Financial planning jobs in Deer Park, New York - Page 2Create job alerts

Job Description Audit Senior/Supervisor Responsibilities: • Manage all aspects of assurance engagements under supervision, ensuring accuracy and quality., • Perform tax and accounting research, tax planning projections, and prepare recommendation letters., • Assist with tax preparation, financial statement analysis, and related accounting assignments., • 2–5 years of experience in public accounting with demonstrated stability., • Prior assurance/in-charge experience with financial statement preparation and review., • Strong knowledge of tax preparation (individual, corporate, partnership) preferred; training available., • Ability to analyze financial statements, prepare journal entries, and generate trial balances. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description A multi-discipline engineering firm with over 70 years in business is looking for a Senior Water Resources Engineer for their Huntington team! Responsibilities: • Assist/supervise water planning/design projects (water planning, design, and construction engineering services), • Coordinate tasks with other departments, • Prepare construction drawings/specifications for public bid, • Build/maintain client relationships, • Responsible for high quality projects being completed on time and on budget and meeting quality standards, • Supervise junior staff, • Responsible for financial performance, cost proposals, and project financial performance Requirements: • Bachelor’s degree in Civil, Environmental, Mechanical, Chemical Engineering, or closely related discipline, • 6+ years of water resources or related consulting/design experience, • Experience in wastewater project design preferred, • Construction experience preferred, • PE License preferred, • Experience with CBS (Chemical Bulk Storage) and Petroleum Bulk Storage (PBS) Salary is commensurate with experience. Successful applicant must be authorized to work in the USA without sponsorship. All qualified applicants will receive consideration for employment without regard to protected veteran status, disability, race, color, religion, sex, sexual orientation, gender identity, or national origin. Please contact Laura Harrison for further information! 517-906-6926

Job Description DIRECTOR OF BUSINESS DEVELOPMENT General Summary The Director of Business Development is responsible for revenue generation by promoting the range of Etherio’s services while focusing on developing new Corporate, Life Sciences, Incentive, and Association sector client relationships. Responsible for the holistic sales cycle, beginning with identifying and reaching out to prospects, developing relationships, and closing business. This individual must be a motivated self-starter with a keen understanding of the meeting and event industry, as well as the customer segments on which we are focused. Essential Functions * Identify and pursue prospects primarily in various corporate, association, and life sciences meeting, event, and incentive segments. * Ensure a meaningful “close” ratio by effectively pursuing new business opportunities. * Foster long-term relationships with key prospects. * Facilitate mutually beneficial and balanced client contract negotiations. * Successfully offer a comprehensive range of our services tailored to clients’ needs, including meeting planning and logistics, sourcing, marketing, IT, and financial management. * Collaborate with account executives and the operations team to determine staff assignments for prospective clients. * Work with senior leadership to develop a prospecting business development strategy aligned with company objectives. * Utilize CRM (HubSpot) to track efforts, plan activities, and forecast revenue. * Collaborate closely with account management and operations to ensure SOWs and pricing accurately reflect client needs and project scope. * Customize presentations and RFP responses to meet with specific needs and requirements of prospects. * Demonstrate creativity and offer innovative ideas and solutions to improve win rates. * Operate with a sense of urgency and uphold the highest ethical standards. Minimum And Preferred Qualifications The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required. Etherio retains the right to change or assign other duties to this position. WORKPLACE LOCATION REQUIREMENTS This position is fully remote. Travel Requirements Ability to travel at least 30% throughout the year.

Job Description At TireHub we move more than tires – we move businesses forward, support communities, and help keep America rolling. And behind it all? Our people. We call them Hubbers – because they’re at the center of everything we do. From behind the wheel to the warehouse floor, from customer calls to corporate strategy, every Hubber plays a role in something bigger than themselves. And we show up every day ready to say yes – to challenges, to each other, and to getting it done right. Visit to learn more. Process Lead – Warehousing Role Summary: The Process Lead plays an integral role in streamlining and enhancing the efficiency of business operations. This position involves overseeing the development, implementation, and adherence to processes that improve workflow and reduce operational bottlenecks. By closely monitoring performance metrics and collaborating with various departments, the Process Lead ensures that the organization’s standards are met and that continuous improvement strategies are in place. The Process Lead expertise in process management enables them to identify areas for improvement, recommend solutions, and facilitate the adoption of best practices across the organization, ultimately supporting the achievement of business objectives with a focus on efficiency, quality and safety. When you say YES to something bigger: • Premium Free Hubber-Health Insurance, • TireHub funded Health Savings Account, • Additional benefit options including TireHub paid short/long term disability and life insurance benefits, • Paid vacation and holidays, • Parental leave programs, • Build your financial future with 401(k) including TireHub match, • Access to tire discounts, perks, and so much more! The individual must exhibit the following core TireHub commitments: · Approachable - If a company could smile, we would. Instead, we rely on our people to show it. We care about each other and our customers because we know business only gets done right when people respect each other and value relationships. · Adventurous - What TireHub is set up to do is intentionally outrageous. So, we readily embrace challenges with the courage to introduce new ideas and the ambition to build something unique. · Relentless - We tackle our work with energy. We deliver on our commitments with enthusiasm. And we don't give up until we get to the end. · Speedy - Speed is the currency in the tire industry. When we commit to a job, we get the job done – and we do it fast. Role Specifics: • Oversees the development and implementation of new processes to enhance productivity and efficiency within the organization., • Analyzes existing workflows and identify areas for improvement, recommending changes to minimize bottlenecks and streamline operations., • Facilitates cross-functional team meetings to ensure alignment on process improvement initiatives and gather input from various stakeholders., • Documents all process changes and updates, creating comprehensive manuals and guidelines for staff training and reference., • Implements quality control measures to ensure that all processes meet the required standards and comply with industry regulations., • Monitors the performance of implemented processes, using metrics and KPIs to assess their effectiveness and make adjustments as necessary., • Coordinates with the IT department to ensure that technological tools and systems are aligned with process requirements, optimizing software and hardware to support workflow enhancements., • Leads the transition management for process changes, ensuring that all staff are adequately trained on new procedures and that changes are smoothly integrated into daily operations., • Stays up to date on industry trends and best practices. Competencies: • Optimizes Work Processes: Knowing the most effective and efficient processes to get things done, with a focus on safety and continuous improvement., • Manages Ambiguity: Operating effectively, even when things are not certain, or the way forward is not clear., • Drives Results: Consistently achieving results, even under tough circumstances., • Collaborates: Building partnerships and working collaboratively with others to meet shared objectives, • 5+ years of applicable work experiences with a heavy focus on warehouse operations and warehouse management systems, • Experience leading diverse project teams with a proven track record., • Experience with KPI management, • Experience with Process improvement and an understanding of lean methodologies., • Strong leadership and team-building skills, • Demonstrated people skills including influencing skills, listening and the ability to communicate effectively to diverse groups., • Lead, motivate, influence and support RDC team within a time-sensitive and demanding environment., • Strong planning and organizational skills, including the ability to coordinate a variety of different projects and individuals and to adapt to unforeseen and unexpected requests or changes in priorities required., • Ability to collaborate with business leaders and peers across the organization to anticipate, identify, recommend, and implement creative operational and customer service solutions., • Proven track record of process improvement and operational excellence, • Excellent communication, problem-solving, and decision-making skills, • Highly analytical with a keen eye for detail Location: This position is remote. Candidates must reside on the Eastern side of the United States. Salary Range: $85,000 to $107,000 TireHub will consider the employment of all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. TireHub maintains a drug-free workplace in accordance with state and federal law.

Summary /Objective The Senior Production Manager oversees multiple product lines from procurement through production planning, ensuring accurate material planning, scheduling, and execution. This role translates sales forecasts and booking data into actionable production plans using tools such as MRP and Style Availability Reports. The Senior Production Manager develops demand and capacity plans, partners closely with Sales and suppliers, and ensures production aligns with business goals while maintaining operational flexibility. This role is responsible for optimizing inventory performance, maintaining accurate product data, and proactively identifying risks or constraints that could impact delivery timelines. Strong organizational skills, analytical thinking, and clear cross-functional communication are essential for success in this role. Position Responsibilities and Accountabilities: • Oversee the end-to-end production process across multiple product lines, ensuring all deliverables meet quality standards, production targets, and business timelines while supporting new initiatives., • Analyze sales demand using sales forecasts, booking orders, and historical sales data to develop production plans and issue vendor purchase orders that ensure a continuous supply of apparel and accessories., • Review Style Availability Reports to assess stock status and safety stock levels; proactively expedite shipments with suppliers to meet delivery and order fulfillment requirements., • Manage product costing, including target costing, counter costing, and flash costing, and support Sales with accurate and timely cost information., • Partner with Product Development to ensure raw materials and trim availability align with production timelines; prepare and present financial and production updates to senior management as needed., • Manage inventory purchasing to stay within budget and management directives by optimizing order quantities, adjusting safety stock levels, reallocating surplus inventory, and closing out excess or non-working inventory., • Coordinate fulfillment of critical backorders in collaboration with Allocation and Customer Service teams; communicate production schedules across the organization via AS400., • Monitor and report on inventory levels, material availability, and production status, advising management of potential risks, delays, or delivery issues., • Lead manufacturing planning across a multi-plant operation by aligning production requirements with factory capacity, commitments, and lead times., • Work closely with factories to balance, adjust, and re-prioritize production schedules in response to changes in demand, capacity constraints, or supply disruptions., • Monitor vendor shipping performance to ensure adherence to established delivery dates and escalate significant discrepancies that may impact customer orders., • Oversee quality assurance processes, including inspections upon shipment arrival; negotiate and issue chargebacks when products fail to meet company quality standards., • Drive continuous improvement initiatives to increase production efficiency and product quality, utilizing methodologies such as Lean Manufacturing. Qualifications and Competencies: • Strong knowledge of costing for apparel and hard goods is a must!, • Outstanding analytical and inventory modeling skills, • Organized with attention to exacting detail, • Proficient in project planning and support tools; experience in Production planning and/or project management, • Demonstrates a sense of urgency and flexibility in changing and/or ambiguous situations, • Strong interpersonal and communication skills, written and verbal, • Import experience with knowledge of Freight consolidation/Logistics, • Strong excel skills/pivot table and BI tools., • Experience in PLM systems, • Strong factory contacts and relationships. Education and Experience: • Bachelor's degree in Business, Finance, or Economics preferred., • 5 + years in Production Planning and procurement/supply chain management.

Job Description Are you ready to be the smiling face that brightens someone's day and helps them achieve the smile of their dreams? Do you thrive in a fast-paced environment where your organizational skills and empathetic nature can truly shine? If so, then Silfa Dental Aesthetics in Commack, NY, is looking for a full-time Patient Care Coordinator to join our family! This is your chance to gain invaluable experience, grow professionally, and make a real impact in the exciting world of cosmetic dentistry. Pay: $23-$28 per hour Benefits: • A 401(k) with company match, • Medical benefits, • Paid time off (PTO), • Training and mentorship opportunities, • Growth into leadership, marketing, or digital case planning roles, • Competitive base salary and performance-based bonuses SILFA DENTAL AESTHETICS: OUR MISSION At Silfa Dental Aesthetics, we specialize in implant and cosmetic dentistry. We take pride in providing our patients with exceptional care and outstanding results, all in a warm and welcoming environment. Our practice emphasizes a family-like culture, where every team member is valued. We believe in fostering a positive and supportive atmosphere that allows our staff to grow both personally and professionally. Join us today to help transform smiles and improve lives! YOUR DAY As a Patient Care Coordinator, you'll engage with patients, guiding them through dental treatments and financial options. You'll collaborate with clinical and administrative teams to ensure smooth scheduling for appointments and referrals, while managing insurance verification, billing, and payment processing. Maintaining accurate patient records and ensuring HIPAA compliance is essential. At the end of the day, you'll reconcile transactions and generate reports to verify production and collections. You'll also support digital workflows for cosmetic dentistry, including training on Smile Design and 3D case planning, to ensure a seamless patient experience. REQUIREMENTS • 2+ years of experience as a patient care coordinator or front desk role in a dental or surgical practice, • Strong knowledge of dental insurance and third-party financing, • Highly organized, coachable, and self-motivated, • Passion for patient care, storytelling, and creating unforgettable experiences, • Familiarity with digital dentistry, 3D printing, or Smile Design is a bonus ARE YOU READY TO JOIN OUR AMAZING TEAM? Ready to apply? We've made it incredibly easy! Our initial application for the Patient Care Coordinator position is a quick and simple 3-minute, mobile-friendly process. Apply today and take the first step toward a fulfilling career with Silfa Dental Aesthetics! Job Posted by ApplicantPro

Summary /Objective The Manager, E-Commerce supports the day-to-day operations, site execution, and revenue performance of TYR.com. This role works closely with the E-Commerce Director to ensure merchandising accuracy, promotional alignment, and a smooth, optimized customer experience across all digital touchpoints. The Manager is an organized, metric-driven operator who connects product, marketing, and analytics into reliable, repeatable execution. CORE FRAMEWORK • Merchandising is the Engine: Accuracy, availability, and presentation directly impact conversion and margin., • Marketing is the Fuel: Campaign performance, traffic quality, and engagement metrics drive demand., • People are the Power: Speed, clarity, and cross-functional alignment determine execution quality. Position Responsibilities and Accountabilities: Merchandising as the Engine • Support onsite merchandising strategy through accurate product setup, categorization, and storytelling tied to CR, AOV, and attach-rate goals., • Coordinate with Merchandising, Planning, and Marketing to ensure the site reflects the seasonal assortment, pricing, and promotional calendar with zero-miss accuracy., • Maintain taxonomy, product hierarchy, and category pages to ensure intuitive UX and reduce bounce and exit rates., • Monitor daily/weekly SKU-level performance (sell-through, availability %, low-stock %, aging SKUs) to surface opportunities., • Manage the digital product calendar and ensure launch readiness, tracking on-time delivery rates and post-launch performance., • Work with CRM and Paid teams to support campaigns with optimized landing pages and merchandising alignment, tracking CTR, CVR, and ROAS impact., • Execute promotional updates, GWP, and site-wide events with precision, ensuring timing aligns with traffic and revenue expectations., • Review attribution data and translate learning into onsite changes aimed at improving conversion, engagement, and return visit rate., • Oversee and develop an E-Commerce Coordinator / Site Merchandising support function, setting measurable goals and deliverable timelines., • Enable cross-functional clarity by managing handoffs between Merchandising, Marketing, Creative, and Operations with defined SLAs., • Serve as the first escalation point for site-related issues (pricing, images, inventory mismatches) and track time-to-resolution metrics., • Track and report daily/weekly performance (traffic, CR, AOV, revenue per visitor) and identify drivers behind variances., • Collaborate with Planning and Finance on inventory visibility, monitoring OOS %, low-stock %, and markdown velocity., • Monitor CPA, ROAS, and promotional efficiency; escalate profitability risks or opportunities based on trend analysis., • Manage operational updates in Shopify Plus (collections, navigation, PDP/PLP updates) with QA checks tied to error-rate reduction., • Maintain accuracy of analytics tracking in GA4, Northbeam, and Klaviyo; flag and track tagging issues until resolution., • Support A/B testing and personalization initiatives; report results tied to CR lift, bounce-rate reduction, and engagement metrics., • Stay informed on emerging tools and CRO practices that support site speed, UX, and funnel performance. Qualifications and Competencies: • Hands-on Shopify Plus experience (products, collections, navigation)., • Understanding of core performance metrics and levers impacting CR, AOV, and retention., • Strong analytical skills; comfortable with GA4, Northbeam, and basic BI dashboards., • Excellent cross-functional communication and project management, with a focus on timelines and accuracy., • Experience managing a coordinator-level role preferred. Education and Experience– • 4–7 years of e-commerce or digital merchandising experience with strong KPI ownership.

Job DescriptionCareer Description: Financial Professionals work with clients to identify, outline and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Training, Support and Professional Development:NYLIC University is one of the most comprehensive and well-respected training programs in the industry. Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity. Career Advancement - After two years as a successful agent, additional opportunities that maybe available include: Partner, Development Manager, Product Consultant, and Home Office opportunities in recruiting, marketing, or training.

Job DescriptionWhat does a career need to offer you?Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life, we believe it’s possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers. This career isn’t for everyone, but the best Financial Service Professionals and Managers in our company will tell you there’s nothing else like it. Successful Advisors at New York Life come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That’s one reason our Company is a great place to build your career. If you're looking for a career where you can grow your own business and make a difference in your community, then let’s talk. We're looking for motivated –self-starters who want: • Comprehensive and ongoing professional training and development, • State-of-the-art marketing and sales solutions, • A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients, • A clearly defined career path including opportunities in Management for qualified individuals., • Comprehensive benefits, including a defined benefit pension plan, and significant earnings potentialHere's what you'll do: As a New York Life Financial services professional, you'll be offering high quality life insurance, fixed annuities, 2 long-term care insurance and other products for insurance and retirement planning needs. You'll also:, • Develop and implement business and marketing plans, • Prospect for potential clients Discuss financial concerns and needs of individuals, • Present potential solutions using our world class suite of products and services, • Develop your professional skills and knowledgeEOE M/F/D/V 503908 1 Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason.2 Issued by New York Life and Annuity Corporation, a Delaware Corporation

Job DescriptionBenefits: • Life Insurance, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Training & development My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Lindenhurst, NY and help customers with their insurance and financial services needs, including: • Auto insurance, • Home insurance, • Life insurance, • Retirement planning ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Luis Hernandez - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Equity Analyst Plainview, NY About the Role Looking for a chance to work with a team that’s all about clear communication and keeping investors in the loop? In this role, you’ll help put together presentations, keep our info up-to-date, and make sure everyone has what they need to make smart decisions. This is an excellent opportunity to join a large, growing company that can offer a true career path with professional development and upward mobility. This is a hybrid role, 3 days a week in the office, so they need local candidates. Salary range is $70-80K plus bonus and a very robust benefits package. What You’ll Do • Put together slides and materials for investor meetings, • Double-check that all company info (inside and out) is accurate and current., • Dive into financial numbers, compare the company to others in the industry, and spot trends that matter., • Help write up reports and board materials that tell our story., • Keep an eye on what big investors are doing and share the highlights., • Pitch in with budget planning and help track how we’re doing versus our forecasts., • Lend a hand with annual reports and materials for shareholder meetings., • Draft company news and press releases., • Jump in on other projects as they come up. What They’re Looking For • Bachelor’s degree (required)., • 1-2 years working in finance, accounting, or investor relations—bonus points if you’ve worked with public companies or have a CPA., • Experience in real estate or equity research is a plus., • You’re a pro with Excel and PowerPoint., • Great at writing, speaking, and connecting with people., • Super organized, detail-oriented, and able to juggle deadlines., • You care about getting things right and can explain complex stuff in a simple way. If you would like to be considered for this or any other position posted by LHH, please email your resume to or you can visit our web site at . “Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ___ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements”

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you’ll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager. Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 65 years, we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. *Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18 2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 3- Based on Fortune Magazine's ‘World’s Most Admired Companies’ 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Our extensive resources include: • Our NYLIC University training program, designed to provide career-long support and growth, including a tuition reimbursement program for certain advanced, professional designation courses., • Three highly-skilled teams that provide advanced market support:, • Our Advanced Planning Group, • Eagle Strategies for qualifying agents who are also Registered Representatives, • The Nautilus Group for qualifying agents who pay a monthly subscription fee, • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals, • Transition into management as an Associate Partner once you have achieved the program requirements, • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more, • Select, hire, and grow your financial professionals team as an associate partner, • Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position Qualifications:, • Spanish, Portuguese, or other language fluency is beneficial, • Goal-oriented, highly motivated, and seeking a rewarding and challenging career, • Working knowledge of cultural markets is helpful, • Sales experience necessary, • Required knowledge and experience working in the insurance or financial services fieldAbout Company As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

Job Description To be considered for this position, applicants must be within commuting distance of Melville, NY, be authorized to work in the United States, and have sales experience. Our mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you’ll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager. Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 65 years we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. *Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18 2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 3- Based on Fortune Magazine ‘World’s Most Admired Companies’ 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Our extensive resources include: -Our NYLIC University training program, designed to provide career-long support and growth, including tuition reimbursement program for certain advanced, professional designation courses. • Three highly-skilled teams that provide advanced markets support:, • Our Advanced Planning Group, • Eagle Strategies*** for qualifying agents who are also Registered Representatives, • The Nautilus Group for qualifying agents who pay a monthly subscription fee • Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals, • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more, • Complete the program requirements and join the management team as an associate partner, • Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program, • Hire and lead your own group of financial professionals while serving as an associate partnerQualifications:, • Cultural markets knowledge preferred but not required, • Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation, • Must have financial services industry and/or insurance industry experience, • Multilingual professionals with Spanish, Portuguese, or other language proficiency is a bonus, • Must be within commuting distance of Melville, NY, • Must be authorized to work in the United States, • Must have sales experienceAbout Company Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades We’re proud of our financial strength7 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s)

Summary /Objective We are seeking a highly organized and detail-oriented Operations Coordinator to support our Swim and Gym Business. This role will be pivotal in ensuring smooth day-to-day operations, driving team efficiency, and supporting execution across sales, service, logistics, and marketing initiatives. The Operations Coordinator will serve as the central point of communication between internal teams, swim teams, and external partners to deliver a seamless customer experience. Position Responsibilities and Accountabilities: Operational Support • Assist in managing day-to-day operations of the DTC Swim and Functional Fitness channels., • Coordinate team order processing, fulfillment, Inventory, PC Forecasting, and customer service inquiries., • Act as a liaison between swim teams, Gyms, sales, customer service, and internal departments., • Manage schedules, meeting agendas, and follow-up action items for the sales leads., • Prepare weekly and monthly reports on sales performance, order status, and service metrics., • Monitor inventory levels for products and communicate replenishment needs., • Identify operational bottlenecks and propose solutions to improve efficiency., • Help develop standard operating procedures (SOPs) for swim team order management., • Coordinate trunk stock to ensure immediate availability for customer distribution on-site or via FedEx/UPS. Keep accurate inventory records and conduct monthly audits to manage stock levels efficiently., • Assist in planning and execution of Team activations, fittings, and promotional events., • Support marketing initiatives including email campaigns, digital content, team communications, and events. Qualifications and Experience: • Bachelor’s degree in Business, Sports Management, Operations, or related field preferred., • 3+ years of experience in operations, customer service, or account coordination (sports, apparel, or consumer goods industry a plus)., • Strong organizational and project management skills with the ability to manage multiple priorities., • Excellent written and verbal communication skills., • Proficient in Microsoft Office Suite, Google Workspace, and CRM/order management systems., • Detail-oriented, proactive, and comfortable working in a fast-paced, team-oriented environment.

Job Description * Great Projects * Fantastic Management * Great Compensation/Benefits * Come Grow with Us *** Park East Construction is a 36-year-old Construction Management and General Contracting company with over 5 billion dollars of portfolio experience. We have a growing General Contracting division focused on Self Storage, Warehouses, and Multi-family housing. Our highly successful Construction Management division has a proven delivery track record in K-12 Education, Libraries, and Fire Districts’ public sectors. We seek an experienced General Contracting Project Manager with Self-Storage experience to join our highly-successful team. Candidates must be experienced, dedicated, focused, and 100% committed to delivering complex multi-year, multi-location projects. Salary and benefits are excellent and commensurate with skills and experience. To learn more about us, visit our website – Note for the Headhunters – We know you exist, but we have a track record of finding talent. We’ll call you if we need you! Primary Responsibilities • Planning and scheduling: Responsible for developing the project plan and schedule, which includes identifying all the tasks, estimating the time and resources required for each task, and creating a timeline for completion., • Budgeting and financial management: Responsible for managing the project finances as agreed with the project owner, tracking expenses, ensuring that the project stays on budget, and controlling change orders., • Contracting and procurement: Responsible for contracting with vendors and subcontractors and coordinating the procurement of materials and equipment as needed, ensuring that vendors and subcontractors meet their obligations, and resolving any possible disputes., • Quality control: Responsible for monitoring the quality of work and identifying and resolving any quality issues., • Communication and coordination: Responsible for communicating with all stakeholders, including the client, the project team, and the contractors and subcontractors, including providing regular status updates, resolving any communication issues, and ensuring everyone is on the same page., • Risk management: Responsible for identifying and managing risks to the project, including developing risk mitigation plans, monitoring the project for threats, and taking action to prevent or mitigate risks., • Safety: Responsible for ensuring that the project is completed safely, including working with the company safety director, monitoring the project for safety hazards, and taking action to prevent accidents., • Other:, • Obtaining permits and licenses, • Managing the project site, • Ensuring that the project meets all applicable codes and regulations, • Build and maintain long-term relationships with project owners., • Minimum of five years of experience as a Project Manager in commercial general contracting, including out-of-the-ground projects. Storage and Warehouse experience preferred., • Experience in managing all aspects of a construction project, including planning, scheduling, budgeting, contracting, procurement, quality control, communication, coordination, risk management, and safety., • Excellent written and verbal communication skills., • Strong organizational and time management skills. The ability to manage multiple projects simultaneously and meet deadlines., • Problem-solving and decision-making skills. The ability to identify and solve problems and make sound decisions., • OSHA 30 required, • Candidate must be able to operate from our office in Huntington Station and travel to job sites in the area.Company DescriptionPark East Construction is a 36-year-old Construction Management and General Contracting company with over $5 billion dollars of portfolio experience. We have a successful and growing General Contracting division focused on Self Storage, Warehouses, and Multi-family housing, along with our highly successful Construction Management division with a proven delivery track record for K-12 Education, Libraries, and Fire Districts’. To learn more about us, visit our website – East Construction is a 36-year-old Construction Management and General Contracting company with over $5 billion dollars of portfolio experience. We have a successful and growing General Contracting division focused on Self Storage, Warehouses, and Multi-family housing, along with our highly successful Construction Management division with a proven delivery track record for K-12 Education, Libraries, and Fire Districts’.\r\n\r\nTo learn more about us, visit our website –

Job DescriptionJob Description: Production Project Manager Location: Long Island, New York Company: Harlequin Design New York Inc. About Us: Harlequin Design New York Inc. is a leading retail design and fabrication agency specializing in creating innovative and engaging environments for a diverse range of clients. We pride ourselves on our attention to detail, creativity, and commitment to delivering exceptional results. Position Overview: We are seeking a highly organized and dynamic Production Project Manager to oversee the planning, execution, and delivery of our retail design projects. The ideal candidate will have a strong background in project management, a passion for design, and the ability to collaborate with cross-functional teams to ensure projects are completed on time and within budget. Key Responsibilities: • Project Planning: Develop detailed project plans, including timelines, budgets, and resource allocation, ensuring alignment with client expectations and company standards., • Coordination: Act as the primary point of contact between clients, design teams, and fabrication crews, facilitating communication and ensuring clarity on project goals and timelines., • Monitoring & Reporting: Track project progress, identify potential issues, and implement solutions to keep projects on track. Provide regular updates to clients and internal teams., • Quality Control: Ensure that all aspects of production meet the company’s high standards for quality and craftsmanship, conducting site visits as necessary., • Budget Management: Monitor project budgets, manage expenses, and ensure projects are delivered within financial constraints., • Team Leadership: Collaborate with designers, engineers, and production staff to foster a positive team environment, encouraging innovation and efficiency., • Problem-Solving: Address any challenges that arise during the production process, employing critical thinking to develop effective solutions., • Client Relationship Management: Build and maintain strong relationships with clients, ensuring their vision is realized throughout the project lifecycle.Qualifications:, • Ideally a Bachelor’s degree in Project Management, Interior Design, Architecture, or a related field., • 3+ years of experience in project management within the retail design or fabrication industry., • Strong understanding of design and fabrication processes, materials, and technologies., • Excellent communication, leadership, and interpersonal skills., • Proficiency in project management software and tools (e.g., MS Project, Trello, Asana)., • Ability to work in a fast-paced environment and manage multiple projects simultaneously., • Strong problem-solving skills and attention to detail.What We Offer:, • Competitive salary and benefits package., • Opportunity to work on exciting projects with a talented team., • A collaborative and creative work environment., • Opportunities for professional growth and development.If you are passionate about retail design and have the skills to manage complex projects, we would love to hear from you!

PSEG-LI seeks a Budget Analyst to join the Capital Budget Management team within the Planning and Reporting group. Assist in preparing, planning and monitoring the capital budgets along with forecasts for the PSEG-LI business units in order to ensure financial targets are met. Provide financial plan

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Experience selling investments and providing financial plans. Ensures all NEW clients receiv

Prepare corporate, individual, partnership, fiduciary, and multistate tax returns under supervision.Perform tax and accounting research, tax planning projections, and assist with advisory deliverables.Manage accounting assignments such as write-ups, trial balances, and financial statement preparatio

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Experience selling investments and providing financial plans. Ensures all NEW clients receiv

Manage all aspects of assurance engagements under supervision, ensuring accuracy and quality.Perform tax and accounting research, tax planning projections, and prepare recommendation letters.Assist with tax preparation, financial statement analysis, and related accounting assignments.Actively partic

Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Depth & Scope: Experience selling investments and providin

Reporting to the Chief Financial Officer (CFO), the Controller will ensure accurate financial records and assist with the development of internal control policies, procedures, and financial planning as needed. Ensure quality control over financial transactions and financial reporting. Ability to ana

Wealth Relationship Manager Safe Act - Plainview. Identify, build and deepen relationships to gain incremental wallet share of the affluent and high net worth segment through the use of financial planning and excellent discovery and profiling skills. Proactively source, acquire and expand high value

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Our Total Rewards package reflects the investments we make in our colleagues to help them an

Analyst, FP&A will focus on high impact projects and initiatives within the Financial Planning & Analysis (FP&A) function - including the preparation and development of operating and capital budgets, forecasts, short and long-term business plans (LRP), variance, and trend analysis. Conduct financial

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc. A FA will

Supervise accounting staff in preparing tax returns, sales tax filings, and financial closings. Partner with clients and firm leadership to develop and execute strategic tax planning and compliance solutions. Analyze new tax laws to guide client strategy and compliance.

A leading nonprofit organization in New York is seeking a Chief Financial Officer to manage its financial operations and ensure fiscal compliance.This role involves strategic financial planning, oversight of budgeting processes, and collaboration with the CEO and Board of Directors.The ideal candida

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. You will review and analyse financial data, prepare and file tax return

The Financial Advisor (FA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Experience selling investments and providing financial plans. Ensures all NEW clients receive the compl

Assisting with financial planning and risk management.

Job Description Vision is nothing without execution. Artisan Stoneworks is a leading marble and stone contracting firm with a 25-year history in high-profile luxury retail, residential and commercial interiors projects. Our craftsmen bring your ideas to life – creating stone environments of unmatched quality, durability, and beauty. Stone is in our blood at Artisan Stoneworks. For four generations, we have sought out the finest materials and delivered the best possible product. We bring comprehensive expertise and a collaborative spirit to every project. Expect meticulous planning, smart sourcing, precise cutting and finishing, careful transporting and seamless installation. We are looking for a hardworking and dependable individual to become a member of our team as a Project Manager. The Project Manager in the completion of all assigned projects throughout the award, procurement, fabrication, delivery, installation, punch list and closeout to ensure the project is completed on time and on budget. Responsible for compliance to Artisan Stoneworks’ quality, process and procedure policies. Responsible for the overall management of assigned projects throughout the award, procurement, fabrication, delivery, installation, punch list and closeout to ensure the project is completed on time and on budget. Responsible for project compliance to contract, plans and specifications. Responsible for compliance to Artisan Stoneworks’ quality, process and procedure policies. The Project Manager is responsible for the effective management of project staff, suppliers, fabricators, labor and for resource planning throughout the project lifecycle. Essential Duties and Responsibilities: • Prepare and maintain project schedules. Monitor progress to assure on time or better material, fabrication and labor performance., • Assess resource requirements for assigned projects and coordinate these requirements with in-house staff, vendors, suppliers and sub-contractors., • Attend meetings at customer locations, jobsites and supplier facilities., • Track proposal costs to actual costs. Ensure project is on or below budgeted costs. Regularly report to Owner’s on financial performance of individual projects. Prepare close-out reports at project completion., • Negotiate and manage purchases with suppliers, vendors, and sub-contractors. Prepare purchase orders., • Document, negotiate and resolve change orders, extra work orders, and claims. Maintain change order log., • Coordinate and supervise the preparation of shop drawings, field measurements and cut tickets., • Check same for compliance to project plans and specifications., • Assist accounting department in preparing requisitions., • Ensure Artisan Stoneworks quality standards are applied and adhered to., • Follow company policies, procedures and processes; adhere to company values and principles., • Maintain commitments to clients, co-workers and team members., • The Project Manager must be an excellent verbal and written communicator; able to establish and maintain effective communications with the customer, in-house team and outside vendors throughout the project lifecycle., • Must work well in a group environment by giving and welcoming feedback., • Must be able to effectively coordinate the efforts of team members and co-workers by supplying necessary and timely information and ensuring that it is used correctly and to attain project goals., • Must be able to anticipate and resolve problems, bottlenecks, conflicts., • Must be detail oriented able to track and organize information and communications to ensure that project issues are dealt with promptly and properly., • Ability to read and interpret documents such as blueprints, written specifications, RFI’s,, • Procedure manuals, etc., • Ability to write submittals, transmittals and general business correspondence., • Ability to speak clearly and persuasively in front of customers and co-workers., • Computer literate with a working knowledge of Microsoft Office, Outlook, Excel and Word., • Able to travel to customer’s job sites, suppliers and fabricators. Some out-of-state and overseas travel may be required. High School Diploma or Equivalent. What is in It for You In addition to a great culture and a fun, collaborative team environment, we offer: • Competitive salary starting at $75,000 commensurate with experience., • Excellent Benefits, • Generous paid time off UVbdqojO4K

Job DescriptionDescription: Position Summary: The Project Manager of Construction is responsible for planning, designing, and tracking operational enhancement/improvement activities with a focus on new equipment purchases/upgrades for manufacturing, packaging, ERP, facilities, developmental activities, and strategic projects to support the continuous growth of the organization. Responsibilities: Including but not limited to: • Prepare and manage project proposals, integrating all aspects of construction and equipment-related initiatives, including scope definition, budgeting, cost estimation, scheduling and alignment with user specifications., • Develop and maintain detailed project budgets; monitor actual vs. planned costs and deliver ongoing financial reporting and forecasting in partnership with the Accounting team. Support annual budgeting and quarterly forecasting of capital expenditures., • Conduct cost-benefit analyses and provide detailed cost estimates for new construction, equipment installations, and facility modifications., • Maintain an auditable internal database of historical project costs and unit pricing for all previously completed projects, including all appropriate original internal and external documentation, quotes, contracts, purchase orders, and change orders., • Schedule and lead cross-functional meetings with internal stakeholders to communicate project status, risks, and timelines; document meeting minutes and drive timely follow-ups., • Assist in securing all required permits, licenses, and inspections for construction and facility-related modifications, ensuring full compliance with regulatory and safety requirements., • Develop and serve as the primary liaison in relationships with vendors for RFQs, specification reviews, and procurement negotiations., • Compose/edit/contribute relative content for all levels of meetings. Including but not limited to formal presentations, reports, equipment specifications, construction plans, budgetary analysis. Content to follow best practice standards., • Collaborate with Facilities Maintenance, Engineering, Validation, and other cross-functional teams to coordinate activities related to equipment installation, construction buildouts, and utilities integration., • Create equipment and facility layout drawings with a focus on process flow, safety, and operational efficiency., • Manage change control processes associated with equipment and infrastructure projects, including documentation and communication with relevant departments., • Utilize maintenance and/ or project management systems to establish and track documentation and schedules., • Bachelor’s degree in Engineering, Accounting/Finance, Construction Management or related technical field; MBA preferred., • 5+ years of project management experience, preferably in an industrial or manufacturing environment., • Experience with equipment installation and relevant engineering/validation tasks., • Familiarity with financial aspects of project management, including budgeting, cost estimation, and tracking project spend; ability to collaborate effectively with Finance teams., • Working knowledge of Good Manufacturing Practices (cGMP), Food and Drug Administration (FDA), CFR and other NYS regulations., • Strong understanding of project budgeting, cost estimation, and financial tracking; ability to interpret and work with accounting data to support accurate forecasting and project performance analysis., • Excellent oral and written communications skills., • Proficiency with AutoCAD, Microsoft Office, and project management tools such as Smartsheet/MS Project/Gantt Chart Development, • Ability to effectively prioritize, multitask, and take full ownership of projects from initiation through completion., • Highly motivated and detail-oriented with exceptional organizational skills., • Strong negotiation skills and the ability to resolve conflicts constructively., • Adaptable to evolving project requirements and open to iterative changes throughout the design and execution phases., • Required to use hands to operate computer controls., • Specific vision abilities required include close vision, ability to focus., • Required to be present in the office to collaborate with directors, peers, and other departments daily., • Work environment in production operations facilities include proximity to heavy machinery and pharmaceutical powders, with exposure to loud noises., • Potential to move between production operations sites/areas to complete job functions; regular, ongoing travel throughout geographic areas on a continual basis as normal scope of role requiring the use of a personal vehicle. None Personal Protective Equipment or Attire Required for Position: As needed Pay Range: $75,000 - $110,000 per year

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD We

Support family ownership and estate tax planning by providing financial data and analysis to external advisors, in coordination with the VP of Finance. The Controller will also optimize financial systems and processessuch as the INFOR ERP upgradeand provide critical insights to the Vice President of

In addition to preparing and reviewing accounting for income taxes in accordance with ASC 740, Corporate Tax ASC 740 Managers participate in identifying value-added planning opportunities and communicating with clients and financial managers. Corporate Tax ASC 740 Managers must possess strong techni

Execute the estimate and closing processes, including analysis of results and clear reporting of financial performance. The role is responsible for supporting the financial planning and analysis for a portion of the Corporate Function portfolio, including scenario planning, budgeting, and performanc

Job Description We’re looking for driven and motivated leadership-oriented individuals to join our Management Career Path. In this career, you’ll have the opportunity to accelerate your path to management and advance within 6 months. Our ideal candidate is a dynamic and creative thinker with experience in any capacity of Management or Sales and is ready to confidently bring a winning sales plan to our exciting team. MBA Candidates also qualify. Apply today! Why work for us? • $100K base Salary plus Compensation, • Full employee Benefits: Health, dental, Vision, Life Insurance, and Disability, • Profit Sharing, • 401k, • Pension, • Build and develop a Team of Advisors, • Recruit potential candidates, • Motivate the sales team to meet or exceed established monthly, quarterly, and annual sales targets, • Assist your team in generating new business, closing deals, and increasing revenue, • Study and research local market trends and competitor activity to discover potential leadsQualifications:, • Experience in any Sales Capacity, • Experience in Management or any leadership role, • MBA degree About Company New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. If Leadership is in your career path New York Life gives you the opportunity to join our 6-month Fast-Track Management program, Corporate Careers, Training & Development positions, Consultant Opportunities, and much more.

Job Description The candidate for this role will need to assist the firm by helping run the day to day internal operations which will include organizing and ensuring proper completion of all client paperwork, as well as timely follow-up on client service issues, and performing various tasks as needed. There is a lot of upward mobility due to the fact that this is a growing Financial Planning Firm. The job responsibilities include: • Attention to detail, • Tenacity and Persistency, • Communicating to clients on phone and via email to address service issues as well as identify opportunities to help the firm grow, • Correspond with clients to complete new accounts, asset transfers, and other forms., • Communicate with the back office and other agencies to complete new business and client requests in a timely manner., • Prepare and ensure new business paperwork is successfully completed. The necessary paperwork includes preparing forms, obtaining appropriate signatures, prepare and send documents and tracking new business. The ideal candidate should possess the following work experience: • Experience in the competitive Financial Advisor Industry preferred, • Experience processing Life Insurance applications, • Proficiency in Social Media communication for purposes of firm branding, • Proficiency in Salesforce, Microsoft Excel, PowerPoint and Word for the purpose of client communication and marketing presentations Starting salary is around $45,000 for no experience.