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OFFICE IS LOCATED IN MELVILLE, NY Must be able to commute to Melville New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance. New York Life Investment Management LLC provides institutinal asset management and retirement plan service. Other New York Life affiliates provide an arra of securities products and services, as well as institutional and retail mutual funds. Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path. As a Financial Services Professional it is your responsibility to help individuals plan for their future. Average Financial Advisor compensation range: Year 1: $65,000-$132,000 Year 3: $109,000-$205,000 Year 5: $132,000-$287,000 Year 10: $239,000-$500,000 We offer a comprehensive benefits package that includes: Defined Benefit Pension Plan 401(k) Saving Plan Health/Dental/Life/Disability Continuing education reimbursement Reimbursement for industry designations Discounts from major wireless carriers Local discounts (based on location) for gym members Perks Enjoying a flexible lifestye Being your own boss, but with many levels of support and ecpertise behind you Working toward personal and professional growth Pursing an opportunity for very high income Performing a valuable service to others in your community Opportunity to move into management, coaching others to be successful NYLIC University: One of the most comprehensive and well-respected training programs in the industry

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: 2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. 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, • A team of highly-trained, experienced product consultants to support your agents’ client acquisition needs, • Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position, • Help clients reach their financial goals using a hands-on approach to developing customized, long-term strategies that meet their needs, • 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, • Hire and lead your own group of financial professionals while serving as an associate partner, • Complete the program requirements and join the management team as an associate partnerQualifications:, • Knowledge of cultural markets a plus, • Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation, • Individuals with advanced degrees, MBAs, prior business ownership experience, or a strong business mindset are encouraged to apply, • Applicants must live within commuting distance of Uniondale, NY, to be consideredAbout Company For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Execute distribution strategies to drive product adoption and asset growth across SimpleCITI’s investment offerings. Monitor advisor demand, competitive offerings, and industry trends to identify new distribution opportunities. Collaborate with internal investment, operations, marketing, and compl

Work Location: Hicksville, New York, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The 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 Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: * Experience selling investments and providing financial plans * Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth * Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents * Ability to partner and promote lead generation * Manages goals, prioritizes tasks and comfortable working in a fast paced environment * Ensures all new & existing clients are provided with a planning experience * Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts * Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed * Implements and executes a differentiated service model/experience for TD Wealth clients * Meets quarterly and annual sales goals * Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience * Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners * Executes in thorough manner that is compliant with regulations, policies and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) * Ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures * Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed * Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team * Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff * Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm * Represents TD Wealth to the general public in a professional manner * Is involved in the community and support TDBG charity and community initiatives Education & Experience: * Bachelor's degree strongly preferred * 2+ years of providing advice, planning and investment sales * SIE, Series 7, Series 63 required * Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals * Advanced understanding of wealth products and services * Strong verbal and written communication skills * Strong organizational and time management skills * Ability to travel within assigned market to meet prospects, clients and partners five days a week * Ability to commute within assigned territory * Strong understanding of wealth management business development techniques * Strong understanding and experience interacting with retail and small business banking clients * Consultative sales experience required * Demonstrated ability to establish relationships and partner effectively with other departments * Proven ability to achieve sales goals Customer Accountabilities: * Understands and supports the Bank's Customer Service Strategy * Considers the impact of decisions on the well-being of TD, its Customers and stakeholders * Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity * Models quality service delivery at every interaction * Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: * Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience * Participates fully as a member of the team and contribute to a positive work environment * May provide leadership, training, and guidance to other team members * Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest * Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: * This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. * Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. * Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Continuous * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Occasional * Squatting - Occasional * Bending - Occasional * Kneeling - Occasional * Crawling - Occasional * Climbing - Never * Reaching overhead - Occasional * Reaching forward - Occasional * Pushing - Occasional * Pulling - Occasional * Twisting - Occasional * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more () Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Bank Of America Financial Advisor. Work

This employment opportunity at Fourleaf Federal Credit Union in Westbury, NY would allow you to join the Investment Program at Fourleaf Federal Credit Union as a Financial Advisor associated with LPL Financial. LPL Financial partners with credit unions to offer a complete menu of financial services

Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. JPMS, CIA and JPMorgan Chase Bank, N. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer se

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

Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. JPMS, CIA and JPMorgan Chase Bank, N. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer se

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. TD is one of the world's leading global financial institutions and is the fifth largest bank

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. Ensures all NEW clients receive the complete on-boarding experience, which includes: a thoro

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Using a broad investment pr

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 ‘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 • Help clients reach their financial goals using a hands-on approach to developing customized, long-term strategies that meet their needs, • Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager, • Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds, • Select, hire, and grow your financial professionals team as an associate partner, • Transition into management as an Associate Partner once you have achieved the program requirementsQualifications:, • Bilingual in Spanish, Portuguese, or another language is a plus, • Working knowledge of cultural markets is helpful, • Required knowledge and experience working in the insurance or financial services field, • Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation, • Experience working in sales is requiredAbout Company WHY NEW YORK LIFE? From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities. We’re proud of the help we’ve provided and continue to provide our clients • 5.1 million lives protected (includes all owners of individual life insurance and annuity policies), • $6 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.), • $983 million lifetime annuity income paid (includes all payouts on individual income annuity products), • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $116,000 at plan yearly Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • 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, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsQualifications:, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersAbout Company New York Life is a 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 clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job DescriptionOutside Sales Professional Join a forward-thinking company dedicated to your growth and success. We believe that our greatest asset is our people. By being 100% invested in you, we create a supportive environment where you can thrive and capture your full potential. Key Benefits: 100% Investment in Your Growth: We prioritize your development and success. From our robust 6-month sales training program to mentorship opportunities, we provide the resources and support you need to excel in your role and achieve your career goals. Your success is our success! Control Your Income: Enjoy the freedom to shape your financial future. With our unique compensation structure, you can determine your income based on your efforts and achievements. Unlimited Opportunities: Your potential is only limited by your ambition. Uncapped commissions,lavish incentives trips, and career advancement are some of the ways. Role Responsibilities • This role is a combination of in-office and in-field activities, • Build a Clientele: Self generate and develop leads using the latest technology, prospecting and referral generation methods, • Schedule Appointments: Daily phone calling with self generated prospects/leads to schedule sales appointments to meet at their office or homes, • Sales Presentations: Prepare for and visit clients at their most convenient location to guide their buying decisions, • Measuring: Through training, learn to measure and fully fit custom garments, • Ensure Client Satisfaction: In cultivating a repeat client, develop a relationship where you are their constant advisor, ensuring a seamless experience.Role Qualifications, • Desire to build your own clientele from the ground up, • Time and schedule management; daily in-office and field time required, • A resilient and ambitious mindset to maximize our unlimited opportunity, • Ability to receive feedback and implement our proven business development practicesWhat We Offer, • Guaranteed Monthly Training Pay for the 1st two years while you develop your clientele. Uncapped, unlimited commission earnings – control your paycheck!, • World-class, company-paid comprehensive training that extends well beyond the 6-month training window at the start of your career, • Incredible net worth building opportunities through our Employee Ownership Stock program, 401(k) match, and profit-sharing programs, • Leadership career paths for those who desire to mentor and build, • An abundant and positive company culture, • Yearly and seasonal incentive trips, • Monthly bonuses, competitions, and personal clothing discounts, • Comprehensive benefits program and a W2 employment arrangement, • Working with a niche clientele who are recognized as some of the most successful people in your area

Job Description The Organization: The Wealth Alliance is a Melville, New York-based hybrid registered investment advisory firm. WA was founded in 2019 and currently employs over 20 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: We are seeking a strategic and experienced Human Resources Director for a Registered Investment Advisor (RIA). This individual will lead and shape the overall HR strategy, aligning it with business goals and ensuring compliance with all legal and regulatory requirements. The HR Director will oversee talent acquisition, compensation and benefits, performance management, and employee relations—fostering a positive, high-performing work environment while driving key HR initiatives to support organizational growth. A critical component of the role includes leading the human capital strategy for mergers and acquisitions, including due diligence, workforce planning, and cultural integration to ensure smooth transitions, mitigate risk, and support long-term success. Responsibilities: • Develop and implement HR strategies that align with the RIA's overall business objectives, including talent acquisition, retention, and development., • Oversee recruitment, hiring, onboarding, and performance management processes., • Address employee concerns, conflicts, and grievances, and develop and enforce policies that promote a positive work environment., • Ensure the RIA complies with labor laws, regulations, and industry standards., • Develop and implement training programs to enhance employee skills and performance., • Manage compensation and benefits programs to attract and retain talent., • Oversee the efficient and effective operation of the HR department., • Develop and track HR metrics to measure the effectiveness of HR programs and initiatives., • Provide leadership and guidance to the HR team and communicate HR policies and procedures effectively., • Ensure compliance with SEC regulations related to employee licensing, registration, and conduct., • Develop a strong understanding of the financial services industry and the specific needs of an RIA., • Build strong relationships with financial advisors and understand their unique needs and challenges., • Ensure adherence to any local regulations around M&A activities that affect employee terms and conditions, safeguarding against legal issues and ensuring a smooth transition., • Conduct due diligence on the target company's HR practices, developing workforce plans, managing communication and change, and facilitating cultural integration., • Ensure compliance with HR-related laws and regulations and oversee the integration of HR systems, policies, and practices post-merger., • Assess potential risks and identify synergies that can be leveraged pre/post M&A activities. Qualifications: • Bachelor's degree in Human Resources, Business Administration, or a related field, with a Master's degree preferred., • Significant experience in HR management, with experience in the financial services industry a plus., • In-depth knowledge of employment law, HR policies and procedures, and industry best practices., • Excellent leadership, communication, interpersonal, and problem-solving skills., • Ability to adapt to a fast-paced and changing environment., • Prioritize a varied and diverse set of tasks in order to set appropriate priority on both short and long-term goals. Salary & Benefits: • $175,000-200,000, BOE, • Medical, Dental & Vision, • Basic and Supplemental Life, AD&D Insurance, Disability, • Flexible Spending Account, Health Savings Account, • Employee Assistance Program, • 401(k) #INDM

Job Description Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, 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 funds1 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,2 estate planning strategies, and business solutions. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link income-and-benefits Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Flexible schedule, • Health insurance, • Paid time off, • Parental leave, • Tuition reimbursement, • Vision insurance Ability to Commute: • Melville, NY 11747 (Required) Ability to Relocate: • Melville, NY 11747: Relocate before starting work (Required) Work Location: In person

Job Description We are seeking a CFP® for a Servicing Financial Advisor role to support our advisory team in delivering high-quality, client-centered financial planning and wealth management services. This role is ideal for a motivated professional who is building a long-term career in wealth management and wants hands-on experience working with clients, planning processes, and an experienced team. The Servicing Financial Advisor will work closely with lead advisors to prepare financial plans, support client relationships, and gradually take on more responsibility in meetings, analysis, and ongoing service. Key Responsibilities • Support lead advisors in preparing comprehensive financial plans, including retirement, investment, tax, insurance, and estate planning analysis, • Assist with client meeting preparation, follow-up, and documentation, • Participate in client meetings as appropriate and gradually take on client-facing responsibilities, • Conduct investment and financial analysis using planning and portfolio management software, • Maintain accurate client records and documentation in the firm’s CRM and planning systems, • Collaborate with internal team members to ensure a high level of client service, • Bachelor’s degree, • CFP® certification or current enrollment in a CFP® Certification program, • 3 years of experience in financial planning, wealth management, or a related role, • Strong analytical, organizational, and communication skills, • High attention to detail and commitment to accuracy, • Professional demeanor and ability to build trust with clients, • Competitive compensation with growth potential, • Mentorship from experienced advisors, • Exposure to comprehensive financial planning and real client work, • Support for professional development and CFP® certification completion, • Collaborative team environment with a long-term career path

Job Description Do you love planning but hate selling? We are looking for an experienced Life Insurance Agent to join our dynamic wealth management team in Melville, NY. In this role, you will service an existing book of high-value clients while collaborating with our senior advisors to deliver exceptional financial guidance. If you are a client-focused professional with a proven track record in wealth management, this is your chance to elevate your career in a supportive, growth-oriented environment. This opportunity offers the potential for equity ownership in the firm, providing a pathway to long-term partnership and shared success. Key Responsibilities • Manage and nurture relationships with a portfolio of existing clients, ensuring their financial plans align with evolving needs and market conditions., • Conduct in-depth financial analyses, including investment portfolio reviews, retirement projections, tax strategies, and risk assessments., • Develop and implement customized financial plans, leveraging our firm’s resources and tools to optimize client outcomes., • Collaborate with the advisory team on complex cases, sharing insights and best practices to enhance overall service delivery., • Stay abreast of industry trends, regulatory changes, and market developments to provide proactive advice., • Participate in business development activities to expand the firm’s existing client base, with support from our marketing and operations teams. Qualifications • Minimum of 3+ years of experience as a Financial Advisor, Financial Planner or Life Insurance Agent preferably in wealth management or a similar advisory role., • Active FINRA Series 6/7, Series 66 (or equivalent) and health and life licenses required; CFP® or similar certification strongly preferred., • Strong knowledge of investment products, financial planning software (e.g., eMoney, MoneyGuidePro), and CRM systems., • Excellent communication and interpersonal skills, with the ability to build trust and rapport with affluent clients., • Bachelor’s degree in Finance, Business, or a related field; advanced degrees or certifications are a plus., • Commitment to ethical practices and client-first principles. What We Offer • Access to a large established book of business for immediate impact and revenue generation., • Competitive compensation package, including base salary and bonus., • Potential for equity ownership, allowing you to share in the firm’s success., • Reimbursement for health, dental, vision insurance, 401(k) with match, paid time off, and professional development reimbursement., • Collaborative team environment with mentorship from experienced partners., • Opportunities for continued education, conferences, and networking in the financial industry.

Job Description Job Title: Financial Services Professional & Investment Advisor - Launch Your Successful Career at New York Life Insurance Company: New York Life Insurance - A well-respected and longstanding leader in the insurance and financial services industry, providing comprehensive solutions and unparalleled customer experiences since 1845. Our extensive range of life insurance, retirement planning, and investment products help individuals and families achieve their financial goals and secure their futures. Location: Long Island, NY Position Type: Full-Time Position Summary: New York Life Insurance is seeking a self-motivated and results-driven Financial Services Professional & Investment Advisor to join our successful Long Island team. In this role, you will build a thriving financial sales and insurance business, helping clients in your community achieve financial security and peace of mind. As a key member of our team, you'll have access to industry-leading training, mentorship, and the opportunity for rapid advancement into our Fast Track Management program. Key Responsibilities: • Develop and maintain strong relationships with clients by assessing their financial needs and providing tailored solutions., • Prospect and onboard new clients through networking, marketing, and referrals., • Provide on-going service and support to clients to ensure satisfaction and retention., • Achieve personal sales goals and contribute to the overall success of the Long Island office., • Attend ongoing professional development and training sessions to stay current with industry trends and regulatory changes., • Bachelor's degree preferred; equivalent sales experience will be considered., • Prior sales experience and a demonstrated history of success., • Strong communication, interpersonal, and decision-making skills., • Self-motivated, disciplined, and able to work effectively with minimal supervision., • Excellent time-management and organizational abilities., • Up to $100,000 per year, including base salary, bonus, and commission opportunities., • Comprehensive benefits package, including 401(k), health, dental, vision, and life insurance., • Continuing education reimbursement and support for industry designations., • Accelerated path to management for top performers.

Job Description This investment-backed healthcare service provider on Long Island is experiencing rapid growth and is building the infrastructure to support its expanding operations. As the organization scales, it is seeking a talented HR professional who is comfortable building and evolving an HR function from the ground up. The company values a growth-minded approach and is looking for an open-minded candidate who can adapt to change and grow alongside the business. This role offers a unique opportunity to shape people strategy while partnering closely with leadership in a dynamic, high-growth environment. Position Summary The HR Generalist will serve as the sole HR professional and play a critical role in building and managing core HR functions. This is a hands-on, operational role focused on supporting employees and leadership while establishing HR processes, improving communication, and ensuring compliance. This role is ideal for a proactive HR professional who enjoys building structure, improving systems, and being a trusted resource for employees and managers. Key Responsibilities • Serve as the primary point of contact for all HR-related matters, • Establish and maintain HR documentation, employee files, and system accuracy, • Oversee and administer payroll, timesheets, and time & attendance in Paychex (in coordination with the bookkeeper), • Conduct exit interviews and track trends, • Manage full-cycle recruiting for open roles, • Coordinate hiring, offer letters, and onboarding processes, • Improve onboarding experience, including welcome letters and communication flow, • Administer employee benefits including medical, dental, vision, 401(k), PTO, sick time, and FSA, • Serve as liaison with benefits providers and answer employee questions, • Support employee relations matters and day-to-day HR guidance, • Assist with policy development, handbook updates, and HR compliance, • Help establish HR audits and compliance processes as the company grows, • Ensure adherence to applicable employment laws and healthcare-related regulations, • Identify gaps in HR processes and implement scalable solutions, • Partner with leadership to support company growth and workforce planning, • 5–7 years of progressive HR Generalist experience, • Experience supporting growing organizations, preferably as a standalone HR professional, • Strong working knowledge of payroll, benefits, recruiting, and employee relations, • Experience with Paychex or similar HRIS/payroll systems, • Knowledge of federal and state employment laws, • SHRM, PHR, or similar certification preferred but not required Skills & Attributes • Strong communication and interpersonal skills, • Highly organized with strong attention to detail, • Comfortable working onsite in a fast-growing, hands-on environment, • Proactive, adaptable, and solution-oriented, • Ability to build trust and credibility across all levels of the organization

Job DescriptionOur 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 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. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- 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 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 Compensation: $100,000 at plan earnings Responsibilities: • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services, • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectationsQualifications:, • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity, • Ability to successfully network to prospect new potential clients is a must, • Must have effective relationship management skills, • Experience in customer service or sales, ideally within the financial services industry, is helpful, but not necessary., • Strong communication skills, both verbal and written, to effectively convey financial concepts., • Self-motivated with a strong desire to learn and grow within the insurance and financial services field., • 401(k) with a 4% match., • Retirement plan., • Life and Disability Insurance., • Health Coverage: Medical/Pharmacy, Dental, Vision.About Company For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Job Description The Organization: The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in 2019 and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running. You'll serve as the primary relationship manager for a select group of clients, delivering holistic financial advice while also contributing to the firm's continued growth. This is an in-person role based in Melville, NY. Whether you're coming in with a small existing book or none at all, your focus will be on deepening relationships and delivering exceptional service across the firm's established client base. Responsibilities: • Serve as the primary relationship manager for a select group of clients, developing a deep understanding of their values, goals, and priorities., • Develop and implement personalized financial plans tailored to each client's individual needs and objectives., • Deliver holistic financial advice across investments, retirement planning, estate considerations, tax strategies, and risk management., • Engage clients in clear, thoughtful conversations that simplify complex financial concepts into actionable strategies., • Proactively reach out to clients to provide guidance, reassurance, and timely updates through different life stages and market environments., • Conduct a thorough financial analysis to identify growth opportunities and mitigate risk., • Collaborate with internal specialists to create comprehensive, tailored financial plans., • Utilize financial software to track client progress and generate reports., • Stay current on financial services trends, tax regulations, and securities law. Qualifications: • 10+ years of experience as a Financial Advisor, Wealth Manager, or similar client-facing role at an RIA or wealth management firm., • 3+ years developing and managing relationships with high-net-worth clients., • Bachelor's degree in Finance, Economics, Business, or a related field (required); Master's degree a plus., • CFP, CFA, CPA, or similar professional designation strongly preferred., • Solid background in financial sales or a related advisory field., • Deep knowledge of estate planning, tax strategy, and wills & trusts., • Expertise in wealth management, investment management, cash management, and portfolio management., • Familiarity with accounting principles and CRM platforms., • Strong research, analytical, and mathematical skills., • Existing book of business a plus, but not required. Salary & Benefits: • Compensation based on experience., • 401(k) with company contributions, • Health, dental, and vision insurance, • Health savings account (HSA), • Life insurance, • Paid time off #INDM

Job DescriptionWealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients’ inner circle, the Wealth Advisor intimately understands each client’s values, lifestyle and philanthropic goals. They connect clients to the firm’s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Wealth Advisor enhances clients’ financial well-being while standing out among a crowded field. What We’re Looking For:What makes THIS role and advisor opportunity unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics: • Entrepreneurial Spirit, • Intellectual Curiosity, • High Emotional Quotient ("EQ"), • Determination and Relentless Drive for Success, • Spirit of Generosity in Working With and Within Their Community, • Excellent Interpersonal and Communication Skills, • An existing network that can be continuously cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors, • Comfortable interacting with individuals of significant wealth, • Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Trustworthiness and personal integrity that is beyond reproach What We Stand For: TRUSTWORTHINESS—We are accountable. Integrity, transparency and reliability are core to our business model. INNOVATION—We’re always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes. TEAMWORK—We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service. EQUITY—We are committed to building a culture of diverse perspectives – one where all employees feel valued and are treated fairly. COMMUNITY—We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals. RESPONSIBILITY–We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us. Our Market-Leading Training Program:The firm’s culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at the firm including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn’t stop there. We support our advisors with continuing education and ongoing professional development throughout their careers. Base Salary Range: $115,000 to $180,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation,which may include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives.

Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $85,000 - $150,000 Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Network with and qualify with prospective clients and explain the features and merits of insurance, investments, and other planning needs., • Develop investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions., • Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts., • Develops long-term relationships with clients and underwriters., • Assist clients with concerns and service issues as needed., • Reach agreed-upon sales targets monthly.Qualifications:, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • Interpersonal, communication, and presentation skills., • Driven, motivated, and coachable., • Be willing to help others., • New York Life will pay and cover all expenses for training and the exam., • Sales: 1 year (preferred).About Company We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $75,000 - $125,000 yearly Responsibilities: • 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, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • 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, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired About New York Life... New York Life is a 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 the long-term success of clients. We’re proud of our financial strength.5 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For

Job DescriptionAt Morgan Wilshire Securities, Inc. our specialty is locating the best possible investment opportunities tailored to the unique needs of our clients. We Customize goals-based financial plans and help clients manage their portfolios. Committed to delivering the highest quality investment advice, we recognize that our own success is intrinsically linked to the success of our clients. Client satisfaction is therefore our first priority. Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Through our training program, hands on experience, mentoring and development opportunities, you will rapidly become fluent in real-world investing for a broad range of clients. Financial Advisor Trainee Qualifications: Hard working, clear and concise communication, respectfulness, and open mind to learn something new. Mastery of this profession will change your life for the better!! Job Type: Full-time Pay: $30,000 to $60,000 per year Benefits: Tuition reimbursement Weekly schedule: Monday to Friday Work setting: In-person at Garden City location

Job DescriptionFinancial Advisor / Registered Representative / AgentWe’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients the service that they deserve, we can help. Job descriptionNew York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual fundsAs a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:• Highly self-motivated and self-disciplined with the ability to work effectively and independently• Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others• Fearless, positive attitude and willingness to be accountable for results• Organized, detail-oriented and excellent time-management skills• Desire for continuous learning• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner Why New York Life?From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.Our extensive, agent-focused resources include:• Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path• The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other professionals by being able to share commissions on client referrals that lead to sales• Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support• Dedicated underwriters who work diligently on cases• Committed managers who don’t sell; instead they’re dedicated to helping you succeed• A team of highly-trained, experienced product consultants to support your client acquisition needs• Significant income potential• Competitive l benefits, including a defined benefit pension plan and 401k About New York LifeWe are among the strongest and most respected financial companies in America today, ranking #67 on the 2021 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). *Source: Independent Third Party Ratings Reports as of 9/12/2019. For over 66 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life companies.New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender IdentitySMRU 1708927 (Exp. 9/1/21)1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.

Job DescriptionOur 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 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. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- 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 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 Compensation: $75,000+ at plan commission Responsibilities: • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer, • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice, • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial productsQualifications:, • Relationship management skills are required, • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity, • Required to effectively network to identify potential new clientsAbout Company We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.

Job Description What We Offer: • The ability to design your career with a hybrid work model, combining remote flexibility with in-person training, team collaboration, and ongoing support from a Forbes-recognized insurance organization, • A comprehensive benefits package, including medical, dental, and vision coverage; a 401(k) with company participation; and group life insurance, • A training stipend plus performance-based incentive opportunities, • Company-sponsored licensing, education, and professional development, • Clear pathways for career advancement, including opportunities to grow into leadership roles Applicants must be within commuting distance of Hauppauge, NY. Compensation: $100,000 OTE Responsibilities: Client Relationship Management • Build and maintain long-term client relationships through consistent communication and regular review meetings, • Lead discovery conversations to understand clients’ financial objectives, risk tolerance, and personal priorities, • Deliver clear, confident, and compliant financial guidance tailored to client needs Financial Planning & Analysis • Analyze client financial information to develop comprehensive, personalized financial plans, • Provide guidance on retirement planning, investment strategies, tax-efficient solutions, education funding, risk management, and estate planning, • Prepare and present financial plan recommendations, including ongoing performance reviews Sales & Business Development • Identify new client opportunities through referrals, networking, and community engagement, • Recommend tailored investment and insurance solutions to meet individual client goals, • Consistently meet or exceed activity, growth, and revenue targets Compliance & Documentation • Ensure accurate and timely documentation in compliance with SEC, FINRA, and internal policies, • Stay up to date on market trends, product offerings, and regulatory changes, • Active Series 7 and 66 licenses (or Series 65/63 combination), or equivalent state insurance and securities licenses, • Bachelor’s degree in finance, business, economics, or a related field, or equivalent professional experience, • Minimum of 2 years of experience as a financial advisor, financial planner, or in a similar financial services role, • Strong understanding of investment products, financial planning principles, and regulatory requirements, • Excellent communication, presentation, and client relationship management skills, • Must be able to attend all in-office meetings and events Preferred Qualifications • CFP, ChFC, or progress toward obtaining a professional designation, • Experience with CRM systems and financial planning software, • Existing book of business (preferred but not required)About Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025., • Mission Driven - "Do good. Be good. Make good."

Job DescriptionSalary: $1,000 Monthly Stipend + Commissions College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities: Our internship program mimics our full-time Financial Representative career, allowing you to: • Learn how to prospect and network to build your business and client base, • Develop and execute on a business strategy, • Call on potential clients and set meetings to understand their financial goals, • Prepare plans and offer useful recommendations, • Gain exposure to proprietary planning software platforms, • Engage in weekly coaching, training, and development meetings, • Receive Risk Product State Licensing: Life, Accident, and Health, • Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, youll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications: Are you a fit for this internship? • Full-time student; juniors and seniors preferred, • Local to Long Island, year-round or summer, • Entrepreneurial ambitions and curiosity for sales, • Highly involved on campus (leader, athlete, campus orgs, student government, etc), • Excellent time-management skills, • Interest in financial literacy and planning tools, • Business savvy and desire to increase critical thinking abilities Compensation & Benefits • Performance-based earnings and revenue, • Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions), • Productivity Bonuses, • Support for insurance licensing (life, health, DI, LTC), • Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategiesinsurance, investments, and annuitiesbuilt to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors(1) for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyones unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual? • Fortune 500 company (2023), • Top 100 Internship Programs, Yello x WayUp (2024), • 5.0+ million clients and growing(2), • $257 billion retail investment client assets held or managed by Northwestern Mutual(3), • Forbes' Best Employers for Diversity (2018-2021), • Unsurpassed financial strength(4), • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021), • 2024 Northwestern Mutual Diversity & Inclusion Excellence Award Grand Winner (1) Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. (2)As of June 30, 2023 (3) Combined client assets of NMIS and NMWMC as of June 30, 2023 (4) Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moodys Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)

Job DescriptionSalary: Variable, Range of $70,000 - $150,000 in 1st year Financial Advisor Development Program Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Planning Experience | Asset & Income Protection | Education Funding | Investment & Advisory Services Trust Services | Retirement Solutions | Business Needs Analysis As a Northwestern Mutual Financial Representative, you will: • BuildWork to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends., • EducateEducate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans., • Influence Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations., • OwnTake ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients needs. At Northwestern Mutual, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, youll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. Are you a fit for this role? Our most successful financial representatives and advisors have the following characteristics: • Entrepreneurial mindset and ambition, curiosity for sales, • Highly involved on campus (leader, campus orgs, student government, etc.), • Desire for continuous learning, • Excellent time-management and communication skills, • Interest in financial literacy and planning tools, • Our business model and culture allow for athletes, naturally competitive, and high-performing individuals to thrive and succeed in growing their business, • Business savvy, • Legal authorization to work in the US without sponsorship Compensation & Benefits • Commission structure to support early development, • Based on product sales with an unlimited earning capacity, • Renewable income, • Bonus programs & expense allowances, • Support for insurance licensing (Life, Accident, & Health license no eligibility required), • Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategiesinsurance, investments, and annuitiesbuilt to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyones different viewpoints bring new successes! Why join Northwestern Mutual • Fortune 90 Company, • Forbes Top Employer for Diversity and Women 2022, • AAA Financial strength rating, • $227 billion in Wealth Management, • #1 provider of Life Insurance, • Top 10 US Independent Broker-Dealer, • Northwestern Mutual Park Avenue: Crains 2024 best places to work in NYC.

Job DescriptionOverview: SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, investment advisory, property management, development, and specialty lending. Backed by a multi-generation family office legacy, SimpleCITI offers differentiated real estate and private investment solutions to institutional and private wealth investors. Our operating companies include: • SimpleEQUITIES – Private Equity Real Estate, • SimpleADVISORY – SEC-Registered Investment Adviser, • SimpleMANAGE – Commercial Property Management, • SimpleBRICKS – Development, • SimpleSPACES – Industrial & Warehouse Platforms Job Description: SimpleCITI is seeking a results-driven Director of RIA & Family Office Distribution to support and expand distribution of SEC RIA-advised real estate and specialty finance investment products. This role is responsible for developing and managing relationships across the RIA, family office, and private wealth channels, driving product approvals, capital inflows, and long-term advisor partnerships. This is a hybrid role, combining in-office collaboration with client-facing travel, meetings, and industry events. Key Responsibilities: Advisor & Relationship Development: Develop and maintain strong relationships with Registered Investment Advisors (RIAs), family offices, and select institutional-adjacent investors. Product Distribution & AUM Growth: Execute distribution strategies to drive product adoption and asset growth across SimpleCITI’s investment offerings. Product Presentation & Education: Present investment products through in-person and virtual meetings, webinars, conferences, and industry events. Market Intelligence & Opportunity Identification: Monitor advisor demand, competitive offerings, and industry trends to identify new distribution opportunities. Primary External Point of Contact: Serve as the primary relationship manager for external advisors, providing ongoing support, follow-up, and communication. Internal Coordination & Alignment: Collaborate with internal investment, operations, marketing, and compliance teams to ensure alignment between distribution efforts and operational capabilities. Sales & Marketing Support: Assist in the development of sales materials, product decks, and advisor-facing communications tailored to specific client needs. Compliance Partnership: Coordinate closely with the compliance team to ensure all sales and marketing activities adhere to regulatory requirements. Field Feedback & Strategic Input: Provide structured feedback from advisor interactions to support product refinement and strategic planning. Requirements Qualifications: • Proven track record in wholesaling investment products, preferably within the RIA, real estate, or specialty finance sectors., • Established relationships with RIAs are required., • 3+ Years of Experience, • Deep understanding of real estate investment vehicles (e.g., REITs, private equity funds, 1031 exchanges) and specialty finance products., • Exceptional communication and presentation skills with the ability to convey complex concepts clearly and persuasively., • Strong organizational skills and the ability to balance external and internal responsibilities effectively., • Proficiency in CRM tools and data analysis to track client interactions and sales performance., • Bachelor’s degree in finance, business, or a related field. Advanced degrees or certifications (e.g., CFA, CAIA, Series 7, 63, 65/66) are preferred.

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Experienced Medical Receptionist - Front Desk, Mineola, Long Island.For Premier Private Ophthalmology Office in Mineola, Long Island (11501), adjacent to Long Island Railroad, Mineola Station and NYU Winthrop University Hospital with affiliated practice in the NYC, East Village (close to Stuyvesant

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Working at the Naval Nuclear Laboratory we foster pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, and Collaboration.Our company promotes a positive culture while ensuring the safety and reliability of our nation's naval nuclear reactors, and t

FedEx - - Responsibilities: Load, unload, and sort packages of various sizes; Operate in a fast-paced warehouse environment; Follow shift schedules and complete assigned tasks; Overtime paid after 40 hours a week; Participate in safety and compliance procedures.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.