Financial planner jobs in Bayonne, NJCreate job alerts

Position Type: Regular Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs. To learn more about our client offerings visit:______. We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: • Bachelor’s degree or equivalent work-related experience, • A valid and active Series 7 license required, • A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment), • A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment), • Certified Financial Planner (CFP) certification is preferred, • Minimum of two years of experience in the financial services industry (required), • Financial business development experience (highly preferred), • Knowledge of brokerage/banking products and services At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Overview Provides care management through a collaborative process of assessment, planning, facilitation and advocacy for options and services to meet member's health needs through communication and available resources, while promoting quality cost-effective outcomes. Maintains members in the most independent living situation possible; ensures consistent care along entire health care continuum by assessing and closely monitoring members' needs and status. Provides care management services and authorizes/ coordinates services within a capitated managed care system. Communicates and collaborates with primary care practitioners, interdisciplinary team and family members. Licenses and Certifications: License and current registration to practice as a Licensed Social Worker in New York State preferred Education: Master's Degree in Social Work required Case Management Certification preferred Work Experience: Minimum of three years of Social Work experience required Minimum of two years in a case management and/or community based environment preferred Bilingual skills may be required, as determined by operational needs. Clinical expertise in geriatrics, Long Term care and Managed care experience preferred Pay Range USD $70,200.00 - USD $87,700.00 /Yr. About Us VNS Health is one of the nation’s largest nonprofit home and community-based health care organizations. Innovating in health care for more than 130 years, our commitment to health and well-being is what drives us — we help people live, age and heal where they feel most comfortable, in their own homes, connected to their family and community. On any given day, more than 10,000 VNS Health team members deliver compassionate care, unparalleled expertise and 24/7 solutions and resources to the more than 43,000 “neighbors” who look to us for care. Powered and informed by data analytics that are unmatched in the home and community-health industry, VNS Health offers a full range of health care services, solutions and health plans designed to simplify the health care experience and meet the diverse and complex needs of the communities and people we serve in New York and beyond.

Job DescriptionHospice Business Development RN role offering 15K Sign on Bonus, PENSION & 403B Retirement plan, FREE College Tuition, 4 weeks PTO This Jobot Job is hosted by: Donna Gawroski-Kusik Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $115,000 - $131,500 per year A bit about us: A NYC Metro Healthcare organization with over 100+ years of success in the community offering several services including hospice and palliative care, rehabilitation, and skilled nursing Why join us? • $15,000 New Hire Bonus, • 4 weeks Vacation, • 8 company paid holidays, • PENSION plan – Employer paid 100% at 5.75% of salary per year, • Employee Vesting at 5 year work anniversary, • 403B Retirement plan thru Lincoln Financial, • Medical, Dental and Vision coverage start 60 days after start date, • Medical Coverage thru CIGNA, • Dental Coverage thru choice of Cigna PPO plan or AETNA DMO plan, • Vision coverage thru United Healthcare, • FREE Online RN to BSN and MSN degree programs, • Dependent Tuition Reimbursement for clinical staff, • Annual Tuition reimbursement $4,500, • 529 College Savings plan, • LOW cost medical, dental and vision coverage for employee and family members, • Flexible spending Account, • Dependent Care FSA, • Employee Assistance Program (EAP), • Life Insurance policy at 2X your annual salary paid by employer, • Short term and Long-Term disability thru Mass Mutual, • Commuter Benefits program for Transit and Parking, • Pet care discount 25% with participating Providers Job Details Working on-site at a major medical center in the Bronx NY Work Schedule is Monday thru Friday 9am to 5 pm (NO weekends ever) The RN Hospice Business Development Care Planner is responsible for evaluating and establishing a plan of care for patients referred for hospice services. The RN will facilitate admission of referrals upon discharge from the hospital to a hospice program that meets the needs of the patient and family members. As a key member of the business development and marketing team, the Hospice Care Planner develops and maintains positive relationships with physicians, social workers, case managers and discharge planners within the medical center. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment 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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job Description Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in our Manhattan firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include: * Developing relationships with clients (both existing and prospective) * Gathering client information and using that information to build robust financial plans * Helping clients prepare for their retirement * Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: * Are a self-starter. * Have an entrepreneurial mindset. * Are a customer service champion. * Are an engaging and compelling communicator and negotiator. * Are a problem solver. * Are a Life-long student seeking continued education and professional development. * Are a critical thinker. * Have prior sales experience and/or enjoy networking and seeking new clients. * Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: * Provide a framework to help you attain all licensing and education needed to progress through the career. * Support your learning through joint work and a team environment. * Provide competitive compensation and benefits that are unique in our industry. * Provide a roadmap for your success with our experienced team of leaders. 1049766-00003-00 The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify. Company DescriptionAt Prudential, EQ is as valuable as IQ and there’s zero tolerance for bullies. We’ve evolved a lot over the years, but respect and collaboration have always been at the core of our culture. Come and explore the exciting opportunities ahead and play an integral role in shaping our future and growing yours.At Prudential, EQ is as valuable as IQ and there’s zero tolerance for bullies. We’ve evolved a lot over the years, but respect and collaboration have always been at the core of our culture. Come and explore the exciting opportunities ahead and play an integral role in shaping our future and growing yours.

Job DescriptionCampus Life Coordinator Location: Staten Island Hebrew Public (829 Father Capodanno Blvd, Staten Island, NY 10305) Start Date: Summer 2025 Compensation: $50,000 or above (more details below) Contact: Why SIHP? SIHP is part of a small group of schools run by Hebrew Public: Charter Schools for Global Citizens. We are NOT a religious or Jewish organization (we know the word Hebrew can be confusing in that regard!). We ARE a network of public charter schools that help children become global citizens who are great problem solvers, aware communicators, and lifelong learners who make a positive difference in the world around them. Join a community dedicated to making a meaningful impact—together, we're building something extraordinary! What you'll love about us? Great teachers transform student lives. That's why Hebrew Public has been making big moves to launch a comprehensive talent program that supports and rewards you in your work. At Hebrew Public, you will be part of a team of educators dedicated to improving student outcomes and helping students grow into empathetic, ethical, and curious global citizens. Through our SuRGE program (Supporting, Rewarding, and Growing Educators), we provide transparency and guaranteed salary increases, reward excellence with additional 5-10% increases and other forms of recognition, and offer clear career pathways with opportunities for growth. We offer a competitive compensation package starting at $50,000 with potential for increases based on experience in similar positions. Potential benefits* include: • Health Coverage: Medical: Employer covers 85% of premiums, Dental: Employer covers 85% of premiums, Vision: 100% covered by employer., • Retirement: 5% Employer Match of your annual salary, capped at $6,000, dollar for dollar. No vesting period., • Additional Compensation: Opportunities for performance bonuses and additional stipends., • Wellness Matters: Mental health resources and employee assistance programs., • Perks for You: Student Loan counseling and discounts on wellness programs & gym memberships, • Generous Paid Time Off: Enjoy 30+ holidays; 10 PTO days (10 month staff) and 20 PTO days (12 month staff), • Family First: 6 weeks paid parental leave for welcoming your new child. Eligible for up to 12 weeks of NY Paid Family Leave, • Fertility Services: Coverage of fertility services and minimal out-of-pocket costs, • Health Care & Dependent Care Flexible Spending Accounts: Up to $10,000 in HRA funds, • Employer-Paid and Voluntary Life Insurance: AD&D benefit of one times salary up to a maximum of $100,000 (Minimum $50,000) through UNUM. This valuable benefit is provided at no cost to you., • Learn & Grow: Access to workshops, certifications, and ongoing professional development, • Advance Your Career: University partnerships for certification. Key Responsibilities Event Planning and Coordination • Student Events: Plan, organize, and execute age-appropriate student activities, celebrations, and educational events for K-4 students including field trips, holiday celebrations, cultural events, academic showcases, and seasonal activities, • Family Engagement Events: Coordinate family nights, prospective and current parent workshops, back-to-school events, graduation ceremonies, and community building activities designed to strengthen home-school partnerships, • Logistics Management: Manage all event logistics including venue setup, vendor coordination, volunteer recruitment, supply procurement, and post-event evaluation, • Budget Management: Work within allocated budgets for events, track expenses, and maintain accurate financial records, • Marketing and Promotion: Create promotional materials, communicate event details to families through multiple channels, and maintain event calendars, • Administrative Functions: Support day-to-day operations including front desk coverage, phone system management, and visitor coordination, • Student Services: Assist with student enrollment, document tracking, attendance tracking, and family communication, • Compliance Support: Help maintain records for Title I Parent and Family Engagement requirements and other regulatory compliance, • Technology Systems: Utilize student information systems, communication platforms, and data management tools, • Vendor Relations: Coordinate with after-school program providers, food service vendors, and other external partners, • Family Communication: Serve as a point of contact for families regarding non-academic concerns and general school information, • Cultural Responsiveness: Support multilingual families and ensure culturally inclusive programming, • Community Partnerships: Develop and maintain relationships with local businesses, organizations, and community leaders, • Volunteer Coordination: Recruit, train, and manage parent volunteers for school events and activities, • Perform other duties and responsibilities as assigned by managementWho you are, • Bachelor's degree preferred; Associate's degree with relevant experience considered, • 2+ years of experience in event planning, customer service, or education-related roles, • Excellent organizational and project management skills, • Strong written and verbal communication abilities, • Proficiency in Microsoft Office Suite, Google Workspace, and student information systems, • Ability to work flexible hours including evenings and weekends., • Experience working in K-4 educational settings or charter schools, • Skilled at building positive relationships with diverse stakeholders including students, families, staff, and community members, • Creative and resourcefulness problem-solver in addressing challenges and developing solutions, • Meticulous planner with attention to detail and strong follow-through, • Flexible and able to manage multiple priorities and adapt to changing needs in a dynamic school environment, • Excellent oral and written communication skills If you need accommodations or assistance due to a disability, please reach out to us at . This information will be treated as confidential and used only for the purpose of determining an appropriate accommodation for the interview process. For more information please visit our websites below. CMO Website: School Website: Apply today at and be part of something extraordinary.

Job Description Location Note: This a remote role for candidates based in New York or New Jersey. The Purpose of Your Role: We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client’s short and long term goals and helping them become financially fit. Filling this critical role is an integral part of Sentinel’s growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry. Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise—we take the time to understand our client’s financial goals and relate to their concerns. The right candidate has the ability to lead, train, and motivate their peers and clients. What you'll bring to Sentinel: • Planning/Organizing – Prioritizes and plans work activities, uses time efficiently, • Professionalism – Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments, • Quality – Demonstrates accuracy and thoroughness, • Strong sense of urgency and accountability; results-oriented, • Team player; puts success of team ahead of self, • Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms, • Engage and educate Sentinel’s retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation., • Assist participants in preparing for the financial aspects of retirement., • Communicate the retirement plan offering via group meetings at the client company., • Meet one on one with participants to answer any personal questions about the plan or possible other financial matters., • Conduct webinars to communicate the plan, when appropriate., • Build personal relationships with participants., • Convey retirement planning subject matter in a simplified way., • Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance., • Support new sales and market development initiatives, • Exhibit understanding of key features and benefits of Sentinel’s products and services, • Proactively keep Supervisor informed of key activities with assigned clients We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change. Preferred qualifications: • Proficient in Microsoft Office applications, • ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge), • Bachelor’s degree, • FINRA Series 6 or 7, 63 and 65 or 66, • 3+ years of experience, • CFP designation or interest in obtaining Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage. At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do. Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know. Some of our Benefits: • PTO (vacation, sick, personal time bank), • FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service, • 12 Paid Holidays (10 stated and 2 floating holidays), • 2 Community Volunteer Days, • 5 Summer Half Days, • Medical, Dental, Vision, • Life Insurance, • LTD & STD, • Retirement Plan with 4% Employer Match, • Parental Leave See What We Stand For: Who we are: Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine). Salary Range: $50,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well. Powered by JazzHR cP5Pl3S9Fr

Job Description Our Company: Originally founded in 1975, BCI has continually evolved to become a leader in the women's fashion industry. Launching initially with CHAUS and private label lines and then expanding into a multi-brand platform business, we have been at the forefront of market trends and the changing retail environment. Our brands, including CeCe, Vince Camuto, Ted Baker, 1.State and Parker, each serve unique customer demographics but are united in their commitment to quality and style. As we expand our presence, BCI remains dedicated to innovation, excellence, and women's empowerment through fashion. Position Title: Merchandise Planner Responsibilities: • Update weekly selling reports and distribute to management and corresponding sales teams for review, • Identify productive vs. underperforming categories through analyzing weekly sell thru rates and sales to stock ratios, • Prepare hindsight reporting tools for cross functional partners to use for pre-market planning, • Oversee our replenishment programs by ensuring sales are aligned to inventory levels and minimizing excess liabilities, • Summarize post market purchases ensuring target penetrations are met by classification and are aligned to receipt plans, • Minimum 2 years of prior planning experience, • Bachelors Degree in Business, Finance, Economics preferred, • Strong analytical and problem-solving skills, • Strong understanding of retail math and key performance metrics, • Proficient in Excel including knowledge of Pivot Tables, Vlookup/Hlookup/Xlookup, Sumifs/Countifs, Index-Match, • Experience working with ERP systems to support merchandising, inventory forecasting, and financial planning, • Results driven; strategic, conceptual and innovative thinker, • Excellent organizational and multi-talking skills adhering to deadlines and ensuring accuracy, • Strong oral and written communication skills Note: This job description is not intended to be all-inclusive. The employee may be required to perform other related duties as assigned. The annual salary range for this full-time position is dependent upon experience between $75,000 - $100,000. BCI IS AN EQUAL OPPORTUNITY EMPLOYER Applicants are considered regardless of race, color, religion, creed, age, sex, pregnancy, family responsibility, national origin or ancestry citizenship, marital status, sexual orientation, transgender status, veteran’s status, genetic information, or as a qualified individual with a disability or any other characteristic in accordance with applicable law. Benefits • Health Benefits (Medical, Dental & Vision), • Life Insurance, • Flexible Spending Account, • 401k Program, • Paid Time Off, • Robust Holiday Schedule, • Commuter Benefits, • Training & Development, • Growth Opportunities!

Job DescriptionJob Summary: The Senior Planner, DTC will be responsible for developing financial strategies that will drive the business by maximizing profit while managing healthy inventory turns. This role is critical in achieving productive inventory targets across DTC while also maintaining healthy weeks of supply in our company replenishment program. This person will analyze weekly, monthly and seasonal performance to determine areas of opportunity and provide overview to leadership. This role will collaborate closely with cross-functional partners, including Buying Team, Retail Operations, Ecommerce Team, and Merchandising, and will play a key role in enhancing data management processes to ensure accuracy and consistency across all channels and departments. Responsibilities: • Maintain open to buy and identify risks/opportunities to current sales and inventory by channel and department, • Develop detailed merchandise financial plans and provide buying partners with receipt and SKU targets by category, aligning to company revenue goals and informed by historical performance and analysis, • Own the Core/Replenishment program by maintaining pre-season and monthly forecasts across all departments and product categories, leveraging current sales trends, historical performance, and weekly replenishment data, • Support planning for new store launches, including sales forecasts and inventory flow, • Collaborate with Buyers on inventory opportunities to maximize sales and productivity by door, while supporting company initiatives, • Provide weekly and ad hoc reports to support the business, and recap performance versus forecast with clear action steps, • Develop store-level sales and SKU plans based on regional trends, customer profiles, and store attributes, • Minimum 5+ years’ experience working in a planning function, • Strong business acumen, financial analysis, technical and creative problem-solving skills, • Advanced Excel skills required, • Experience with both Planning and Allocation, • Strong organizational skills and excellent communication skills with ability to influence, present and defend a business argument both one-on- one and in a group setting, • Ability to work in a fast-paced entrepreneurial environment, • Ability to manage through competing priorities Rules we live by | Rules you live by • Be a Good Human - Be original, be authentic. Stand for diversity, equitability & inclusivity., • Have No Fear - Innovate, solve problems, • Own Every Decision - Work together, get results, • Quality Matters – Not only with product but we see it in our people, • Make Shit Happen - Be disciplined, be competitiveBenefits, • Paid Time Off, • Clothing Allowance, • Generous Employee Discount, • Paid Parental Leave, • Commission Eligible, • Membership to Calm and access to other wellness benefits, • Medical, dental, vision and ancillary benefits, • 401k Powered by JazzHR 5tE78P2t1s

Job Description Leading wholesale business for fashion apparel and accessories is searching for a Merchandise Planner: Responsibilities include: Manage end-to-end planning for strategic retail partners; Ensure flow of product aligns with set standards and deliverables; Run ladders, optimize stock, forecast demand. Must have: 5+ years merchandise planning experience (in apparel a plus) in a high volume environment; Direct Walmart experience, including hands-on use of Walmart's key systems and tools; Deep understanding of Walmart's assortment planning, supply and demand planning, space allocation, and replenishment; Strong problem solving skills, and ability to strategize; Experience building and managing seasonal financial plans including sales targets, inventory, gross margin, and turnover; Deep Excel skills; Experience applying AI or automatic tools to streamline planning, reporting, forecasting.

Job Description We are seeking driven and client-focused individuals to join our team as Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success. Having experience as a financial planner is a plus, but not required. As a Financial Planner, you will gain hands-on experience in: • Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability. Full comprehensive worksite/ group product portfolio., • Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines., • Create personalized financial strategies integrating life insurance, investment management, retirement planning, tax efficiency, and estate considerations, • Develop Holistic Financial Plans, • Conduct Comprehensive Client Discovery, • Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions, • Present and Implement Insurance Solutions, • Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans, • Deliver Ongoing Advice and Plan Reviews, • Ensure Compliance and Fiduciary Integrity, • Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest, • Collaborate with Internal Specialists, • Hands-on comprehensive weekly training in the office/ remoteQualifications:, • Bachelor's degree in finance or related field, • Experience in Financial Planning is a plus, • Must be post-graduate, • Life and Health License Required, • SIE, Series 7, Series 63/65/66/(CFP not required but good to have. Firm-sponsored/ supplied licensing if needed)About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description Little Flower Children and Family Services of New York is a nonprofit organization that has worked to improve the well-being of children, youth, families, and people with developmental disabilities across New York City and Long Island since 1929. Our staff of more than 500 provides prevention services, foster care, residential treatment care, adoption services, medical and mental health services, and programs and services for individuals with developmental disabilities. A career with Little Flower can be rewarding in so many ways. We are looking for conscientious and caring people who are ready to commit to the work of strengthening families and supporting the well-being of children and adults with developmental disabilities. If you’re looking for a career where you can truly make a difference, we hope you will consider joining our team. Summary Job Description Coaches are paired with up to 15 young people and work with each of them from 9th grade (or age 14, if they are disconnected from school) to age 21, regardless of their academic status. Through the course of their work with assigned youth, coaches’ general functions include the following: • Building relationships with up to 15 young people, • Provide ongoing social/emotional support to the youth on their caseloads, • Work 1:1 with young people to develop individualized academic and career development goals based on their interests and strengths and take measurable steps towards their goals, • Connect young people to quality schools, programs, resources, and opportunities in line with their goals, • Help young people persist in these settings, navigate any challenges that arise, celebrate successes, and plan/prepare for the next step on their journey, • Should a youth not be successful in any particular school/program setting, Coaches help young people reflect on the experience and work with them to set new goals and transition to the next opportunity, • Collaborate with Case Planners, Tutors, Specialists, and foster/birth parents, as needed, to help youth achieve their goals and ensure their overall well-being, • Connect young people to peer group supports and build positive relationships, • Ensure young people who are aging out can access and maintain stable, affordable housing and build independent living skills Principle Responsibilities: ACADEMIC • Re-engage disconnected youth and help them re-enroll in an academic setting, • Assess the fit between the young person and their current academic setting and help them transfer into a better-fit high school or high school equivalency (HSE) program, if needed, • Visit the young person’s school/program and build relationships with school staff, review transcripts and academic data, provide educational advocacy, and discuss progress towards graduation/HSE obtainment, • Ensure young people are attending school and have the supports and resources they need to be successful, such as tutoring, individualized educational plans (IEPs), 504 Plans, or other special accommodations, • Expose students to post-secondary pathways, such college and/or accredited vocational programs, starting in the 9th grade (or as early as possible), • Assist students with post-secondary planning, along with the guidance counselors and/or College Specialists and Career Development Specialists, • Connect the student to the College Specialist to apply to colleges, opportunity programs, and all forms of financial aid, funding, and scholarships, • Provide college persistence coaching, including ensuring students are receiving all of the financial and academic supports they need to succeed each semester, • Assist students with planning for apprenticeship and vocational education paths, as appropriate, • Collaborate with Case Planners, guidance counselors, Specialists, Tutors, teachers, family members, and caregivers CAREER DEVELOPMENT • Assist young people in obtaining working papers, if needed, • Conduct career exploration activities with young people, • Assist ALL young people in selecting at least one career development experience each year that is in line with their interests and academic situation/background, • Work with the young person and Career Development Specialist to identify potential longer-term career pathways based on the young person’s interests, strengths, and academic/vocational plans, • Connect the young person to the Career Development Specialist, if needed, to explore workforce development programs, vocational programs, and for assistance with job applications, • Connect young people, as needed, to agency-based job readiness and/or internship programs (e.g., YA WORC or the Mentored Internship Program), • Provide persistence coaching to young people enrolled in any external program by checking in with them regularly HOUSING AND INDEPENDENT LIVING • Ensure that the young person coordinates with a Housing Specialist (and/or Case Planner, if the agency does not have a Housing Specialist) to ensure that all young people’s housing applications are submitted as early as possible (by age 19 if their goals is to age out), • Accompany the young person to visit supportive housing residences, when needed, • Help young people move in and obtain furniture, • Help young people maintain their housing by providing independent living and life skills supports such as budgeting, obtaining a bank account, and advocating with landlords, if needed Minimum Requirements: • Qualified applicants for the Coach positions will be required to have a Bachelor’s degree and at least three years of experience working with at-risk or system-involved young people or an Associate degree and 5+ years of working with at-risk or system-involved young people, • Strong written and verbal communication skills, • Strong time-management, organizational skills, and attention to detail, • Ability to troubleshoot, advocate, and navigate obstacles where there is not always a clear-cut pathway, • Open to learning how to use and interpret data to inform decision-making, • Ability to effectively collaborate in team settings and build relationships with external partners, • Ability to use Motivational Interviewing techniques, • Ability to use trauma-informed techniques, • Experience working with vulnerable youth, • Knowledgeable about youth resources and services, • Ability to facilitate therapeutic peer groups, • Competence in planning, organizing, scheduling, case documentation, and strong oral and written communication abilities. Some experience in public relations preferable, • Must possess strong human relations skills to communicate and work effectively within a culturally diverse work environment and community, • Valid NYS Driver’s License if using personal vehicle or agency vehicle to drive on agency business. Travel Requirements: This position is based in Brooklyn, NY and will be required to travel to all locations to service this population. Little Flower Children and Family Services of New York 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 legally protected group status Diversity, Equity, Inclusion and Belonging Statement: With more than 250 years of combined experience, Little Flower Children and Family Services of New York and St. John’s Residence for Boys have a long-standing history of serving children, youth, adults and families of color. Our mission, vision and values are grounded in elevating the shared humanity of every staff member, community partner and those with whom we engage. We recognize that our DEIB work is continuously evolving as we strive for equity and inclusion for individuals of all races, ethnicities, genders, sexualities, ages, abilities, religions and lived experiences.

Job Description Our Company: Originally founded in 1975, BCI has continually evolved to become a leader in the women's fashion industry. Launching initially with CHAUS and private label lines and then expanding into a multi-brand platform business, we have been at the forefront of market trends and the changing retail environment. Our brands, including CeCe, Vince Camuto, Ted Baker, 1.State and Parker, each serve unique customer demographics but are united in their commitment to quality and style. As we expand our presence, BCI remains dedicated to innovation, excellence, and women's empowerment through fashion. Position Title: Senior Merchandise Planner Responsibilities: • Manage weekly reporting and provide key business insights based on data analysis and selling trends, • Identify areas of risk and recommend actionable items to mitigate go forward liabilities, • Provide pricing recommendations on promotional events and markdowns to maximize revenue and profitability, • Forecast and manage inventory levels on core programs to support sales targets and productivity goals, • Leverage hindsight reporting to identify potential comp categories and areas of opportunities based on historical performance, • Own open-to-buy process and align with buying teams on sales and receipt flows to achieve margin and inventory goals, • Develop long range proposals and growth strategies, presenting multi year recommendations to leadership to guide business planning, • Minimum 4 years of prior planning experience, • Bachelors Degree in Business, Finance, Economics preferred, • Strong analytical and problem-solving skills, • Strong understanding of retail math and key performance metrics, • Proficient in Excel including knowledge of Pivot Tables, Vlookup/Hlookup/Xlookup, Sumifs/Countifs, Index-Match, • Experience working with ERP systems to support merchandising, inventory forecasting, and financial planning, • Results driven; strategic, conceptual and innovative thinker, • Excellent organizational and multi-talking skills adhering to deadlines and ensuring accuracy, • Strong oral and written communication skills Note: This job description is not intended to be all-inclusive. The employee may be required to perform other related duties as assigned. The annual salary range for this full-time position is dependent upon experience between $110,000-$150,000. BCI IS AN EQUAL OPPORTUNITY EMPLOYER Applicants are considered regardless of race, color, religion, creed, age, sex, pregnancy, family responsibility, national origin or ancestry citizenship, marital status, sexual orientation, transgender status, veteran’s status, genetic information, or as a qualified individual with a disability or any other characteristic in accordance with applicable law. Benefits • Health Benefits (Medical, Dental & Vision), • Life Insurance, • Flexible Spending Account, • 401k Program, • Paid Time Off, • Robust Holiday Schedule, • Training & Development, • Growth Opportunities!

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. The Backbone of Our Success, Our Local Leaders: Milan Suri - Managing Director • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual., • Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products., • Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies., • Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve., • Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available., • Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.What Our Representatives Value:, • Potential for abundant, consistent, and predictable results., • A collaborative, high-support team environment, fostering growth and camaraderie., • Full business development process training and support for seamless operations., • Proven operational systems and cutting-edge technology for enhanced agent efficiency., • Achieving high performance while maintaining a great quality of life., • A company experiencing rapid growth, offering leadership opportunities for top performers.Candidate Characteristics:, • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators., • People who prioritize understanding the "who, why, and how" behind actions more than just the "what.", • Savvy communicators who find joy in simplifying complex decisions for others., • Generous souls who gladly treat others without hesitation., • Ambitious thinkers who embrace boundless opportunities and possibilities., • Advocates for teamwork and cooperation, where everyone contributes equally., • Passionate about their work, yet approachable and good-natured in their demeanor.Benefits:, • Strong Earnings Potential: Combining first year income and unlimited upside., • Significant bonus opportunity commensurate with outcomes., • Dental insurance., • Health insurance., • Life insurance., • Retirement plan., • Vision insurance.Education:, • Bachelor's Degree (strongly preferred)If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description We believe that we are better together, and at Tripadvisor we welcome you for who you are. Our workplace is for everyone, as is our people powered platform. At Tripadvisor, we want you to bring your unique identities, abilities, and experiences, so we can collectively revolutionize travel and together find the good out there. Tripadvisor is seeking a detail-oriented, proactive, and people-focused Sales Planning Supervisor to help lead and scale our growing sales planning team. This Associate Manager-level role will serve as a critical point of coordination between Sales, Account Management, Media Distribution, Wanderlab, and internal Systems teams, ensuring our media campaigns are executed with excellence and efficiency. This individual will manage and mentor a team of Associate Sales Planners and Sales Planners, provide day-to-day operational support, and help drive workflow optimization, campaign delivery, and strategic planning initiatives across the business. Job Location: New York, United States- Hybrid This role is a hybrid position that requires 2 days per week in our New York office. What You'll Do: Team Leadership & Mentorship * Manage a team of Associate Sales Planners and Sales Planners, providing coaching, development, and support. * Act as a key escalation point for the Sales team on planner-related issues, working closely with the Sales Planning Manager for guidance when needed. * Mentor planners on complex media deals, reviewing their work, offering strategic guidance, and joining brainstorming sessions to provide solutions and ideas. Revenue & Operational Oversight * Analyze and report weekly revenue-at-risk data; partner with cross-functional teams to recommend optimization strategies and mitigate delivery concerns. * Oversee and support billing-related escalations, collaborating with the Billing team to ensure accuracy and issue resolution. Workflow & Cross-Team Collaboration * Identify opportunities to improve team processes and planning workflows in partnership with Account Management, Wanderlab, Media Distribution, and internal Systems teams. * Lead initiatives to increase operational efficiency, minimize bottlenecks, and elevate campaign execution standards. * Partner with Go to Market team on new product development, workflows, evaluation and launch. Strategic Support * Assist the Sales Planning Manager in proactive media packaging and campaign strategy. * Forecast inventory, contribute to rate-setting, and help craft media recommendations informed by market trends and Sales feedback. * Surface market insights, learnings, strategies to further team and regional enablement. Skills & Experience: * 4–5 years of experience in digital media planning, sales planning, or campaign operations. * Prior experience managing or mentoring junior team members. * Strong analytical and problem-solving skills; comfort with revenue data and reporting tools. * Excellent communication and collaboration skills; ability to work cross-functionally in a fast-paced environment. * Deep understanding of digital media products, inventory dynamics, and campaign execution. What We Offer • Flexible activity-based working fostered collaboration and productivity, • Inclusive global travelers community welcoming diverse perspectives, • Competitive salary package including performance bonuses, • Development programs, managerial courses, and learning series, • Health insurance covers medical, dental, and vision for families (varies by country), • Lifestyle Reimbursement Benefit for personal travel, and physical, mental, and financial wellness, • Several paid time off programs, including time to bond with new children and care for family members. Paid public holidays, and year-end office shutdown, • Employee assistance program for short-term counseling and free Calm app subscription, • State-of-the-art offices: dining, coffee points, and leisure areas The salary range for this role is $80,000 to $105,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range. An employee's pay position within the wage range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs. This compensation range may also be modified in the future. We strive to create an accessible and inclusive experience for all candidates. If you need a reasonable accommodation during the application or the recruiting process, please make sure to reach out to your individual recruiter or our team at . If you have any additional questions about careers at Tripadvisor you can email us at . We have all the answers! #LI-CH01 #TRIPADVISOR

Job DescriptionSalary: 110,000+ DDK & Company LLP is a mid-sized 50-100 person CPA and Business Consulting Firm with office locations in NYC (Midtown) and Jericho, Long Island. The Firm provides services in a diverse array of industries. At DDK, our personnel are our greatest assets. The services we provide and our attention to details separate us from other firms. In order to promote strength in both areas, we provide year-round training and mentoring, including interfacing with our tax and assurance teams. Join our growing Firm! Currently, we are in search of an Audit Supervisor for either our New York or Jericho office. The position requires an experienced Assurance professional with strong interpersonal and supervisory skills. Our growing Assurance practice provides tremendous career opportunities in an environment of the highest ethical standards. Responsibilities: • Coordinate various phases of engagements; plan engagements, budget time and expenses, monitor actual performance against budget, review work papers for accuracy and completeness, and review financial statements for suitability of presentation and adequacy of disclosures., • Oversee audit-planning, fieldwork, and audit reporting; prepare reports, and communicate findings and recommendations to management., • Responsible for the daily supervision and development of audit staff., • Ensure timely updates on all aspects of the engagement are provided to manager/partner, • Take full ownership and responsibility for all aspects of the assurance engagement from planning, to report issuance, to closing the binder., • Perform technical research as required, • Communicate engagement needs to the client, • Recognize extended services opportunities, • Cultivate effective relationships with client and staff, • Keep current on professional pronouncements, • Participate in Level Training for junior staff, • Proactively participate in professional development opportunities, i.e. Mentoring Program Coach Staff Practice development (recommended) Requirements: • BBA/BS/MS in Accounting 5 - 8 years of relevant experience, • Eligible to sit for the CPA Exam or has obtained CPA license, • Ability to prepare complex footnotes Knowledge of Generally Accepted Accounting Principles (GAAP); Heavy experience with review, • Demonstrated technical abilities; Profx/Engagement a plus, • Effective oral and written communication skills, • Active listening skills, • Strong time management, analytical and research skills, • Ability to meet deadlines with accuracy, • CCH Prosystemsfx, BNA income tax planner, online tax research software, quickbooks and MS office required, intermediate to proficient

Job Description JOB SUMMARY: The Associate Vice President of Bronx Supported Housing is responsible for the oversight of DOHMH and NY State OMH scattered-site programs for individuals with serious mental illness. This position will work closely with the Vice President of Supported Housing to ensure programmatic, staffing, client services, and operational aspects. The Associate Vice President of Bronx Supported Housing will ensure programs are meeting all funding requirements, organizational mission and values, and quality of care for individuals served in these programs. ESSENTIAL TASKS: To perform this job successfully, an individual must be able to perform each essential duty listed satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions unless this causes undue hardship to the agency. Clinical Services: • Provide clinical supervision for the Program Director, • Ensure clinical services to individuals and families being served is in accordance with NY OMH, DOHMH, HUD, and organizational, • Ensure all documentation is up-to-standards, assessments completed, complete regular chart review, unit inspections, etc., • Ensure clients are receiving appropriate wraparound services internal and/or external., • Ensure the Program Director and all social services staff are trained, onboard, etc., • Review crisis assessment, report incidents immediately internally and to funders when applicable., • Conduct regular clinical meetings to discuss clinical high-risk clients, establish next steps, and follow-ups., • Work with the Health Connect team to provide clinical high-risk clients with the necessary prevention services and intervention, crisis management, and social integration., • Supervise Office Manager and operations of Bronx Office., • Ensure direct supervisees are receiving supervision, training, and follow our policies and procedures., • Conduct yearly annual performance and ensure staff career development., • Ensure staff follow standards, policies, and procedures, • Ensure staff follow their work schedule, approve time sheets, and monitor compliance aspects in this area., • Ensure FLMA process, create a positive work culture, ensure any worker compensation is addressed to HR., • Ensures internal program compliance with federal, state, city, and agency regulatory Monitors the quality of the rehabilitative services provided to consumers/residents., • Responsible for the development of a program mission statement and program goals that supports the division and agency mission statements and, • Coordinates with the Department of Quality Management and the departments in the Administrative Division for staff assistance in the preparation for an, • Reviews plans of corrective action, incident reports, and program evaluation reports and addresses areas that need, • Exercises control over budgets through planning, prioritizing of spending, and monitoring of spending, • Approves/disapproves all purchase orders and financial requests from staff and submits approved purchase orders and financial requests to supervisor for approval., • Manages resident/consumer funds Develops internal money management procedures., • Promotes Mental Health and Managed Care programs in local communities; maintains liaison between local elected officials and community boards, educates citizens in the community on mental illness. ESSENTIAL KNOWLEDGE, SKILLS AND ABILITIES: • Committed to active promotion of ICL values and goals., • Ability to manage multiple projects, task oriented, and check on the completion of assigned tasks., • Ability to manage resources, which includes money, material, time, and people., • Strong interpersonal skills, emotional intelligence, and flexibility, • Experience with NYC Housing programs, program development, and operational aspects, • Proficient in Microsoft Suite (Outlook, Excel, Word, Power Point), EHR, Property Management software, and Maintenance Software., • Excellent verbal and written communication, including ability to effectively communicate with interagency departments and external partnership., • Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary leadership, • Ability to work independently to conduct assignments to completion within parameter of instructions given, prescribed routines, and standard accepted practices, • Ability to be sensitive and understand the needs of individuals and families with SMI and co-occurring disorders, • Positive, energetic, dynamic, and engaging personality, • Team approach, hands-on, strategic thinker, problem solver, and planner, • Willingness and ability to use ICL supplied communication tools (e.g. computers, mobile telephone, fax, etc.) regularly while conducting business. Master’s degree in social work, psychology, or mental health counseling. For MSW, LMSW and MHC- LMHC are needed. Plus, a minimum of five years of professional experience in operational and programmatic management. Experience working in the housing nonprofit sector, individuals with serious mental illness, substance use, and homelessness.

Job Description LOCATION: New York, NY REPORTS TO: Director of Case Management- New York Residential Program DEPARTMENT: New York City Residential Programs SCHEDULE: Full Time / Hybrid $1,000 Hiring Incentive AGENCY & PROGRAM BACKGROUND: MercyFirst is a not-for-profit human and social service agency that has been serving children and families in need since we were founded by the Sisters of Mercy/Hermanas de las Misericordia in 1894. Today our agency continues to address the emotional and physical needs of children and families in Brooklyn, Queens and across Long Island through innovative treatments and life-changing interventions. We provide community-based prevention and family foster care services, group homes in the community for struggling children and families within the child welfare and juvenile justice systems, and short-term residential services for unaccompanied migrant children. Each year, MercyFirst serves more than 3,000 children, teenagers and families overcome enormous obstacles, re-imagine their futures and develop their full potential. MercyFirst’s Qualified Residential Treatment Program (Group Home) provides 24-hour residential care and supportive services for youth with a history of trauma and the presence of complex needs. Three agency-operated group homes provide youth with structure and supervision within community-level settings designed to provide evidence-based treatment to promote emotional and physical safety and stability, practice positive coping skills, and build healthy relationships, as well as case management services to support discharge planning through family reunification or independent housing, and youth development services to foster growth and competency in daily life skills . POSITION SUMMARY: The Aftercare worker for the QRTP program will be responsible for assessment, engagement and case management services for clients and families towards successful transition out of QRTP placement. This qualified candidate will be a part of a multi-disciplinary team and work alongside the QRTP caseplanner and will refer guardian for supportive services, including medical, clinical and concrete services. Upon the youth’ transition out of the QRTP program, the Aftercare Caseworker will provide the youth and their family with continued casework support up until the youth's placement order expires, to ensure successful reintegration into the community and in the home. Case planner will present the program’s efforts in legal proceedings, ACS/OCFS meetings and other interagency conferences. The qualified candidate will complete the required progress notes, assessments, Psychosocial reports, FASPs, court reports, etc within timely mandates. RESPONSIBILITIES: • Conduct regular casework sessions with each client in accordance with Federal, State, and Local mandates., • While youth is in placement: minimal monthly meeting with youth and family., • Meet with youth 2x weekly/legal guardian weekly for the first 6 weeks; once weekly thereafter. Home assessments within the first week of youth’s placement, monthly thereafter., • Collateral contact weekly with youth's school/therapist/other resources., • Document all contacts in designated platforms within established timeframes, • Prepare all required documentation on each case which include progress notes, psychosocial reports, permanency hearing notes, FASPs, etc., • Attend legal proceedings such as family court hearings, • Actively participate in staff training and supervision meetings., • Respond to emergencies as needed and/or directed, • Participate in Family Team Conference, Child Safety conference and other organized conferences., • Availability to assist with after hour supports to clients and families., • Provide after-care services to clients upon discharge from residential care., • Participation in weekly supervision, program meetings, trainings and workshops to enhance professional development and advance program development initiatives, • Establish and sustain a workplace environment that is respectful and supportive of staff, all members of family, community service providers, and other external stakeholders, • Collaborate with other community-based service providers to advance client-specific needs and assist with obtaining services including, but not limited to housing, financial assistance, health care, mental health services, education services, legal advocacy, and parenting support. QUALIFICATIONS: • Graduate/Master’s degree in a related Human Services field Required, • 1+ year work related experience with the knowledge and training in working with children and families including child development stages and family dynamics., • Prior experience working with children and families known to the Child Welfare system, impacted by Abuse and Trauma preferred, • Strong Engagement, Organizational and Communication skills., • Knowledge of and commitment to child welfare best practice standards., • Understanding and willingness to commit to the agency’s mission, core values, Sanctuary commitments and Diversity, Equity, Inclusion and belonging (DEIB), • Ability to accommodate a flexible work schedule, including evenings and weekends and to be on call for emergencies., • Proficiency in Microsoft Office suite, • Demonstrate competency in child development., • Demonstrate cultural competency. BENEFITS/PERKS: • A comprehensive health insurance package including medical, dental and vision plans for you and your family, • 403B retirement benefits, • Employer-paid life insurance and long-term disability insurance, • Generous paid time off (vacation, personal, sick days, and 12 paid holidays), • Free employee assistance program through National EAP, • Insurance discounts for our staff and their families, • Trainings to support professional and personal development, • Employee wellness program MercyFirst is an inclusive, anti-racist, multicultural organization and an Equal Opportunity Employer who welcomes prospective employees from diverse backgrounds for all levels at the agency. We strive for a workforce that is reflective of the communities we serve, and do not discriminate on the basis of actual or perceived race, color, national origin, alienage or citizenship status, religion or creed, sex, sexual orientation, gender identity and/or expression, disability, age (18 and over), military status, prior record of arrest or conviction, marital status, partnership status, care giver status, pregnancy, genetic information or predisposition or genetic characteristic, unemployment status, status as a victim or witness of domestic violence, sex offenses or stalking, consumer credit history, or any other status protected by federal, state, and/or city law. This includes, but is not limited to, employment actions against and treatment of employees and applicants for employment. Company DescriptionWe are a non-profit agency for children and family services. A career with MercyFirst, an innovative, community-based social service agency, can be meaningful in so many ways. Be part of an organization committed to making a positive difference in the lives of children and families struggling to make their way in the world. In addition to the rewarding work we accomplish as a team each day, MercyFirst also has generous compensation and benefits offerings, a great client and employee-focused internal culture, and career advancement opportunities. We are seeking qualified and motivated professionals who want to help MercyFirst build lasting foundations for children and youth with complex needs, and help them overcome and recover from trauma and prepare for a promising future. MercyFirst is an inclusive, anti-racist, multicultural organization and an Equal Opportunity Employer who welcomes prospective employees from diverse backgrounds for all levels at the agency. We strive for a workforce that is reflective of the communities we serve, and do not discriminate on the basis of actual or perceived race, color, national origin, alienage or citizenship status, religion or creed, sex, sexual orientation, gender identity and/or expression, disability, age (18 and over), military status, prior record of arrest or conviction, marital status, partnership status, care giver status, pregnancy, genetic information or predisposition or genetic characteristic, unemployment status, status as a victim or witness of domestic violence, sex offenses or stalking, consumer credit history, or any other status protected by federal, state, and/or city law. This includes, but is not limited to, employment actions against and treatment of employees and applicants for employment.We are a non-profit agency for children and family services. A career with MercyFirst, an innovative, community-based social service agency, can be meaningful in so many ways. Be part of an organization committed to making a positive difference in the lives of children and families struggling to make their way in the world. In addition to the rewarding work we accomplish as a team each day, MercyFirst also has generous compensation and benefits offerings, a great client and employee-focused internal culture, and career advancement opportunities.\r\n\r\nWe are seeking qualified and motivated professionals who want to help MercyFirst build lasting foundations for children and youth with complex needs, and help them overcome and recover from trauma and prepare for a promising future.\r\n\r\nMercyFirst is an inclusive, anti-racist, multicultural organization and an Equal Opportunity Employer who welcomes prospective employees from diverse backgrounds for all levels at the agency. We strive for a workforce that is reflective of the communities we serve, and do not discriminate on the basis of actual or perceived race, color, national origin, alienage or citizenship status, religion or creed, sex, sexual orientation, gender identity and/or expression, disability, age (18 and over), military status, prior record of arrest or conviction, marital status, partnership status, care giver status, pregnancy, genetic information or predisposition or genetic characteristic, unemployment status, status as a victim or witness of domestic violence, sex offenses or stalking, consumer credit history, or any other status protected by federal, state, and/or city law. This includes, but is not limited to, employment actions against and treatment of employees and applicants for employment.

PLEASE NOTE: THERE IS NO CASH COMPENSATION. COMPENSATION IS IN THE FORM OF A IN-KIND DONATION RECEIPT FULLY DEDUCTIBLE FROM YOUR TAXES FROM OUR 501(C)(3) REGISTERED NONPROFIT MUST HAVE AT LEAST ONE OF THE FOLLOWING CREDENTIALS (CFP, CFA OR RIA) Job Title: Adjunct Professor of Finance Location: Remote or Hybrid Compensation: $10,000 per day ( Compensation paid as a Deductible In-Kind Donation Receipt from our registered 501(c)(3) Nonprofit Position) About NOYACK NOYACK is a pioneering personal wealth management ecosystem dedicated to empowering Millennials, HENRYs (High Earners, Not Rich Yet), and Gen Z individuals. Through our dual entities—Noyack Wealth Club (NWC), a 501(c)(3) nonprofit focused on financial literacy, and Noyack Investing Club (NICL), which provides access to curated alternative investments—we aim to prepare the next generation for the largest wealth transfer in history. Role Overview NOYACK is seeking an experienced and credentialed Financial Educator to join our team in a full-time capacity. This individual will lead educational efforts across our ecosystem, delivering financial knowledge that empowers young investors to build generational wealth. The ideal candidate will hold one or more relevant credentials such as Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), or be a Registered Investment Advisor (RIA). Please Note: This position operates under our 501(c)(3) nonprofit structure, and the compensation of $200,000 will be provided as an in-kind donation receipt for tax purposes. This role will shape the voice and strategy behind our educational content, from curriculum design to live workshops, with a focus on alternative investments, financial independence, and long-term wealth planning. Comfort in front of the camera is a must — you'll be a key face of our educational content, regularly recording engaging video lessons and leading masterclasses as part of our digital curriculum. Key Responsibilities • Lead Financial Literacy Initiatives: Design and deliver financial education programs for Millennials, Gen Z, and HENRY audiences through webinars, written content, and interactive tools., • Create Original Content: Develop engaging, easy-to-understand content covering personal finance, investment strategies, and alternative asset classes., • Be the Face of Our Education Platform: Record masterclass-style video content and appear in educational videos distributed across Noyack's platforms., • Engage with Community: Host educational sessions, Q&As, and webinars that build trust and inspire action across our user base., • Collaborate Across Teams: Work closely with marketing, partnerships, and investing teams to align educational strategies with product offerings and community goals., • Ensure Compliance and Accuracy: Maintain the highest standards of accuracy, compliance, and transparency in all educational materials and communications., • Tailor to Audience Needs: Understand and adapt content to suit the knowledge levels and goals of our diverse and growing user community. Qualifications • Credentials Required: Must hold at least one professional designation such as CFP®, CFA®, or RIA. MANDATORY FOR CONSIDERATION, • Experience: 5+ years of experience in financial planning, investment advising, or financial education., • On-Camera Communication: Must be highly comfortable presenting and teaching on-camera in a clear, confident, and engaging manner., • Communication Skills: Exceptional written and verbal communication skills with the ability to simplify complex financial concepts., • Audience Focus: Deep understanding of Millennial and Gen Z financial mindsets, challenges, and opportunities. Preferred Qualifications • Educational Design: Experience developing structured educational programs, financial workshops, or certification courses., • Startup or Mission-Driven Background: Comfortable in fast-paced, evolving environments with a strong sense of mission. What We Offer • Mission-Driven Work: Join a team committed to reshaping financial literacy and access for a new generation of investors., • Leadership Opportunity: Define and lead the educational voice of a growing wealth ecosystem., • Impact at Scale: Play a critical role in educating users preparing for the historic $38 trillion wealth transfer., • Nonprofit Tax Benefits: Compensation structured as in-kind donation receipt through our 501(c)(3) status. Why Join NOYACK? This is a unique opportunity to be part of a purpose-driven organization transforming how young adults build, manage, and transfer wealth. You'll work directly with a multidisciplinary team across investing, education, and content, all while shaping financial education for a new generation. If you're passionate about financial empowerment, have the credentials to lead education at scale, and thrive in front of the camera — we'd love to connect. HOW TO APPLY Apply now by visiting our application page at- wealth.wearenoyack.com/financial-education-mission You'll be asked to share a brief overview of your background and area of expertise. Our team will review your submission and be in touch to schedule a short introductory call. Industry: Financial Services Employment Type: Contract

Job Title: Demand/Production Planner Duration: 4 Months Location: New York, NY Pay Rate: $30 - $31/hr. Intelliswift Software Inc. conceptualizes, builds, and supports the world's most amazing technology products and solutions. Our team of rich experts from diverse backgrounds contributes to making Intelliswift one of the most reliable partners in IT and Talent solutions. We specialize in delivering world-class Digital Product Engineering, Data Management and Analytics, and Staffing Solutions services to Fortune companies, SMBs, ISVs, and fast-growing startups. Job Description: • Review historical sales trends, research demand drivers, prepare forecast data, develop statistical forecast models, and evaluate forecast results., • Coordinate cross-functional research activities to reconcile significant variances and refine the forecast model to reflect updated sales and marketing assumptions., • Evolving the data planning model program to capture demand needs of each channel in order to assist forecasting needs, • Provide input to the Supply Planning organization in developing inventory strategies on existing items, new products, and product phase-outs., • Implementing statistical model of risk, error and growth to forecasting, • Prepare and maintain relevant reports pertaining to demand planning process, • A consumer demand forecast which incorporates current and accurate market information that allows the company to correctly predict customer demand and provide its supply chain with the appropriate information to plan how to meet that demand., • Establishing and collaborating among cross functional partners, which will lead to effective knowledge sharing and an optimal consensus forecast to better guide the company., • Refine systems and methods to continually improve forecasts so that the company can better anticipate customer needs., • Execute with excellence in the area of customer replenishment and feedback to the Supply Chain group by providing the opportunities and risks regarding customer replenishment performance metrics. TOP SKILLS: Advanced Excel and system skills, Ability to work in a fast-paced environment & strong organizational skills. • Two to Three years of experience in demand planning, • Demonstrated proficiency in statistics, forecasting and forecasting methods with an understanding of their financial and operational impacts., • Knowledge of SAP/APO, other software related to demand planning is preferred., • Experienced with other software packages including Windows, and Microsoft Office., • This position requires strong analytical, organizational, decision making, and presentation skills. Strong interpersonal skills are also essential to effectively interact with all teams, areas and levels of business affecting the forecast process., • Good facilitation skills are required. Equal Employment Opportunity Statement Intelliswift celebrates a diverse and inclusive workforce. We offer equal employment opportunities to all applicants and employees. All qualified applicants will be considered regardless of race, color, sex, gender identity, gender expressions, religion, age, national origin or ancestry, citizenship, physical or mental disability, medical condition, family care status, marital status, domestic partner status, sexual orientation, genetic information, military or veteran status, or any other protected basis under the law. Americans with Disabilities Act (ADA) If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact Intelliswift Human Resources Department Other Employment Statements Intelliswift participates in the E-Verify program. Learn More For information on Intelliswift Software, Inc., visit our website at .

Job Description Merchandise Planner SUMMARY DESCRIPTION Stoney Clover Lane is seeking a strategic, detail-oriented, and highly collaborative Merchandise Planner to lead end-to-end receipt planning and assortment strategy across our product categories. This role is responsible for developing and executing merchandise financial plans that support company goals, maximize sales, optimize inventory sell through, and increase profitability You’ll work cross-functionally with production, marketing, retail, and e-commerce teams to forecast demand, analyze performance, and guide business decisions that impact sell-through, margin, and inventory health. This role is ideal for someone who thrives in a fast-paced, entrepreneurial environment and is excited to shape the planning function at a growing lifestyle brand. PLANNING AND ASSORTMENT BUILDING • Analyze historical sales trends and current business performance to inform future planning and assortment strategies at the weekly, monthly and LTD periods., • Own tops down and bottoms up merchandise sales and inventory plans by collection, category and key item., • Collaborate with Design, Production, Marketing and Allocation teams to ensure alignment on product assortment, pricing, launch timing and inventory flow., • Monitor and forecast inventory levels by collection, category and key item to ensure optimal sell throughs are being achieved and inventory is manageable., • Work closely with product development to inform line planning with data-driven insights., • Partner with marketing to ensure launches are supported by the right inventory strategy., • Coordinate with retail ops and allocation managers on store allocation and replenishment strategies. SKILLS AND EXPERIENCE • 5–7 years of experience in merchandise planning, retail & wholesale planning, or inventory management, ideally in a DTC or multi-channel retail environment. Strong cross-functional partnership skills, highly detail-oriented and organized, • Microsoft Excel and PowerPoint expertise: must be able to analyze large volumes of data in excel and be able to distill analysis into digestible presentations, • Deep analytical mindset with strong attention to detail and accuracy in a fast paced environment, • Proficient independently identifying and managing multiple top priorities daily., • Initiative: Actively strives to achieve goals beyond the minimum level of performance. A self-starter who has the ability to work well without close supervision., • Mathematical: Must be proficient working with numbers to ensure correctness of data produced when compiling large volumes of data on a spreadsheet for analysis., • Analytical: Must be able to identify and react to business trends in various markets., • Organized: Must be able to develop a system that will enable you to gather and retrieve information quickly., • Communication: Able to communicate clearly and productively with various business partners to foster open communication and to establish good working relationships within the business.

The role of the Planner is to maximize gross margin dollars & inventory productivity by providing the overall financial direction of a category or department(s).Planners are primarily responsible for developing seasonal merchandise financial plans, pricing strategies and assortment optimization.Plan

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We're looking for an experienced financial planner to join our team of industry leading wealth advi

Financial Planner Job Duties: Provide financial planning and investment advisory services. Prepare financial policy and procedure documentation. Identify financial process improvement.

A Senior Wealth Planner is a dedicated tax and estate professional who is focused on clients with ongoing financial planning needs, as well as provides planning advice in areas such as cash flow management, insurance advisory, employee benefits and retirement planning. CFP (Certified Financial Plann

FP Movement is searching for a Wholesale Planner to provide planning support to the wholesale sales team.This individual will help drive top line growth and develop and execute sound financial plans for maximum profitability.Providing sales with the analytics to pitch strategies to drive the busines

The Associate Planner builds financial sales, gross margin and inventory plans for departments in a given area at a multichannel level. The Associate Planner will also use analytics to make client focused business decisions to achieve sales, margin and turn across both channels. Eligibility of certa

Zappos is seeking a highly analytical Merchandise Planner to drive business success through data-driven insights, assortment optimization, and category and brand planning. Build financial plans in accordance with merchandise strategies to maximize profitability.

Interested in building your career at MoneyLion? Get future opportunities sent straight to your email.Resume/CV Accepted file types: pdf, doc, docx, txt, rtf.Cover Letter Accepted file types: pdf, doc, docx, txt, rtf.How did you learn about this opportunity at MoneyLion?*.Are you willing to work in

Michael Kors is looking for an Associate Planner who will initiate analysis and develop financial strategy for a rapidly growing retail business across multiple classifications. Michael Kors is always interested in hearing from talented, globally-minded individuals with a passion for fashion.

The Senior Demand Planner will be responsible for the short term/long term planning by style/color/account to support capacity requirements and business strategies as well as the achievement of financial objectives. Centric Brands is looking for a dynamic, creative and resourceful Senior Demand Plan

Job Description At Northwestern Mutual - The Big Apple, we aim to impact lives today and for generations, helping clients achieve their financial goals and build lasting relationships. At Northwestern Mutual, we believe in empowering you to build your own business from the ground up, with the support of seasoned mentors and a structured, award-winning training program. At Northwestern Mutual - The Big Apple, we have a long-standing history of helping individuals and families across the greater New York area achieve their financial dreams—whether it’s sending children to college, purchasing homes, planning for retirement, or securing their financial future. Our reputation for providing comprehensive financial solutions and exceptional service has earned the trust of New Yorkers, and we continue to be a reliable partner in their financial journeys. Joining our team means becoming part of a legacy of success—where you will have the resources, guidance, and freedom to create your own path to success. You'll not only be working in one of the most dynamic and vibrant cities in the world, but you’ll also be joining a company that’s been recognized for its financial stability and leadership in the industry. With our top-tier support system, expert mentoring, and access to cutting-edge technology, you’ll have everything you need to grow your business and make a lasting impact on your clients’ lives. Our thriving office is located: 300 Madison St. New York NY 10017 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Milan Suri - Managing Director • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual. As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Education: A bachelor's degree is strongly preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Company DescriptionAt Northwestern Mutual - The Big Apple, we are dedicated to helping individuals and families in the greater New York area achieve their financial goals. As a subsidiary of Northwestern Mutual, a FORTUNE 500® company, we provide a wide range of financial services and personalized planning to help clients secure their futures. With a legacy of success, we are committed to empowering you to build your own business, supported by top-tier mentoring, a proven training program, and the resources to succeed. Join us and be part of a trusted leader in the financial industry, with limitless potential for personal and professional growth.At Northwestern Mutual - The Big Apple, we are dedicated to helping individuals and families in the greater New York area achieve their financial goals. As a subsidiary of Northwestern Mutual, a FORTUNE 500® company, we provide a wide range of financial services and personalized planning to help clients secure their futures. With a legacy of success, we are committed to empowering you to build your own business, supported by top-tier mentoring, a proven training program, and the resources to succeed. Join us and be part of a trusted leader in the financial industry, with limitless potential for personal and professional growth.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development At Northwestern Mutual - The Big Apple, we have a long-standing history of helping individuals and families across the greater New York area achieve their financial dreamswhether its sending children to college, purchasing homes, planning for retirement, or securing their financial future. Our reputation for providing comprehensive financial solutions and exceptional service has earned the trust of New Yorkers, and we continue to be a reliable partner in their financial journeys. Joining our team means becoming part of a legacy of successwhere you will have the resources, guidance, and freedom to create your own path to success. You'll not only be working in one of the most dynamic and vibrant cities in the world, but youll also be joining a company thats been recognized for its financial stability and leadership in the industry. With our top-tier support system, expert mentoring, and access to cutting-edge technology, youll have everything you need to grow your business and make a lasting impact on your clients lives. Our thriving office is located: 300 Madison St. New York NY 10017 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Milan Suri - Managing Director • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is strongly preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $50,000 - $75,000 at plan earnings Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendationsQualifications:, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed You: • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Lifelong student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent We: • Provide a framework to help you attain all licensing and education needed to progress through the career, • Support your learning through joint work and a team environment, • Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry, • Provide a roadmap for your success with our experienced team of leaders Learn more about this exciting opportunity. The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents, and may be eligible for paid leave. About Company Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Strategic Thinking & Problem-Solving Corporate professionals are skilled at analyzing complex situations, making data-driven decisions, and developing strategiescritical abilities for helping clients build financial plans., • Client & Relationship Management Experience in corporate settings often involves working with clients, vendors, and stakeholders, which translates well into building and maintaining long-term relationships in financial services., • Performance & Goal Orientation Success in corporate roles requires setting and achieving goals, managing KPIs, and driving resultstraits that align perfectly with the performance-based nature of financial services., • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual., • Passionate About? Being a mom and cherishing time with her 2-year-old daughter. Loves the outdoorswhether it's kayaking or camping. Avid reader who enjoys business books around leadership and romance novels.Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognitionKey Responsibilities of a Financial Advisor:, • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Experience: Previous experience in financial services or insurance is not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).About Us: At Northwestern Mutual - The Big Apple, we are committed to helping clients achieve their financial goals and build lasting relationships. With a history of empowering individuals and families across New York, we provide comprehensive financial solutions and exceptional service. As part of our team, youll receive expert mentoring, access to cutting-edge resources, and the freedom to build your own successful business in one of the worlds most dynamic cities. Join us and make a lasting impact on your clients' financial futures. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as an Insurance Agent with Northwestern Mutual - The Big Apple! Why Current and Former Athletes Can Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual., • Passionate About? Being a mom and cherishing time with her 2-year-old daughter. Loves the outdoorswhether it's kayaking or camping. Avid reader who enjoys business books around leadership and romance novels.Key Responsibilities: As an Insurance Agent, you will work directly with clients to understand their financial protection needs and provide personalized solutions through life, disability, and other insurance products. Your role will focus on helping individuals and families build financial security by designing and implementing tailored risk management strategies. You will regularly review and update client insurance plans to reflect life changes and evolving goals, ensuring their continued protection. This position may also offer a pathway toward becoming a Financial Advisor, once additional state insurance and FINRA securities licenses are obtained. Career advancement support and training may be provided to help you grow into a broader financial planning capacity over time. You will be expected to build a strong client base through referrals, community involvement, and professional networking. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Summary: Safe Horizon’s Safe Way Forward Program provides comprehensive trauma-informed client-centered services to families who are affected by intimate partner violence and are involved in the child welfare system. Our goal is help those who have experienced physical, emotional or other forms of abuse to establish long-term safety and healing from the effects of trauma. Safe Horizon uses a client centered, trauma informed, anti-oppressive approach to supporting clients. Responsibilities: The Therapeutic Case Planner provides both practical advocacy services and support to domestic violence survivors, their children and the person causing harm (separately). Duties may include the following: • Learn and integrate a trauma-informed, client-centered approach, using an anti-oppressive lens, into your work with clients., • Conduct comprehensive intake and needs assessments for survivors of domestic violence, their children, and/or persons causing harm in intimate partner relationships;, • Provide crisis intervention and short-term counseling for survivors of domestic violence, • Deliver high quality case planning and practical services to children and families including assistance with obtaining services including, but not limited to: safe housing, public benefits, emergency financial assistance, educational services, legal advocacy and representation, and other needed services, • Commit to developing practice skills in accordance to Safe Horizon’s client centered, trauma informed, anti-racist approach, • Engage in safety assessment and risk management dialogues with clients to safety plan, • Conducting home, office, and school visits with clients and their families., • Provides emergency assistance including transportation, food vouchers, financial assistance, emergency cell phones, and lock replacement, • work closely with the Administration for Children’s Services’ Family Service Unit (FSU) and Family Court Legal Services (FCLS), and participate in family court hearings, • Accompany clients to appointments related to accessing services such public assistance and other entitlements, • Participate and support clients in family team conferences, • Maintain clear, concise, and timely documentation with all relevant client information including data entry into a computerized record keeping system, • Participate in the service team of clinician and case planners responsible to maintain a mixed caseload of families (including survivors and their children and persons causing harm), • Implement strategies for addressing vicarious trauma, • Participate and support clients in family team conferences, • Make phone calls and write letters to advocate on behalf of clients, • Preparing for and participate in regularly scheduled SWF team case review meetings about new and on-going cases, • Maintain open communication with supervisors and team members, • Complete referrals and collaborate with other service providers internally and externally as needed, • Combination of two years of experience working with victims of domestic violence and / or child welfare, • Training and experience in case management and/or working with survivors of domestic violence or persons causing harm in a trauma-informed setting;, • Sensitivity towards and understanding of victimization, especially the experience of survivors of domestic violence and all members of their families including the person causing harm in the family;, • Strong communication and organizational skills;, • Excellent interpersonal skills, be assertive and well organized;, • Ability to work under pressure in a calm and reassuring manner;, • Demonstrate the ability to work independently and also work on a team with an appreciation of different points of view, • Ability to work evenings as needed and maintain a flexible work schedule, • Basic understanding of computer and systems for managing case records, • Strong oral and written communication skills, • Knowledge of the New York City domestic violence service system, public benefits, child welfare, housing system and other social services. If hired, I agree to abide by all of Safe Horizon’s rules and regulations, and understand that, if employed, my employment may be terminated with or without cause, and with or without notice, at any time, at the option of either the company or me. I further understand that no representation, whether oral or written by any representative or agent of the organization, at any time, constitutes a contract of employment. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. Technology Statement: Applicants may be responsible for providing the equipment and tools they need to work remotely as required, such as access to a computer, internet service, and phone service. Safe Horizon will discuss potential solutions with candidates and may assist where needed and agreed to in advance. Please follow this link to view complete EEO Law and complaint filing information: Know Your Rights: Workplace discrimination is illegal. Hiring Range: $26.92 - 29.40 Hourly Full-time Hours: 35 Hours per week Full-time Benefits: Vacation Time, Paid Sick Time, Holidays, Medical, Dental, Vision, 403(b) Retirement Plan, Company Life Insurance, Medical/Dependent Care Flexible Spending Accounts, Tuition Assistance Program, Commuter Benefits Program, Gym Reimbursement, Parental Leave, Employee Learning Center

Job Description Summary: Safe Horizon’s Family Focused Program provides comprehensive trauma-informed client-centered services to families who are affected by intimate partner violence and are involved in the child welfare system. Our goal is help those who have experienced physical, emotional or other forms of abuse to establish long-term safety and healing from the effects of trauma. Safe Horizon uses a client centered, trauma informed, anti-oppressive approach to supporting clients. Responsibilities: The Senior Therapeutic Case Planner provides both practical advocacy services and support to domestic violence survivors, their children and the person causing harm (separately). Duties may include the following: • Administer trauma screenings and trauma assessments to children, survivors of domestic violence and/or persons causing harm in intimate partner relationships;, • Provide evidence-based trauma-focused treatment through individual, dyadic, and group models, • Conduct ACS Domestic Violence Screening Tool and complete program intake in collaboration with SWF Trauma Counselors, • Provide services including crisis intervention, supportive counseling, and ongoing safety assessments and re-assessments;, • Learn and integrate a trauma-informed, client-centered approach, using an anti-oppressive lens, into your work with clients., • Provide crisis intervention and short-term counseling for survivors of domestic violence, • Deliver high quality case planning and practical services to children and families including assistance with obtaining services including, but not limited to: safe housing, public benefits, emergency financial assistance, educational services, legal advocacy and representation, and other needed services, • Commit to developing practice skills in accordance to Safe Horizon’s client centered, trauma informed, anti-racist approach, • Engage in safety assessment and risk management dialogues with clients to safety plan, • Conducting home, office, and school visits with clients and their families., • Provides emergency assistance including transportation, food vouchers, financial assistance, emergency cell phones, and lock replacement, • Work closely with the Administration for Children’s Services’ Family Service Unit (FSU) and Family Court Legal Services (FCLS), and participate in family court hearings, • Accompany clients to appointments related to accessing services such public assistance and other entitlements, • Participate and support clients in family team conferences, • Maintain clear, concise, and timely documentation with all relevant client information including data entry into a computerized record keeping system, • Participate in the service team of clinician and case planners responsible to maintain a mixed caseload of families (including survivors and their children and persons causing harm), • Implement strategies for addressing vicarious trauma, • Complete required documentation in a timely manner utilizing the computer, such as progress notes in Connections and contacts in PROMIS., • Perform intake and case management functions, including crisis response services, as required., • Facilitate therapeutic groups, • Support the Clinical Supervisor with coverage for the team, • Support new staff with onboarding and becoming acclimated with the program, • Combined Three years of experience working with victims of domestic violence and / or child welfare, • Training and experience in case management and/or working with survivors of domestic violence or persons causing harm in a trauma-informed setting;, • Sensitivity towards and understanding of victimization, especially the experience of survivors of domestic violence and all members of their families including the person causing harm in the family;, • Basic understanding of the child welfare system and preventive, • Strong communication and organizational skills;, • Excellent interpersonal skills, be assertive and well organized;, • Ability to work under pressure in a calm and reassuring manner;, • Demonstrate the ability to work independently and also work on a team with an appreciation of different points of view, • Ability to work evenings as needed and maintain a flexible work schedule, • Basic understanding of computer and systems for managing case records, • Strong oral and written communication skills AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. Technology Statement: Applicants may be responsible for providing the equipment and tools they need to work remotely as required, such as access to a computer, internet service, and phone service. Safe Horizon will discuss potential solutions with candidates and may assist where needed and agreed to in advance. Please follow this link to view complete EEO Law and complaint filing information: Know Your Rights: Workplace discrimination is illegal

Job DescriptionDescription: Job Summary: The Case Planner is responsible for ensuring the safety, permanency and well-being for children placed into foster care with Seamen’s Society. Working alongside the family in partnership, the Case Planner is the lead on all service planning activities. As a key member of the service planning team, the Case Planner facilitates the family’s plan through direct intervention and coordination with other providers and team members. Duties and Responsibilities: • Monitors safety and well being directly through casework contacts and home visits with the child, parents, and foster parents., • Co-develops, coordinates, and monitors the service plan in alignment with the family’s needs., • In collaboration with the interdisciplinary team ensures that child’s medical, mental health, academic, and where applicable housing and career goals are being achieved., • Documents all activities as progress notes in Connections within program defined timeframes., • Acts as a key participant in the Family Team Conference and is responsible for completing the FASP in accordance with program deadlines., • Attends Family Court hearings for all cases assigned as well as provides written and verbal testimony as to the family’s progress in meeting their service planning goals., • Completes court reports and Permanency Hearing reports in accordance with program guidelines., • Ensures frequent, positive, and consistent contact between the child and their parents through the facilitation of in person family time visitations as well as phone and video contact., • Proactively problem solves any barriers towards reunification and other permanency options, • Is there for the family providing meaningful and responsive actions in times of need, • Actively participates in treatment planning efforts as well as Trauma System Therapy team meetings as appropriate., • Participates in job development and professional development activities Requirements: Skills, Knowledge, and Abilities: • Microsoft 365 proficiency and knowledge of Connections, • Team player with strong planning, organizational and follow up skills, • Ability to perform the essential functions of the job with or without a reasonable accommodation, • Ability to handle and resolve recurring problems Qualifications/Requirements: • Bachelor’s degree and driver’s license. Prior experience preferred., • Our Agency operates in 2 locations, Staten Island and Brooklyn. The ability to travel between sites may be necessary., • Due to the nature of the work environment work hours will be based on needs of program and may vary., • Performs other duties/responsibilities as assigned within the scope of position Why Join Us? At Seamen’s Society for Children and Families, we value our team members and are committed to providing a supportive, rewarding, and growth-oriented work environment. As part of our team, you’ll enjoy a comprehensive benefits package designed to support your professional and personal well-being: Extensive Training & Career Development – Gain hands-on experience with comprehensive training programs to enhance your skills and career growth. Generous Paid Time Off & Holidays – Maintain a healthy work-life balance with our comprehensive PTO package, including: 13 paid holidays throughout the year, Half-day Summer Fridays to make the most of the season, Ample vacation, personal, and sick time so you can recharge and focus on what matters most. Your well-being is a priority for us. Take time to rest and recharge. Robust Medical, Dental, & Vision Insurance – Stay covered with our significantly subsidized plans designed to fit your needs. Company paid Life Insurance & Financial Security – We offer life insurance, a generous 403(b) retirement plan (with agency contribution), and a tax-deferred annuity to secure your future. Commuter Benefit Program & Flexible Spending Accounts – Save money on daily expenses with our commuter benefits and FSA options. Exclusive Perks & Discounts – As part of our team, you'll gain access to Plum Benefits, the leading Corporate Entertainment Benefits provider. Enjoy exclusive discounts, special offers, and preferred seating for top attractions, theme parks, shows, sporting events, movie tickets, hotels, and more. Employee Assistance Program – Receive confidential support services for mental health, financial advice, and personal well-being. Internship & Referral Programs – Help build the future by mentoring interns or referring great candidates and earning incentives. Additional Information Seamen’s Society is committed to providing an inclusive and welcoming environment for all members of our staff, participants, volunteers, subcontractors, and vendors. We respect diversity and accordingly are an equal opportunity employer that does not discriminate based on race, color, creed, religion, national origin, alienage, citizenship status, age, disability, sex, gender, gender identity or expression (sexual orientation, marital status, partnership status, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. Payrate: $30.21 hourly

Job DescriptionBenefits: • Bonus based on performance, • Flexible schedule PS: This NOT entry level positions. Advisors will typically have a client base with independently managed assets. Qualifications • Financial Planning, Finance, and Retirement Planning skills, • Expertise in Investments and Financial Advisory, • Excellent communication and interpersonal skills, • Ability to work independently and manage client accounts, • Strong analytical and problem-solving abilities, • Experience in a boutique investment bank environment is a plus, • Bachelor's degree in Finance, Economics, or a related field and FINRA licenses like 6, 7, 63, 66 required. 24 a plus, • Relevant certifications such as CFP, CFA, or similar credentials good to have but not required Flexible work from home options available.

Job DescriptionSalary: $70k/yr - $85k/yr About the job About Us Perform Properties is a best-in-class, diversified real estate operating platform with expertise in high-quality, grocery anchored shopping centers and premier office assets. Perform is positioned to create more engaging experiences for customers, deliver long-term value for tenants, and drive stronger performance across its portfolio. Perform has expertise in transactions, development, leasing, and management, and benefits from a multi-sector focus, data driven strategy, and national reach. The company focuses on properties with People-Appealdynamic spaces where people and businesses actively choose to work, shop, and gather, enhancing the communities around them. Formed through the combination of ShopCore, ROIC, and EQ Office, Perform Properties leverages the shared experience, scale, and operational strengths of three leading organizations. Primary Roles and Responsibilities The Office Coordinator will play a critical role in providing excellent service and ensuring the smooth operation of Perform Properties New York Office. This position requires a combination of exceptional interpersonal skills, organizational abilities, and a customer-focused mindset. The Office Coordinator serves as the primary point of contact for visitors, clients, and is responsible for delivering a positive experience while efficiently managing various office tasks. Essential Job Functions Office Coordination Managing guest access using property management visitor portal, including sending and tracking guest invitations, providing instructions, and providing support to guests with access issues Welcoming any guests and visitors, providing clear direction of where to go and creating atmosphere of hospitality Overseeing the workspace reservation system, including scheduling conference room reservations, confirming bookings, and notifying employees of any changes Light a/v support and troubleshooting in conference room Coordinating daily lunch orders for employees Ordering and managing inventory of office supplies and kitchen inventory Assist in implementing office policies and procedures Assist with property facilities management requests Assist with space planning including managing the seating chart Oversee office calendar with birthdays,holidays, and execute office celebrations Support printing for employees, as needed Primary point of contact for mail and Fedex and any other deliveries, both incoming and outgoing Provide logistical support for offsite and regional events, including: Planning and organizing offsites, team-building activities and other recognition events Attending offsites and assisting with coordinating events, materials, and other logistical needs Qualifications Two or more years of office management and support experience in real estate, consulting and/or financial services industries Excellent communication skills in written and oral communications; able to communicate effectively with individuals at all levels of the organization Strategic thinker who can frequently assess the why and tailor work product and communication as needed; escalate issues with potential solutions and pivot with changes Meticulous planner who is detailed in planning, execution and follow-up Excellent technical, interpersonal, and analytical skills required; utilization of previous file sharing and collaboration software to understand capabilities and leverage to get things done Works well as part of a team, takes ownership in projects, and works quickly and effectively under strict deadlines Proficiency with Teams, Zoom, Adobe Acrobat Advanced skills with Microsoft Excel, Word, PowerPoint required Ability to multitask in a fast-paced growth-oriented company Be available to travel as needed Benefits & Compensation Benefits: The Company provides a variety of benefits to employees, including health insurance coverage, retirement savings plan, paid holidays and paid time off (PTO). Closing EEO Statement Our company is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our employment decisions are based on individual qualifications, job requirements and business needs without regard to race, color, marital status, sex, sexual orientation, gender identity and/or expression, age, religion, disability, citizenship status, national origin, pregnancy, veteran status and or any other legally protected characteristics.

Financial Planner Job Duties: Provide financial planning and investment advisory services. Prepare financial policy and procedure documentation. Identify financial process improvement.

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

Financial Planner Job Duties: Provide financial planning and investment advisory services. Prepare financial policy and procedure documentation. Identify financial process improvement.

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

Financial Planner Job Duties: Provide financial planning and investment advisory services. Prepare financial policy and procedure documentation. Identify financial process improvement.

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

Financial Planner Job Duties: Provide financial planning and investment advisory services. Prepare financial policy and procedure documentation. Identify financial process improvement.

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl