Trabajos financial planner en Commack, New YorkCrear alertas

Job Description Responsibilities: • Prepare business and individual income tax returns, • Perform month-end and year-end client writeups and generating a trial balance including monthly balance sheet reconciliations, • Analyze financial statements and preparation of journal entries as needed to close the books for purposes of preparing tax returns, • Responding to tax authority inquiries, notices and tax related research, • Prepare / review payroll and sales tax returns, • Build & maintain relationships with clients Skills / Qualifications / Experience: • Deadline and detail oriented, • Ability to multi-task and prioritize tasks., • Excellent written and oral communication skills to correspond with clients and taxing authorities directly, • Bachelors Degree or Masters Degree in accounting, • CPA license or active CPA candidate, • 2+ years prior public accounting firm experience, • Experience with financial statement preparation (including compilation and review engagements), • Audit experience a plus Software Knowledge – Preferred but not mandatory • Microsoft Office products (Word, Excel, Outlook, Teams), • CCH Axcess Tax, Workflow, & Practice, • CCH Prosystem fx Engagement, • BNA Income Tax Planner, • QuickBooks We encourage you to visit our website at www.mhcpas.com to learn more about our firm. \nCompany Description Michels & Hanley CPAs, LLP is a premier certified public accounting firm providing accounting & auditing, tax planning & preparation, forensic accounting and business consulting services to a variety of businesses. We offer a challenging, rewarding professional experience. Michels & Hanley CPAs prides itself on creating a team of professionals that are intelligent, dedicated, loyal and fun! Michels & Hanley was voted #1 accounting firm by Long Island Business News Reader Rankings. Michels & Hanley was also a recipient of the Future 50 Award by Smart CEO magazine, which recognizes the region’s fastest growing, mid-sized companies. Our office is headquartered in Northport, New York. We invite you to join our team, where your skills and experience are valued and your commitment to provide exceptional service to our clients is appreciated. Michels & Hanley CPAs, LLP is a premier certified public accounting firm providing accounting & auditing, tax planning & preparation, forensic accounting and business consulting services to a variety of businesses. We offer a challenging, rewarding professional experience. Michels & Hanley CPAs prides itself on creating a team of professionals that are intelligent, dedicated, loyal and fun! Michels & Hanley was voted #1 accounting firm by Long Island Business News Reader Rankings. Michels & Hanley was also a recipient of the Future 50 Award by Smart CEO magazine, which recognizes the region’s fastest growing, mid-sized companies. Our office is headquartered in Northport, New York. We invite you to join our team, where your skills and experience are valued and your commitment to provide exceptional service to our clients is appreciated.

Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of financial services needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $100,000 at plan yearly Responsibilities: • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Serve as a collaborative team player willing to further development through continued training opportunities Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Must have the ability to successfully network and prospect for new clients, • Must live in or near Long Island, Brooklyn, or Queens About Company We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

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 $35,500 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)

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 $35,500 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)

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 $35,500 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)

Production Planner Employment Type: Temp-to-Perm Hourly Rate: $38-$45, dependent on experience Hours: 8:00 AM-4:30 PM or 8:30 AM-5:00 PM Location: Melville, NY Work Arrangement: Full-time, onsite Summary / Objective LHH Recruitment Solutions is seeking a Production Planner for a temp-to-perm opportunity in Melville, NY. The Production Planner will maintain the daily, uninterrupted flow of production through the proper planning and release of work orders to the production floor. This individual will also provide daily direction and functional oversight to production floor personnel by communicating assigned orders and priorities, ensuring established production processes and procedures are followed, and monitoring progress to support the timely completion of work orders. Essential Responsibilities • Review daily production reports to determine future work order requirements., • Review pending work orders and production floor capacity to achieve a balanced production schedule., • Develop weekly production schedules and distribute them to the Production team., • Provide daily direction to production operators and assemblers by communicating assigned work orders, priorities, and production requirements., • Provide day-to-day functional oversight of production floor activities to ensure employees follow established processes and procedures when completing assigned work orders., • Monitor production progress and follow up with production personnel regarding work order status, priorities, and potential delays., • Prepare status and performance reports and submit them to management., • Partner with the Purchasing team to evaluate purchase orders and create appropriate production schedules., • Promptly address and resolve production issues to minimize delays., • Maintain communication with relevant departments, especially when production schedules change., • Work with warehouse personnel to ensure the timely replenishment of all point-of-use inventory on the production floor., • Work with production operators and assemblers to ensure the proper execution of released production work orders., • Partner with the Engineering team to coordinate new product releases., • Work with Customer Service to communicate order lead times and schedule changes for released orders., • Perform other related duties as assigned by management. Competencies / Skills • ERP/SAP, • Microsoft 365, • Strong technical acumen with knowledge of assembly processes and the ability to read mechanical drawings., • Ability to work effectively both independently and as part of a team in a support or service capacity., • Strong negotiation, problem-solving, and financial analysis skills., • Excellent verbal and written communication skills., • Energetic and self-motivated, with the ability to work in a fast-paced, schedule-driven environment., • Excellent organizational and time-management skills. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _

The Purchaser is responsible for procuring maintenance parts, equipment, and services that support daily operations while ensuring cost-effectiveness, timely delivery, and inventory availability. This role works closely with Maintenance, Planning, Inventory, Machine Shop personnel, and domestic and international vendors to maintain optimal stock levels, support scheduled maintenance activities and manage purchasing expenditures. The Purchaser plays a critical role in minimizing equipment downtime by ensuring that required materials are available when needed. Responsibilities: Procurement & Purchasing • Request and evaluate quotations for low-stock, out-of-stock, and special-order maintenance parts., • Source parts, materials, and services from domestic and international suppliers., • Negotiate competitive pricing, lead times, and service agreements to achieve the best overall value for the company., • Create and issue purchase orders (POs) for approved purchases while ensuring compliance with company purchasing policies., • Obtain management approval for purchases exceeding established spending thresholds., • Monitor purchase order status and proactively follow up with vendors to ensure on-time delivery., • Vendor Management, • Build and maintain strong relationships with suppliers to improve pricing, quality, and delivery performance., • Communicate regularly with overseas vendors to obtain quotations, confirm specifications, coordinate shipments, and resolve purchasing issues., • Evaluate supplier performance and recommend alternative vendors when necessary., • Coordinate returns for high-value components requiring rebuilds, repairs, or warranty service. Maintenance Support • Respond to daily purchasing requests from the Maintenance Department for replacement parts, tools, consumables, and operating supplies., • Work closely with Maintenance Planner to procure parts required for preventive maintenance, corrective maintenance, and scheduled shutdowns., • Ensure critical maintenance materials are available to support planned work and minimize production downtime., • Inventory & Stock Management, • Collaborate with the Maintenance Planner to establish and maintain accurate minimum and maximum inventory levels., • Monitor inventory levels and initiate replenishment orders before stock shortages occur., • Coordinate with the Machine Shop to ensure manufactured components are produced for both stock inventory and active maintenance jobs., • Support inventory accuracy through regular review of stock levels and purchasing trends., • Financial & Budget Responsibilities, • Track maintenance purchasing expenditures and maintain accurate spending records., • Review departmental purchasing activity and expenses with management on a regular basis., • Identify opportunities for cost savings through supplier negotiations, standardization, and improved purchasing practices., • Ensure purchasing documentation, quotations, invoices, and purchase orders are complete and properly maintained. Cross-Functional Collaboration • Work closely with Maintenance, Planning, Inventory Control, Accounting, Production, and Machine Shop personnel to support operational goals., • Communicate purchasing status, delivery schedules, and potential delays to stakeholders., • Assist in resolving supply Requirements / Competencies: • High school diploma or equivalent required; Associate's degree in Business, Supply, • Chain, Purchasing, or a related field preferred., • Experience in purchasing, procurement, maintenance storeroom operations, or industrial, • inventory management preferred., • Experience purchasing industrial maintenance parts, MRO supplies, or manufacturing, • equipment is highly desirable., • Familiarity with ERP, CMMS, or purchasing software., • Proficiency in Microsoft Office, particularly Excel and Outlook.Working knowledge of industrial mechanical, electrical, hydraulic, pneumatic, and facility systems., • Strong negotiation and vendor management skills., • Excellent organizational and time management abilities., • Ability to manage multiple priorities in a fast-paced manufacturing environment., • Strong analytical and problem-solving skills., • Excellent verbal and written communication skills., • Attention to detail with a high degree of accuracy., • Ability to read and interpret part descriptions, specifications, and technical, • documentation., • Understanding of inventory management principles, including minimum/maximum stock, • levels., • Ability to work independently while collaborating effectively across departments. Performance Expectations: Success in this role is measured by: • Timely procurement of maintenance parts with minimal impact on equipment downtime., • Competitive pricing and cost savings achieved through supplier negotiations., • Accurate purchase orders and purchasing documentation., • Effective inventory replenishment and maintenance of appropriate stock levels., • On-time delivery performance from vendors., • Budget adherence and accurate reporting of maintenance purchasing expenses., • Strong collaboration with Maintenance, Planning, and Operations teams to support, • reliable plant performance Working conditions: • Frequent communication with suppliers by phone and email, including international vendors across different time zones., • May occasionally lift or move boxes or parts weighing up to 25 pounds. Standard business hours with occasional flexibility are required to support urgent maintenance or production needs.

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Networ

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Discuss financial products and services tailored to clients' unique situations. We are always seeking to attract top talent and expand our commun

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Discuss financial products and services tailored to clients' unique situations. Eligible financial professionals can participate in our comprehen

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Financial Strategy Development:.

Primary Location: UNITED STATES-NY-Melville Organization: Equitable Advisors 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 $35,500 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.

Performs a complete verification check on all health insurance coverage.Obtains all financial demographic information from the discharge planner for the organization, as well as outside referrals.Demonstrates and promotes service excellence at all times.Obtains all financial demographic information

Performs a complete verification check on all health insurance coverage.Obtains all financial demographic information from the discharge planner for the organization, as well as outside referrals.Demonstrates and promotes service excellence at all times.Obtains all financial demographic information

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Discuss financial products and services tailored to clients' unique situations. Our network of over 4,300 financial professionals across the U.

Provides information on all insurance coverage and any patient financial responsibility to discharge planner.

Work Location: Melville, New York, United States of America Hours: 40 Pay Details: $124,280 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Private Client Investment Advisor II partners with Relationship Manager to provide comprehensive investment services including sophisticated investment products to HNW clients. The Investment Advisor will utilize their technical investment expertise to provide comprehensive investment services and solutions to meet the needs of clients. Depth & Scope: • Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth, • Extensive track record for managed account solutions book of business. (i.e., fiduciary vs. suitability), • Partners closely with Private Client Relationship Managers to ascertain potential investment needs of TD Wealth clients to increase wallet share, • May work with more complex clients, • Partners with Private Client Relationship Managers in support of securing new clients with potential investment needs, • May act as primary point of contact for legacy client relationships (i.e., Advisors legacy book of business), • Contributes individually, as a team member and as a mentor to more junior staff, to ensure strong performance, collaboration and enthusiasm that set TD Wealth Private Client apart from our competitors, • Using TD Wealth's comprehensive tool set, works with clients to develop and define their investment strategy, • Implements investment objectives and strategies for client base, • Provides support and information to all TD Wealth team members and partners with respect to investment products, • Uses advanced knowledge of Investment Products and concepts to proactively introduce new investment ideas and solutions to enhance the client's portfolio, • Monitors client portfolios and recommends / implements changes as necessary, • Annually reviews fees and asset mix for each relationship, • Ensures completion and consistent review of an Investment Policy Statement and Individual Wealth Plan for each relationship, • Accountable for positive net growth in assets under management, • Accountable for referring Investment only clients to Relationship Manager to increase banking and lending product sales, • Uses expense budget appropriately to support Client and business activities, • Records Client correspondence, communications, meetings and sales activity in SalesForce.com as appropriate, • Ensures proper administration of Client accounts and coordination of services in compliance with Company policies and applicable laws and regulations, • Ensures all new relationships are following proper account acceptance guidelines, • Ensures that all client books conform to all legal and regulatory requirements and guidelines associated with FINRA, SEC and TD Bank, • Ensures only approved products and services are sold to HNW clients in conjunction with Regulatory, Firm and division policies, • Represents TD Wealth to the general public in a professional manner, • Be involved in your community and support TDBG charity and community initiatives, • Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team., • Provides Guidance to junior staff Education & Experience: • 4-year degree required, MBA or advanced degree preferred, • Preferred a minimum of 10+ Years financial services experience in a production capacity (i.e., track record for meeting sales goals) required, • Valid Series 7, 63 + 65 or 66, • Valid and active Life & Health insurance licenses, • Certified Financial Planner (CFP), preferred, • CIMA, CAIA or CFA designation preferred, • 5+ years' experience in asset allocation and portfolio construction preferred, • Consultative investment sales experience, • Ensures all Continuing Education requirements are attained, • In-depth knowledge of investment concepts, industry and practices, including understanding of domestic and international financial markets and related legal and regulatory guidelines, • Advanced ability to understand the clients investment goals and objectives and develop a diversified investment plan and strategy, • Extensive Client management skills and experience, with proven ability to build and maintain strong and productive working relationships, • Strong financial analysis and general analytical ability, including understanding and experience with investment concepts, • Understanding and experience with sophisticated concepts in general taxation and personal financial planning, • Systematic, integrated and critical thinker with flexibility and ability to think out of the box to provide solutions to meet a variety of business/market needs, • Superior communication skills, both verbal and written, • Supervisory ability, • Strong execution skills and action oriented, • Must have experience working within a highly collaborative team environment OCC Language: • This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA, • Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA, • Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% • Domestic Travel Occasional, • International Travel Never, • Performing sedentary work Continuous, • Performing multiple tasks Continuous, • Operating standard office equipment - Continuous, • Responding quickly to sounds Occasional, • Sitting Continuous, • Standing Occasional, • Walking Occasional, • Moving safely in confined spaces Occasional, • Lifting/Carrying (under 25 lbs.) Occasional, • Lifting/Carrying (over 25 lbs.) Never, • Squatting Occasional, • Bending Occasional, • Kneeling Never, • Crawling Never, • Climbing Never, • Reaching overhead Never, • Reaching forward Occasional, • Pushing Never, • Pulling Never, • Twisting Never, • Concentrating for long periods of time Continuous, • Applying common sense to deal with problems involving standardized situations Continuous, • Reading, writing and comprehending instructions Continuous, • Adding, subtracting, multiplying and dividing Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of

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 revenue: 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 support, • 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 contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. USD $61,000.00 - USD $250,000.00 /Yr.

Northwestern Mutual offers a path to own a financial planning practice by starting as a financial representative focused on client-building and licensing through award-winning training programs. You will grow your client base and create holistic financial plans tailored to each client’s needs whil

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