Financial planning jobs in Middletown, New JerseyCreate job alerts

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Critical Connection, inc is seeking a travel Skilled Nursing Facility (SNF) Occupational Therapist for a travel job in Matawan, New Jersey. Job Description & Requirements • Specialty: Occupational Therapist, • Discipline: Therapy, • Start Date: 06/15/2026, • Duration: 13 weeks, • 40 hours per week, • Shift: 8 hours, days, • Employment Type: Travel About the Opportunity We are seeking an Occupational Therapist (OT) passionate about helping patients regain independence following hospitalization or illness in a skilled nursing setting. This role focuses on functional recovery, ADLs, and safe discharge planning. New grads encouraged to apply. What You’ll Do • Evaluate and treat patients with functional, cognitive, and physical impairments, • Address ADLs, IADLs, upper-extremity rehab, and adaptive strategies, • Provide 1:1 patient-centered care, • Collaborate with PT, SLP, nursing, and case management, • Complete accurate documentation and discharge planning Qualifications • Master’s or Doctorate Degree in Occupational Therapy, • Active (or pending) state OT license, • SNF experience preferred, not required Compensation & Benefits • Competitive weekly pay, • Guaranteed hours, • First-day benefits (medical/dental/vision), • Housing & travel stipends, • License reimbursement, • $1,200 CEU allowance, • 401(k) and disability coverage Critical Connection, inc Job ID #18352096. Pay package is based on 8 hour shifts and 40.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Therapy:OT SNF/ALF,07:00:00-15:00:00 About Critical Connection, inc This isnʼt just a job you are looking for. You are building a career. CCI can help you make your next move and help you to know when itʼs the right move. We want to know about your career and personal goals, including what you want to achieve now and well into the future. Building solid relationships through transparency and trust with our Therapists and Nurses is the foundation of our process. CCI gives you access to opportunities with the best healthcare organizations and private practices throughout the United States. We understand these healthcare providers' needs and the company culture, allowing us to connect you with the right employer for your career goals, skills, and financial objectives. Submitting your profile is just the start. We meet with you to learn more about who you are, both as a healthcare professional and as a person - your dreams, your strengths, and your values. Then you can leave the travel search to us. There is no stress, no hassles, no time wasted searching multiple want ads and job placement websites - just the best opportunities for you. CCIʼs commitment to getting to know each candidate guarantees the best professional and personal fit between CCI candidates and healthcare employers. Make the connection today!

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job Description Position Description: Client Service Manager About the Company Rockdale Financial Services Inc has a rich history in the financial industry rooted in New Jersey. The 2 principal advisors each have over 40 years in the financial services industry. Our firm works primarily with individuals and businesses owners. Our expertise is in asset and wealth management as well as coordination of tax management, risk management, debt management and estate planning. See our site at www.RockAssets.com for more information. Position Overview/Summary The Client Service Manager delivers a wide range of critical client support to the advisor and principal teams and helps to provide the resources and guidance [firm’s] clients need to achieve their financial goals. Duties are varied and can include: supporting the preparation of financial plans and reviews; executing investment transactions; scheduling and organizing meetings; responding to client inquiries and maintaining and updating client files. Position Responsibilities Interact daily with clients, process client requests and answer basic client inquiries in a timely manner. Address inquiries to appropriate areas Proactively communicate with clients on a regular basis through a range of communications vehicles Coordinate the preparation of financial plans, annual or quarterly reviews and other ad-hoc client meetings materials Prepare balance sheets, investment allocation summaries, meeting agendas, charts, graphs and added services Schedule client and team meetings as required Discuss and organize follow-up steps with the advisors or firm principals after client meetings Prepare client engagement agreements and investment applications including new account applications, process transfers of client accounts, provide daily tracking of project status and keep client informed of the progress of their accounts Coordinate account transfers and obtains cost basis information for incoming assets Execute equity, fixed income, mutual fund and variable annuity transactions under the direction of the firm principal or advisors Review daily transaction reports to ensure accuracy of previous day activities Monitor client account activity including dollar cost averaging activity Verify cash balances for systematic withdrawal programs Generate and review monthly available cash report Maintain the client referral program by coordinating next steps and providing required advisor/principal support Manage all details of clients, prospects and vendors in CRM Populate and maintain accurate client data in client relationship management database, client fee billing and reporting systems Prepare fee invoices and monthly fee bill summary; coordinate compliance approval and payment for client accounts Ensure system backups are completed on routine basis Monitor continuing education requirements for advisors, principals and team members Order and maintain all supplies including forms, prospectuses and useful research information Coordinate mailings; process incoming mail Commit to continuous education and professional development to remain current in industry issues, CRM and financial planning software, including report and analysis preparation Foster an environment of open, honest and timely communications Ensure the mission statement, vision and core values of the firm are incorporated into the duties and responsibilities of the position Recruit, manage, train and motivate direct reporting staff/team according to company procedures, policy and employment law [if applicable] Maintain administration and relevant client service reporting and planning systems; manage relevant reporting of management and financial information for the client service department Required Skills and Experience Exceptional oral and written communication skills Excellent follow-up and follow-through capabilities Personable, approachable with a positive attitude Organized, meticulous, detail-oriented and able to multitask Able to interact well with sophisticated, high net worth clients and all employees Able to exercise good judgment by recognizing urgency and setting priorities Professional attitude, demeanor and appearance Able to work independently with good problem solving, mathematical and time management skills Comfortable with public speaking High degree of confidentiality and latitude Proficient with Windows based software, including MS Word, Excel, PowerPoint Knowledge of [CRM system], Morningstar and/or portfolio management software a plus 1+ years of experience in the financial services industry, preferably with an investment management or advisory firm Work experience that demonstrates interpersonal and teamwork skills Licenses Series 63 required/preferred Bachelor’s Degree [Finance or Accounting optional] from nationally-recognized institution GPA [3.XX] or higher preferred Firm Benefits [Heath Insurance; Retirement plan; life insurance; dental; vision] Company DescriptionWe are a registered investment advisory firm as well as a financial planning firm located in Monmouth County New Jersey.We are a registered investment advisory firm as well as a financial planning firm located in Monmouth County New Jersey.

Job Description We are searching for a full-time bookkeeper and assistant for our Financial Planning and Income Tax practice Candidate must be proficient in QuickBooks and have experience with Pro-Series and MS Office, must have excellent communication skills and be fluent in English. Experience in a professional office is preferred.

Job Title: Culinary Specialist Category / Component: Enlisted • Both Overview Culinary Specialists operate and manage Navy dining and lodging services, planning menus, preparing meals, managing inventories and records, and contributing directly to crew morale and readiness at sea and ashore, including support to high visibility executive food service when selected. Key Responsibilities Plan menus and order subsistence; prepare and serve meals in galleys, mess decks, and wardrooms; manage storerooms, inventories, and financial records; operate and maintain kitchen and dining spaces; lead food production teams and supervise sanitation and food safety; support executive dining services and protocol events and perform in flight food service duties when assigned. What to Expect Fast paced food service operations with strict sanitation, safety, and quality standards; team focused environment with rotating schedules that align to ship and base operations; hands on culinary production and customer service with periods of high volume and special events; opportunities to work in both large cafeteria style operations and small executive dining venues. Work Environment Work in galleys and dining facilities aboard surface ships and submarines and in shore based dining facilities and lodging operations; operate across a range of venues from large mess decks to small wardrooms and executive dining spaces; deploy worldwide with ships and units and support food service in both afloat and ashore environments. Pathways, Training & Advancement Recruit Training followed by accession training and on the job qualification in galley operations, food preparation, baking, serving, and records management; Culinary Specialist A School may be waived based on pipeline needs, with Sailors qualifying through unit training and formal courses as available; progressive advancement through roles such as watch captain, leading Culinary Specialist, and opportunities for special programs such as Executive Services, Enlisted Aide, and Instructor duty. Enlist as a Culinary Specialist and complete accession training, with rating assignment and formal schooling sequenced based on service needs; compete for special duty programs, including Executive Services and Instructor tours, after gaining fleet food service experience and strong performance marks. Qualifications All Navy jobs require meeting general enlistment or commissioning standards, which typically include: Eligibility to serve in the United States Navy, which may involve United States citizenship or other legal residency and work status, depending on the program and current law and policy A high school diploma or equivalent for enlisted positions, and a bachelors or qualifying professional degree for officer positions Meeting age limits that vary by program and are set in law and Navy policy. Some communities have more restrictive age ranges Meeting medical, vision, and dental standards, including body composition and physical fitness requirements, with some jobs requiring more demanding standards Meeting character and conduct standards, including background screening Achieving required test scores for your program, such as the Armed Services Vocational Aptitude Battery for enlisted roles or officer qualification tests for officer programs Eligibility for a security clearance when required for your rating or designator Additional qualifications can include specific skills, education, licensure, or experience that are unique to a job or community and will be reviewed with you by a recruiter. Additional qualifications for this job may include: Team orientation with good communication and customer service skills; solid arithmetic and record keeping ability for inventory and financial management; interest in culinary arts, nutrition, and food safety; attention to detail and ability to follow recipes, portioning, and sanitation procedures; ability to meet Navy enlistment standards and work safely in hot and fast paced galley environments. Education Education benefits are available through standard Navy programs such as Tuition Assistance, the Post-9/11 GI Bill, ACE-recommended college credit for Navy training, Navy COOL-funded certifications, USMAP apprenticeships, and other Navy College Program opportunities. Specific options depend on the Sailors status, training, and current Navy policy. Pay, Benefits & Service Pay, benefits, and service commitments follow standard Navy Active and/or Reserve policies for this type of role, including basic pay, allowances when eligible, health coverage, and retirement options. Exact entitlements, special pays, and service obligations depend on program, component, years of service, and current law and Navy guidance. Incentives Incentives such as bonuses, special pays, and loan repayment may be available at times for specific ratings or communities, but they change frequently and cannot be guaranteed. Applicants must confirm current incentives and eligibility with an official Navy recruiter or authoritative Navy source. Notes and Disclaimers This description is a general overview of typical duties, training, and opportunities in this community. It does not replace official Navy instructions, policies, or contracts and does not guarantee specific assignments, training, incentives, or outcomes. Actual opportunities depend on Navy needs, individual performance, screening results, and current law and policy.

Job Description About the Role We are seeking an experienced and detail-oriented Electrical Project Manager to oversee and manage electrical construction projects from inception through completion. This role is responsible for ensuring projects are delivered on time, within budget, and in compliance with Company quality control and safety standards. Key Responsibilities • Manage all phases of electrical construction projects, including planning, execution, and close-out, • Develop and maintain project schedules, budgets, and forecasts, • Coordinate with clients, subcontractors, vendors, and internal teams, • Review and interpret electrical drawings, specifications, and contracts. Practical knowledge of latest NEC Codes, • Utilize McCormick Estimating Software for project estimates and cost tracking, • Manage job costing, billing, and financial reporting using Foundation Accounting Software. Prepare Schedules of Values; Prepare, track and resolve all change orders., • Ensure compliance with all safety regulations and company policies, • Monitor project progress and proactively address and document all issues and/or delays, • Prepare monthly cost to complete reports and present project weekly status reports to leadership and clients, • Schedule and attend weekly site meetings with field and customer personnel Qualifications • Minimum 7+ years of experience in electrical project management, • Strong knowledge of commercial and/or industrial electrical construction, • Proficiency with McCormick Estimating Software and Foundation Accounting Software preferred, • Ability to read and interpret blueprints and technical documents, • Strong organizational, communication, and leadership skills, • Proven ability to manage budgets, schedules, and multiple projects simultaneously, • Proficiency with Microsoft 365, Word, Excel, Outlook, Sharepoint, Autodesk and Bluebeam software, • Bachelor’s degree in Construction Management, Electrical Engineering, or related field preferred (or equivalent experience) What We Offer • Competitive salary based on experience, • Health, dental, and vision insurance, • Paid time off and holidays, • Opportunities for career growth and advancement, • Collaborative and supportive team environment

Job DescriptionAbout the Role:Join 3D Contracting of Central Jersey Inc. as a Commercial Construction Estimator/Project Manager, where you will play a pivotal role in shaping exciting commercial projects. This dynamic position combines estimating and project management, offering you the chance to lead initiatives from conception to completion. Responsible for supporting the overall direction, completion, and financial outcome of a construction project. Provide overall leadership for on-site field administration, supervision, and technical management for all construction operations, including direct supervision of 3DG Site Superintendents and other construction-related personnel. Direct them in planning, coordination, and execution of work on time, within budget, attaining or exceeding profit goals, maintaining a safe workplace, promoting and enhancing client relationships, and the company image. 1. Assist in the development of the project schedule and communicate sequence and schedule updates to all subcontractors and vendors.2. Maintain and enforce a project site logistics and temporary facilities plan.3. Maintain and enforce a project site-specific safety program in accordance with Policies and Processes, OSHA requirements, local, state, and federal laws, to include all subcontractors.4. Maintain and enforce a project-specific quality assurance and workmanship program to include all subcontractors.5. Perform and monitor all job site control reporting measures, including daily reports, monthly reports, accident reports, and time sheets.6. Coordinate daily construction activities within existing operating facilities7. Execute a plan for monitoring and completing punchlist items. Coordinate all required field inspections.8. Provide technical assistance to all members of the project team.9. Develop and mentor subordinates towards a successful career with the company.10. Promote the growth and development of client, subcontractor, and vendor relationships.11. Identify new work opportunities and inform Sales and Marketing of potential projects with current clients. 12. Manage and coordinate 3DG personnel and resources for the project13. Coordination with client representatives, architects, engineers, construction managers, and consultants to establish project requirements, budget, specifications, and schedules.14. Utilize 3DG systems to oversee project performance, including project status, budget, schedule, and personnel15. Manage the project using established project controls and procedures16. Communicate with owners, architects, and subcontractors related to project risk, timetables, costs/budgets, and change management17. Provide jobsite leadership in the area of safety and quality18. Understand and administer 3DG contract and subcontract agreements19. Establish, update, and communicate the Master Project Schedule and manage its implementation.20. Keep management informed on the progress of the project and the budget through regularly scheduled Operation Review Meetings.21. Facilitates weekly project status meeting with owner, owner’s rep, vendors, subcontractors, and others connected with the project. Prepares and distributes meeting minutes, indicating agreements reached, task assignments, and related information22. Review subcontractor and vendor invoices throughout the lifecycle of the project and approve for payment or negotiate appropriate changes with subcontractor. 23. Prepare and submit change orders for approval of the client and the V.P. of Operations. Prepare and submit invoices to accounting for final billing. Ensure subcontractors are notified of all change order documentation. Prepare all project close-out documentation, including submittal of all warranty information, affidavits, record drawings, final retainage payments, releases, and accounting-related documents. Ensure final payments are received from the client, and appropriate invoices are paid to subcontractors. Requirements: • Bachelor’s degree in Construction Management, or related field Experience Preferred., • Minimum of 5 years of experience in commercial construction estimating and project management., • Proficiency in construction management software and estimating tools., • Exp with Procore Project Management Software a plus, • Strong analytical skills with attention to detail in cost estimation., • Excellent communication and interpersonal skills for client and team interactions., • Knowledge of building codes, safety regulations, and industry standards., • Ability to manage multiple projects simultaneously and meet tight deadlines., • Professional demeanor with a proactive approach to problem-solving.About Us:3D Contracting of Central Jersey Inc. has been delivering exceptional commercial construction services for over 37 years. Our commitment to quality and customer satisfaction has earned us a stellar reputation in the industry, making us a preferred choice for clients and a great place for employees to grow their careers.

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com The Opportunity We are seeking a Managing Director who is both a producer and a builder—someone with a strong track record in financial services and proven experience recruiting, developing, and leading high-performing teams. This role is designed for leaders who want to build their own practice while scaling an organization within a supportive, growth-oriented environment. What You’ll Do • Build and lead your own team of Financial Professionals, • Actively recruit, train, and develop new advisors (minimum 8 hires per year), • Drive performance through coaching, mentorship, and accountability, • Maintain personal production across life insurance and annuity business, • Deliver holistic financial strategies to clients using a consultative approach, • Partner with internal specialists and external professionals (CPAs, attorneys, etc.), • Create a culture of growth, professionalism, and client-first service Requirements What We’re Looking For • Proven leadership and recruiting experience in financial services, • Strong production background (life insurance and/or annuities required), • Entrepreneurial mindset with the desire to build and scale a business, • Ability to attract, develop, and retain talent, • High level of professionalism, drive, and accountability, • Excellent communication and relationship-building skills Role Expectations This is a leadership-focused position intended for individuals committed to building and managing a team. • Recruit a minimum of 8 new Financial Professionals annually, • Maintain consistent personal production to remain in good standing, • Actively mentor and grow your team’s performance and retention What We Offer • A platform to build your own business within an established firm, • Access to advanced planning strategies, marketing support, and leadership resources, • Competitive compensation with uncapped income potential, • Ongoing leadership development and mentorship, • A collaborative culture focused on long-term success for both clients and advisors Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job DescriptionSalary: 50,000-90,000 About Us: Were focused on creating high-quality residential communitiesincluding apartments, townhouses, affordable housingas well as modern commercial developments. With in-house civil construction capabilities, we manage projects from concept to completion. Were looking for a motivated Engineer to join our team and grow with us across field and office responsibilities. *On Site position Job Summary: As a Land Development Professional, youll support the planning, design, and development of residential and light commercial sites. Youll assist with project entitlements, engineering drawings, site layout, grading, utilities, and permitting for ground-up construction projects. This role blends hands-on site work with office-based design and documentation, providing exposure to the full life cycle of land development projects, including land use approvals, construction management, and project delivery. Key Responsibilities: • Assist in the project entitlement process incorporating local land use requirements along with other State and governmental agency site specific permitting and approval criteria., • Provide potential solutions and focus in order to meet land development objectives, project opening, and delivery dates., • Coordinate with local Utility companies and Authorities., • Participate in project due diligence and feasibility studies., • Prepare financial models for land development projects., • Contribute to zoning, land use and environmental permit application packages, • Compile and analyze site data including surveys, soil reports, and as-built drawings., • Collaborate with in-house construction teams, subcontractors, and consultants., • Participate in project meetings and coordinate with engineers, planners and regulatory agencies., • Assist with preparing cost estimates, construction schedules, and technical reports. Qualifications: • Bachelors degree in Engineering, Urban Planning, or a related field., • Internship or co-op experience in land development, site design, or construction preferred., • Familiarity with AutoCAD, Civil 3D, Excel, and Microsoft Office., • Basic understanding of stormwater management, grading, and utility design., • Strong communication skills and willingness to learn in a fast-paced, hands-on environment., • Valid drivers license and ability to travel to project sites as needed. Level 10 construction is an Equal Opportunity-Affirmative Action Employer Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation / Age

Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a financial professional with hustle and a couple of years of experience working in a wealth management supportive role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your proven success in a demanding, supportive financial role, steering client relationships that drive results, we want to hear from you, ASAP! As a Wealth Advisor Associate, your service-oriented nature and impeccable attention to detail are critical in supporting a Lead Advisor on business development efforts and two Wealth Advisors who are focused on delivering our comprehensive service model. Interacting with high-net-worth individuals, executives, business owners, and families, you are confident being yourself, and you also possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact on other people’s lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Day-to-Day as Wealth Advisor Associate: • Work with a high-performing & growth-oriented team of advisors who are incentivized to develop your career, • Provide technical and financial support to clients, • Create and deliver client presentations, • Participate in client meetings: Conduct data gathering, case design, and scenario building, • Manage ongoing client service, create sales presentations, and manage the process of onboarding new clients, • Speak your mind, have your voice heard, innovate, and streamline existing processes, • Grow yourself personally and professionally with the support of your team and upper management with the goal of advancing into a Senior Wealth Advisor Associate and then a Wealth Advisor role after succeeding in the supporting Associate position What You Bring as Wealth Advisor Associate: • 1-2 years of proven experience in a financial support role, ideally within wealth management, • Desire to achieve the Certified Financial Planner or Chartered Financial Analyst designation, • Excellent attention to detail, multi-tasking, and time management skills, • Strong written and verbal communication skills required., • Strong knowledge base across investments, economics, accounting, and financial planning, • Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis, • Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers, • Outstanding ability to communicate, present, and influence your team and clients, • Must have Series 65 OR pass Series 65 exam within 90 days of employment and achieve the AWMA and AAMS designations within 9 months of employment, • A sincere desire to make a difference not only in your client's lives but in the world, demonstrated through your own volunteer journey Job Type: Full-time, salaried non-exempt Location: This position is based out of our office in Red Bank, NJ, or Radnor, PA. This is an in-office position. Salary: $80,000 base, plus annual bonus paid in quarterly increments Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.

Job DescriptionSalary: 60,000-100,000 About Us: Were focused on creating high-quality residential communitiesincluding apartments, townhouses, affordable housingas well as modern commercial developments. With in-house civil construction capabilities, we manage projects from concept to completion. Were looking for a motivated Land Development Professional to join our team and grow with us across field and office responsibilities. *On Site position Job Summary: As a Land Development Professional, youll support the planning, design, and development of residential and light commercial sites. Youll assist with project entitlements, engineering drawings, site layout, grading, utilities, and permitting for ground-up construction projects. This role blends hands-on site work with office-based design and documentation, providing exposure to the full life cycle of land development projects, including land use approvals, construction management, and project delivery. Key Responsibilities: • Assist in the project entitlement process incorporating local land use requirements along with other State and governmental agency site specific permitting and approval criteria., • Provide potential solutions and focus in order to meet land development objectives, project opening, and delivery dates., • Coordinate with local Utility companies and Authorities., • Participate in project due diligence and feasibility studies., • Prepare financial models for land development projects., • Contribute to zoning, land use and environmental permit application packages, • Compile and analyze site data including surveys, soil reports, and as-built drawings., • Collaborate with in-house construction teams, subcontractors, and consultants., • Participate in project meetings and coordinate with engineers, planners and regulatory agencies., • Assist with preparing cost estimates, construction schedules, and technical reports. Qualifications: • Bachelors degree in Engineering, Urban Planning, or a related field., • Internship or co-op experience in land development, site design, or construction preferred., • Familiarity with AutoCAD, Civil 3D, Excel, and Microsoft Office., • Basic understanding of stormwater management, grading, and utility design., • Strong communication skills and willingness to learn in a fast-paced, hands-on environment., • Valid drivers license and ability to travel to project sites as needed. Level 10 construction is an Equal Opportunity-Affirmative Action Employer Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation / Age

Job DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our 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: $95,000 - $250,000 commission based Responsibilities: • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Qualifications: • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential, • Bachelor’s degree in business administration, finance, or related field is required, • Superior customer service skills, math skills, relationship skills, and communication skills are preferred, • 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 Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job DescriptionDescription: Docupace is seeking an Account Executive- Small Business for a remote role! We are looking for a driven sales professional who thrives on prospecting, relationship-building, and creating new business opportunities in the SaaS and fintech sectors. Summary of Position: The Account Executive, Small Business is a full-cycle commercial owner responsible for acquiring net-new clients and managing the ongoing commercial health of an assigned down-market and small enterprise book of business. This role sits at the intersection of the traditional Account Executive (new logo acquisition) and Account Manager (renewals, expansion, and retention) functions, making it a uniquely high-impact position within Docupace’s growing revenue team. You will prospect and close new business across RIAs, independent broker-dealers, and small enterprise wealth management firms, with a primary focus on the PreciseFP solution and the broader Docupace platform. Once a client is won, you own the commercial relationship, managing renewals, identifying expansion opportunities, and ensuring strong net revenue retention within your book. This is an inside sales role with targeted travel for key client engagements and industry events. Ideal candidates bring B2B SaaS sales experience in FinTech or Wealth Management, a consultative selling approach, and the organizational discipline to balance active prospecting with commercial account management across a growing portfolio. Requirements: WHAT YOU WILL DO: New Logo Acquisition • Execute disciplined outbound prospecting across a defined target account list using phone, email, LinkedIn, and personalized outreach strategies, • Conduct discovery conversations and qualification meetings to assess business needs, operational challenges, and solution fit, • Schedule and lead introductory meetings, product demonstrations, and proof-of-concept engagements with key stakeholders and decision-makers, • Manage the full sales cycle for net-new opportunities from SQL through executed contract, including proposal development and negotiation, • Partner with Marketing to refine outbound messaging, campaigns, and target account prioritization strategies, • Collaborate with Solutions Consultants and Sales leadership to progress complex opportunities and support contract negotiations Commercial Account Management • Own the commercial relationship for an assigned book of down-market and small enterprise accounts, managing renewals 90–120 days in advance of expiry, • Drive net expansion revenue through cross-sell (PreciseFP, integrations, add-on modules) and upsell motions within the existing client base, • Partner with Customer Success to identify expansion signals, adoption milestones, usage growth, unmet use cases, and convert them to qualified commercial opportunities, • Manage at-risk renewals through structured save motions in collaboration with CS, Product, and leadership, • Participate in executive business reviews (EBRs) as the commercial counterpart to CS-led value delivery conversations, • Negotiate multi-year contract structures that improve ARR predictability and reduce churn risk within the managed book Pipeline Management & Reporting • Maintain accurate pipeline management, renewal forecasts, and opportunity documentation within Salesforce and related sales engagement platforms, • Deliver accurate weekly forecast submissions covering both new logo pipeline and renewal commitments, • Achieve or exceed monthly and quarterly targets for pipeline generation, new logo ARR, and net revenue retention, • Represent Docupace with professionalism, credibility, and strong communication skills in all prospect and client interactions WHAT YOU BRING: • 3–6 years of B2B SaaS sales experience, combining new logo acquisition and account management or commercial renewal responsibilities, preferably within FinTech or Wealth Management, • Demonstrated track record of achieving or exceeding both pipeline generation and net revenue retention targets, • Strong consultative discovery skills and the ability to quantify business impact, surface urgency, and navigate multi-stakeholder buying conversations, • Experience managing the full commercial lifecycle: prospecting, closing, renewals, upsell, and cross-sell within an assigned account portfolio, • Proficiency with Salesforce CRM and sales engagement platforms such as Outreach or Salesloft, • Familiarity with prospecting and contact database platforms such as ZoomInfo or LinkedIn Sales Navigator, • Strong organizational skills with the ability to manage active new logo pipeline and a renewal book simultaneously, • Self-starter with a competitive orientation, high accountability, and the ability to work independently while collaborating across Sales, Marketing, and Customer Success, • Understanding of the financial advice industry, including RIAs, broker-dealers, and wealth management operational workflows, preferred PREFERRED QUALIFICATIONS: • Experience selling or supporting Financial Planning, CRM, or WealthTech solutions (eMoney, MoneyGuidePro, RightCapital, Redtail, Wealthbox, Practifi, or SmartOffice), • Prior experience in a hybrid AE/AM or “full-cycle” commercial role with ownership of both acquisition and retention metrics, • Experience managing renewal negotiations for $25,000–$150,000 ACV contracts with procurement and executive stakeholders, • Proven track record of winning competitive displacements and managing platform expansion motions in a multi-product SaaS environment, • Familiarity with structured sales methodologies such as MEDDIC, Challenger, or equivalent, • Experience prospecting into financial services, wealth management, or compliance technology buyers, • Exposure to CS platforms such as Gainsight or ChurnZero for renewal pipeline and health monitoring HOW SUCCESS IS MEASURED: New Logo Performance • New logo ARR quota attainment:, • Pipeline coverage ratio, • Outbound prospecting and engagement activity: consistent multi-channel cadence with CRM accuracy, • Average sales cycle: target, • Win rate percentage Commercial Account Management Performance • Gross Revenue Retention (GRR), • Net Revenue Retention (NRR), • Renewal cycle management, • Expansion pipeline, • Multi-year contract conversion rate Physical Demands and Working Conditions: • Sit – Frequent, • Stand- Occasional, • Walk - Frequently, • Lift/Carry 0-20 pounds – Occasional, • Lift/Carry over 0-20 pounds - Occasional, • Kneel/crouch, bend, and /or stoop repeatedly - Occasional Travel: • Estimated 5% of the time is required to travel.

Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you'll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions. You'll be supported with digital tools, industry leading training, ongoing coaching, and backed by one of the most recognized brands in banking. This role offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi product solutions. In this role you will: • Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments, • Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments, • Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs, • Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes, • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency, • Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs, • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes, • The Senior Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the Senior Branch Premier Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program.Required Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Experience recommending financial products and translating customer goals into clear, actionable recommendations, • Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience, • Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments, • Experience coaching or supporting peers to strengthen team performance and customer impact, • Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others, • Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments, • 3+ years of experience in a licensed financial services position, • Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration, • State Insurance license(s)Job Expectations:, • Ability to work a schedule that will include most Saturdays, • This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required., • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. Requirements may change based on current state regulations., • Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted., • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date.Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply., • This position is not eligible for Visa sponsorshipPay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $37.00 - $65.50 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Adoption reimbursementPosting End Date: 26 May 2026 • Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job DescriptionSalary: $90,000 - $120,000 Cg Tax, Audit & Advisory is looking for a talented and experienced Tax Supervisor to join our Tax Services Group. Cg is a quality of life company. That means - we're focused on the overall well-being and happiness of our team members and ensuring that everyone enjoys a full work/life balance. Cg offers hybrid and remote work models, comprehensive benefits, mentorship and training, flexible hours, wellness initiatives, Summer Fridays, and unlimited paid time off. Candidates for this role will have experience and proven competency to complete the following job duties: • Review and prepare certain Federal and state income tax returns., • Maintain understanding of United States tax reform legislation and guidance., • Navigate and utilize tax research tools and resources., • Learn and/or perform tax research, writing, and analysis., • Research and navigate Federal and state, Sales & Use, and Property tax matters., • Review financial statements for accuracy and compliance., • Prepare tax schedules, payments, and other reports, as necessary., • Determine and provide solutions for complicated tax issues or erroneous tax filings., • Help with the preparation of quarterly and annual tax reports., • Ensure that clients comply with federal, state and local tax regulations., • Supervise and mentor Interns, as well as Staff and Senior Staff Accountants., • Quickly learn various cloud-based software solutions. Qualifications • 4 6 years accounting experience., • Bachelors degree in Accounting or related field., • CPA license (or progress plan towards CPA license) preferred., • Knowledge of acceptable accounting practices and procedures., • Experience with various tax theories and how to apply., • Client management experience., • Ability to multi-task while working independently or within a group environment., • Excellent problem solving, critical thinking, and analytic skills., • Proactive, self-motivated, organized, detail-oriented, and willing to learn from experienced professionals., • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously., • Proficient in Microsoft Office Suite (or similar software), Adobe Acrobat, and accounting software (QuickBooks and UltraTax preferred)., • This position is hybrid; a combination of remote and in-office work. In-office work will be determined by Cg management and/or client needs. Benefits for Full Time Employees • Health Insurance, • High Deductible Health Plan, • Health Reimbursement Arrangement (HRA), • Coverage begins on the first month after one full month of employment, • Life and Long-Term Disability Insurance (at no cost to employee), • Employee Assistance Program (at no cost to employee), • Voluntary Benefit Plans, • Dental, • Life Insurance and AD&D, • Short Term Disability, • Vision, • Critical Illness, • Hospital Indemnity & Accident, • Legal, • Section 125 (Flex Spending Account), • Accident, • Unlimited Paid Time Off Policy, • Holiday Time, • Plus one additional floating holiday per year, • Tax Day the firm is closed for a full day the first Friday following April 15th, • Summer Fridays, • Office closed on Fridays beginning the first Friday in June and ending the Friday of Labor Day weekend, • 401(k)/Profit Sharing Plan, • With auto enrollment upon eligibility and employer match, • Team Bonus Plan, • Paid subjectively based on billable/total hours, realization, and goals met, • New Team Member Referral Bonus, • Based on specified requirements included years of professional experience, • New Business Referral Bonus, • For recurring and non-recurring business based on specified parameters, • Reimbursement for Relevant Licenses and Dues, • CPA Exam Bonus, • Monetary bonus and reimbursement towards expenses upon passing all four part of the exam, • Bonuses also available for additional professional designations About Cg For more than 40 years, Cg Tax, Audit & Advisory (Cg) has helped clients stay focused on the road ahead by maximizing savings, increasing profitability and achieving financial goals. Its the reason Cg is recognized as a premier accounting firm, and why businesses choose Cg to evaluate and elevate their financial health. Cgs experienced professionals take the time to understand your unique business needs, challenges, and objectives. This enables the firm to create a customized solution that meets your accounting, compliance, and tax needs. Cg offers an extensive selection of services including tax planning, business consulting, valuation, and compliance and auditing in a variety of industries including healthcare, professional services, construction, manufacturing and distribution, nonprofit, and more.

Job DescriptionA family-owned printing and visual communications company that works with some of the best-known brands in retail, beauty, pharmaceutical, financial services and other industries. SUMMARYThe Production Planner plays a key role in bringing client projects to life through the careful planning and production oversight of each job. We’re looking for someone who is experienced in a variety of print production methods, highly organized, a strong communicator, and has the ability to work in a fast-paced environment for a growing company. This role will offer the right candidate the opportunity to work on exciting projects and put their skills to work for some of the world’s largest brands. KEY RESPONSIBILITIES:• Manages all aspects of production for assigned jobs from start to finish.• Deliver products on time while ensuring we’re meeting client expectations and quality standards.• Own all internal and vendor communications to ensure customer requirements are met or exceeded.• Provide consultation to Sales, Customer Service and Clients on best production practices.• Create a great customer experience by producing and delivering world-class print products.• Coordinate outside vendor purchases in coordination with the Outsourcing Manager.• Ensure all materials required for the job are accurately delivered within the appropriate time frame - paper, dies, cartons, etc...• Ensure each job is planned within the given budget while achieving quality, accurate production and on-time delivery.• Attend internal meetings, bringing fresh ideas and solutions to the group whenever possible.• Bring timely updates to the Production Manager of changes in schedules or specifications to jobs.• Coordinate and communicate with department managers to ensure schedule and quality requirements are met.• Ensure all proofs, draw downs and prototypes are of the highest quality and accuracy prior to delivering to the client.• Assist with "Customer Ok’s" when clients are on-site, when needed.• Review project costs to ensure billing accuracy. REQUIRED EDUCATION/EXPERIENCE:• Minimum of 10 years of direct industry experience in a production planning role• Excellent project skills and problem solving• Sound judgement and knows when to escalate issues and concerns of production projects• The ability to interact and communicate with members of the internal team• Great communication skills and a professional attitude• Microsoft Office skills a mustBenefits:• 401k with company match, Medical, Dental and Vision• Vacation, Sick Time, and Closed Holidays We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionAre you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options., • Full benefits package: health, dental, vision, 401(k), pension, life insurance., • Training stipend and performance-based bonuses., • Company-sponsored travel and professional development programs. -Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Compensation: $60,000 - $100,000+ Commission Based Responsibilities: • Utilize marketing tools and resources to grow your client base., • Provide guidance on insurance, investments, and retirement planning., • Participate in structured coaching and mentorship programs., • Ensure compliance with financial industry standards and licensing requirements., • Work with clients to assess financial needs and develop personalized strategies. Qualifications: • Must be authorized to work in the US., • Highly motivated with a strong work ethic., • No prior experience in finance is required—comprehensive training is provided., • Strong interpersonal and communication skills., • Competitive mindset with a history of leadership or achievement. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job DescriptionSalary: LOG-NET is a leader in the global autonomous logistics marketplace. Our platform powers some of the largest brands in the world in the global distribution of there products. We are looking to add to our operations and compliance team to drive strategic development of current and future management controls throughout the organization. DESCRIPTION: Duties: Focus on supporting the operational excellence in the support of our platform. Coordinate and manage the 24x7 performance of our platforms, messaging and databases. Provide oversite on strategic initiatives and business enablement with responsibility for Risk and Controls, Cyber and regulatory compliance. Create and drive strategies for processes and tools to govern and execute technology controls in line with the changing risk and regulatory landscape. Promote IT, HR and security policy awareness. Monitor, track, and report on compliance with established control policies, processes and procedures. Drive value creation as part of the leadership team by providing strategic direction and proactively leading initiatives, identifying opportunities to establish solutions and processes globally across the firm to protect the information assets of business processes in any environment while enabling the business strategy. Responsible for driving the organization's risk agenda, ensuring transparency and appropriate controls. Contribute to the definition and execution of the firm's strategic roadmap. Lead the analysis, design and implementation of products, tools and technology, delivering security and control management capabilities and services. Create guidance regarding control-gap remediation and compensating controls; oversee action plans and resolution of control issues/breaks with our partners. Identify risks; develop and lead executable programs to ensure implementation and effectiveness of firm-wide risk management and control solutions. Drive awareness of regulatory and controls obligations and ensure timeliness of response. Manage the control environment regarding all technical, financial and operations process by reviewing key controls metrics and directing stakeholders appropriately to ensure adequate control management. QUALIFICATIONS: Minimum education and experience required: • Bachelor's degree in Information Technology, IT Security, Physics, Mathematics, Cybersecurity, or related field of study, • Experience in IT Operations and Production Support, • Experience in Database Support, • Experience in electronic data interchange and API management, • Two (2) years of experience in the job offered or Two (2) years of experience as an IT Operations, Security Consultant, Cybersecurity Specialist, or related occupation., • Experience in documentation, audit and validation of controls and compliance / trust services criteria requirements. Skills Required: This position requires experience with the following: Computer Network Defense; Cryptography; Identity and Access Management; Vulnerabilities Assessment for Legal, Government and Jurisprudence purposes; Enterprise Architecture including HR Policies and Employee Relations; Information Assurance; Information Management; Infrastructure Design; Requirements Analysis; Risk Analytics and Modeling; Risk Management; Cyber Security; Strategic Planning; Systems Life Cycle; Agile Development; Scaled Agile Development; Third Party Security and Risk Management; and reporting to C-level Executives. Preferred Experience: Cloud Computing ; Artificial Intelligence; Machine Learning; Robotic Process Automation; Blockchain technologies. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. You must be authorized to work in the United States for this position.

Job Description Job Title: Registered Dental Hygienist Department: Clinical Reports to: Chief Dental Officer FLSA Status: Non-Exempt Company Overview ProSmile is the fastest growing dental organization on the East Coast and Midwest. Our premier DSO is led by world class dentists who understand what highly skilled dentists and dental professionals need to grow a practice while focusing on delivering the best-in-class clinical care to their patients. We offer up-to-date equipment and technology, experienced and friendly staff, and dentists who truly care about their patients, as well as competitive pay and, where applicable, a benefits package that includes medical, dental, vision, 401(k), training, and career growth opportunities. Position Summary ProSmile is looking to hire an enthusiastic dental hygienist to join our dedicated dental team. Thanks to a steady demand for our services and a loyal and strong patient base, we are expanding our horizon even further. As a result, we are looking for excellent talent to grow with us. Our Registered Dental Hygienist role is for any qualified individual, including recent Hygiene school graduates! We offer a competitive salary, with an option to join an amazing team. Duties and Responsibilities The duties include, but are not limited to: • Provide excellent patient care, • Take and develop dental x rays, • Assess patients’ oral health and report findings to dentists, • Document patient care and treatment plans, • Educate patients about oral hygiene techniques, such as how to brush and floss correctly, • Performs miscellaneous job-related duties as assignedQualifications, • Dental Hygiene license required, • Active CPR Certification is required., • High school diploma or GED requiredKnowledge and Skills/Expected Competencies, • Ability to clearly communicate medical information to professional practitioners and/or the general public., • Ability to perform the duties and tasks of a Registered Dental Hygienist Benefits Summary At ProSmile, we are committed to supporting the health and well-being of our employees and their families. We offer the following benefits for Full Time Benefits Eligible Positions (35+ hours per week) and Part Time Benefits Eligible Positions (30-35 hours per week): • Medical Insurance: Choice of five comprehensive Aetna medical plans, including options with low copays, deductible-sharing, and national provider networks., • Dental Insurance: MetLife plans offering preventative, basic, major, and orthodontic coverage options., • Vision Insurance: Davis and UHC vision plans with annual exams, eyewear allowances, and contact lens benefits., • Flexible Spending & Health Savings Accounts: Pre-tax savings accounts for medical, dependent care, and healthcare expenses., • Life & Disability Insurance: Employer-paid basic life and AD&D insurance, with voluntary life, short-term, and long-term disability plans., • Additional Perks:, • Employee Assistance Program (EAP), • Identity Theft & Fraud Protection, • Legal Support Services, • Discount Programs (including pet insurance, travel, theme parks, electronics, etc.), • Wellness Programs, • Financial Wellness and Planning Tools Physical/Mental Demands and Work Environment The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand, walk and use hands and arms to operate general office equipment (PC, telephone, file cabinets, copier, fax machine and printer). The employee may occasionally lift and/or move between 10 and 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The employee may need to travel to healthcare practices. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually low to moderate. The Company reserves the right to modify the job description based upon its needs and may require the employee to perform functions beyond those mentioned above. Neither this job description nor any other communication creates an employment contract between the Company and the employee. Equal Employment Our culture encourages individual development, embraces an inclusive environment, rewards innovative excellence, and leads in provider and patient satisfaction. Prosmile values diversity, inclusion, and equity as matters of fairness and effectiveness. We are committed to hiring and retaining a staff that reflects the diversity of the communities we serve, fostering an inclusive working environment where staff of all backgrounds feel welcomed and engaged. ProSmile is an Equal Opportunity Employer and encourages applications from individuals underrepresented in the medical sector, including people of color, and persons with non-traditional work and educational experience. All who believe they meet the stated qualifications are invited to apply. Company Safety We believe that the best care for our patients starts with the best care for our employees. ProSmile is committed to proactively creating and maintaining an environment that is safe for our team and patients. Employees are required to wear Personal Protective Equipment (PPE) including face masks, gloves, gowns, and more as needed and in accordance with CDC standards. Powered by JazzHR kS82J5y5Dt

Job Description Role Title: Account ManagerDepartment: GTM / Sales / Account ManagerReports to: VP, Client ServicesLocation: FL, NJ About Heathos Heathos is transforming the healthcare insurance landscape through a connected, data-driven ecosystem that simplifies complexity and drives long-term success. Built on trust, innovation, and integrity, we provide technology, services, and insights that support agencies, carriers, and members at every stage. Our family of brands—FirstEnroll, AdminOne, and SonicMarketing—works together to streamline operations and deliver a seamless insurance experience. Role Purpose The Account Manager serves as the primary liaison between FirstEnroll (a healthcare TPA) and its clients and distribution partners, including employers, insurers, brokers, and Independent Marketing Organizations (IMOs). This role ensures smooth service delivery, partner activation, and long-term relationship growth. The Account Manager is both the voice of the client internally and the face of the organization externally, driving satisfaction, retention, and revenue expansion through proactive engagement and strategic account planning. Key Responsibilities • Client & Partner Relationship Management: Build and maintain strong relationships with employers, brokers, and distribution partners (IMOs, agencies, agents). Serve as a trusted advisor, ensuring partners are fully activated on Heathos platforms and understand how to maximize them., • Account Management & Service Delivery: Oversee end-to-end administration of client accounts, including onboarding, plan setup, renewals, and compliance with SLAs., • Growth & Retention: Develop quarterly account plans with performance goals, campaign ideas, and pipeline updates. Identify upsell and cross-sell opportunities., • Data-Driven Insights & Reporting: Use CRM tools and dashboards to monitor partner activity, claims data, and utilization trends., • Industry Expertise & Enablement: Stay current on healthcare regulations, insurance distribution models, and agency activation cycles.Key Skills & Competencies, • Relationship & Business Skills: Retention-focused mindset, proactive communicator, strong presentation and training abilities., • Analytical & Technical Skills: Comfort with CRM tools, data dashboards, and interpreting performance metrics., • Behavioral Skills: Empathetic, organized, detail-oriented, and collaborative across teams., • Industry Knowledge: Familiarity with TPA operations, health insurance policies, commission structures, and agency distribution models.Qualifications & Experience, • Bachelor’s degree in healthcare administration, business, or related field., • 5–10 years in account management, partner success, or relationship management within insurance, benefits, or financial services., • Proven success in retention, partner engagement, and cross-sell growth., • Licensed agent experience preferred., • Proficiency in CRM tools and MS Office Suite.Performance Metrics (KPIs), • Client and partner satisfaction (NPS or equivalent)., • Retention and activation rates of accounts and partners., • Revenue growth within assigned accounts., • Timeliness and quality of service delivery., • Resolution time for issues and escalations. Heathos is proud to be an equal opportunity and affirmative action employer. We are committed to building a workforce that is representative of the agencies, carriers, and members we serve, creating a culture of belonging, and providing an equal employment opportunity regardless of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), expecting or parents-to-be, criminal histories consistent with legal requirements, or any other basis protected by law. See also Know Your Rights: Workplace Discrimination is Illegal. If you have a need that requires accommodation, please let us know here. Heathos is a binational company and, in order to facilitate efficient collaboration and communication binationally, English proficiency is a requirement for all roles unless stated otherwise in the job posting.

Job Description Join BNE Real Estate Group as a Full-Time Area Property Manager and experience a rewarding career where your contributions truly matter. This onsite position offers the unique opportunity to oversee properties like The Waverly at Neptune and The Link at Aberdeen Station, allowing you to make a direct impact on community living and tenant satisfaction. This onsite position requires you to be a leader, fostering strong relationships with employees and residents, enhancing their living experiences. Our culture promotes high performance, collaboration, and customer-centricity, allowing you to thrive in an environment fueled by integrity and excellence. You'll be at the forefront of making community connections and ensuring a superior living experience for our residents. You will enjoy the fast paced nature of managing multiple properties while working closely with a dedicated team. If you are detail-oriented and passionate about excellence in property management, this position is the ideal next step to advance your career within a company that values integrity and growth. Take the leap and apply today to be part of a dynamic organization committed to excellence. Make a difference as a Area Property Manager As the Area Property Manager, you will play a pivotal role in steering the daily operations of our vibrant communities, ensuring that both The Waverly at Neptune and The Link at Aberdeen Station not only meet but exceed the financial objectives set by ownership and management. Your hands-on leadership will be essential as you oversee both leasing and maintenance teams, fostering a collaborative environment that prioritizes customer-centric service and high performance. By focusing on operational excellence and strategic direction, you will drive the success of our assets while enhancing the living experience for residents. Your ability to motivate and organize team efforts will be key in achieving our ambitious goals and reinforcing BNE Real Estate Group's commitment to integrity and quality. Does this sound like you? To excel as an Area Property Manager with BNE Real Estate Group, a comprehensive skill set and experience are essential. Candidates should bring over 5 years of property management experience, coupled with proficiency in Microsoft Office (Excel, Word, Outlook) and familiarity with Yardi or CRM software. A valid NJ real estate salesperson license and a thorough understanding of property management laws are crucial. Strong negotiation and vendor management skills will not only enhance operational efficiency but also support effective team dynamics. Leadership and team-building abilities are fundamental, alongside expertise in budgeting, financial reporting, leasing, marketing strategy development, and event planning. An excellent customer service orientation, superior communication skills, and strong organizational and time-management capabilities will be vital for navigating daily challenges. The role also requires problem-solving and conflict resolution skills, as well as a valid New Jersey driver's license, enabling overnight travel as needed. Knowledge and skills required for the position are: • 5+ years of property management experience, • Proficiency in Microsoft Office (Excel, WordOutlook) and Yardi/CRM software, • Valid NJ real estate salesperson license, • Knowledge of property management laws and regulations, • Strong negotiation and vendor management skills, • Leadership and team-building, • Budgeting and financial reporting, • Leasing and marketing strategy development, • Event planning and community engagement, • Excellent communication and customer service orientation, • Organizational and time-management skills, • Problem-solving and conflict resolution, • Valid New Jersey driver's license with ability to travel overnight Join our team today! If this sounds like the right position for you, we encourage you to apply. Good luck! An offer from BNE Real Estate Group is contingent upon the results of a background check.

Job DescriptionSalary: $95,000 - $130,000 Cg Tax, Audit & Advisory is looking for a talented Tax Manager to join our team. Cg is a quality of life company. That means - we're focused on the overall well-being and happiness of our team members and ensuring that everyone enjoys a full work/life balance. Cg offers remote/hybrid work models, comprehensive benefits, mentorship and training, flexible hours, wellness initiatives, Summer Fridays, and unlimited paid time off. The perfect candidate for this role will have experience completing the following job duties: • 6+ years accounting experience, • Bachelors degree in Accounting or related field, • CPA license preferred, • Client management experience, • Ability to review and prepare certain Federal and state tax returns, • Understanding of United States tax reform legislation and guidance, • Ability to perform tax research, writing, and analysis, • Determine client tax-saving strategies and provide innovative solutions, • Proficiency in researching and navigating Federal, SALT, Sales & Use, and Property tax matters, • Supervise, direct, and mentor Interns, Staff and Senior Staff Accountants, and Tax Supervisors, • Ability to navigate and utilize tax research tools and resources, • Understanding of tax theories and how to apply, • Review financial statements for accuracy and compliance, • Maintain knowledge of acceptable accounting practices and procedures, • Capability to quickly learn various cloud-based software solutions, • Ability to multi-task while working independently or within a group environment, • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, • Excellent problem solving, critical thinking, and analytic skills, • Proactive, self-motivated, organized, detail-oriented, and willing to learn from experienced professionals, • Proficient in Microsoft Office Suite (or similar software), Adobe Acrobat, and accounting software (QuickBooks and UltraTax preferred), • This position is hybrid; a combination of remote and in-office work. In-office work will be determined by Cg management and/or client needs. Benefits for Full Time Employees • Health Insurance, • High Deductible Health Plan, • Health Reimbursement Arrangement (HRA), • Coverage begins on the first month after one full month of employment, • Life and Long-Term Disability Insurance (at no cost to employee), • Employee Assistance Program (at no cost to employee), • Voluntary Benefit Plans, • Dental, • Life Insurance and AD&D, • Short Term Disability, • Vision, • Critical Illness, • Hospital Indemnity & Accident, • Legal, • Section 125 (Flex Spending Account), • Accident, • Unlimited Paid Time Off Policy, • Holiday Time, • Plus one additional floating holiday per year, • Tax Day the firm is closed for a full day the first Friday following April 15th, • Summer Fridays, • Office closed on Fridays beginning the first Friday in June and ending the Friday of Labor Day weekend, • 401(k)/Profit Sharing Plan, • With auto enrollment upon eligibility and employer match, • Team Bonus Plan, • Paid subjectively based on billable/total hours, realization, and goals met, • New Team Member Referral Bonus, • Based on specified requirements included years of professional experience, • New Business Referral Bonus, • For recurring and non-recurring business based on specified parameters, • Reimbursement for Relevant Licenses and Dues, • CPA Exam Bonus, • Monetary bonus and reimbursement towards expenses upon passing all four part of the exam, • Bonuses also available for additional professional designations About Cg For more than 40 years, Cg Tax, Audit & Advisory (Cg) has helped clients stay focused on the road ahead by maximizing savings, increasing profitability, and achieving financial goals. Its the reason Cg is recognized as a premier accounting firm, and why businesses choose Cg to evaluate and elevate their financial health. Cgs experienced professionals take the time to understand your unique business needs, challenges, and objectives. This enables the firm to create a customized solution that meets your accounting, compliance, and tax needs. Cg offers an extensive selection of services including tax planning, business consulting, valuation, and compliance and auditing in a variety of industries including healthcare, professional services, construction, manufacturing and distribution, nonprofit, and more.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $80,000 - $135,000 commission based Responsibilities: • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description About JCMLiving Get to know our company and grow your career with employment at a JCMLiving community. Enjoy our comprehensive financial and benefit packages as well as the support of an experienced and dedicated management team. Our comprehensive benefit package assists our employees to live their best life and grow both personally and professionally. Join our team of passionate and dedicated professionals for a career that will satisfy and enrich your life. JCMLiving is an equal opportunity employer with opportunities in NJ, PA & MD. Please check out our properties and events online at: https://jcmliving.com The Position Apartment Leasing Specialist - Looking for a great closer for a busy apartment leasing center. This position is a wonderful opportunity to learn or advance your career in Property Management. Work with a dynamic team helping people find their dream apartment-homes in our beautiful Leasing Center. The right candidate should be computer savvy and a great communicator with some sales or market-rent leasing experience. Position offer salary plus commission Responsibilities include: • Meeting and greeting prospects, • Answering the telephone, • Making appointments and touring prospects, • Prospect follow up, • Leasing and closing rentals, • Administrative duties including lease preparation, • Computer and lead management duties, • Resident relations, • Rent collection, • Handling service requests, • Event planning and execution Benefits of Employment with JCMLiving • Competitive salary, • Medical coverage, • Dental coverage, • Vision coverage, • 401K, • Life insurance, • Paid sick, holiday and vacation time, • Free access to pools, fitness centers, pet spas, etc. Candidates, please submit their resume and salary requirements for consideration. https://jcmliving.com EQUAL OPPORTUNITY EMPLOYER & EQUAL HOUSING PROVIDER #jcm24

Job DescriptionJob Posting: Treatment & Financial CoordinatorJob Description Cambridge Square Dental, a leading provider of high-quality dental care, is excited to announce a career opportunity for a dedicated and skilled Treatment & Financial Coordinator. This is a pivotal role in our clinic, designed for a dynamic individual passionate about fostering seamless patient experiences through expert handling of treatment planning and financial coordination. This position is Full-Time and requires the successful candidate to work on-site, as it is not a remote opportunity. As a Treatment & Financial Coordinator with Cambridge Square Dental, you will be integral in supporting our mission to deliver superior dental services. The role demands a proactive approach and a meticulous eye for detail to efficiently manage treatment schedules, financial documentation, and patient interactions. Our aim is to ensure that each visit is smoothly coordinated from a clinical and financial perspective, reflecting the high standards our practice upholds. Duties and Responsibilities • Present and explain treatment plans to patients, ensuring they understand their therapeutic options and the associated benefits., • Review insurance benefits and provide patients with accurate estimates while mitigating financial uncertainties they might have., • Coordinate financial agreements and detailed payment plans in accordance with our clinic's policies., • Answer any questions related to treatment, scheduling, and billing, serving as the primary financial contact for patients., • Collaborate closely with clinical staff to ensure cohesive and efficient patient care, aligning clinical outcomes with financial planning., • Manage insurance pre-authorizations and submissions, and diligently follow up to streamline patient care and satisfaction., • Help manage patient flow throughout the facility, ensuring a smooth transition between different stages of treatment and care., • Ensure timely follow-up on patient cases, appointments, and treatments to enhance the effectiveness of the dental care provided.Requirements, • Excellent communication and interpersonal skills to effectively interact with patients and team members., • Confidence in discussing treatment plans and financial matters with patients, ensuring transparency and understanding., • Strong attention to detail and follow-through to maintain high standards of patient care and documentation., • Experience with dental software, such as Eaglesoft, which will be considered a significant asset., • Prior experience in a dental office setting or with dental insurance processing is preferred., • Proven ability to multitask and stay organized in a fast-paced environment., • Friendly, calm, and professional demeanor, especially under pressure, to foster a welcoming clinic atmosphere., • Strong motivation for long-term career growth within the dental health sector.

Job Description Service Director – Commercial Roofing Position Overview We are seeking a proven Service Director to lead and elevate our Commercial Roofing Service Division across multiple branches. This senior leadership role is responsible for driving profitability, operational excellence, safety compliance, and exceptional customer experiences. The ideal candidate brings strong industry knowledge, financial acumen, and the ability to build and lead high-performing teams. Key Responsibilities Leadership & Department Oversight Lead all service operations, including repairs, emergency response, and preventative maintenance programs. Provide direct leadership to Service Coordinators, Service Supervisors, and field service teams. Establish and manage performance goals, revenue targets, and KPIs for the service division. Develop, implement, and continuously improve standard operating procedures to enhance efficiency and consistency. Ensure full compliance with manufacturer requirements, OSHA regulations, and internal safety and quality standards. Financial & Strategic Management Drive service department profitability through pricing strategy, margin control, and operational optimization. Review job costing, financial reports, and performance metrics to identify trends and opportunities. Prepare and present detailed operational and financial reports to executive leadership. Forecast revenue, backlog, staffing needs, and resource allocation. Manage departmental budgets and cost controls. Customer Relations & Business Growth Build and maintain strong relationships with national accounts, property managers, REITs, and facility leaders. Oversee all service-related sales efforts, proposals, and maintenance agreements. Partner with Sales and Marketing to expand and strengthen preventative maintenance programs. Ensure outstanding customer satisfaction through proactive communication and responsive service delivery. Operational Excellence Oversee scheduling, dispatching, and workforce planning to maximize efficiency and responsiveness. Ensure rapid and effective response to leaks, emergencies, and priority service calls. Audit field documentation, reporting, and photo logs for accuracy and quality. Foster strong collaboration between service, project management, and accounting teams. Team Development & Culture Recruit, train, and mentor service leadership and field personnel. Lead regular team meetings, performance reviews, and continuous improvement initiatives. Promote a culture of accountability, safety, professionalism, and customer-first service. #INDHP

Job Description Join BoldAge PACE and Make a Difference! Why work with us? • A People First Environment: We make what is important to those we serve important to us., • Make an Impact: Enhance the quality of life for seniors., • Professional Growth: Access to training and career development. Competitive Compensation: • Medical/Dental, • Generous Paid Time Off, • 401K with Match*, • Life Insurance, • Tuition Reimbursement, • Flexible Spending Account, • Employee Assistance Program BE PART OF OUR MISSION! Are you passionate about helping older adults live meaningful, independent lives at home with grace and dignity? BoldAge PACE is an all-inclusive program of care, personalized to meet the individual health and well-being needs of our participants. Our approach is simple: We listen to our participants and their caregivers to truly understand their needs and desires. Health Plan Specialist Remote JOB SUMMARY: The Health Plan Specialist is responsible for supporting enrollment, eligibility, revenue operations, and data analysis across PACE programs. This role ensures accurate, compliant, and timely management of Medicare, Medicaid, and self-pay participant enrollment. This role is expected to investigate, own, and drive resolution of complex enrollment and eligibility issues through to completion. This position serves as a key liaison between Revenue Cycle, local PACE sites, and external stakeholders, ensuring alignment across enrollment workflows, regulatory requirements, and financial outcomes. The role combines hands-on operational execution with data-driven analysis and process improvement. ESSENTIAL DUTIES AND RESPONSIBILITIES: Enrollment and Eligibility Management • Ensure accurate and timely enrollment and disenrollment of participants across Medicare, Medicaid, and self-pay lines of business, • Validate participant eligibility and maintain supporting documentation in compliance with internal policies and regulatory requirements, • Identify and drive resolution of discrepancies impacting eligibility, coverage, and enrollment status, • Manage enrollment and eligibility data files and data transfer processes supporting PACE operations (e.g., CMS, state submissions, internal systems), • Review and troubleshoot enrollment transactions and data files to identify errors, rejects, and inconsistencies, • Monitor enrollment trends, data accuracy, and operational metrics to support decision-making, • Communicate with state agencies, CMS, and vendors regarding eligibility, enrollment issues, and regulatory requirements, • Research and document state-specific eligibility rules and enrollment workflows; provide recommendations for operational improvements Revenue and Financial Operations Support • Ensure alignment between eligibility status and revenue capture processes, • Coordinate with revenue cycle, finance, and local PACE programs to identify, track, and resolve issues involving patient liability, share of cost, Medicare Only, and self-pay obligations, • Assist in resolving discrepancies related to eligibility, coverage, or billing, • Identify, track, and resolve issues that may result in lost or delayed revenue (e.g. enrollment gaps, eligibility mismatches), • Support reconciliation of enrollment data against capitation, billing, and payment records Program Operations and Site Collaboration • Serve as a liaison between Revenue Cycle and local PACE programs, • Provide reporting and actively participate in regular meetings with sites to review enrollment, eligibility, and financial performance metrics, • Provide training and guidance to site staff on:, • Enrollment processes, • Eligibility requirements, • Health plan workflows, • Support cross-functional collaboration to ensure consistent execution across all programs Compliance, Audits, and Regulatory Support • Support regulatory and internal audits, including:, • One-third financial audits, • Medicare Part D function and audits, • Enrollment Data Verification (EDV), • State and CMS program reviews, • Ensure compliance with federal, state, and CMS regulations related to PACE and health plan operations, • Maintain documentation and audit readiness across enrollment and eligibility processes, • Support government relations and policy tracking related to eligibility and enrollment requirements Data Analysis and Reporting • Perform operational and financial analysis related to enrollment, eligibility, and program performance, • Use data analysis to proactively identify risks enrollment accuracy and revenue performance, • Develop and maintain reports and dashboards tracking:, • Enrollment trends, • Eligibility status and discrepancies, • Revenue risks and impacts, • Operational KPIs, • Provide insights and recommendations to leadership to support strategic planning and performance improvement Process Improvement and Operational Support • Identify inefficiencies and operational risks within enrollment and eligibility workflows, • Recommend and implement process improvements to enhance accuracy, efficiency, and participant experience, • Communicate process updates and policy changes across programs, • Support system implementations, workflow enhancements, and expansion into new markets or sites, • Partner with Participant Benefit Specialists and site teams to promote consistent and compliant enrollment practices, • Perform other duties as assigned to support departmental and organizational goals EXPERIENCE, EDUCATION AND CERTIFICATIONS: • Bachelor’s degree preferred or equivalent experience, • 2–4+ years of experience in healthcare operations, managed care, PACE, or eligibility/enrollment, • Strong knowledge of: Medicare and Medicaid eligibility, enrollment processes and regulatory requirements ,health plan revenue cycle fundamentals, • Experience working across multiple states preferred PRE-EMPLOYMENT REQUIREMENTS: • Must have reliable transportation, a valid driver's license, and the minimum state required liability auto insurance., • Be medically cleared for communicable diseases and have all immunizations up to date before engaging in direct participant contact., • Pass a comprehensive criminal background check that may include, but is not limited to, federal and state Medicare/Medicaid exclusion lists, criminal history, education verification, license verification, reference check, and drug screen. BoldAge PACE provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. • Match begins after one year of employment Monday - Friday, Full Time, Days, Remote

Job Description Chief Revenue Officer (CRO) / General Manager Location: Oceanport, NJ Reports To: Owner Club Size: ~2,500 Active Members Status: Full-Time, Exempt About the Club The Fort Athletic Club is a premier private fitness and wellness club serving approximately 2,500 members through high-quality fitness facilities, personal training, group training, and specialized wellness offerings. We are committed to exceptional member experiences, strong culture, and sustainable growth. We are seeking a strategic, hands-on Chief Revenue Officer to lead all revenue functions and drive long-term profitability. Position Summary The Chief Revenue Officer (CRO) is responsible for all revenue-generating functions, including membership sales and retention, marketing, personal training, group training, wellness services, and corporate partnerships. This role combines executive-level strategy with operational leadership, ensuring that revenue initiatives are effectively executed at the club level. The CRO partners closely with Ownership and Operations to maximize growth, retention, and per-member revenue. Key Responsibilities Revenue Strategy & Leadership · Develop and execute a comprehensive revenue strategy for a 2,500-member premium fitness club, balancing acquisition, retention, pricing, and program innovation. · Lead, mentor, and hold accountable leaders across membership, sales, marketing, personal training, group fitness, and wellness. · Own revenue forecasting, pricing strategy, and annual planning to achieve growth and profitability targets. Membership Sales & Retention · Establish performance systems, KPIs, and accountability for membership sales and retention. · Improve lead generation, conversion rates, onboarding experience, and early-stage member engagement. · Drive retention through usage analytics, proactive outreach, loyalty initiatives, and service excellence. · Partner with operations to ensure premium service delivery that supports retention and lifetime value. Marketing & Communications · Lead data-driven marketing initiatives to increase brand visibility, lead volume, and program participation. · Oversee digital marketing, CRM campaigns, referrals, community partnerships, and member communications. · Ensure consistent brand messaging across all platforms and touchpoints. Personal Training, Group Training & Program Revenue · Drive growth in personal training, small group training, and specialty programs. · Design compensation and incentive structures aligned with revenue and retention goals. · Collaborate with fitness leadership to launch new programs and optimize schedules for utilization and profitability. Performance & Financial Management · Build and maintain dashboards tracking membership KPIs, revenue performance, retention, and department financials. · Partner with Finance to manage forecasting, budgeting, and variance analysis. · Identify underperforming areas and lead strategic adjustments. Partnerships & Community Engagement · Develop corporate wellness partnerships and local business relationships to generate new revenue streams. · Lead community engagement initiatives and events that strengthen brand presence and lead generation. Qualifications Required · 10 years managerial experience, plus 7+ years of leadership experience in revenue, sales, marketing, or commercial operations. · Experience managing multiple revenue streams in fitness, hospitality, recreation, or membership-based businesses. · Strong analytical and financial acumen, including forecasting, KPI analysis, and budget management. · Proven ability to lead cross-functional teams in a service-driven environment. Preferred · Experience in a 1,500–5,000 member fitness club or comparable health and wellness organization. · Familiarity with CRM and club management platforms (ABC Fitness, Jonas, Mindbody, etc.). · Background in premium, luxury, or boutique fitness environments. · Bachelor’s degree required; MBA or advanced degree a plus. Key Competencies · Revenue strategy and optimization · Executive leadership and people development · Member experience and retention strategy · Data-driven decision making · Financial planning and forecasting · Program innovation and growth Compensation & Benefits · Base Salary: $120,000/year · Performance-based incentives tied to membership growth, personal training revenue, and retention metrics · Total compensation potential: $150,000–$200,000/year · Health and dental benefits · Complimentary club membership

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job DescriptionDescription: THIS IS AN ON SITE POSITION AT MAXLITE HQ IN PINE BROOK NEW JERSEY Why MaxLite? For nearly 35 years, MaxLite has led the industry in energy-efficient lighting solutions. As an early innovator in LED technology, we offer a comprehensive portfolio of advanced indoor and outdoor LED lamps and luminaires under the MaxLED® brand. A three-time ENERGY STAR® Partner of the Year, we continue to push the industry forward through innovation, research, and operational excellence. Our vision is simple: Transform the way people experience light. Guided by our values of mutuality, efficiency, responsibility, innovation, and teamwork, we strengthen our position as a trusted lighting and controls solutions provider — delivering high-performance products backed by superior service and lifetime support. Ease of doing business is our core priority at MaxLite. We cultivate strong partnerships and streamlined operations to provide responsive service, reliable solutions, and long-term value to our customers. We empower our employees with the tools, autonomy, and support to make meaningful contributions and continuously improve how we serve the market. Job Description: The FP&A Specialist responsible for supporting data-driven decision-making across the organization with a strong focus on Power BI dashboard creation and reporting, system support, and cross-functional collaboration. The ideal candidate must have experience supporting cross functional teams and confident in translating business dashboards and numbers to a diverse group of teams - IT, Sales, Operations, Executive Leadership. Also, this role partners closely with IT, Sales, Operations, and Executive Leadership to maintain dashboards, improve data accuracy, and support business initiatives during a critical transition period. Key Duties & Responsibilities: • Analyze financial and operational data to identify trends, risks, and opportunities impacting business performance, • Build and maintain Power BI dashboards to provide real-time visibility into revenue, margins, and key KPIs, • Support budgeting, forecasting, and variance analysis across departments, • Partner with Finance and Operations to translate data into actionable business insights, • Develop and maintain financial models to support strategic planning and decision-making, • Automate and streamline reporting processes to improve efficiency and data accuracy, • Prepare and present monthly and quarterly reporting packages for leadership, • Ensure data integrity across financial systems, reports, and dashboards, • Train and educate cross functional teams on reporting and data analysis, • Own, build, maintain, and enhance Power BI dashboards and reports for Sales, Operations, and Executive Leadership, • Serve as a primary point of contact for reporting, analytics, and data requests, • Pull, clean, validate, and reconcile data from multiple systems to ensure accuracy and reliability, • Support system usage, documentation, permissions, workflows, and reporting processes, • Partner with stakeholders to gather requirements and translate business needs into actionable insights, • Assist with special projects and system-related initiatives as business needs evolve, • Perform all other duties as assigned Requirements: What We Look For: • Bachelor’s degree in Accounting, Computer Science, Data Analytics, Business Systems, or related field. (MBA Preferred), • 5-7 years of strong hands on experience with PowerBI (both back end and front end user), • Ability to pivot and change course of action based on business needs, • Solid understanding of Excel/Sheets and advanced data manipulation., • Able to work cross functionally, across departments and job levels throughout the organization. Work Environment & Role Demands: • This is an on-site position required to work out of our Pine Brook, NJ Headquarters, Monday through Friday, 5 days per week, • Must be able to commute to the work location, • Must be able to walk, talk, sit, stand, bend, listen, type, read, • Must be able to push, pull, lift up to XX pounds on occasion, • Must be eligible to work in the United States Career Progression & Growth at MaxLite: At MaxLite, roles are built with long-term growth in mind. Career progression at MaxLite is performance-driven and aligned with business objectives — giving high-performing employees the opportunity to grow alongside a company that continues to innovate and expand. During the first 6 months, successful employees will master MaxLite’s products and processes, establish credibility across teams, internal and external stakeholders, and consistently deliver against performance expectations and key objectives. By the end of year one, employees are expected to operate independently within their role, demonstrate consistent performance, and begin contributing at a broader level through expanded responsibilities, process improvement, or cross-functional collaboration. Year 3 and beyond, high-performing employees may take on increased scope, leadership of projects or initiatives, mentorship of peers, or transition into advanced, specialized, or leadership roles aligned with business needs and individual strengths. We don’t just fill roles — we invest in people and build careers: MaxLite offers competitive compensation, robust health and wellness benefits, paid time off, including holidays and flex days (for HQ-based employees), a 401(k) with company match, and a collaborative environment designed to support growth and meaningful contribution. Equal Employment Opportunity Statement MaxLite is an Equal Opportunity Employer and provides equal employment opportunities to all applicants and employees without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, marital status, citizenship status, protected veteran status, military status, or any other characteristic protected by applicable federal, state, or local law. MaxLite strictly prohibits discrimination, harassment, and retaliation in any aspect of employment. Reasonable Accommodation In accordance with the Americans with Disabilities Act (ADA) and applicable state and local laws, MaxLite provides reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, unless doing so would cause undue hardship. This policy applies to all aspects of employment, including the application and interview process. Applicants requiring accommodation should notify Human Resources. Work Authorization MaxLite does not provide visa sponsorship or support for employment-based work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require current or future sponsorship. At-Will Employment Employment with MaxLite is at will. This means that either the employee or the Company may terminate the employment relationship at any time, with or without cause or notice, in accordance with applicable law. Nothing in this job description or related materials should be construed as a contract of employment

Job DescriptionTITLE: CONTROLLERLOCATION: PINE BROOK, NJPOSITION: FULL TIME/DIRECT HIRE Position Overview:We are seeking a highly experienced, hands-on Controller to lead the accounting and financial operations of a growing, mid-sized law firm of approximately 50–60 attorneys. This role requires a balance of strategic oversight and day-to-day execution, supporting firm leadership with accurate financial reporting, operational insights, and forward-looking analysis.The ideal candidate has strong law firm accounting experience, is comfortable operating in a lean environment, and can leverage AI-driven tools and advanced Excel modeling to enhance reporting, forecasting, and decision-making. You will report directly to the CEO and Firm Leadership/Partners along with the Bookkeeper reporting directly to you.Key Responsibilities: • Oversee the full-cycle accounting function, including general ledger, AP/AR, payroll, and legal billing operations, • Directly manage and mentor the Bookkeeper, ensuring accuracy and efficiency across daily accounting activities, • Prepare and deliver timely monthly, quarterly, and annual financial statements, including partner-level reporting, • Provide practice group and partner profitability analysis, revenue tracking, and expense management insights, • Lead the month-end and year-end close processes in a timely and accurate manner, • Oversee law firm billing operations using Centerbase, ensuring accuracy, compliance, and integration with accounting systems, • Maintain and optimize QuickBooks for financial reporting and internal controls, • Utilize AI tools and automation to improve financial reporting, forecasting, and data analysis capabilities, • Build and maintain advanced Excel models for budgeting, forecasting, and scenario planning, • Ensure compliance with legal accounting standards, including trust accounting (IOLTA) and regulatory requirements, • Review general ledger activity, investigate variances, and ensure proper reconciliations across all accounts, • Oversee payroll processing and coordination with third-party providers (e.g., ADP or similar), • Partner with leadership on annual budgeting, financial planning, and strategic initiatives, • Identify and implement process improvements to increase efficiency and scalability as the firm grows, • Serve as a key financial advisor to the CEO and partners, translating financial data into actionable insights, • Participate in leadership meetings and contribute to firm-wide operational strategy, • Perform additional duties as needed to support firm operations Qualifications:, • 10+ years of progressive accounting/finance experience, including significant law firm experience (required), • Proven experience in a mid-sized or growing firm environment, with the ability to be both strategic and hands-on, • Bachelor’s degree in Accounting, Finance, or related field required, • CPA and/or MBA strongly preferred, • Strong experience with QuickBooks (required) and Centerbase or similar legal billing platforms (required), • Advanced proficiency in Microsoft Excel, including financial modeling and data analysis, • Demonstrated experience leveraging AI tools for reporting, forecasting, and operational efficiency, • Deep understanding of law firm financial operations, including billing, collections, and trust accounting (IOLTA), • Prior experience managing or mentoring accounting staff, • Excellent analytical, organizational, and problem-solving skills, • Strong communication skills with the ability to interact effectively with attorneys and firm leadership, • High attention to detail, integrity, and accountability Core Competencies:, • Hands-on financial leadership in a mid-sized environment, • Strategic thinking with operational execution, • Data analysis and AI-driven reporting, • Process improvement and scalability, • Collaboration with attorneys and business professionals

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job Description The Rosell Insurance Agency is searching for an exceptional Commercial Lines Account Manager. Our Account Managers take a holistic approach to the overall management of our clients’ portfolios including renewal reviews based on changes within the client’s organizations, remarketing and negotiating contracts with carriers, providing advice based on industry knowledge / agency requirements and more… As a partner of the New Jersey Agents Alliance, we have access to the markets and resources needed to offer a comprehensive portfolio for our clients including Property & Casualty, Life & Health as well as Financial & Retirement planning. This model allows us to best protect our customers as well as position our Account Managers to maximize the value of each account.

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job Description Overview Bring your leadership, passion, and drive to the table. Applebee’s is hiring Restaurant Managers who are ready to lead teams, grow a business, and create a neighborhood restaurant where guests and team members feel at home. Whether you’re an experienced Restaurant Manager, Assistant General Manager, or Kitchen Manager, this is an opportunity to build a long-term career with a brand rooted in community, teamwork, and opportunity. At Applebee’s, our managers don’t just run restaurants—they lead people, drive results, and set the tone for unforgettable guest experiences. What We Offer • Competitive pay, • Quarterly bonus opportunity, • Health care benefits (medical, dental, vision, FSA), • Flexible scheduling to support work-life balance, • Paid Time Off, • 401(k) with company match, • Paid, on-the-job leadership training, • Dining perks across all our brands, • Discounts with partner brands (Verizon, Dell, gyms, and more), • Real advancement and long-term career growth opportunities, • WOW-a-Friend Foundation – Employee Assistance Program Responsibilities What You’ll Do Restaurant & Operational Leadership • Lead day-to-day restaurant operations with a focus on guest satisfaction, food quality, and service excellence, • Drive sales, profitability, and operational efficiency in a high-volume environment, • Ensure adherence to Applebee’s systems, standards, and company policies, • Maintain compliance with all health, safety, and alcohol service regulations People & Culture • Hire, train, coach, and develop high-performing teams, • Lead with a people-first mindset, creating a positive, inclusive, and motivating work environment, • Empower supervisors and team members to grow, succeed, and advance, • Model professionalism, integrity, and hospitality at all times Business & Financial Accountability • Manage labor, food costs, and controllable expenses, • Support financial goals through strong execution, planning, and follow-through, • Protect company assets and ensure proper cash handling and inventory controls Community & Brand Engagement • Represent Applebee’s in the local community, • Support local restaurant marketing and promotions, • Build strong relationships with guests, vendors, and team members Qualifications • 1–3+ years of restaurant management experience, • Strong leadership, coaching, and communication skills, • Passion for the food service industry with a people-first mindset, • Ability to lead in a fast-paced, high-volume environment, • ServSafe Food and Alcohol certifications a plus (training provided) If you’re ready to lead a neighborhood restaurant, grow your career, and make an impact every day, apply today to become a Restaurant Manager at Applebee’s.

Job Description • We are hiring immediately for full time and part time COOK position., • Location: Brookdale CC - 765 Newman Springs Road, Lincroft, NJ 07738. Note: online applications accepted only., • Schedule: Full time and part time schedule. Monday through Friday, 8:00 am to 4:00 pm. Further details upon interview., • Requirement: Previous grill, pizza and line cooking experience required., • Perks: Meals and uniforms provided, PTO! *Internal Employee Referral Bonus Available • Pay Range: $18.00 per hour to $26.00 per hour. We Make Applying Easy! Want to apply to this job via text messaging? Text JOB to 75000 and search requisition ID number 1534935. The advertised program is a conversational recruiting assistant that helps you apply to jobs with Compass Group. Message frequency varies. Message and data rates may apply. Text STOP to opt out or HELP for help. Terms and conditions: http://olivia.paradox.ai/moSkg Diversity of thought and inclusion for all is what drives our success - we invite you to start your journey with us today! Founded in 1969, CulinArt manages more than 250 dining facilities for corporations, law and financial services firms, independent schools, colleges and universities, graduate schools, long-term care facilities and a variety of events & entertainment destinations across the country. Our mission is to be the industry leader in providing the highest quality dining service to our clients and guests while striving to provide maximum career opportunities for all of our team members. Our success lies in our ability not merely to adapt but to revitalize and transform our services continually, pioneering the cutting-edge and unconventional. CulinArt’s extremely diverse clientele, that includes many Fortune 500 businesses and esteemed educational institutions, affords great opportunities for career-advancing within the company across multiple industry segments and geographic regions. Job Summary Summary: Prepares food in accordance with applicable federal, state and corporate standards, guidelines and regulations with established policies and procedures. Ensures quality food service is provided at all times. Essential Duties and Responsibilities: • Prepares high-quality food items according to standardized recipes and instructions to meet production, delivery and service schedules., • Serves meals or prepares for delivery by using correct portioning, meeting outlined standards, ensuring that food is at the correct temperature and is attractive and tasty. Tastes all prepared food items., • Uses established ticket collection procedures during service. Responsible for records from area worked during service periods., • Cleans kitchen after preparation and serving, maintaining high standards of cleanliness. Stores or discards excess food in accordance with safe food-handling procedures., • Keeps refrigerators and storerooms clean and neat. Ensures food and supply items are stored per standards., • Operates and maintains kitchen equipment as instructed., • Assists in production planning, record keeping and reporting as required., • Assists in the ordering and receiving of all food and supplies as required., • Reports needed maintenance, faulty equipment or accidents to the supervisor immediately., • Attends in-service and safety meetings., • Maintains good working relationships with coworkers, customers, administrators and managers., • Performs job safely while maintaining a clean, safe work environment., • Performs other duties as assigned., • Ensures proper presentation, portion control and maintenance of serving temperatures; follows HACCP standards., • Personal commitment to your own safety and that of others., • Abides by all Company policies and procedures including but not limited to:, • The use of a medium weight cut gloves when handling or using knives, peelers, choppers, mandolins or cleaning a slicer., • The use of oven mitts, fryer gloves or steamer gloves when handling hot pans from ovens, warmers or steamtables., • The use of slip-resistant shoes and proper lifting techniques. Associates at CulinArt are offered many fantastic benefits. Both full-time and part-time positions offer the following benefits to associates: • Retirement Plan, • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program In addition, full-time positions also offer the following benefits to associates: • Medical, • Dental, • Vision, • Life Insurance/AD, • Disability Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs) Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information. https://www.compass-usa.com/wp-content/uploads/2023/08/2023WageTransparencyCulinart.pdf About Compass Group: Achieving leadership in the foodservice industry Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. Certain positions may require Florida Level 2 background screening. Details: https://info.flclearinghouse.com/ CulinArt maintains a drug-free workplace. Req ID:1534935 CulinArt Sector

Job Description This position is Entry Level As the driving force behind generating new sales leads and contacts, a successful B2B Sales Representative is a highly-prized asset to any company and bonus-related pay means the financial rewards of this career can be great. Interested? We thought you might be…Your job as a B2B Sales Representative is to identify sales leads, meet face to face with business owners and C-level executives to discuss products, services and solutions on behalf of our clients and maintain a good working relationship with new contacts. This role revolves around good communication and so whatever business you work in your duties are likely to include: Following up new business opportunities and setting up meetings Planning and preparing presentations (say hello to PowerPoint) Communicating new product developments to prospective clients Overseeing the development of marketing literature Writing reports Providing management with feedback Manage marketing/sales for client accounts Implementing ideas to marketing campaign client Sales and marketing presentations of new products and services for our clients New customer acquisition Retention of clients through relationship building Territory management Team building and mentoring Management training, coaching, and development CRM system training This is no job for shy people, as you’ll need to be bursting with self-confidence, love networking and enjoy presenting and public speaking. It also helps if you have: • Good business sense, • A deep understanding of marketing principles, • Good communication skills, • A positive attitude, • Negotiation skills, • Plenty of initiative, • Customer Service experience, • Experience as a top performing cold caller, • Basic experience and comfort level with financial services concepts, • Persuasive, • Personable, • Not afraid of rejection, • Strong core values, a principled person Employee Perks…. • Positive, energetic team atmosphere, • Work/life balance, • Performance based career advancement opportunities, • Continuous industry education, • Professional & personal growth, • Hands-on training, • Entrepreneurial business development, • Leadership development, • Business management training, • Charity and community involvement, • Global and domestic travel opportunities We are ready to accomplish our next business milestones but we do need some additional staffing to help in this. As the driving force behind generating new sales, a successful B2B Sales Representative is a highly-prized asset to any company and bonus-related pay means the financial rewards of this career can be great! Company DescriptionOur mission is to deliver exceptional marketing strategies that connect our clients with their target customers in meaningful ways. We pride ourselves on our commitment to honesty, integrity, and hard work, ensuring that both our clients and our team members achieve their fullest potential.Our mission is to deliver exceptional marketing strategies that connect our clients with their target customers in meaningful ways. We pride ourselves on our commitment to honesty, integrity, and hard work, ensuring that both our clients and our team members achieve their fullest potential.

Job Description Job Title: Treatment Plan Coordinator Department: Operations Reports to: Office Manager FLSA Status: Non-Exempt Company Overview ProSmile is the fastest growing dental organization on the East Coast and Midwest. Our premier DSO is led by world class dentists who understand what highly skilled dentists and dental professionals need to grow a practice while focusing on delivering the best-in-class clinical care to their patients. We offer up-to-date equipment and technology, experienced and friendly staff, and dentists who truly care about their patients, as well as competitive pay and, where applicable, a benefits package that includes medical, dental, vision, 401(k), training, and career growth opportunities. Position Summary ProSmile is seeking to hire a Treatment Plan Coordinator who is customer focused, compassionate, and dedicated to facilitating solutions to patient’s dental health needs. This Treatment Plan Coordinator will work in a growing practice with a great team that makes coming to work engaging and supportive. We offer training to those who are looking for a career with growth potential and the opportunity to fulfill our mission to provide quality affordable dental care to our patients. Duties and Responsibilities • Internalize the role of patient concierge, build trust by demonstrating the attitude of care and service, • Make welcome calls to all new patients, answer initial questions, set and manage expectations for the first visit, • Proactively receive patients on their first visit, assist with new patient paperwork and welcome packets, and ensure smooth patient flow throughout the visit, • Present and explain all treatment plans involving out of pocket costs to patients, • Continuously assist patients in offering (payment plans including) Care Credit payment options. Ensure effective communication when explaining financial options. Take ownership for all treatment, payment, and appointment related needs and inquiries from patients in person and over the phone, • Check patients in and out, schedule and confirm patient appointments, and handle patient paperwork including patient charts, referrals, appointment cards, and welcome packets, etc., • Maintain control of all patient payments and insurance statements; reinforce the office financial policy and ensure payments are current., • Preparing financial treatment plans and presenting to patient. Coordinate financial arrangements with the patients offering payment options, • Assist in identifying, alerting front desk, and collecting previous balances and current copays, • Performs miscellaneous job-related as assignedQualifications:, • Dental Experience required, • Excellent written and oral communication skills, • Computer competent and ability to work a multi-line phone system, • High School diploma or GED required Knowledge and Skills/Expected Competencies • Professional and compassionate demeanor, • Enthusiastic and outgoing personality, • Willingness to go above and beyond to ensure patient satisfaction Benefits Summary At ProSmile, we are committed to supporting the health and well-being of our employees and their families. We offer the following benefits for Full Time Benefits Eligible Positions (35+ hours per week) and Part Time Benefits Eligible Positions (30-35 hours per week): • Medical Insurance: Choice of five comprehensive Aetna medical plans, including options with low copays, deductible-sharing, and national provider networks., • Dental Insurance: MetLife plans offering preventative, basic, major, and orthodontic coverage options., • Vision Insurance: Davis and UHC vision plans with annual exams, eyewear allowances, and contact lens benefits., • Flexible Spending & Health Savings Accounts: Pre-tax savings accounts for medical, dependent care, and healthcare expenses., • Life & Disability Insurance: Employer-paid basic life and AD&D insurance, with voluntary life, short-term, and long-term disability plans., • Additional Perks:, • Employee Assistance Program (EAP), • Identity Theft & Fraud Protection, • Legal Support Services, • Discount Programs (including pet insurance, travel, theme parks, electronics, etc.), • Wellness Programs, • Financial Wellness and Planning Tools Physical/Mental Demands and Work Environment The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand, walk and use hands and arms to operate general office equipment (PC, telephone, file cabinets, copier, fax machine and printer). The employee may occasionally lift and/or move between 10 and 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The employee may need to travel to healthcare practices. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually low to moderate. The Company reserves the right to modify the job description based upon its needs and may require the employee to perform functions beyond those mentioned above. Neither this job description nor any other communication creates an employment contract between the Company and the employee. Equal Employment Our culture encourages individual development, embraces an inclusive environment, rewards innovative excellence, and leads in provider and patient satisfaction. Prosmile values diversity, inclusion, and equity as matters of fairness and effectiveness. We are committed to hiring and retaining a staff that reflects the diversity of the communities we serve, fostering an inclusive working environment where staff of all backgrounds feel welcomed and engaged. ProSmile is an Equal Opportunity Employer and encourages applications from individuals underrepresented in the medical sector, including people of color, and persons with non-traditional work and educational experience. All who believe they meet the stated qualifications are invited to apply. Company Safety We believe that the best care for our patients starts with the best care for our employees. ProSmile is committed to proactively creating and maintaining an environment that is safe for our team and patients. Employees are required to wear Personal Protective Equipment (PPE) including face masks, gloves, gowns, and more as needed and in accordance with CDC standards. Powered by JazzHR UhCQ6N5R4G