) Important and recurring, but not where most of your week lives. Personal Finance & Banking • Coordinate with the CPA, banks, and lenders., • Monthly reconciliation of personal financial transactions., • Ensure 100% of bills are paid on time., • Deliver a weekly cash flow update and a monthly financial summary by the 5th.Real Estate Portfolio Coordination, • Maintain rent roll accuracy and log rent collection within 72 hours., • Track tax, mortgage, and insurance deadlines so none are missed., • Coordinate maintenance requests within 48 hours of receipt., • Deliver a quarterly portfolio summary.Travel & Logistics, • Organize travel and complex itineraries — including multi-stop, international, and points-optimized trips., • Research and book lodging, transportation, and reservations.Occasional Responsibilities (≈10% of your time) Comes up in cycles or on an as-needed basis. Not a daily burden, but part of the scope. Household & Personal Support • Maintain a rolling meal plan and keep home/office food and supplements stocked., • Prepare a fresh meal per day on days the CEO has requested it., • Coordinate dog care: daily walks, feeding schedule, grooming, vet visits, and boarding when the CEO travels., • Research and purchase gifts for business and personal occasions.Special Projects, • Office asset cataloging and inventory control (one-time build-out in the first 30 days, then maintenance)., • Assist with new initiatives as they come up — funnel launches, book launches, vendor onboarding, hiring projects., • Adapt contract templates and coordinate revisions with the company's lawyer.What This Job Actually Feels Like A few real examples so you can picture the work: • Admin: "Clean up my Asana so it only shows what I haven't completed, sorted by due date and priority.", • Travel: "Book a complex multi-stop international trip. Compare business vs. economy on the long legs and check whether points can lower the total cost.", • Vendors: "We have 100+ domains on Network Solutions and the renewals are getting expensive. Figure out how to move them to GoDaddy at a bulk discount.", • Legal: "Adapt this contract template to include these points, then coordinate with our lawyer to finalize.", • Hiring support: "Source 3 assistants for our top media buyers from the Philippines and help us run them through the hiring process.", • Real estate: "Find 3 brokers in these specific areas who can send us multi-family deals matching our investment parameters."What Success Looks Like, • The CEO spends his time on the top 20% of activities that move the company forward — the rest is handled or delegated., • His calendar is pre-planned every week so his time is fully optimized., • Personal and business appointments run smoothly, accounting for drive times and spacing., • All inquiries are screened and either handled directly or escalated with context., • Asana is current Monday/Wednesday/Friday and all action items are tracked., • Social media and email inquiries are responded to by EOD each day.Who You Are, • A strong, proactive problem solver who'd rather figure something out than wait for instructions., • Calm under pressure and able to shift gears when priorities change., • Detail-oriented with strong follow-through — you don't drop balls., • A clear written and verbal communicator who can "manage up" when the situation calls for it., • Comfortable owning operational systems and improving them as you go., • Quick to learn new software and tools., • Genuinely energized by variety and breadth — this role spans business and personal, strategic and tactical.RequirementsExperience, • Minimum 2+ years supporting a C-level executive, founder, or business owner., • Background in consulting, operations, chief-of-staff work, or executive support preferred (not required to be from a top-tier firm)., • Bachelor's degree., • Proficient with Microsoft Office and able to pick up new software quickly., • Proven track record in a fast-paced, dynamic environment.Schedule, • Monday – Friday, in-office at our Westfield, NJ location., • "On call" expectations: you'll need to be reachable by phone or Slack for genuine urgencies outside business hours (e.g., last-minute travel change, property emergency). This is not a 24/7 expectation — most evenings and weekends are yours., • Occasional weekend availability for travel coordination or time-sensitive projects (a few times per quarter, not weekly). Requirements REQUIREMENTS • Works well under tight deadlines and pressing situations, • Ability to adapt to a fast growing company and changing/moving up of role, • Operationally excellent, • Ability to “manage up” the CEO and give assertive directions when it’s best for the company, • HIGH managerial skills, • Ability to design organizational systems on behalf of CEO, • HIGH communication skills, • Ability to learn software quickly, • Efficient with email, phone, scheduling, etc.., • Able to consistently maintain a positive attitude and reflect the demeanor of CEOCOMMUNICATION CYCLEDAILY, • Communications on priority items via Slack with CEO, • Communications with CEO’s Direct Reports on short or priority items via Slack, • Long-form questions or requests, as well as low-priority items, are consolidated as best possible and communicated via Email, with potential for follow-up via Voxer, • All requests / responsibilities are added to the Asana board and updated daily, • Asana board is up to date Monday/Wednesday/FridayWEEKLY, • Asana is updated by EOD Friday each week., • Attends all meetings requested, including but not limited to (subject to change):, • Weekly & Monthly Strategic Team Meetings, • Weekly Executive Meeting, • Predefined 1:1s between CEO and certain Direct ReportsSchedule:, • Monday to Friday, • On call, • Weekend availabilityExperience: Hard Qualifications: • Minimum of 2+ years experience supporting a C-level executive or business owner, • Excellent interpersonal skills with the ability to work well with individuals at all levels of the company, • Demonstrated proficiency with Microsoft Office Suite including Word, Excel and PowerPoint, • Proven ability to perform in a fast-paced, dynamic environment, • Ability to handle multiple high priority tasks at a time without losing focus on daily responsibilities Soft Qualifications: • Strong business acumen, • Self-directed, flexible and enthusiastic with a focus on Results, • Exceptionally strong time management and organizational skill set, excellence in both written and verbal communication with superior follow-through skills, • Proactive in nature with the ability to multitask while still providing a high attention to detail and deadlines, • Excellent analytical and problem solving skills with the ability to “think on your feet” WHO ARE WE? Client Accelerators is the 'go to' company for coaches, consultants, experts, & authors who want to achieve sustained growth through paid acquisition channels like YouTube, Facebook, TikTok & Google. We were the 207th fastest growing company on the Inc 5000 list last year, and have had record growth for an advertising agency, growing an incredible 2,574% over the past 3 years. We’ve been able to have this record growth because of the incredible results we’ve been able to get for our clients, which has allowed us to speak on stages all over the world on our strategies & tactics to doubling, tripling or even 10x their profits by working with us. We take a hands-on approach to growing each client we bring in by scripting all of their creatives, video production, tracking, & running their ads on these channels to hit agreed upon targets. Our proven approach has allowed us to spend over $150 Million Dollars & generate over $300 Million Dollars in verified sales in the past 5 years. Currently, our company is focused on founder-led businesses across the e-learning, SaaS and service-based internet space. We believe great people are at the center of every successful business. Employees are provided a full suite of benefits, including competitive compensation, healthcare, unlimited paid time off and access to world class training material. What makes Client Accelerators so different? For one, our founder, Mike Buontempo is a consultant himself, who has been consulting with different companies & entrepreneurs for the past 13 years. Our vision is to attract and hire the very best people to help our clients grow profitably and systematically through paid media. Client Accelerators Core Values • We are problem solvers: If you spot a problem in our company or a client’s company, provide a solution. There’s millions of problems, and not as many problem solvers, be the solution., • Open Source Code: We share what’s working with everyone, • Empty The Bucket: Picture this, if you just spent two hours cleaning your car, you put all of the cleaning materials away, but you notice you missed a spot. What do you do? You go back, get everything back out, and complete the job to perfection, • We’re a ‘TEAM’ not a Family: Leaders at CA hire, develop, and cut smartly, so we have Superstars at every position, • Ownership Thinking: Going out of your way to make sure your actions and the actions of your peers are in the best interest of the company, • Being The Best: Mastering your domain so you’re the best in the world at it Benefits • Competitive Salary Package with bonus structure, • Unlimited PTO, • Great career growth opportunity - You’ll be working with ‘A’ players in Operations, Sales, Creative, and Media Buying, • Company Leadership Events and Industry Conferences

About Mercor’s talent network Join our Management Consultant Expert Network to connect with leading AI labs and companies seeking your expertise. What we're looking for: - Professional experience in strategic analysis & problem solving, financial & operational modeling, stakeholder communicati

Branch Banking Client Consultant I-PT. Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers' evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection. Job Description Allstate is seeking a Product Management Lead Consultant to join our Ivantage team. In this role, you will take ownership of the financial performance and overall health of one or more insurance products, directly contributing to profit, growth, and market success. This is a highly visible individual contributor role where you'll serve as an advisor-leveraging your expertise to shape product direction, evaluate opportunities, and drive informed recommendations that influence key business decisions. What You'll Do Analyze market trends, competitive landscape, and product performance to guide strategy Develop and execute initiatives that support growth, profitability, and market share expansion Provide expert recommendations to leadership on product strategy, pricing, and risk considerations Partner cross-functionally with sales, underwriting, and business teams to deliver on key initiatives Help bring new products, enhancements, and distribution strategies to market What Makes This Role Exciting Fast-paced, high-impact environment where priorities can shift quickly and innovation is encouraged Strong collaboration across teams, giving you exposure to multiple business areas and leaders A role that blends analytics, strategy, and execution What You'll Bring Deep knowledge of personal lines insurance, including policy forms and exclusions Ability to navigate complex product decisions and deliver results against tight deadlines Strong analytical mindset with the ability to translate data into actionable insights Experience working in collaborative, cross-functional environments Key Responsibilities • Perform analyses (e.g. competitor, product, market, risk management, financial) to understand the underlying health of the product(s), • Execute strategies which may include new distribution channel initiatives, best practices and new products and services, • Manage / perform complex work assignments and problem resolution across systems, processes or channels and navigate obstacles to deliver the work product, • Analyze relevant facts and organize work to support strategies to ensure the integration and execution of product, pricing and risk management for countrywide usage, • Contribute to the achievement of short- and long-term strategies to achieve market share growth and profitability targets on a countrywide basis, • Measure and communicate results; make recommendations to leaders on redirection opportunities of efforts, • Direct the implementation of products, • Coordinate efforts across the organization to facilitate the implementation of initiatives Education • 4 year Bachelors Degree (Preferred) Experience • 5 or more years of experience (Preferred) *Experience with Personal lines policies • Data analysis experience - Power BI, • Strong excel skills to manage data analysis, • Property and Casualty license (Preferred) Education & Experience (in lieu) • In lieu of the above education requirements, an equivalent combination of education and experience may be considered. #LI-DM1 Skills Data Analysis, Market Share, Market Trends, Personal Lines Insurance, Product Strategies Compensation Compensation offered for this role is 85,000.00 - 145,075.00 annually and is based on experience and qualifications. The candidate(s) offered this position will be required to submit to a background investigation. Joining our team isn't just a job - it's an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger - a winning team making a meaningful impact. Allstate generally does not sponsor individuals for employment-based visas for this position. Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For jobs in San Francisco, please click "_" for information regarding the San Francisco Fair Chance Ordinance. For jobs in Los Angeles, please click "_" for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance. To view the "EEO Know Your Rights" poster click "_". This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs. To view the FMLA poster, click "_". This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint. It is the Company's policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee's ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment. Allstate provides a comprehensive technology setup, including a laptop, monitors, headset, keyboard, and mouse. Employees eligible to work from home also receive a monthly connectivity reimbursement to help offset internet costs. When working from home, you must have a dedicated, private workspace free from distractions, along with appropriate desk and seating. Reliable internet is required, with minimum speeds of 50 MB download and 5 MB upload.

Job Summary: Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. Branch Banking - Client Consultant I-PT. This ro

Branch Banking Client Consultant II. Job Summary: Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introducti

At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners., • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders., • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future., • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. About the Role The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. Responsibilities • Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan., • Actively participate in benefit fairs and new employee orientations., • Participate in the annual plan review and financial education planning process., • Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates, • Meet with participants and eligible employees to educate employees regarding plan participation., • Travel dependent on your territory may be required for new plan enrollments. To help you get started, we offer you the resources needed to build your own success: • This is a salary paid position with bonus potential, • Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match, • Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools, • Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications • High school diploma or GED required; Bachelor's Degree preferred, • Series 7, Series 66 preferred and appropriate state insurance licenses required, • CFP, ChFC or similar designations desirable, • Must have excellent presentation skills, • Bilingual Spanish/English skills a plus Work Location • This position is currently designated as remote. Estimated Travel • May include up to 25% travel. Compensation The average total compensation for this role historically has ranged from $60,000-$70,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits. This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being., • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately., • Employee Assistance Program: Confidential counseling services and resources are available to all employees., • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000., • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work., • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

EisnerAmper LLP is seeking a Staff II Consultant for its Forensic, Litigation & Valuation Services practice. This role involves leading client services related to business valuation, forensic accounting, and complex financial analysis. The ideal candidate should hold a Bachelor’s or Master’s deg

Accounting Consultant Apply now to start working with many of the nation’s largest corporations on important financial and accounting projects of strategic significance.Engage in unique and challenging Accounting & Finance projects within Fortune 1000 companies and other large organizations, inclu

Iselin, New Jersey, United States About CLS: CLS is the trusted party at the centre of the global FX ecosystem. Utilized by thousands of counterparties, CLS makes FX safer, smoother and more cost effective. Trillions of dollars' worth of currency flows through our systems each day. Created by the market for the market, our unrivalled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world's most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so clients can put their capital and resources to better use. CLS products are designed to enable clients to manage risk most effectively across the full FX lifecycle whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market. Our ambition to make a positive difference starts with our people. Our values underpin everything that we do at CLS and define our working environment: • Pivotal purpose, • Trusted guardian, • Targeted innovation, • Facilitate connections, • Delivering excellence, • Inclusive culture Job information: • Functional title - Consultant, • Department Compliance Risk Management, • Corporate level - Consultant, • Report to Director, Compliance Monitoring and Testing, • Location Iselin, NJ, • Rate: 615-830/day What you will be doing: • Assist the Director of Monitoring in Testing with reporting related to the Compliance Testing Plan and its results, • Work independently with Director oversight to conduct and deliver Compliance Testing reviews on the plan in a timely manner and with an appropriate standard of quality, • Assist the team in tracking and validating corrective action plans, • Work across departments to develop a monitoring inventory and monitoring standards, identifying gaps and creating project plans where needed, • Apply practical, proportionate and sustainable remediation to compliance risk and conduct issues identified in the course of monitoring and testing., • Assess optimal technology solutions for conducting testing reviews, creating the monitoring inventory, and implementing monitoring standards. What we're looking for: • Proficient in writing clear, concise testing reports., • Understanding of industry practices and disciplines ideally having implemented and/or developed second line compliance monitoring and testing frameworks in the past., • Excellent written and verbal communication and stakeholder management skills at all levels of the organization., • Proficient engagement, influencing and negotiating skills., • Proficient in investigative and analytical thinking., • Ability to convert high level strategy and goals into operational plans., • Strong control and risk management mindset Professional qualifications / certifications: • Minimum bachelor's degree. Postgraduate degree (e.g., JD, MBA) or compliance / testing / audit certifications a plus., • 5-7 years experience of compliance testing / monitoring / auditing / risk management. Regulatory experience a plus., • Advanced proficiency in Microsoft Office (i.e., Word, Excel, PowerPoint) and SharePoint required. Familiarity with Governance, Risk & Compliance (GRC) tools (e.g., Archer) a plus, • Knowledge of a financial market utility or FMU regulatory environment, key legislative requirements and practical implications would be beneficial., • Experience interfacing with regulators would be beneficial., • Experience in executing annual monitoring and testing plans., • Familiarity with corporate compliance programs and standards relative to Federal Reserve SR 08-8 would be beneficial. Our commitment to employees: At CLS, we celebrate inclusion and consider this to be one of our strongest assets. We are committed to fostering an environment in which everyone feels comfortable to be who they are, and inclusion is valued. All employees have access to our inclusive benefits, including: • Holiday - UK/Asia: 25 holiday days and 3 'life days' (in addition to bank holidays). US: 23 holiday days., • 2 paid volunteer days so that you can actively support causes within your community that are important to you., • Generous parental leave policies to ensure you can enjoy valuable time with your family., • Parental transition coaching programmes and support services., • Wellbeing and mental health support resources to ensure you are looking after yourself, and able to support others., • Employee Networks (including our Women's Forum, Black Employee Network and Pride Network) in support of our organisational commitment to embrace and always be learning more about inclusivity., • Hybrid working to promote a healthy work/life balance, enabling employees to work collaboratively in the office when needed and work from home when they don't., • Active support of flexible working for all employees where possible., • Monthly 'Heads Down Days' with no meetings across the whole company., • Generous non-contributory pension provision for UK/Asia employees, and 401K match from CLS for US employees., • Private medical insurance and dental coverage., • Social events that give you opportunities to meet new people and broaden your network across the organisation., • Annual flu vaccinations., • Discounts and savings and cashback across a wide range of categories including health and retail for UK employees., • Discounted Gym membership Complete Body Gym Discount/Sweat equity program for US employees., • All employees have access to Discover our comprehensive learning platform with 1000+ courses from LinkedIn Learning., • Access to frequent development sessions on a number of topics to help you be successful and develop your career at CLS.

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Gr

Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago Be among the first 25 applicants Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US Our vision for the future is based on the idea that transforming financial lives starts

Fractal is looking for a Principal Consultant in Financial Services. This leadership position requires 8-12 years of experience and a strong background in AI and financial analytics.

The Accounting Manager is responsible for overseeing and managing the financial accounts and accounting functions for Crosstown Plumbing. Prepare and present financial metrics and reports to senior management, providing actionable insights. Reconcile physical cycle count results against book invento

Financial Assistance Advisor - Part Time. Recruitment/Posting Title - Financial Assistance Advisor - Part Time. Posting Summary - Rutgers, The State University of New Jersey is seeking a part-time Financial Assistance Advisor for the Outpatient Services Newark within Rutgers University Behavioral H

Beacon Mobility is an equal opportunity employer that is committed to diversity and inclusion in the workplace.We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other prot

Financial Assistance Advisor Part Time. Rutgers, The State University of New Jersey, is seeking a Financial Assistance Advisor (part time) for Outpatient Services within Rutgers University Behavioral Health Care.

Damco Spain SL is seeking an Assistant Operations Manager – Planning in Elizabeth, NJ.In this role, you will support daily terminal operations by coordinating vessel, yard, and resource planning, optimizing terminal efficiency and service delivery.Ideal candidates have a Bachelor’s degree, 2-4 y

As CFO, you'll be a key member of the executive team, shaping financial strategy, leading M&A activities, securing growth capital, and ensuring we have the financial foundation to scale responsibly. Drive M&A strategy— assist in identifying targets, lead financial due diligence, analyze an

A financial services company in Woodbridge Township, New Jersey, is seeking an Advisor Support role to manage correspondence and enhance client relationships.

Hackensack Meridian Health is seeking an Inventory Controller in Edison, NJ, to manage inventory levels and ensure the availability of medical supplies.Responsibilities include verifying purchase orders, rotating stock, checking incoming inventory, and maintaining documentation for recalls.The ideal

Assistant Credit Controller, Collections Specialist – DSV North America Location: USA – Iselin, Wood Ave Division: Air & Sea Time Type: Full Time Key Responsibilities Manage a multi‑million dollar portfolio of accounts.Communicate with customers (verbal and written) to secure the collectio

Project Manager – Innovation New Product Introductions / Lifecycle Management.A well-known global cosmetics corporation is seeking an experienced Project Manager to lead Innovative new product introductions and lifecycle management across multiple regions, functions, and external partners.This rol

Project Manager and/or Business Analyst.Strong background in the investment management industry.Demonstrated expertise in process improvement and process-driven environments.Advanced SQL skills with the ability to work hands-on with data.Solid understanding of fixed income instruments and related da

At Lincoln Electric Products Co.Service and Distribution Switchboards: Up to 8000A.Single and Double-Ended Substations.We pride ourselves on delivering high-quality, custom-designed solutions that address the unique needs of our clients across various industries.Project Manager III to join its dynam

Monitor firm bank accounts and financial activity, ensuring proper financial recordkeeping and reporting. The Assistant Controller will play a critical role in the day-to-day financial operations of the Firm, including billing, accounts payable/receivable, reporting and operational support. Provide

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership,

Benefits: This is a full-time or part-time REMOTE position You’ll be able to choose which projects you want to work on You can work on your own schedule Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: Give AI cha

Business Analyst Job Duties: Elicits, analyzes, specifies, and validates the business needs of stakeholders, be they customers or end users.Collaborates with project sponsors to determine project s

Coordinate closely with internal disciplines and external consultants. SYSTRA USA provides a benefits package including medical, dental, 401k and other offerings that focus on providing health and financial stability throughout the employee’s career.

Review client deliverables, including, but not limited to: quarterly financial statements, investment data, partner's capital allocations, fund net asset value and applicable accrual bookings. Experience with Consolidated Financial Statements and Minority Interest. Associate Managers manage key priv

Associate Managers manage key private equity fund relationships and oversee the full spectrum of alternative investment fund accounting, from capital activity and waterfalls to financial reporting and audits. SS&C combines proprietary technology with deep industry expertise to support complex financ

The Strategic Financial Analyst, Lateral Investment, in collaboration with and in support of the firm's strategic initiatives, plays a pivotal role in supporting the long-term financial direction of the firm. The Strategic Financial Analyst informs strategic decisions, improves profitability, and su