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Job Description Position: Sr. Consultant, Financial Planning Reports to: SVP, Sales Support Department: Sales Support Location: 475 Springfield Ave. Summit, NJ 07901 Classification: Full-time; Exempt Summary / Job Objective: We are seeking a detail-oriented and customer service-focused Sr. Financial Planner to join our team. This individual will be responsible for supporting sales through data gathering, consulting on holistic financial plans encompassing multiple product lines and planning strategies, research, training in planning strategies and coordinating planning efforts across all Sales Support teams to ensure a seamless experience for the advisor. The individual seeking this role needs to have a strong customer service background to ensure the highest quality service to our internal sales leaders, advisors and clients. This role requires strong organizational skills and knowledge of life insurance, annuities and financial planning concepts, and the ability to work in a fast-paced environment. Essential Job Functions: ● Consult on financial planning cases with internal sales professionals, advisors and clients ● Provide and communicate recommendations to meet client’s financial goals and objectives Primary Responsibilities: ● Conduct planning research and communicate findings to team members, sales staff, and agents ● Collaborate with team members on providing industry, company and planning intelligence to sales teams. ● Provide superior customer service to clients, advisors, and sales professionals via phone, email, or webinars. ● Assist in training advisors on comprehensive financial planning strategies. ● Collaborate with sales teams to support financial planning marketing and case design. ● Ensure compliance with industry regulations and company policies. ● Maintain accurate records and perform follow-up reviews to resolve inquiries or issues. Qualifications: ● Bachelor’s degree in finance, business, or a related field strongly preferred ● 3-5 years of experience in life insurance, annuities, and financial planning preferred ● Knowledge of life insurance products, investments, financial planning concepts ● Strong communication and interpersonal skills for client and advisor interactions ● CFP preferred ● Life and Health Insurance License, Series 65 registered ● Proficiency in Google Suite and Salesforce ● Familiarity with compliance issues surrounding life insurance, annuity products and registered securities ● Experience using one or multiple financial planning software systems Core Competencies: ● Strong analytical and problem-solving skills ● Ability to work independently and as part of a team ● Strong sense of urgency ● Able to adjust to ever-changing environment Compensation & Benefits: Compensation (based on experience) ● Annual base salary: $90,000-110,000; exempt ● Annual performance bonus target: 10% Benefits ● Employee benefits (medical, dental, vision, life insurance, other) ● 401k with employer match ● Paid Time Off ● Paid parking Location: In office; 475 Springfield Ave, Summit, NJ 07901 \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position: Specialist, Financial Planning Reports to: SVP, Sales Support Department: Sales Support Location: 475 Springfield Ave. Summit, NJ 07901 Classification: Full-time; Exempt Summary / Job Objective: We are seeking a detail-oriented and customer service-focused Financial Planner to join our team. This individual will be responsible for supporting sales through data gathering, consulting on holistic financial plans encompassing multiple product lines and planning strategies, research, training in planning strategies and coordinating planning efforts across all Sales Support teams to ensure a seamless experience for the advisor. The individual seeking this role needs to have a strong customer service background to ensure the highest quality service to our internal sales leaders, advisors and clients. This role requires strong organizational skills and knowledge of life insurance, annuities and financial planning concepts, and the ability to work in a fast-paced environment. Essential Job Functions: ● Consult on financial planning cases with internal sales professionals, advisors and clients ● Provide and communicate recommendations to meet client’s financial goals and objectives Primary Responsibilities: ● Conduct planning research and communicate findings to team members, sales staff, and agents ● Collaborate with team members on providing industry, company and planning intelligence to sales teams. ● Provide superior customer service to clients, advisors, and sales professionals via phone, email, or webinars. ● Assist in training advisors on comprehensive financial planning strategies. ● Collaborate with sales teams to support financial planning marketing and case design. ● Ensure compliance with industry regulations and company policies. ● Maintain accurate records and perform follow-up reviews to resolve inquiries or issues. Qualifications: ● Bachelor’s degree in finance, business, or a related field strongly preferred ● 2-3 years of experience in life insurance, annuities, and financial planning preferred ● Knowledge of life insurance products, investments, financial planning concepts ● Strong communication and interpersonal skills for client and advisor interactions ● Life and Health Insurance License, Series 65 registered ● Experience with insurance distribution channels or wholesaling ● Familiarity with compliance issues surrounding life insurance, annuity products and registered securities ● Experience using one or multiple financial planning software systems. ● Proficiency in Google Suite and Salesforce Core Competencies: ● Strong analytical and problem-solving skills ● Ability to work independently and as part of a team ● Strong sense of urgency ● Able to adjust to ever-changing environment Compensation & Benefits: Compensation (based on experience) ● Annual base salary: $60,000-75,000; exempt ● Annual performance bonus target: 7% Benefits ● Employee benefits (medical, dental, vision, life insurance, other) ● 401k with employer match ● Paid Time Off ● Paid parking Location: In office; 475 Springfield Ave, Summit, NJ 07901 \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description The Jr. Planner/Buyer assists with planning and purchasing tasks by analyzing inventory data, preparing purchase orders, tracking deliveries, and communicating with suppliers. The Jr. Planner/Buyer help maintains accurate stock levels, support production needs, and contribute to cost-effective procurement decisions. Perform production planning activities driven by the MRP/ERP system, including releasing work orders to the shop floor and generating material requisitions to support manufacturing operations. The Planner/Buyer, Jr. manages purchasing and inventory planning by forecasting demand, placing purchase orders, coordinating with suppliers, and ensuring materials arrive on time while controlling costs and stock levels.Ensure the efficient flow of materials across all operational areas, including Procurement, Receiving, Manufacturing, Assembly, Inspection, and Shipping. Coordinate both internal processes and external supplier interactions to meet production schedules and customer delivery commitments. Proactively identify and resolve issues that may impact material movement or production timelines by compiling and maintaining action item lists, keeping all stakeholders informed of risks and progress. Key Responsibilities • Route and expedite raw material, components, engineering documents, Blueprints, etc., in and between departments to ensure the un-interrupted flow of projects, • Revise and re-schedule orders to meet the priorities of the team as directed by Planner or Project manager,, • Compile and prepare reports tracking material movements to provide detailed updates for Project Manager and Planners., • Working within the team and other area owners, ensure accurate and timely responses to requested or required actions to support deliverables., • Work with the area owners, prioritize schedules, where necessary, to avoid extended delays and keep High priority jobs moving through their various production activities., • Report production issues or irregularities to the project and/or assigned planner as required., • Perform Job updates due to scrap and engineering revisions as required to keep hardware in production at the latest configuration., • Assist and provide recommendations concerning processes, procedures, personnel, equipment and any other improvements that may improve the effectiveness and efficiencies of the organization and company., • Work closely with Project and Planning Teams, Assembly, Machine Shop and Inventory control teams, to drive commitments and achieve required production goals and on-time delivery to both our internal and external customers., • Collaborate with all area owners to coordinate preparation of Schedules and reports and maintain those files and other required records., • Follow up on late shipments and resolve supply issues. Experience: • Minimum of one-year experience in a fast-paced precision production environment preferred, • Knowledge of Production control systems, component and assembled products, manufacturing processes preferred, • Understanding of MRP/ERP systems (e.g., SAP, Oracle, Epicor) beneficial, • Familiarity with AS9100, ISO 9001, and supplier quality management systems beneficial, • Understanding of FAR/DFARS, ITAR/EAR, and government contracting principles beneficial, • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and digital procurement tools., • Strong analytical, organizational, and problem-solving abilities., • Excellent verbal and written communication Education: • High School or technical/vocational school degree required., • Bachelor’s degree in supply chain management, Business Administration, or related field (and/or equivalent experience) preferred, • Physical Requirements, • Ability to occasionally lift or move materials weighing up to 25–30 lbs., • Regular use of computer, keyboard, and standard office equipment., • Ability to travel occasionally to suppliers or company sites as needed. All candidates must meet the US persons criteria. Please note: The salary range is based on our market pay structure. However, individual salaries are determined by a variety of factors including, but not limited to, business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Employee Benefits: At Valcor Engineering, we support our employees in all aspects of their life, including their health and financial well-being. Regular employees scheduled to work 30+ hours per week are offered: health, dental, and vision insurance; health savings accounts; a 401(k) savings plan; long term disability coverage; and life and accident insurance. We also have an employee assistance program. Our leave programs include Vacation and PTO time off, paid holidays, as well as other types such as bereavement, and any applicable federal and state sick leave. Employees may participate in the company recognition program to receive monetary or non-monetary recognition awards. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. All qualified applicants will be considered for employment without regard to these characteristics. \nCompany Description Valcor Engineering is one of the largest and most recognized suppliers of fluid control products in the aircraft, aerospace and military fields. We specialize in the design and manufacture of Solenoid Valves and control components for liquids and gases in critical application in the aerospace, nuclear, light industrial and scientific industries. Valcor Engineering is one of the largest and most recognized suppliers of fluid control products in the aircraft, aerospace and military fields. We specialize in the design and manufacture of Solenoid Valves and control components for liquids and gases in critical application in the aerospace, nuclear, light industrial and scientific industries.

Job Description Position Title: Sr. Wealth Portfolio Planner Reports to: SVP, Simplicity Securities Department: Simplicity Securities / Planning Location: 475 Springfield Avenue, Summit, NJ (in-office) Classification: Full-time/Exempt Summary / Job Objective: This is a full-time, on-site role based in Summit, NJ, for a Wealth Portfolio Planner. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to many areas of financial services with a primary focus on creating Investment Proposal Recommendations and conducting Client Portfolio reviews for affiliated RIA and IAR Wealth Advisors using our proprietary platform. This is not an “Analyst” position. This is focused on helping Independent Wealth Advisors create winning Portfolio’s for their clients based on the objectives, needs and goals of those clients. Essential Job Functions: Inbound and outbound Advisor Service, Investment Holdings Review, Investment Proposal Generation & Portfolio Planning, Quality Assurance, Internal Projects and Wealth Advisor Coaching & Training. Primary Responsibilities: · Meets with Wealth Advisors to collect client information and build strong relationships (Phone/Video). · Works with Wealth Advisors in ensuring the proper forms are collected pre/post client meeting. · Acts as the primary interface between Wealth Advisors responsible for reviewing sensitive client information and inputting it into the Simplicity Wealth Tech System. · Services portfolio planning-related requests with a focus on providing high quality & responsive experience. · Extensive communication with internal and external clients using email and phone. · Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone. · Conducts educational Webinars to continue to educate and teach Advisors best practices. · Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs. · Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated. Qualifications: · Bachelor’s degree, strongly preferred · 3+ years of applicable work experience (non-intern) · Prior experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life) · Must be Tech Savvy: Strong Proficiency in Google Office Suite · Must hold at least one of the following: Series 65 or Series 66, Series 7, CFP or CHFC Core Competencies: · Strong organizational, prioritization, interpersonal & time management skills. · Strong mathematical and analytical skills. · Excellent communications skills; both verbal and written. · Collaborative and able to work effectively with others. · Flexible team player who is highly adaptable to change and open to new ideas. · Self-starter with ability to work independently and to learn a wide array of subject matter. · Problem-solving/troubleshooting ability. · Ability to prioritize and/ or seek assistance in determining task priority. Compensation (based on experience) • Base salary: $65,000 -$80,000 / exempt, • Annual performance bonus target: 10% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Ave, Summit, NJ 07901 / This role is an in-office position \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking, • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance, • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations, • Location: In-office presence required, • Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience • Education: Bachelor's degree or equivalent skills and work experience, • Licensing: State Life & Health, SIE, Series 7, Series 66, • Personal Attributes: values-driven with a track record of success and accomplishment, • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence, • Mindset: entrepreneurial spirit with a desire to positively impact others' lives, • Collaboration: ability to work with and learn from top performers, • Work Authorization: must be authorized to work in the United States Training & Development • FINRA Sponsorship: provided for required FINRA licensing, • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training, • Virtual University: access to Equitable Advisors' Virtual University for continuous learning, • Mentorship: opportunities for joint work and mentorship, • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed, • Leadership Development: access to Leadership Development School for those with management ambition, • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations., • Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $33,400 annually., • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus., • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Role Description This is a full-time, on-site role based in Summit, NJ, for a Investments Financial Planner, Portfolio Planning Specialist, Paraplanner Not an Analyst Role We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset, that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to many areas of financial services with a primary focus on creating Investment Proposals and conducting investment portfolio analysis for affiliated Financial Advisors using our proprietary technology platform. This is not a “Financial Analyst” position. This is focused on helping Independent Financial Advisors get properly Invested in the Stock Market. Essential Job Functions: Inbound and outbound Client Service, Financial Holdings Review, Investment Proposal Generation & Planning, Quality Assurance, Internal Projects and Advisor Coaching & Training. Primary Responsibilities: · Meets with affiliated Advisors to collect client information and build strong relationships (Phone/Video). · Works with affiliated Advisors in ensuring the proper forms are collected pre/post client meeting. · Will be the primary interface between affiliated Advisors responsible for analyzing sensitive client information and inputting it into the Simplicity Wealth Platform. · Services planning-related requests with a focus on providing a high quality & responsive experience. · Extensive communication with internal and external clients using email and phone. · Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone. · Conducts educational Webinars to continue to educate and teach Advisors Planning best practices. · Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs. · Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated. Qualifications: (ALL REQUIRED) · Bachelor’s degree · 2 full years of consecutive work experience · Must be Tech Savvy: Strong Proficiency in Google Office Suite (Excel, Word, Drive, eMail, etc) · Able to uphold the firm’s purpose, vision, and values and has high ethical standards. Strong PLUS if you hold any of the below licenses /certifications: • Series 65, • Series 66, • Series 7, • CFP, • CHFC, • CFA Core Competencies: · Strong organizational, prioritization, interpersonal & time management skills. · Strong mathematical and analytical skills. · Excellent communications skills; both verbal and written. · Collaborative and able to work effectively with others. · Flexible team player who is highly adaptable to change and open to new ideas. · Personable attitude and willingness to build relationships with Advisors. · Desire to learn a wide array of subject matter. · Self-starter with ability to work independently. · Problem-solving/troubleshooting ability. · Ability to prioritize and/ or seek assistance in determining task priority. · Willingness to take initiative and proactively follow up with clients without being asked. Compensation & Benefits: Compensation (based on experience) • Base salary: $65,000 -$75,000 based on experience and licenses, • This is an Exempt position., • Annual performance bonus target: 10%+ Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking, • *This role is an in-office position

Prudential Advisors is looking for experienced financial professionals in the Springfield New Jersey area that are interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer: • The ability to service an existing book of business upon hire, • The opportunity to work on a team and build a strong client base with Prudential’s exceptional referral programs, • The ability to create client solutions with NO proprietary products sales requirements, • Compensation that is 100% benefitable regardless of the product or company you sell, • The look and feel of an independent advisor with the benefits and support of traditional employment ., • 2 retirement programs: a 401(k) with a 4% match, a cash balance pension plan. Requirements: • Series 7 and 66 (or 6 and 63/65) required, • Insurance license required, • Three or more years of investment sales experience (IF you are an RIA, please reach out to me directly via LinkedIn or email) If you are interested to learn more please email me at howard.diamond@prudential.com or if you know someone feel free to forward my message to them. Thank you

Prudential Advisors is looking for experienced financial professionals in the Springfield New Jersey area that are interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential f

As a Planner, you’ll develop and execute the financial strategy for your department, partnering with Merchants and Allocators to optimize sales, margin, and inventory performance.

As an Associate Planner, you’ll help drive the financial success of the business by creating, managing, and analyzing plans that balance sales, margin, and inventory goals, with the support of your manager. This role follows our in-office work model, requiring associates to work from our New York

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Our network of over 4,300 financial professionals across the U. Eligible financial professionals can participate in our comprehensive benefits pr

Prudential Advisors is looking for experienced financial professionals in the Union County, New Jersey areathat are interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential

Prudential Advisors is looking for experienced financial professionals in the Union County, New Jersey areathat are interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential

Domain Money is a flat-fee financial planning and wealth management company.Clients work one-on-one with a Certified Financial Planner™ for a transparent, flat fee instead of a percentage of their assets.We're hiring a hands-on performance marketer to own paid acquisition and grow our content engi

Who You Are: The Associate Planner will play a key role in developing financial plans and monitoring the performance of sales, inventory, and profit for the Full Priced Sized (apparel, footwear) business. The Associate Planner will work closely with the buying team to manage the open-to-buy, analyze seasonal merchandise assortments, and develop merchandising strategies. You have strong analytical skills and creative problem-solving skills, are curious, collaborative and an effective communicator that thrives in a rapidly changing environment. What You’ll Do: • Initiate analysis and develop financial strategy for a rapidly growing retail business across the full price sized business (apparel and footwear)., • Create seasonal, monthly, and weekly plans and forecasts for sales, inventory, markdowns and gross margin. Monitor performance and partner with buying team to develop merchandise strategies to achieve plans. Play an active role in making pricing recommendations., • Initiate and develop actionable analysis to recap business by classification and subclass at a top-line as well as store level. Partner with buying team to create strategies to drive sales and achieve gross margin profitability., • Manage and update monthly open-to-buy., • Recommend buys based on thorough analysis of retail business prior to each market to achieve increased sales, profitability and sell-thru %. Provide suggested SKU count targets at a class and store cluster level. Analyze key item style performance and forecast inventory needs., • Work with buying team and stores to analyze business by door to maximize sales and stock opportunities. Monitor flow of initial assortments as well as reorders to stores by classification and by style., • Aid in allocation strategies to increase productivity and manage omni-inventory. You’ll Need to Have: • Bachelor’s degree in Business, Merchandising, Finance, or related field., • Must have 3+ years’ experience in Retail Planning, Store Planning and/or Allocation, • Advanced Excel Skills, • Advanced Retail Math, • Strong analytical and creative problem-solving skills, • Ability to thrive in an entrepreneurial environment, • Detail-oriented with strong organizational and time management abilities, • Passion for fashion trends and consumer behavior. We’d Love to See: • Multi-channel planning experience MK Perks: • Generous Paid Time Off & Holiday Calendar, • Summer Fridays, • Internal Mobility Across Brands, • Cross-brand Discount, • Exclusive Employee Sales, • Fav 5 Cards (MK Discount for friends and family), • 401k Match, • Paid Parental Leave, • Thrive Wellness Program, • Commuter Benefits, • Gym Discounts The Company is an equal employment opportunity employer. The Company’s policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, sexual orientation, gender identity, religion, national origin, age, military status, disability, genetic information or any other consideration made unlawful by applicable federal, state, or local laws. The Company also prohibits harassment of applicants and employees based on any of these protected categories. At Capri Holdings Limited, we are committed to providing a fair and accessible recruitment process. If you require a reasonable accommodation for the interview or application process, please contact our Talent Acquisition team at . In compliance with certain Pay Transparency laws, employers are required to disclose a salary range. The salary for this position will vary based on role requirements, skill set and years of experience.

The Senior Director of Operations will partner directly with the CEO to lead day-to-day operations across both Amplified Planning, a financial planner training company, and Guiding Wealth Management, a financial planning firm. Serve as a trusted representative of Amplified Planning & Guiding Wealth

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client's unique needs, • Manage your client's financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue1:, • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years), • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more, • Certified Financial Planner licensing support2, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning #LI-Onsite You could be right for this opportunity if you have: • Bachelor's degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. USD $61,000.00 - USD $250,000.00 /Yr.

Bloomingdale's makes fashion personal and fun, aspirational yet approachable. Our mission is to guide and inspire our customers to make style a source of creative energy in their lives. We will always strive to make Bloomingdale's like no other store in the world. Everyone plays a critical role to bring our mission to life. Regardless of position, we believe all colleagues have a voice and access to share their thoughts with every level of leadership. Our colleagues are passionate, driven, entrepreneurial and collaborative. We welcome and embrace diversity of background, thought and opinion while having a lot of fun along the way. The Senior Assistant Planner partners closely with the Planner to develop location-specific financial plans and recommend strategies for core vendor plans for an assigned area of business. The Senior Assistant Planner will manage a portion of the Planner's total allocation business, including evaluating and reacting to sales trends, managing location inventory levels and replenishment, and driving sales, margin. The Senior Assistant Planner will ensure that the right products are available in the right place at the right time, meeting our customers' expectations while achieving sales and profitability for assigned business. Essential Functions • Work with Planning Team to execute pre-season financial planning activities for business unit, including creation of all department and vendor plans, daily sales and forecast plans, • Forecast daily sales and stocks by channel and location to support the ROF process, ensuring appropriate growth rates and inventory is allocated at source of demand, • Understand how to guide insight and analytics on strategies to drive opportunities and minimize risks for vendors, • Attend vendor meetings to negotiate plans; advocate for location distribution of brands, items, and expanded replenishment offerings, • Perform quarterly hindsight analysis in partnership with Planning team to inform future strategy, • Perform other duties as assigned Qualifications and Competencies • Bachelor's Degree from a 4-year college or university, • 2+ years related experience, • Practices open and continuous communication, values keeping others informed, effectively presenting information in a clear, concise manner, • Excellent leadership, facilitation, and interpersonal skills, with the ability to work across functional lines and at many levels, • Ability to think creatively, strategically and technically, • Proficiency of MS Office computer programs are required, • Ability to work a flexible schedule based on department and Company needs, • This role involves performing essential job functions such as communication, collaboration, and use of office and computer systems. Responsibilities include the ability to access and review written and electronic information, and to move within the work environment and interact with workplace materials as needed to carry out job responsibilities. This job description is not all inclusive; additionally, Macy's, Inc. reserves the right to amend this job description at any time. Macy's, Inc. including Macy's, Bloomingdale's, and Bluemercury is an equal opportunity employer, committed to a diverse and inclusive work environment. This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Job Identification 93767 Job Category Merchandising Posting Date 10/16/2026, 01:05 PM Locations 2807 Jackson Ave, Long Island City, NY, 11101, US Recruiting Type ORA_PROFESSIONAL Location Country US Location City Long Island City Location State NY Location Postal Code 11101 Business Unit Bloomingdale's

The Wholesale Merchandise Planner is a key member of the planning, merchandising, and sales organization, responsible for developing and executing seasonal buying strategies, managing open-to-buy and pre-season budgets, and identifying opportunities for optimizing inventory across channels. This role bridges buying, merchandising, and analytics ensuring the right products are available at the right time and in the right quantities to drive sell-through and profitability. • Develop and execute seasonal buying plans built from bottoms-up rollups, aligned with brand strategy and sales targets, • Manage open-to-buy (OTB) budgets across categories to maximize sell-through and minimize excess inventory, • Partner with sales, design, and brand teams to curate an assortment that reflect customer profiles and market trends, • Identify and pursue opportunities for in-season buys, replenishments, and discount strategies, • Analyze sales performance, margin, and sell-through data to inform assortment decisions and future planning, • Collaborate with sales to develop compelling product presentations and line sheets for wholesale accounts, • Monitor competitive landscape and retail trends to ensure the assortment remains market-relevant, • Support the development of markdown and promotional strategies to clear slow-moving inventory, • Coordinate product availability timelines with sales to align on delivery windows and launch calendars, • Develop and manage replenishment strategies for core and continuity programs, • Coordinate with warehouse, logistics, and operations teams to ensure accurate inventory tracking and timely order fulfillment, • Manage transfer order creation and inventory receipt reconciliation in NetSuite, serving as the internal point of accountability for system accuracy across the supply chain, • Build and maintain weekly, monthly, and seasonal reporting on sell-through, revenue, OTB, and account performance, • Present data-driven insights and recommendations to senior leadership and cross-functional partners, • Develop forecasts and scenario plans to support buying decisions and financial target-setting, • Track KPIs against plan and communicate variances with clear action plans, • Leverage AI and analytics tools (e.g., Excel, Claude) to create scalable reporting frameworks, • Timely and trusted reporting for cross-functional partners who rely on your dashboards and recaps to make decisions, • Clear and proactive communication with cross-functional partners ensuring all teams are aligned on risks, opportunities, and execution priorities, • Forecasts are accurate and inventory receipts align closely with demand, reducing costly surprises, • Buying decisions are data-driven assortment choices are backed by clear sell-through, margin, and trend analysis, • Cross-functional partners want to work with you sales, ops, and finance see you as a strategic asset, not just a numbers person, • Bachelor's degree in Business, Finance, Supply Chain, Merchandising, or a related field, • 3+ years of experience in wholesale planning, merchandise planning, or a related retail planning role, • NetSuite experience along with wholesale order management platforms (e.g., NuOrder), • Experience managing open-to-buy budgets and working within structured planning cycles, • Strong understanding of in-season inventory management, including sell-through, weeks of supply, and inventory flow, • Advanced Excel skills (pivot tables, lookups, basic modeling); experience with planning or BI tools a plus, • Strong analytical skills with the ability to translate data into actionable insights, • High attention to detail and ability to manage multiple priorities in a fast-paced environment, • Strong cross-functional communication skills with the ability to partner effectively with Planning, Sales, Operations, Marketing, and Production teams, • Proactive, solution-oriented mindset with a willingness to learn and take ownership, • Hybrid Office 3 days in office, • Competitive compensation, • Health and dental benefits, • 401(k) with employer match, • Commuter benefits, • Advancement opportunities, • 20 days of PTO annually, • 9 company holidays annually (Holiday Calendar) + 2 floating holidays The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. • Primarily seated work at a desk or workstation, using a computer and office equipment for extended periods; may occasionally be required to stand, walk, or move within the office and between meeting spaces., • Occasionally required to lift, carry, or handle office materials and supplies weighing up to 15 lbs., • Exposed to typical office noise levels in a climate-controlled environment., • Uses hands and fingers frequently to handle office tools, operate computer equipment, and manage paperwork., • May occasionally be required to bend, stoop, or crouch when accessing files, storage areas, or low cabinets., • Effective communication with team members is essential, including the ability to exchange information regarding company operations and policies across various departments., • Follows standard office safety protocols to ensure a safe and secure work environment. The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified. Fair Harbor Clothing PBC retains the right to change or assign other duties to this position. Fair Harbor Clothing PBC is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. 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We are seeking a detail-oriented Associate Planner to support a Lead Planner in delivering quality financial advice. The Associate Planner will play an integral role before, during, and after client meetings. Full-time employees eligible for the Apprenticeship Pathway of the CERTIFIED FINANCIAL PLAN

Our client needs to increase the capability level and workload capacity of the Accounting team so that the part-time CFO can focus on higher-level responsibilities. Responsibilities: • Manage financial accounts for the Parent company & 1 subsidiary across several different lines of business, • Well-developed knowledge of US accounting practices (GAAP), • Demonstrated experience overseeing the accounting staff, • Project management experience and the ability to identify problems, research solutions, propose plans of action and implement change., • Proven experience and comfort with technology, including implementation of software and technology solutions to automate or improve processes People Management & Training: • Oversee 1 full-time bookkeeper on staff, • Improve SOPs and processes Tax: • Complete US Sales tax payments, • Oversee VAT payments for the UK, Canada A/P & A/R: • Oversee Bill.com AP/AR process, • Approve payroll and large vendor payments, • Expense reduction/audit/reconciliation, • Monitor the SAAS subscription database, • Oversee customer financial accounts including invoice financing Reporting: • Preparing & analyzing monthly financials, • Budget vs actual reporting, • Cash forecast by leveraging Inventory Planner Process Improvement: • Review and update a monthly close task list, • Technology implementation Qualifications: Skillset: • Leadership - Demonstrated ability to work in a leadership role and supervise junior-level subordinates, • Extremely organized and process driven. Able to create, manage, and improve complex processes and automate time-consuming tasks, • Trustworthy and reliable at handling confidential financial information with discretion., • Must be an outstanding communicator, and have established skills in accuracy, organization, and working in a high-volume environment, • Have a keen eye for detail, particularly with pattern recognition in large data sets and with numbers & financial information, • Solutions-oriented mindset - identifies problems and proposes a solution, • Project management experience - implementing workflows, systems, software, etc, • Innovative - someone who is excited about the role and ready to bring new ideas to the table Experience: • Working knowledge of tax filing and tax compliance as it pertains to state and federal-level regulations, • Significant hands-on experience with Google Suite, Microsoft Office Suite, Xero or Quickbooks Online, and inventory management software, • Five years of experience working with small to mid-size businesses with high-volumes of transactions, • Significant inventory experience (3-5+ years at an inventory-based company - import/export, ecommerce, retail/wholesale, etc) Software: Ideal applicants at least have 2+ years of experience working with the following or something similar: • ERP or inventory/order management software, • Bill.com (AP/AR software), • Gusto.com, • Xero accounting or Quickbooks Online, • US GAAP accounting, • Inventory Planner or DEAR experience, • Retail & eCommerce: Shopify, Amazon, SPS Commerce EDI, • Admin/other: Google Suite, Slack, etc. Some training provided but self-learning is a must: • Airtable, • ClickUp Location: Global (Remote) Role Type: Full-time Work Schedule (EST): 8 AM to 5 PM EST Do Not Apply If: • You do not have the requirements and won't be able to perform the key responsibilities, • You do not have experience in Inventory Management System for at least 2-3 years

Skydio is the leading US drone company and the world leader in autonomous flight, the key technology for the future of drones and aerial mobility. The Skydio team combines deep expertise in artificial intelligence, best-in-class hardware and software product development, operational excellence, and customer obsession to empower a broader, more diverse audience of drone users, from utility inspectors to first responders, soldiers in battlefield scenarios, and beyond. Skydio is looking for a driven customer facing Program Manager with a deep sense of ownership to lead and drive all aspects of implementation and delivery for our Law Enforcement Customers. You will join our Mission Success team, and will be Skydio's Law Enforcement customer liaison with New Jersey Department of Corrections and broadly responsible for the success of our contracts to include: project planning, technical execution, risk management, problem solving, budget, performance improvements and scheduling. In this role, you will have to learn technical concepts and employ them quickly. Digging into the details to understand program dependencies so that technical and program risks can be managed effectively is a must. You will be expected to utilize your technical capability in conjunction with your program management skills to deliver the best outcome for the customer. A successful candidate for this job should have deep experience working within the U.S. Law Enforcement or military and experience engaging with high-level officials through pilots. In addition to your core role, you will also be suited to providing input into a wide range of technical activities within the company. You will work in a high-activity/fast-paced environment, with the ability to handle ambiguity, and multiple tasks or projects at once. Your teammates are passionate Customer Success and Technical Support teams, but also with broader teams such as Product, Marketing, Development and Engineering teams. Location: New Jersey (this is a firm requirement) How you'll make an impact: • Be a highly collaborative, requirements driven planner with a deep sense of ownership and accountability with a willingness to roll up sleeves and dive into the details., • Plan and design end-to-end project deployment and integration activities to ensure the successful launch of our platform and ensure operational success. Manage production and implementation programs against cost, schedule and technical requirements., • Understand customer requirements and translate them to Skydio's agile product and technical teams to drive development and delivery execution., • Establish relationships with the Law Enforcement customer and be technical to build & drive plans with Skydio's engineering team's to meet milestones., • Inform Skydio and customer business and program leaders regarding contract management risks and opportunities, ensuring a coordinated and comprehensive approach to product delivery across the program., • General support of go-to-market & business activities as required. What Makes You A Good Fit: • Experience as a customer-facing professional services / program manager, or in a similar high-tier complex and multifaceted role preferably for law enforcement agencies., • Excellent communication skills, both written and verbal, including interaction with senior leaders and a strong focus on project management tools and concepts., • Proven track record of implementing new technology, agile development and interfacing with technical teams to deliver on customer schedules., • Experience in implementing effective internal business systems, processes and controls (hardware, software, operations) for management of large scale customer projects in the Law Enforcement field, • Experience with Law Enforcement and commercial Unmanned Aircraft Systems and related software development., • Law Enforcement/Federal Program Management experience, to include: Technology Assessments, Systems Design, Systems Analysis, Programmatic Support, Acquisition Planning, and Budget Planning., • Outstanding analytical thinker and problem solver, comfortable working in data analytics and able to resolve complex problems independently. Thinking 'out of the box' and to develop creative solutions, • Obtaining FAA Part 107 certification within the first 60 days of employment is strongly encouraged for all Skydio employees and required for certain positions. Compensation: At Skydio, our compensation packages for regular, full-time employees include competitive base salaries, equity in the form of stock options, and comprehensive benefits packages. Compensation will vary based on factors, including skill level, proficiencies, transferable knowledge, and experience. Relocation assistance may also be provided for eligible roles. The annual base salary range for this position is $150,000 - $180,000*. Fundamentally, we believe that equity is the key to long-term financial growth, and we ensure all regular, full-time employees have the opportunity to significantly benefit from the company's success. Regular, full-time employees are eligible to enroll in the Company's group health insurance plans. Regular, full-time employees are eligible to receive the following benefits: Paid vacation time, sick leave, holiday pay and 401K savings plan. This position and all associated benefits are subject to applicable federal, state, and local laws, as well as the Company's policies and eligibility criteria. *Compensation for certain positions may vary based on the position's location.

Location: United States-NJ-Woodbridge Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking, • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance, • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations, • Location: In-office presence required, • Work-Life Balance: Flexible schedule to maximize productivity and personal time Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $33,400 annually. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: • Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities, • Works directly with clients and their advisors to gather information needed to prepare tax returns, • Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns, • Directs communication with government agencies for matters of the highest complexity, • Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, • Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments, • Prioritizes and completes tasks both individually and with a team, • Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training, • Builds new relationships and maintains existing relationships with BDO professionals and external sources Supervisory Responsibilities: • Supervises associates and senior associates on all projects, • Reviews work prepared by associates and senior associates and provide review comments, • Trains Associates and Seniors how to use all current software tools, • Acts as a Career Advisor to associates and senior associates, • Schedules and manages workload of associates and senior associates, • Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred, • Master's degree in Accountancy or Taxation, preferred Experience: • Five (5) or more years prior experience in accounting, finance, or law, required, • Experience working in public accounting, or the private client service area, preferred License/Certifications: • Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required, • Possession of other professional degrees or certifications applicable to role, preferred Software: • Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required, • Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred, • Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: • N/A Other Knowledge, Skills & Abilities: • Initiative, • Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps, • Manages client engagements, supervises, and reviews work of team members, • Communication, • Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative, • Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work, • Resolves client service issues in a timely and acceptable manner, • Leadership, • Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work, • Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters, • Business Development, • Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO, • Involves firm specialists and other business lines to increase cross service opportunities, • People Development, • Supervises, develops, and trains employees, • Acts as a mentor to associates and senior associates, • Provides verbal and written performance feedback to associates and senior associates Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $112,000 - $150,000 Colorado Range: $111,500 - $130,000 Illinois Range: $105,000 - $130,000 Maryland Range: $113,000 - $120,000 Massachusetts Range: $120,000 - $127,000 Minnesota Range: $90,000 - $120,000 New Jersey Range: $115,000 - $140,000 Ohio Range: $105,000 - $150,000 NYC/Long Island/Westchester Range: $125,000 - $150,000 Washington Range: $110,000 - $125,000 Washington DC Range: $120,000 - $140,000

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: • Manages tax and consulting engagements and demonstrates skills identifying and addressing client needs, tax planning, and consulting opportunities, • Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients, • Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers, • Directs communication with government agencies for matters of the highest complexity, • Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors, • Expands their understanding of tax concepts and knowledge through client engagements and current tax developments, • Prioritizes and reviews work to keep engagements on track, • Utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions, • Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training, • Builds new relationships and maintains existing relationships with BDO professionals and external sources, • Other duties as assigned Supervisory Responsibilities: • Supervises associates and senior associates on all projects, • Reviews work prepared by associates and senior associates and provide review comments, • Trains Associates and Seniors how to use all current software tools, • Acts as a Career Advisor to associates and senior associates, • Schedules and manages workload of associates and senior associates, • Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: • Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred, • Masters in Accountancy or Taxation, preferred Experience: • Seven (7) or more years prior experience in accounting, finance, or law, required, • Experience in the private client service area, required, • Prior supervisory experience, required, • Experience working in public accounting, preferred License/Certifications: • Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required, • Possession of other professional degrees or certifications applicable to role, preferred Software: • Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required, • Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred, • Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: • N/A Other Knowledge, Skills & Abilities: • Initiative, • Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps, • Manages client engagements, supervises, and reviews work of team members, • Communication, • Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative, • Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work, • Leadership, • Manages and monitors key performance indicators (KPI's) as established by the business line, • Follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities, • Technical Skills, • Serves as internal resource and providing guidance to other practices on technical matters, • Works with appropriate departments with federal and state taxing agencies to respond to notices and inquiries, • Business Development, • Spends time developing their network of key financial decision makers, referral sources, and recruits, • Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO, • People Development, • Supervises, develops and trains employees, • Acts as a Career Advisor; meets regularly with advisees, adding/updating goals as appropriate, • Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Illinois Range: $140,000 - $190,000 Maryland Range: $150,000 - $180,000 Massachusetts Range: $150,000 - $206,000 Minnesota Range: $130,000 - $190,000 New Jersey Range: $155,000 - $200,000 Ohio Range: $125,000 - $200,000 NYC/Long Island/Westchester Range: $180,000 - $225,000 Virginia Range: $150,000 - $195,000 Washington Range: $150,000 - $200,000 Washington DC Range: $162,000 - $190,000

Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. Entry Level Financial Advisor. Equitable Advisors supports you with biwe

Job DescriptionClient: Pharma Location: Upper Gwynedd, PA or Rahway, NJ, 3x per week Duration: long-term contract As a Project Manager within the Strategy Realization Office (SRO) function of the Global Medical Affairs group, the successful applicant will play a critical role in leading major global initiatives aimed at enhancing Medical Affairs practices. The SRO is a recognized internal management consulting team within Medical Operations, driving strategic, large-scale, cross-functional initiatives. Responsibilities: • Support the SRO Lead in the execution of extensive, global initiatives, ensuring the program objectives and timelines are consistently met., • Facilitate the creation and approval of all project deliverables, including maintaining detailed Project Plans, Risk Plans, Issue Logs, and other control artifacts., • Serve as a key communication conduit, coordinating closely with Subject Matter Experts, stakeholders, Learning & Development, external vendors, and IT support teams., • Participate in SRO leadership activities, including strategic roadmap development, implementation planning, and change leadership., • Lead specific projects within the SRO, focusing on strategic planning, deliverables facilitation, timely communication, and project controls., • Prepare status reports as needed by the SRO and educate teams on specific business methodologies/tools laid down by the SRO., • Use approved SRO tools and techniques for managing your projects, • Manage project finances and support communication needs., • Work within cross-functional teams to ensure alignment with project goals and program vision., • Support team leaders as a strategic thinker and tactical planner for process and technology solutions, timeline creation, resource assessment, risk management, Estimation, budget development, etc., • Communicate and escalate issues, challenges, and risks to executive management, team leaders, and SRO leadership as required in a timely manner. Skills & Qualifications:, • Extensive experience in project management working with cross-functional teams across multiple geographies and functions., • Exposure to Medical Affairs function within a reputed Pharma would be a plus, • Strong strategic thinking, planning, and leadership skills., • Demonstrated expertise in managing large-scale, cross-functional initiatives., • Expertise in process improvement, enabling technology solutions, organizational design, compliance, change management and other related areas., • Excellent communication skills, with the ability to liaise effectively with a range of stakeholders., • Highly developed problem-solving skills, with the ability to anticipate and manage project risks and issues., • Strong financial management skills, with prior experience managing project finances. This role offers a unique opportunity to drive impactful initiatives within Global Medical and Scientific Affairs, contributing to the continuous improvement of our Medical Affairs practices. As part of the SRO team, you will have the chance to work closely with various teams and be part of a significant strategic journey.

Work closely with the founder and supportive team, overseeing financial planning and long-term relationships for clients.

Seasonal Package Delivery Driver.Join the team behind one of the most recognized logistics companies in the world.As a seasonal package delivery driver, you'll drive one of our iconic brown trucks, delivering packages to homes and businesses while providing reliable and friendly service.This is a ph

Seasonal Package Delivery Driver.Join the team behind one of the most recognized logistics companies in the world.As a seasonal package delivery driver, you'll drive one of our iconic brown trucks, delivering packages to homes and businesses while providing reliable and friendly service.This is a ph

Seasonal Package Delivery Driver.Join the team behind one of the most recognized logistics companies in the world.As a seasonal package delivery driver, you'll drive one of our iconic brown trucks, delivering packages to homes and businesses while providing reliable and friendly service.This is a ph

Seasonal Package Delivery Driver.Join the team behind one of the most recognized logistics companies in the world.As a seasonal package delivery driver, you'll drive one of our iconic brown trucks, delivering packages to homes and businesses while providing reliable and friendly service.This is a ph

Seasonal Package Delivery Driver.Join the team behind one of the most recognized logistics companies in the world.As a seasonal package delivery driver, you'll drive one of our iconic brown trucks, delivering packages to homes and businesses while providing reliable and friendly service.This is a ph

Seasonal Package Delivery Driver.Join the team behind one of the most recognized logistics companies in the world.As a seasonal package delivery driver, you'll drive one of our iconic brown trucks, delivering packages to homes and businesses while providing reliable and friendly service.This is a ph

Seasonal Package Delivery Driver.Join the team behind one of the most recognized logistics companies in the world.As a seasonal package delivery driver, you'll drive one of our iconic brown trucks, delivering packages to homes and businesses while providing reliable and friendly service.This is a ph