Financial planner jobs in Hicksville, New YorkCreate job alerts

Job Description Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation: $100,000 - $150,000 commission based Responsibilities: • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Qualifications: • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial, • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired, • Requires a Bachelor’s degree in finance, business administration, or related field, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required About Company We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.

Job DescriptionProduction 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, • 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.Pay Details: $38.00 to $44.00 per hour Search managed by: Clare Rant Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description Financial Planner Melville, NY | Full-Time | 100% In-Office | $75,000–$125,000+ No Cold Calling. No Client Book Required. Long-Term Career Opportunity. An established independent wealth management practice in Melville, NY is seeking a Financial Planner to join our team. This is a unique opportunity for an ambitious financial professional who wants to build a long-term career in wealth management without the pressure of cold calling, prospecting, or bringing an existing client book. Our practice has been serving clients for more than 35 years and currently manages $500+ million in assets across more than 500 client households. We specialize in comprehensive retirement planning, investment management, and multigenerational wealth planning for high-net-worth families. The Financial Planner will initially work closely with our partner advisors, supporting existing client relationships, financial planning, investment management, and trading. As the successful candidate develops their technical expertise and familiarity with our clients, the role will become progressively more client-facing. Over approximately the first 1–2 years, we expect the Financial Planner to transition from primarily planning and advisor support into participating in client meetings, running meetings independently, and ultimately becoming a primary advisor for a meaningful portion of the firm's existing client base. No existing client book is required. There is no cold-calling requirement and no expectation that the Financial Planner build a book from scratch. Our primary focus is providing excellent advice and service to our existing clients and retaining those relationships across generations. For the right individual, responsibilities and compensation can grow significantly, with the potential for future participation in a Profit Partner track. Responsibilities The Financial Planner will work directly with our partner advisors and support team to deliver comprehensive financial planning and investment-management services. Responsibilities will include: • Preparing and updating comprehensive financial plans, • Developing retirement-income and cash-flow projections, • Performing RMD analysis and making distribution recommendations, • Coordinating tax-planning strategies with clients' CPAs and tax professionals, • Coordinating estate-planning strategies with clients' attorneys, • Performing insurance analysis and making appropriate recommendations, • Reviewing asset allocations and assisting with portfolio-management recommendations, • Executing trades under the direction of partner advisors, • Preparing for client review and financial-planning meetings, • Participating in client meetings alongside partner advisors, • Gradually assuming responsibility for running client meetings independently, • Developing a detailed understanding of clients' financial goals, family dynamics, estate plans, and long-term needs, • Maintaining relationships with high-net-worth individuals and families, • Working closely with executive assistants and support staff to deliver a high level of client service Strong performers may progress into greater client-facing responsibility faster than the typical 1–2 year timeline. What Makes This Opportunity Different Many traditional financial-advisor roles require professionals to spend a significant portion of their careers cold calling, prospecting, networking, and gathering assets before they can focus on actually advising clients. This position is different. Our practice already serves more than 500 client households and manages more than $500 million in assets. We are hiring someone to help advise, service, and retain those existing relationships for decades to come. The Financial Planner will be able to focus on developing as an advisor, learning our clients' needs, solving complex financial-planning problems, managing investments, and ultimately becoming a trusted primary advisor to established high-net-worth families. Our practice continues to grow primarily through referrals from existing clients and longstanding relationships with CPAs and estate-planning attorneys. Business-development opportunities will be available for an advisor who wants to pursue them, including opportunities for additional compensation, but bringing in new clients or assets is not the primary responsibility of this position. Client service, financial planning, relationship management, and retention are the primary focus. Career Progression We are looking for someone who views this opportunity as a long-term career home, not simply their next job. A typical progression may include: Financial Planner / Advisor Support Learn the client base, financial-planning process, investment philosophy, technology, and internal procedures while supporting the partner advisors. Client-Facing Financial Planner Take an increasingly active role in client meetings, financial-planning recommendations, investment management, and relationship management. Primary Client Advisor Independently manage and retain a meaningful group of established client relationships while continuing to work alongside the firm's partners and support team. Potential Profit Partner Exceptional long-term performers may have the opportunity to participate in a future Profit Partner track based on performance, client retention, professional development, and the future needs of the organization. Responsibilities and compensation can grow quickly for a strong performer. Qualifications Required • Bachelor's degree, • Strong written and verbal English communication skills, • Professional and polished client-facing demeanor, • Strong analytical, organizational, and problem-solving abilities, • Ability to build trusted relationships with older and high-net-worth clients, • Genuine interest in comprehensive financial planning and investment management, • Desire to build a long-term career in wealth management, • CFP® certification or willingness to obtain the CFP® certification within approximately 1–2 years of joining the firm, • Ability and willingness to work five days per week in our Melville, NY office Securities Licensing Existing securities licenses are preferred but are not required at the time of hire. Preferred licensing includes: • Series 7 + Series 66, or, • Series 7 + Series 65 + Series 63 For a strong candidate who does not yet hold the necessary securities licenses, the firm is willing to sponsor the required licensing and examinations. A New York State Life, Accident & Health Insurance license is also preferred but is not required at the time of hire. Preferred Background We welcome candidates from a range of financial and professional backgrounds. Preferred qualifications include: • CFP® certification, • Previous experience with an RIA, independent broker-dealer, wealth-management firm, bank, or financial-planning practice, • CPA designation, • Law degree, • Estate-planning experience, • Tax-planning or accounting experience, • Retirement-planning experience, • Investment-management experience CPA credentials or a law degree are considered a plus, but they are not required. We are particularly interested in speaking with CFP® professionals, CPAs, tax professionals, and attorneys with estate-planning experience who are interested in transitioning into or advancing a long-term career in wealth management. Compensation Base salary: $75,000–$125,000+, depending on experience, licenses, credentials, professional background, and ability to assume client-facing responsibilities. Compensation includes: • Competitive base salary, • Annual salary reviews and raises, • Annual performance-based bonus, typically approximately equivalent to an additional paycheck, • Additional compensation opportunities for successful business development, • Potential long-term participation in a Profit Partner track The broad salary range is designed to accommodate candidates at different stages of their careers, from talented professionals transitioning into financial planning to experienced CFP® professionals who may be able to assume greater responsibility more quickly. The structure of the position is intended to provide a reliable and competitive income without requiring the advisor to build a client book or depend on commissions to support themselves. Benefits • 401(k) with 4% employer match, subject to the plan's vesting schedule, • Additional employer profit-sharing contribution calculated annually, • Employer-paid disability insurance, • Employer-paid Errors & Omissions insurance, • Employer reimbursed CFP® exam expense upon passing, • Employer-sponsored securities licensing for qualified candidates who need to obtain required licenses, • 10 days of paid vacation, Paid time off when U.S. financial markets are closed and Sick time, • Free and convenient on-site parking, • Potential future Profit Partner opportunities Medical, dental, vision, and life insurance premiums are not currently employer-paid. Technology & Support The Financial Planner will have access to an established technology and administrative infrastructure, including: • LPL ClientWorks, • Redtail CRM, • Morningstar Workstation, • Microsoft Office suite, • Zoom, • Dedicated executive-assistant and administrative support Our support structure is designed to allow advisors to spend more of their time on financial planning, investment management, and client relationships rather than routine administrative work. About the Practice We are an established independent wealth management practice that has served clients for more than 35 years. Our team currently manages: • $500+ million in assets, • 500+ client households, • A predominantly high-net-worth client base, • Typical client net worth exceeding $1 million, • Many client relationships spanning multiple generations The average age of our existing client base is approximately 70, making relationship continuity, retirement planning, estate coordination, tax planning, and multigenerational wealth management particularly important to the future of our practice. Our current team consists of two partner advisors and three dedicated support professionals. We are hiring another financial professional who wants to become an integral part of the long-term future of the practice. Location & Schedule Melville, New York Monday–Friday | 9:00 AM–5:00 PM This is a 100% in-office position and is not hybrid or remote. Candidates should currently live within a reasonable commuting distance of Melville, Long Island, or be willing to relocate within commuting distance. Free and convenient parking is available. Start date is flexible for the right candidate. Who Will Thrive Here The ideal candidate is ambitious, relationship-oriented, intellectually curious, and genuinely interested in helping clients make important financial decisions. You should be comfortable communicating with older and high-net-worth clients and capable of explaining complex financial concepts clearly and professionally. We value technical ability, but we place equal importance on communication skills, judgment, professionalism, reliability, and the ability to build long-term client relationships. Most importantly, we are looking for someone who wants to build a long-term career with an established wealth-management practice. For the right individual, this position offers the opportunity to: • Earn a reliable and competitive salary, • Develop into a highly capable financial planner and advisor, • Work directly with an established high-net-worth client base, • Assume increasing responsibility for valuable existing client relationships, • Receive support for CFP® certification and securities licensing, • Grow compensation and responsibilities over time, • Potentially progress toward a future Profit Partner opportunity How to Apply Please apply through ZipRecruiter with your resume and a brief introduction describing: • Your current professional experience, • Any securities licenses you currently hold, • Any professional designations or advanced degrees, • Your experience with financial planning, investments, tax, accounting, or estate planning, • Why this opportunity interests you Candidates who do not currently hold securities licenses are encouraged to apply if they otherwise have a strong professional background and are willing to complete the required licensing process. Qualified candidates will be contacted confidentially with additional information regarding the practice and position. \nCompany Description We are an established financial planning firm that is well over 35 years old. We seek only long-term minded individuals who want a career as opposed to a "job." We are an established financial planning firm that is well over 35 years old. We seek only long-term minded individuals who want a career as opposed to a "job."

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 isa fortune 500 Financial Services firm based in New York. 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 Financial Advisor through licensing and employment. \n \n Role Highlights \n\n • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking\n, • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance\n, • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations\n, • Location: In-office presence required\n, • Work-Life Balance: Flexible schedule to maximize productivity and personal time\n\n \n Skills & Experience \n\n • Education: Bachelor's degree or equivalent skills and work experience\n, • Licensing: State Life & Health, SIE, Series 7, Series 66\n, • Personal Attributes: values-driven with a track record of success and accomplishment\n, • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence\n, • Mindset: entrepreneurial spirit with a desire to positively impact others' lives\n, • Collaboration: ability to work with and learn from top performers\n, • Work Authorization: must be authorized to work in the United States\n\n \n Training & Development \n\n • FINRA Sponsorship: provided for required FINRA licensing\n, • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training\n, • Virtual University: access to Equitable Advisors' Virtual University for continuous learning\n, • Mentorship: opportunities for joint work and mentorship\n, • 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\n, • Leadership Development: access to Leadership Development School for those with management ambition\n, • 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\n\n \n Compensation & Benefits \n\n • 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.\n\n \n\n • 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.\n\n \n\n • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.\n, • 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.\n\n \n Our Impact & Culture \n 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. \n \n 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. \n \n 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. \n \n Role Highlights \n\n • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking\n, • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance\n, • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations\n, • Location: In-office presence required\n, • Work-Life Balance: Flexible schedule to maximize productivity and personal time\n\n Skills & Experience \n\n • Education: Bachelor's degree or equivalent skills and work experience\n, • Licensing: State Life & Health, SIE, Series 7, Series 66\n, • Personal Attributes: values-driven with a track record of success and accomplishment\n, • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence\n, • Mindset: entrepreneurial spirit with a desire to positively impact others' lives\n, • Collaboration: ability to work with and learn from top performers\n, • Work Authorization: must be authorized to work in the United States\n\n Training & Development \n\n • FINRA Sponsorship: provided for required FINRA licensing\n, • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training\n, • Virtual University: access to Equitable Advisors' Virtual University for continuous learning\n, • Mentorship: opportunities for joint work and mentorship\n, • 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\n, • Leadership Development: access to Leadership Development School for those with management ambition\n, • 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\n\n Compensation & Benefits \n\n • 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.\n\n \n\n • 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.\n\n \n\n • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.\n, • 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.\n\n \n Our Impact & Culture \n 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. \n 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. \n 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)

L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our culture is an unwavering focus on values, dedication to our communities, and commitment to excellence in everything we do. L3Harris is the Trusted Disruptor in defense tech. With customers' mission-critical needs always in mind, our employees deliver end-to-end technology solutions connecting the space, air, land, sea and cyber domains in the interest of national security. Job Title: Senior Specialist, Cost and Rates Planning Job Code: 36789 Job Location: Amityville, NY, Plano, TX or Remote Job Schedule: 9/80 REG Job Description: This role partners closely with Program Management, Pricing, Business Development, FP&A, Engineering and Operations to establish compliant, competitive, and strategically aligned indirect rates, forward pricing rate proposals (FPRPs), and cost estimating structures that support long-term growth and profitability. Develop and oversee forward pricing rate proposals (FPRPs) Establish long-range indirect rate strategies aligned to business objectives, portfolio mix, and competitive positioning Lead rate forecasting processes tied to annual operating plans and long-range strategic plans Ensure full compliance with FAR Part 15 cost principles and cost accounting standards (CAS). Oversee preparation and submission of compliant cost proposals and rate packages. Oversee indirect rate pool design, allocation bases, and consistency of cost treatment. Maintain policies and internal controls related to government cost accounting. Monitor provisional billing rates and assess risk of over/under-recovery. Provide guidance on allowable/unallowable cost treatment. Support Program Management with cost visibility, margin analysis, and rate impact modeling. Collaborate with HR and Operations on labor planning, workforce mix, and overhead absorption strategies. Lead preparation for forward pricing rate negotiations. Develop succession plans and strengthen technical depth in FAR and CAS compliance. Qualifications: Bachelor's Degree and minimum 6 years of prior relevant experience. Graduate Degree and a minimum of 4 years of prior related experience. In lieu of a degree, minimum of 10 years of prior related experience. Preferred Additional Skills: Intermediate to expert level Microsoft Office skills, including 5+ years of experience with Microsoft Excel focusing on pivots, vlookups, macros and other features. 5+ years of experience with budgeting, financial analysis, forecasting and reporting to include variance explanations. Bachelor's Degree in Accounting, Finance or related major preferred Experience with Oracle ERP and Hyperion Planning Exceptional organizational skills, enabling monitoring of key due dates and activities and a flexible planner in terms of daily activities with ability to adapt to changing requirements and priorities Strong customer service approach, self-directed, assertive, with a positive attitude Ability to develop broad, cooperative relationships with numerous groups and individuals, at all levels of the organization In compliance with pay transparency requirements, the salary range for this role in California, Massachusetts, New Jersey, Washington, and the Greater D.C, Denver, or NYC areas is $88,000 - $164,000. The salary range for this role in Colorado state, Hawaii, Illinois, Maryland, Minnesota, New York state, Cleveland Ohio, and Vermont is $76,500- $141,500. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. L3Harris also offers a variety of benefits, including health and disability insurance, 401(k) match, flexible spending accounts, EAP, education assistance, parental leave, paid time off, and company-paid holidays. The specific programs and options available to an employee may vary depending on date of hire, schedule type, and the applicability of collective bargaining agreements. L3Harris Technologies is proud to be an Equal Opportunity Employer. L3Harris is committed to treating all employees and applicants for employment with respect and dignity and maintaining a workplace that is free from unlawful discrimination. All applicants will be considered for employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender (including pregnancy, childbirth, breastfeeding or other related medical conditions), gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, characteristic or membership in any other group protected by federal, state or local laws. L3Harris maintains a drug-free workplace and performs pre-employment substance abuse testing and background checks, where permitted by law. Please be aware many of our positions require the ability to obtain a security clearance. Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a conditional offer of employment may be subject to government security investigation(s) and must meet eligibility requirements for access to classified information. By submitting your resume for this position, you understand and agree that L3Harris Technologies may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions. L3Harris Technologies is an E-Verify Employer. Please click here for the E-Verify Poster in _ or _ . For information regarding your Right To Work, please click here for _ or _ .

Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to develop and pursue creative strategies while using the latest tax technologies in the real estate industry to serve clients? If you answered yes to any of these questions you should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager. Deloitte Tax Managers use their experience in accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management Real Estate Tax group, you will provide federal tax consulting and compliance services to clients in the Real Estate industry sector. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, work with state of the art technology, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career. Responsibilities will include: • Assisting clients with life events for partnerships (e.g., formations, mergers, initial public offerings), inside and outside basis computations, section 704(c) and section 743(b) computations, and Schedule K-1 processing., • Using proprietary technologies to assist clients in streamlining their tax compliance processes and achieve worldwide compliance., • Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements in the real estate industry., • Advising clients on a variety of tax issues, including REIT Qualification, impact of Tax Reform on passthroughs and other Real Estate clients, business restructuring, and tax controversy., • Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates using state of the art technology and data analytics., • Managing engagement workflow, engagement team resources, and engagement billing., • Mentor and develop junior staff, including those in our U.S. India office, providing leadership, counseling, career guidance, and guidance on issues related to work/life fit. As global leaders in providing professional services to the Real Estate industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, investment partnerships, private equity, Real Estate Investment Trusts, real estate private equity funds, and other real estate owners and operators. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. Join us, and help clients optimize their tax functions and take strategy to the next level. Qualifications Required: • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week., • 5+ years in corporate tax experience, • Limited immigration sponsorship may be available, • A bachelor's degree in accounting, finance or related field, • Solid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring, and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research, • Strong managerial experience with budgets, people and projects, • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve, • One of the following active accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA If not CPA eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP), • Preferred Advanced degree such as Masters of Tax, JD, and/or LLM Previous Big 4 or large CPA firm experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,350 to $205,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation. Responsibilities include: • Providing personal financial counseling and management services directly to service members and their families., • Assisting service members in establishing a spending plan for extended absences., • Developing and making available informational financial materials to service members and families., • Coordinating, publicizing and providing a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34., • Responding to requests for age-appropriate classes or seminars., • Possessing the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office., • Managing duty to warn situations according to Department of Defense (DoD) protocol., • Communicating with leadership and participating in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned., • Participating in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate., • All other duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description. Other Job Requirements Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 5+ years of financial counseling experience. Must be a U.S. citizen and speak fluent English. If required by the contract, must be bilingual in English and Spanish. Be able to obtain a favorably adjudicated Tier 2 investigation. Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Salary Range Salary Minimum: $64,285 Salary Maximum: $102,855 This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law. This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

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 Qualifications 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)

Rooted in Mission. Powered by Your Practice. As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will: • Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests, • Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement, • Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities, • Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs, • Bring a thoughtful, creative, and entrepreneurial approach to practice growth always centered on what's best for your clients Required: • 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients, • Deep knowledge of investment solutions and financial planning, • Exceptional people skills - engage clients with authenticity, build trust naturally, and always act in their best interests, • Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives, • Thrives with both autonomy and accountability, • FINRA Series 7 and Series 63; Series 65 or 66, • Life and Health Insurance License all licenses must be obtained within 120 days of start date Preferred: • Life and Health Insurance License (Resident State) Multiple Issuers required, • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base salary upon successful completion This is a sales role in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Your total compensation extends well beyond base salary and grows as your practice grows. As you continue to build and expand your practice, you'll have the opportunity for promotion that can unlock additional compensation enhancements along the way. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources because taking care of our people is just as important as taking care of our clients. Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date: 2026-09-30Base Pay Range: $100,000/yr - $110,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us. At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed, our impact on clients' lives grows stronger. The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here . TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org TIAA maintains a drug-free and smoke/free workplace. For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

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 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. 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.

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. Stable Pay: After successfully completing PEP, you will be eligible to be

Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn

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. Benefits Eligibility: Eligible financial professionals can participate in

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. Equitable Advisors supports you with biweekly stable pay for up to your f

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

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. Financial Professional - NY, Melville. Stable Pay: After successfully com

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

New York Life is seeking a Financial Services Professional to guide clients toward their financial goals and build lasting relationships.

Northwestern Mutual’s College Financial Representative internship offers guidance, networking, and a framework to build an integrated financial planning practice while you study.

Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. After successfully completing PEP, you will be eligible to become a 20th Edition financial pro

This role is responsible for business development and relationship management on behalf of TD Bank with regards to Registered Investment Advisor firms [RIAs], independent advisors and end consumers within affiliate channels, including TD Ameritrade Institutional and Retail [consumer only] platforms. This role is at the center of the TD Wealth Private Banking model in affiliate channels providing business development, wholesaling, direct net asset growth [NAG] and day-to-day account management of RIA firms, advisors and their clients. This role is a high-touch point of RIA, advisor and client contact, wholesales and distributes complex custom Private Banking solutions [principally securities-based lending] to Registered Investment Advisors in the TDA Institutional Network and is responsible for growing and retaining RIA Firm, Advisor and client relationships. In the TD Ameritrade Retail channel, the Senior Wealth Lending Advisor partners with TD Ameritrade Investment Consultants in a direct distribution model to advise and service the unique and complex lending needs of Wealth qualified TD Ameritrade Retail clients. This role supports a national model with coverage in/out-of-footprint and provides regional coverage for a multi-state geography. As the senior most lending sales officer, the role supports new products as they are introduced and will be called upon to assist in complex transactions across other Wealth distribution channels. Education & Experience: • 4-year degree required, MBA or advanced degree preferred, • 10 + years financial services experience in a production capacity (i.e. track record for meeting sales goals) required, • Strong credit and financial analysis skills; formal credit training preferred, • Proven business development track record, • Ability to deliver content, training in a variety of settings: In person, over the phone, conferences., • Securities Licensed: Series 7, 63 + 65 or 66 preferred, • Certified Financial Planner (CFP), preferred., • Strong understanding of private banking business development techniques, products, services and overall industry, • Advanced understanding and experience interacting with high-net worth clients, • Consultative sales experience required, • Proven ability to establish relationships and partner effectively with other departments within TD Bank U.S., • High level of personalized customer service skills, including ability to work with wide variety of clients and provide an exceptional level of service, • Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner, • Ability to work within an organization to influence and get things done without direct authority, • Organized self-starter with ability to work independently with little direct guidance, • Refined negotiation skills, • Excellent communication skills, both verbal and written, • Membership in civic and professional organizations required upon on-boarding, • Must have experience working within a highly collaborative team environment

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

Maintains financial profitability by meeting and exceeding purchasing and sales targets. Whole Benefits offers a wide range of benefits for Full and Part-Time Team Members, including eligibility for a store discount, paid time off, financial wellness, health & wellness support programs, and access t

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

Maintains financial profitability by meeting and exceeding purchasing and sales.

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome