Investment firm jobs in Hempstead, NYCreate job alerts

Job Overview This job posting is anticipated to remain open for 30 days, from 08-Sep-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Job DescriptionPhantom Capital is seeking a Full-Time Property Superintendent/ HANDS-ON Property Manager to become a part of our team. We are a growing multi-family investment firm looking for a full time superintendent/property manager to maintain and manage our properties across the tri-state area. Must have prior experience in construction, property management, and be proficient in elements of plumbing and electrical work. Most important is a commitment and willingness to grow and thrive within a company and be able to take on greater responsibility as our company grows. Responsibilities: • Oversee and coordinate all real estate transactions, • Attract and educate new tenants, • Investigate and resolve tenant complaints, • Attend to property emergencies and service calls, • Update and improve properties to increase return on investment, • Ensure all work order and repair requests are processed in a timely fashion, • Supervise and train property staff, • Enforce property and associations' rules and regulationsQualifications:, • Previous experience in property management or other related fields, • Experience as a building superintendent/construction, • Plumbing and Electrical experience, • Ability to build rapport with tenants, • Ability to multitask and prioritize, • Excellent written and verbal communication skills

Job Description Eagle Rock Properties, headquartered in New York, is a full-service real estate firm offering investment management, property management, and construction management services. With a team of over 275 professionals, we specialize in rental apartment communities across the Northeast and Mid-Atlantic regions of the United States. Under the leader of our executives- who have owned and managed properties for more than 30 years, Eagle Rock Properties has emerged as a pioneering force in the industry. Job Description As a Maintenance Technician, under the direction of the Property Manager or the Maintenance Manager, you are responsible for the appearance and working order of individual apartments, exterior, and common areas. Responsibilities In addition to your technical experience with Maintenance, electrical, HVAC and mechanical systems and their maintenance and repair, you shall have proven customer service and leadership skills by... • Showing care and concern for our residents through timely follow ups and meticulous completion of their apartment service tickets, • Resolving maintenance issues in the area of HVAC, electrical, plumbing and appliance repair, • Managing the make-ready and apartment turnover process with attention to detail and timeliness so apartments can be leased and new residents can move in, • Preserving the value of the building by consistently executing on preventative maintenance programs, • Preserving the beauty of the building and the safety of the community through general upkeep and cleanliness, snow removal and grounds maintenance, • Sustaining peak efficiency operation levels for all property components, • Adhering to applicable building, county and safety codes/standards, while running an accident-free operation, • 3-5+ years of experience in the trades, facilities and/or residential building maintenance, • Strong leadership aptitude and experience preferred, • Knowledge of risk management, OSHA and MSDS, • Proficiency with HVAC, plumbing, electrical trades and appliance repair, • Basic carpentry, drywall and painting skills, • A safety mindset and an eye for detail, • A builder's mentality (know it like you built it!), • Excellent communication skills both written and verbal, • A sharp professional appearance, • Availability for emergency situations at the property, including an on-call rotation, • 3-5+ years of hands-on general maintenance experience, • Availability to work a flexible schedule, including weekends, • Rotating on-call responsibility for after-hours emergencies, • Valid driver's license and/or access to reliable transportation Salary: Competitive salary Required education: • High school diploma or equivalent

Job Description COMPANY OVERVIEW: CERTERRA (formerly RMA Companies) is a growing national provider of testing, inspection, and certification services that support innovation in new product development, quality assurance, for project delivery, and engineered solutions for asset management. We are passionate about contributing to the sustainable development of the communities we serve. We are a national firm with a global reach serving national and international clients from 30+ offices located in 10 states and are ranked on ENR’s Top 500 list alongside the nation’s top firms. With a 60-year history, CERTERRA has a passion for high-end services, constant innovation, and investment in the development of world-class laboratory facilities, and interactive management technologies. Each member of our staff is committed to service, innovation, and the success of our clients. Job Summary: We are seeking a Lab Supervisor to oversee our laboratory operations and ensure the highest quality of testing services. The supervisor will be responsible for supervising staff, assisting the Lab Director in developing and implementing lab policies and procedures, and maintaining compliance with regulatory standards. Qualifications • Associate’s degree in Engineering (preferred)., • Minimum of 3+ years of experience with laboratory testing of construction materials, with at least 1+ years in a supervisory or managerial role, • Strong knowledge of laboratory operations, quality control, and regulatory requirements, • Excellent leadership, communication, and problem-solving skills., • Oversee daily operations of the laboratory, including scheduling, staffing, equipment calibration and verification, and workflow management, • Assist Lab Director in developing and implementing lab policies, procedures, and quality assurance programs, • Ensure compliance with regulatory standards, accrediting agencies, and best practices, • Lead and mentor laboratory staff, providing training and guidance as needed, • Collaborate with other departments to ensure seamless integration of lab services, • American Concrete Institute (ACI) Certifications:, • Aggregate Testing Technician - Level 1 or 2, • Aggregate/Soils Base Testing Technician, • Concrete Strength Testing Technician, • Concrete Field-Testing Technician - Grade 1, • Concrete Laboratory Testing Technician - Level 1 or 2, • Familiarity with Lab Information Management Systems (LIMS)

Job DescriptionTitle: Senior Attorney, Associate, PartnerLocation: Remote USACompensation: DOERequirements: • 5+ years experience working as an Attorney, • 2+ years working in Employee Benefits, • Able to work 1150 billable hours Candidates should have experience in one or more of the following areas: • Advising employers on retirement and welfare benefit plans in compliance with ERISA and the Internal Revenue Code., • Working with qualified defined contribution and defined benefit retirement plans., • Strong understanding of ERISA, the Internal Revenue Code, and related regulatory frameworks, including IRS and DOL correction programs., • Handling nonqualified deferred compensation plans, equity compensation, and retention programs., • Managing employee benefit plans and compensation arrangements in mergers and acquisitions., • Advising on health and welfare benefit plans., • Drafting plan documents and summary plan descriptions, negotiating service provider contracts, and reviewing investment management agreements., • Counseling plan sponsors and fiduciaries on compliance and fiduciary best practices, with an emphasis on plan governance., • Experience with benefit plans for non-profit organizations, including 403(b), 457(b), and 457(f) plans., • Familiarity with governmental and church employee benefit plans., • Understanding of investment products used in retirement plans, such as annuity contracts. Successful candidates will have: • A J.D. from a nationally recognized law school., • Strong research, analytical, and writing skills., • Excellent interpersonal and problem-solving abilities. This position can be fully remote. Candidates must be licensed to practice law in their home jurisdiction. Licensure in California is a plus but not required.

Job Description Acquisitions Analyst Location: Great Neck, NY (On-Site) Compensation: $95,000–$110,000 per annum Employment Type: Full-Time About Us Gorjian Acquisitions is a privately held real estate investment firm focused on acquiring and repositioning multifamily, retail, office, and industrial properties across the United States. We pride ourselves on a hands-on, entrepreneurial approach to identifying opportunities and creating value for our portfolio and investors. Position Overview We are seeking a detail-oriented Acquisitions Analyst to support the firm’s real estate investment activities. The Analyst will be responsible for financial modeling, market research, and transaction support, working closely with the acquisitions team and senior leadership. This role provides an excellent foundation for a career in real estate private equity and investment. Key Responsibilities * Build and maintain detailed financial models and pro formas for potential acquisitions. * Conduct market research, including demographic studies, rent comps, and sales comps. * Analyze property-level operating statements, rent rolls, and third-party reports. * Assist in preparing investment memoranda and presentations for internal review and investors. * Support due diligence and closing processes by coordinating with brokers, attorneys, and consultants. * Track industry trends and provide insights to the acquisitions team. Qualifications * Bachelor’s degree in Finance, Real Estate, Economics, or a related field. * 1–3 years of relevant real estate or finance experience (internships considered). * Strong Excel and financial modeling skills; Argus experience a plus. * Exceptional analytical, organizational, and communication skills. * Ability to multitask and manage deadlines in a fast-paced environment. Compensation & Growth * Base Salary: $95,000–$110,000 (commensurate with experience). * Exposure to live transactions and direct collaboration with senior leadership. * Clear growth path into associate-level and beyond. Company DescriptionWhy Work With Us At Gorjian Acquisitions, we’re more than just a real estate investment firm - we’re a fast-moving, entrepreneurial team focused on growth, performance, and long-term value. Our team members are trusted with real responsibility, and their contributions directly impact the success of our portfolio. We specialize in acquiring, leasing, and managing commercial real estate across the country, and we operate with a hands-on, results-driven approach. You’ll work in a professional environment where attention to detail, strong communication, and personal accountability are valued every day. If you’re looking for a place where you can grow, contribute meaningfully, and be part of a winning team - this is it.Why Work With Us\r\n\r\nAt Gorjian Acquisitions, we’re more than just a real estate investment firm - we’re a fast-moving, entrepreneurial team focused on growth, performance, and long-term value. Our team members are trusted with real responsibility, and their contributions directly impact the success of our portfolio.\r\n\r\nWe specialize in acquiring, leasing, and managing commercial real estate across the country, and we operate with a hands-on, results-driven approach. You’ll work in a professional environment where attention to detail, strong communication, and personal accountability are valued every day.\r\n\r\nIf you’re looking for a place where you can grow, contribute meaningfully, and be part of a winning team - this is it.

Job Description Eagle Rock Properties, headquartered in New York, is a full-service real estate firm offering investment management, property management, and construction management services. With a team of over 275 professionals, we specialize in rental apartment communities across the Northeast and Mid-Atlantic regions of the United States. Under the leader of our executives- who have owned and managed properties for more than 30 years, Eagle Rock Properties has emerged as a pioneering force in the industry. Job Summary: We are seeking a detail-oriented and motivated Human Resources Intern to join our team on a part-time basis. This internship will provide hands-on experience supporting day-to-day HR operations, particularly in the pre-hiring and onboarding processes. The ideal candidate is organized, proactive, and eager to learn about HR practices in a professional setting. Responsibilities: * Assist with pre-employment processes, including collection and tracking of required documentation * Support the onboarding process by scheduling orientations, and ensuring all documentation is completed accurately and timely * Maintain digital and physical filing systems in compliance with company and legal standards * Communicate with candidates and new hires professionally and promptly * Help update and maintain employee records in the HRIS system * Support various HR administrative tasks and projects as assigned Qualifications: * Currently pursuing or recently completed a degree in Human Resources, Business Administration, or related field * Strong attention to detail and organizational skills * Excellent written and verbal communication * Ability to handle confidential information with discretion * Comfortable working independently and managing multiple tasks * Proficiency with Microsoft Office (Word, Excel, Outlook) What You'll Gain: * Hands-on experience with HR operations and compliance processes * Exposure to real-world onboarding and pre-employment procedures * Opportunity to develop professional communication and organizational skills Eagle Rock Properties provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics

Job Description SimpleCITI Companies, Hiring for Legal Counsel – Funds & Real Estate Overview: 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, capital markets, brokerage, property management, development, and specialty lending. With expertise in industrial, commercial, mixed-use, and residential real estate, SimpleCITI operates at the intersection of capital deployment, operational execution, and long-term value creation. Our real estate verticals include: • SimpleEQUITIES (Private Equity Real Estate), • SimpleADVISORY (Investment Advisory), • SimpleMANAGE (Property Management), • SimpleBRICKS (Development), • SimpleREALTY ADVISORS (Brokerage & Leasing) Job Description: SimpleCITI is seeking a capable and motivated Legal Counsel to handle legal matters across our real estate and investment platform. This is an opportunity to be the first in-house legal hire, helping to build the foundation for fund formation, SEC compliance, and real estate deal support as the platform scales. You’ll work closely with company leadership and outside counsel on all transactional, regulatory, and governance work. Fund Formation & Investment Legal Support • Draft, review, and coordinate PPMs, LPAs, side letters, and subscription documents, • Oversee SEC compliance and regulatory filings related to SimpleADVISORY (e.g., Form ADV, Code of Ethics, RAUM), • Assist with legal structuring and filings for Delaware entities, Series LLCs, and co-investment vehicles, • Support future broker-dealer and fund expansion efforts Real Estate & Lending Transactions • Assist with legal review of mortgages, notes, JV agreements, leases, and purchase contracts, • Coordinate due diligence and title reviews for acquisitions and financings, • Review and manage legal documents across development, management, and leasing functions, • Ensure alignment between legal docs and business operations across SimpleMANAGE, SimpleREALTY, and SimpleBRICKS Compliance & Governance • Maintain DHCR filings, regulatory registrations, and internal SOPs, • Track legal deadlines, filings, and compliance workflows, • Organize and maintain legal templates, contract records, and entity structure charts, • Collaborate with external legal and compliance partners as needed Requirements • JD from an accredited U.S. law school; admitted in NY or eligible for in-house registration, • 5–8 years of legal experience across fund formation, SEC/RIA compliance, and real estate transactions, • Strong knowledge of Reg D, LLC/Series LLC structuring, and real estate documentation, • Ability to work independently across a variety of legal tasks in a fast-paced environment, • Comfortable managing legal vendors, deadlines, and cross-functional coordination Bonus: • Experience with ERISA, 1031 exchange structures, or Delaware Statutory Trusts (DSTs), • Familiarity with fund waterfall modeling, carry structures, or investor relations support, • Prior experience at a fund, real estate investment firm, or family office, • Experience working with litigation funders, claims administrators, or lien resolution firms in the mass tort space, • Familiarity with portfolio management systems or CRMs (e.g., Salesforce, DealCloud) for tracking diligence and legal asset performance

Job Description Overview We're Hiring: CRE Transactional Attorney Hours: Full Time, Monday- Thursday 9:00 am to 6:00 pm and Friday 9:00 am to 5:00 pm Location: Great Neck, NY Compensation: $200,000 + Benefits: Medical, Dental, Vision, Paid Time Off, Sick Time, Holidays Summary: As a CRE Transactional Attorney, you will provide essential transactional support, with a primary focus on commercial real estate debt and equity transactions. You’ll bring your deep understanding of real estate law and proven track record in managing complex deals to ensure regulatory compliance, mitigate risks, and facilitate seamless, high-value transactions. What you will be doing: • Provide legal support for commercial real estate debt and equity transactions., • Review and analyze structured product deal documents to ensure compliance and accuracy., • Coordinate with outside counsel and internal teams to efficiently manage transactions., • Advise on legal and regulatory issues related to business expansion and deal structuring., • Collaborate with Portfolio Management, Legal & Compliance, and Product Management teams., • Assist with various legal projects supporting the broader objectives of the legal group., • Engage with service providers and external legal counsel to ensure smooth execution. What you will need: • Juris Doctor (J.D.) from an accredited institution., • Minimum 5 years of experience at a top-tier law firm or similar legal environment., • Strong background in commercial real estate and/or investment management., • Proven experience with joint venture negotiations, loan originations, acquisitions/dispositions, and real estate-related compliance., • Familiarity with private equity and registered fund structures is a plus. Why Join Us? At Namdar, you'll be part of a forward-thinking organization that values expertise, initiative, and collaboration. We offer a competitive compensation package, growth opportunities, and a chance to work with some of the top professionals in the industry.

Job Description COMPANY OVERVIEW: CERTERRA/ Big Apple Group (formerly RMA Companies) is a growing national provider of testing, inspection, and certification services that support innovation in new product development, quality assurance, for project delivery, and engineered solutions for asset management. We are passionate about contributing to the sustainable development of the communities we serve. We are a national firm with a global reach serving national and international clients from 30+ offices located in 10 states and are ranked on ENR’s Top 500 list alongside the nation’s top firms. With a 60-year history, CERTERRA has a passion for high-end services, constant innovation, and investment in the development of world-class laboratory facilities, and interactive management technologies. Each member of our staff is committed to service, innovation, and the success of our clients. Job Summary: We are seeking a Professional Engineer to perform Special Inspections (Geotechnical), oversee our laboratory operations and ensure the highest quality of testing services. The will be responsible for managing lab staff, developing and implementing lab policies and procedures, and maintaining compliance with regulatory standards. Qualifications • Bachelor's degree in Engineering., • Minimum of 5 years of experience in Special Inspections (Geotechnical)., • Minimum of 7 years of experience with laboratory testing of construction materials, with at least 3+ years in a supervisory or managerial role, • Strong knowledge of laboratory operations, quality control, and regulatory requirements, • Excellent leadership, communication, and problem-solving skills., • Special Inspections (Geotechnical) in the greater NYC-Metro (2-3 Days Per Week), • Serve as Technical Director for the company’s licensed Concrete Testing Lab., • Oversee daily operations of the laboratory, including scheduling, staffing, and workflow management, • Develop and implement lab policies, procedures, and quality assurance programs, • Ensure compliance with regulatory standards, accrediting agencies, and best practices, • Lead and mentor laboratory staff, providing training and guidance as needed, • Collaborate with other departments to ensure seamless integration of lab services, • Evaluate new technologies and methodologies to enhance lab operations and testing capabilities, • Participate in budget planning and monitor expenses to meet financial goals, • American Concrete Institute (ACI) Certifications:, • Aggregate Testing Technician - Level 1 or 2, • Aggregate/Soils Base Testing Technician, • Concrete Strength Testing Technician, • Concrete Field-Testing Technician - Grade 1, • Concrete Laboratory Testing Technician - Level 1 or 2, • National Institute for Certification in Engineering Technologies (NICET):, • Construction Materials Testing: Asphalt, Concrete, Soils (Levels I, II, or III), • NJSAT Certifications:, • Licensed Professional Engineer in NY (required), • Licensed Professional Engineer in NJ, in addition to NY is highly preferred

Job Description Eagle Rock Properties, headquartered in New York, is a full-service real estate firm offering investment management, property management, and construction management services. With a team of over 275 professionals, we specialize in rental apartment communities across the Northeast and Mid-Atlantic regions of the United States. Under the leader of our executives- who have owned and managed properties for more than 30 years, Eagle Rock Properties has emerged as a pioneering force in the industry. Role Overview: As the Multifamily Marketing Manager, you'll be at the forefront of our marketing efforts, driving strategies to attract, engage, and retain residents across our multifamily portfolio. You'll lead the marketing team and collaborate with cross-functional partners to develop and execute comprehensive marketing plans that elevate our brand presence, drive occupancy, and enhance resident satisfaction. The main focus of the day-to-day will be on Google Ads and driving online visibility for properties throughout the portfolio. • Strategic Planning: Develop and implement innovative marketing strategies to drive leasing, retention, and brand awareness across multiple properties., • Campaign Management: Oversee the creation and execution of marketing campaigns, leveraging various channels such as digital advertising, social media, email marketing, and traditional media. Stay up-to-date with industry trends and best practices to continually improve campaign effectiveness. Manage and optimize Google Ads campaigns to achieve maximum ROI and lead generation. Conduct keyword research, competitor analysis, and audience targeting to enhance campaign performance., • Brand Development: Ensure brand consistency and integrity across all marketing materials and touchpoints, maintaining a strong and compelling brand identity., • Market Analysis: Conduct market research and analysis to identify trends, competitor activities, and growth opportunities, adapting strategies accordingly., • Team Leadership: Lead and mentor a team of marketing professionals, fostering a collaborative and high-performing culture while managing workloads and setting clear objectives. Collaborate with internal teams and external partners to ensure marketing strategies align with business objectives., • Collaboration: Work closely with property management teams to align marketing initiatives with leasing goals and resident satisfaction efforts., • Budget Management: Manage marketing budgets effectively, optimizing spend and ROI while ensuring efficient resource allocation., • Reporting: Monitor and analyze campaign performance metrics, and provide regular reporting to management., • Bachelor's degree in Marketing, Business, or related field; Master's degree a plus., • 6+ years of experience in multifamily or real estate marketing, with a proven track record of developing and implementing successful marketing strategies., • Strong leadership skills with the ability to inspire and manage a team effectively., • Proficiency in digital marketing tools and platforms, including but not limited to Google Analytics, social media advertising, and email marketing software., • Exceptional analytical abilities and a data-driven approach to decision-making. Eagle Rock Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics

Job Description Company Overview: SimpleCITI Companies is a nationwide commercial real estate and specialty finance firm specializing in acquiring, managing, developing, leasing, and financing assets in major cities. As a private equity company for real estate, we leverage automation to enhance efficiency and manage an extensive portfolio that includes industrial and residential properties. We are dedicated to advancing the real estate industry through innovation and excellence. Role: Looking for Remote Yardi Consultants based in India or another foreign country outside of the United States. Must assist the team with: Yardi Core Modules Asset & Investment Management Specialized Modules for Commercial Real Estate & Multi-Family/Residential, Financial Transactions & Payments Facillitation of Data Analysis to support SimpleCITI's business operationns as it pertains to Real Estate Investments Requirements At least 3+ years of experience in Yardi; Yardi Voyager, Yardi Elevate Nice to have some knowledge of US Commercial, Industrial, and Residential Real Estate Associates/Bachelors Degree in Real Estate, Accounting, Data Analysis or a similar field.

Job Description Title: Financial Planner (For your application to be reviewed, you must reside within 25 miles of East Hills, NY and need to have a Series 7 & Series 66 with experience working on Financial Plans. ) About Blue Ocean Wealth Solutions, LLC At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals through a client-centered approach using insurance, investment, retirement, and voluntary worksite benefits planning. We work closely with clients to understand their goals, assess their needs, and recommend suitable solutions for their portfolios. We were awarded “Top Long Island Workplaces” from 2018 to 2024 by Newsday and Dan’s Papers. We pride ourselves on a vibrant, cohesive, family culture. Role Overview The Financial Planning Specialist serves on the Leadership level as the central point of contact between the firm’s Financial Advisors and the Home Office. This role ensures all requests are properly routed, promotes consistency and clear communication, oversees tracking, processing, and assignment of all financial planning requests, and may be included in client meetings. Financial Planning Strategy Deliver a diversified set of investment and risk management solutions with a financial planning mindset to meet the individualized needs of current and potential clients. Partner with existing advisors and their clients as a subject matter expert on financial planning. Manage workflow between Financial Advisors, Coordinators, and the Home Office to ensure timely and efficient handling of tasks. Adhere to the firm’s risk and regulatory standards, policies, and controls. Use sales tools and modules to conduct analysis and recommend best-fit solutions. Build a referral channel by developing strong partnerships with advisors to meet client needs. Process and monitor all financial plan requests. Prepare correspondence and track the team’s progress through defined metrics. Provide marketing presentations, deliver training, and disseminate information to advisors. Promote the firm’s financial planning value proposition. Other projects as needed. Financial Planning Tools Financial planning software including e-Money and Money Guide Pro, etc. Productivity and analysis tools including Outlook, Excel, PowerPoint, and Word. Firm sales tools and modules used for needs analysis, solution design, tracking, and reporting. Financial Planning Career Ladder Opportunities for growth include roles/titles such as Senior Financial Planning Specialist or Financial Planning Manager, with increased responsibilities in training, process oversight, and cross-functional collaboration. High-performing individuals may be considered for succession into the Director of Financial Planning role. This position includes leading and growing a team of Financial Planners, managing hiring and onboarding, providing coaching, setting standards and KPIs, and focusing heavily on the implementation of financial plan recommendations. Qualifications · Bachelor’s degree in accounting, finance, or a related field. · MUST have a Series 7 & 66. Life & Health license a plus. CFP designation preferred. · MUST have a minimum of 1 -3 years developing financial planning strategies. · Proficient in financial planning software (e.g., E-money, Money Guide Pro). · Strong interpersonal skills interacting with clients, colleagues, and key external partners. · Strong analytical abilities, excellent communication with a result-driven attitude. · Proficient in Outlook, Excel, PowerPoint and Word. Salary Range: $75,000 - $115,000 yearly depending on experience plus commission/bonus based on performance. Schedule: Full-time, in-office position with standard hours of 8:30 am to 5:00 pm, Monday through Friday, with flexibility for client meetings as needed. Benefits: Medical, Dental, Vision and 401(k). Generous paid time off. Eligibility: Must be authorized to work in the United States. #LI-BOWS1 Equal Opportunity Employer We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state and local law.

Job DescriptionOverview: Fort Morgan Capital is a specialty finance subsidiary of SIMPLECITI Companies focused on originating and servicing structured credit facilities to personal injury and mass tort law firms. Backed by a $50 million joint venture with Arena Investors LP, Fort Morgan underwrites legal receivables backed by future case proceeds to meet growing demand for non-dilutive law firm financing. About SIMPLECITI Companies: SIMPLECITI Companies is a vertically integrated finance and operations platform focused on building scalable businesses across specialty lending, advisory, and asset management. Our operating companies specialize in capital markets, legal finance, operations, and private credit. We combine disciplined underwriting with tech-enabled infrastructure to deploy capital efficiently and drive long-term value. Our verticals include: • Fort Morgan Capital (Litigation Finance & Legal Credit), • SimpleCREDIT (Private Lending & Legal Finance), • SimpleADVISORY (Investment Advisory), • SimpleMANAGE (Back Office & Ops Support), • SimpleCORE (Operations & Capital Structuring) Job Description: Fort Morgan Capital is hiring a Director of Legal Credit and Diligence Operations to lead the evaluation, underwriting, and approval process for credit facilities issued to law firms. This is a high-responsibility role for a credit leader with experience in legal asset analysis, diligence management, and structuring complex legal receivable-backed loans. You’ll be responsible for owning the entire underwriting lifecycle, coordinating external advisors, and producing decision-ready investment materials for committee approval. The ideal candidate combines legal fluency with credit structuring experience and operational execution. Underwriting, Diligence & Credit Oversight • Own end-to-end credit execution: intake, modeling, diligence, credit memo, IC presentation, and closing, • Develop and maintain underwriting rubrics for evaluating legal receivables from PI and mass tort law firms, • Analyze case dockets, pipeline strength, settlement timelines, and projected legal fee recoveries, • Coordinate with third-party legal advisors, valuation firms, and underwriters on case quality and portfolio risk, • Draft and present Investment Memos (IMs) for approval by the Fort Morgan Investment Committee, • Ensure all legal structuring (e.g., lien protections, superpriority status, PPFFPA compliance) is complete pre-funding, • Oversee funding documentation and coordinate transition to post-close servicing and reporting, • 5+ years in legal finance, structured credit, investment banking, or plaintiff-side underwriting, • JD or equivalent background with litigation finance, legal receivables, or private credit transactions, • Proven experience evaluating case portfolios and drafting institutional-grade investment memos, • Deep understanding of litigation timelines, fee structures, and settlement patterns across PI and mass tort, • Proficient in legal documentation, UCC filings, PPFFPA, lien protections, and asset-backed credit, • Able to manage multiple stakeholders including internal teams, IC members, and external counsel Preferred: • Experience in law firm lending or pre-settlement funding, • Understanding of how case quality and practice structure impact credit risk, • Bonus: Experience integrating AI or automation tools into legal diligence or underwriting workflows

Job Description Property Operations & Marketing Manager (Full-time) Gorjian Acquisitions – Great Neck, NY Hours * Monday–Thursday: 9:00 AM – 6:00 PM (or 9:30 AM – 6:30 PM) * Friday (Winter): 9:00 AM – 2:00 PM * Friday (Spring/Summer): 9:00 AM – 4:00 PM Position Overview This role is a hybrid operations + marketing position, designed to support Gorjian Acquisitions across property-level needs, portfolio oversight, and company branding/marketing. Reporting directly to senior leadership, the manager will serve as the “go-to” for keeping property operations running smoothly while also helping elevate the firm’s public presence and deal marketing. Key Responsibilities Property Operations * Assist with day-to-day oversight of the firm’s property portfolio. * Coordinate with third-party property managers, brokers, and vendors. * Monitor rent rolls, leasing status, and property-level KPIs. * Prepare and maintain property-level files, reports, and investor updates. * Track deadlines (lease expirations, insurance renewals, tax appeals, etc.). Marketing & Communications * Prepare marketing materials for acquisitions, dispositions, and leasing. * Manage company social media, website, and branding initiatives. * Draft and design investor decks, flyers, and quarterly updates. * Coordinate press releases and community/industry marketing efforts. Administrative Support * Provide executive support to acquisitions and operations teams. * Assist in scheduling, data entry, and CRM management. * Act as a point of contact for internal and external stakeholders. Qualifications * Strong organizational skills and attention to detail. * Excellent written and verbal communication. * Proficiency with Microsoft Office, Canva/Adobe, and CRM tools. * Interest in real estate and ability to multitask across operations and marketing. * Prior real estate, property management, or marketing experience a plus. Company DescriptionWhy Work With Us At Gorjian Acquisitions, we’re more than just a real estate investment firm - we’re a fast-moving, entrepreneurial team focused on growth, performance, and long-term value. Our team members are trusted with real responsibility, and their contributions directly impact the success of our portfolio. We specialize in acquiring, leasing, and managing commercial real estate across the country, and we operate with a hands-on, results-driven approach. You’ll work in a professional environment where attention to detail, strong communication, and personal accountability are valued every day. If you’re looking for a place where you can grow, contribute meaningfully, and be part of a winning team - this is it.Why Work With Us\r\n\r\nAt Gorjian Acquisitions, we’re more than just a real estate investment firm - we’re a fast-moving, entrepreneurial team focused on growth, performance, and long-term value. Our team members are trusted with real responsibility, and their contributions directly impact the success of our portfolio.\r\n\r\nWe specialize in acquiring, leasing, and managing commercial real estate across the country, and we operate with a hands-on, results-driven approach. You’ll work in a professional environment where attention to detail, strong communication, and personal accountability are valued every day.\r\n\r\nIf you’re looking for a place where you can grow, contribute meaningfully, and be part of a winning team - this is it.

Job Description Personal/Executive Assistant – Senior Executive, Investment Firm A wonderful, long-standing professional services firm in Great Neck Long Island is seeking an Personal Assistant to support a senior executive of the firm, working out of their corporate office. up to $115k base DOE (exempt) + discretionary bonus + benefits! The firm offers a collaborative company culture with amazing tenure among its employees. Seeking someone team oriented, proactive, organized, a critical thinker/inquisitive mind, and tech savvy! Typical hours are 9am-5pm, the firm is currently on a hybrid schedule 4 days in office/1 remote Responsibilities include but aren’t limited to: • Management of personal & business calendars - scheduling meetings and prioritizing the executives time., • Answering all phone calls and emails with the utmost professionalism, • Scheduling meetings, appointments, booking travel (flights, accommodations, itineraries, etc), dinners etc., • Handling all expense reports on behalf of the executive, • Personal work include tax filings, gifting, donations, coordinating with personal staff and properties Requirements: • Excellent written and verbal communication skills, • Proficient in Microsoft Office Suite (Outlook, Word, Excel)., • 10+ years of personal/executive assistant experience, preferably in finance, legal, professional services

Job Description Long Island - Branch Manager / Compliance Support – Full-time on-site Series 7 and 24 Licenses required (active and clean) Firm: Joseph Gunnar & Co. Location: Uniondale, NY About Joseph Gunnar & Co. Joseph Gunnar & Co. is a leading full-service investment banking and wealth management firm dedicated to providing clients with personalized financial strategies and access to institutional-quality solutions. We are seeking a LI Branch Manager/Compliance Support professional to lead and support our retail, wealth, and investment management operations while fostering a culture of compliance, client service, and professional growth. The role dually reports to the CEO/CCO. Responsibilities: Leadership & Oversight o Provide day-to-day management of retail and capital markets, RR's, and overall branch oversight. o Ensure RR compliance with firm policies, procedures, and regulatory requirements. Operational Onboarding o Oversight of new accounts onboarding, account maintenance, asset movements, trade corrections, documentation requirements, and client remediation projects. o Collaborate with advisors, client associates, and firm leadership to ensure a unified client experience and efficient processes. o Assist with confirming that syndicate deals are appropriately allocated and that suitable clients have been sent the preliminary prospectus. Risk & Compliance o Review daily trading activity via RBC, the firm's clearing broker, from vendor exception reports, including trade blotters for various products, account setup changes, and more. o An understanding of Regulation "Best Interest", especially as it relates to the documentation to demonstrate compliance. o Lead efforts in adherence to branch exams, operational audits, and risk mitigation initiatives. o Recommend, develop, and enforce policies to maintain the highest compliance standards. Strategic Initiatives/Technology comfort o Provide RR consultations on opportunities for risk management, process improvement, and business growth, which may include new or complex products that enhance efficiency, client service, and risk control. o Speed, comfort, and efficient use of technology and multiple systems to leverage productivity in a fast-paced environment. Required qualifications: · Active and clean FINRA Series 7 and 24 licenses - REQUIRED. · 5+ years of relevant (retail and capital markets) broker-dealer financial services industry experience. · Proximity and ability to commute to Long Island for an on-site full-time position. · Familiarity with branch management, compliance, and supervisory and operational control functions. · Client service mindset with strong communication, interpersonal skills, and sound judgement. · Knowledge and experience with RBC systems, client onboarding, and exception reports reviews. Company DescriptionJoseph Gunnar & Co. is a leading full-service investment banking and wealth management firm dedicated to providing clients with personalized financial strategies and access to institutional-quality solutions. We are seeking a LI Branch Manager/Compliance Support professional to lead and support our retail, wealth, and investment management operations while fostering a culture of compliance, client service, and professional growth. The role dually reports to the CEO/CCO.Joseph Gunnar & Co. is a leading full-service investment banking and wealth management firm dedicated to providing clients with personalized financial strategies and access to institutional-quality solutions. We are seeking a LI Branch Manager/Compliance Support professional to lead and support our retail, wealth, and investment management operations while fostering a culture of compliance, client service, and professional growth. The role dually reports to the CEO/CCO.

Job Description Acquisitions Associate Location: Great Neck, NY (On-Site) Compensation: $100,000–$120,000 per annum + Commission Opportunities Employment Type: Full-Time About Us Gorjian Acquisitions is a privately held real estate investment firm specializing in the acquisition and repositioning of multifamily, retail, office, and industrial assets nationwide. With a disciplined investment approach and entrepreneurial mindset, we identify value-add opportunities and execute business plans that drive long-term growth. Position Overview We are seeking a highly motivated Acquisitions Associate to join our team. The ideal candidate will play a key role in sourcing, underwriting, and executing real estate investments across multiple asset classes. This position offers the opportunity to work directly with senior leadership and gain significant transaction exposure while contributing to the firm’s continued expansion. Key Responsibilities * Source and evaluate investment opportunities through broker networks, direct outreach, and market research. * Underwrite potential acquisitions using detailed financial modeling and sensitivity analysis. * Conduct due diligence, including review of leases, financial statements, market comps, and third-party reports. * Prepare investment memoranda and presentations for internal and external stakeholders. * Support transaction management, including coordinating with brokers, attorneys, lenders, and property managers. * Monitor portfolio performance and assist with asset management initiatives post-acquisition. Qualifications * Bachelor’s degree in Finance, Real Estate, Economics, or a related field (Master’s degree a plus). * 2–4 years of relevant real estate experience (investment, brokerage, capital markets, or related field). * Strong financial modeling and Excel skills; proficiency with Argus and Salesforce a plus. * Excellent communication, presentation, and negotiation skills. * Highly detail-oriented, analytical, and able to thrive in a fast-paced entrepreneurial environment. Company DescriptionWhy Work With Us At Gorjian Acquisitions, we’re more than just a real estate investment firm - we’re a fast-moving, entrepreneurial team focused on growth, performance, and long-term value. Our team members are trusted with real responsibility, and their contributions directly impact the success of our portfolio. We specialize in acquiring, leasing, and managing commercial real estate across the country, and we operate with a hands-on, results-driven approach. You’ll work in a professional environment where attention to detail, strong communication, and personal accountability are valued every day. If you’re looking for a place where you can grow, contribute meaningfully, and be part of a winning team - this is it.Why Work With Us\r\n\r\nAt Gorjian Acquisitions, we’re more than just a real estate investment firm - we’re a fast-moving, entrepreneurial team focused on growth, performance, and long-term value. Our team members are trusted with real responsibility, and their contributions directly impact the success of our portfolio.\r\n\r\nWe specialize in acquiring, leasing, and managing commercial real estate across the country, and we operate with a hands-on, results-driven approach. You’ll work in a professional environment where attention to detail, strong communication, and personal accountability are valued every day.\r\n\r\nIf you’re looking for a place where you can grow, contribute meaningfully, and be part of a winning team - this is it.

Overview: SimpleCITI Companies is a nationwide commercial real estate and specialty finance firm specializing in acquiring, managing, developing, leasing, and financing assets in major cities. As a private equity company for real estate, we leverage automation to enhance efficiency and manage an extensive portfolio that includes industrial and residential properties. We are dedicated to advancing the real estate industry through innovation and excellence. We are currently seeking a highly skilled and detail-oriented Accounts Payable and/or Receivables Specialist with experience in the real estate industry. In this essential role, you will be responsible for managing and optimizing our accounts payable processes and/or receivables, ensuring the accurate and timely processing of invoices and payments. Specifically, you will be tasked with: • Managing vendor relationships and resolving payment issues, • Ensuring compliance with internal controls and accounting policies, • Processing and reviewing invoices, purchase orders, and payment requests Invoice and Payment Processing: • Ensure accurate and timely processing of invoices, purchase orders, and payment requests specific to private equity real estate transactions., • Verify and reconcile accounts payable transactions related to property acquisitions, developments, and real estate investment projects., • Develop and maintain strong relationships with vendors, service providers, and contractors within the private equity real estate sector., • Oversee the setup and maintenance of vendor accounts, ensuring compliance with internal controls and accounting policies., • Identify and implement process improvements to enhance the efficiency and accuracy of accounts payable operations in the private equity real estate context., • Monitor and analyze accounts payable data to identify trends and areas for improvement, ensuring best practices in financial management., • Stay updated on industry best practices and regulatory changes to ensure compliance and operational excellence in private equity real estate accounts payable functions., • EXPERIENCE IN YARDI, YARDI VOYAGER, YARDI ELEVATE, OR YARDI ENTERPRISE is welcome, not mandatory., • Bachelor's degree in Accounting, Finance, Real Estate or related field;, • Minimum of 2 years of experience in accounts payable / accounts receivable, preferably within the real estate industry, • Strong understanding of accounts payable processes or receivables processes, commercial real estate transactions, financial record-keeping, and vendor management. Free Coffee & Beverages Full Service Cafeteria & Starbucks Excellent Networking Opportunities & Exposure to Commerical Real Estate Rapidly Expanding Company

Job DescriptionSimpleCITI Companies, Hiring for SimpleMANAGE Overview: SimpleCITI Companies is a nationwide commercial real estate and specialty finance firm specializing in acquiring, managing, developing, leasing, and financing assets in major cities. As a private equity company for real estate, we leverage automation to enhance efficiency and manage an extensive portfolio that includes industrial and residential properties. We are dedicated to advancing the real estate industry through innovation and excellence. Job Description: We are currently seeking a highly skilled and detail-oriented Accounts Payable and/or Receivables Specialist with experience in the real estate industry. In this essential role, you will be responsible for managing and optimizing our accounts payable processes and/or receivables, ensuring the accurate and timely processing of invoices and payments. Specifically, you will be tasked with: • Managing vendor relationships and resolving payment issues, • Ensuring compliance with internal controls and accounting policies, • Processing and reviewing invoices, purchase orders, and payment requests Responsibilities: Invoice and Payment Processing: • Ensure accurate and timely processing of invoices, purchase orders, and payment requests specific to private equity real estate transactions., • Verify and reconcile accounts payable transactions related to property acquisitions, developments, and real estate investment projects., • Develop and maintain strong relationships with vendors, service providers, and contractors within the private equity real estate sector., • Oversee the setup and maintenance of vendor accounts, ensuring compliance with internal controls and accounting policies., • Identify and implement process improvements to enhance the efficiency and accuracy of accounts payable operations in the private equity real estate context., • Monitor and analyze accounts payable data to identify trends and areas for improvement, ensuring best practices in financial management., • EXPERIENCE IN YARDI, YARDI VOYAGER, YARDI ELEVATE, OR YARDI ENTERPRISE is welcome, not mandatory., • Bachelor's degree in Accounting, Finance, Real Estate or related field;, • Minimum of 2 years of experience in accounts payable / accounts receivable, preferably within the real estate industry, • Strong understanding of accounts payable processes or receivables processes, commercial real estate transactions, financial record-keeping, and vendor management. Competitive Salary | $65,000 - $100,000 Free Coffee & Beverages Full Service Cafeteria & Starbucks Excellent Networking Opportunities & Exposure to Commerical Real Estate Rapidly Expanding Company

Job Description Eagle Rock Properties, headquartered in New York, is a full-service real estate firm offering investment management, property management, and construction management services. With a team of over 275 professionals, we specialize in rental apartment communities across the Northeast and Mid-Atlantic regions of the United States. Under the leader of our executives- who have owned and managed properties for more than 30 years, Eagle Rock Properties has emerged as a pioneering force in the industry. Job Summary: We are seeking a detail-oriented Junior Bookeeper to to support key accounting and bookkeeping functions. This is a great opportunity for recent graduates looking to gain hands-on experience in accounting and finance. This role offers a supportive environment to grow professionally, learn from real-world experience, and build a solid foundation in the field. Detailed training will be provided. Responsibilities: • Prepare and post entries for monthly bills, • Review expense reports for accuracy and attain approval for payment, • Reconcile bank statements monthly, • Generate reports, sort data and create pivot tables in Excel, • Organize and audit date prior to issuing reimbursement bills, • Perform other bookkeeping/accounting duties as projects arise, • Maintain a high standard of accuracy, precision and adaptability Requirements: • Bachleor's Degree in Accounting, Finance, Business. or related field, • Strong attention to detail and organization., • Good communication and basic math skills., • Proficiency in Microsoft Excel and other accounting software/tools is a plus., • Excellent attention to detail and strong organizational skills., • Effective communication and interpersonal skills., • Ability to work independently and as part of a team., • Eagerness to learn and adapt to new challenges., • Integrity and a commitment to maintaining confidentiality. Eagle Rock Properties provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics

We are a fast-growing real estate investment firm focused on commercial and industrial assets.We are vertically integrating our tax and accounting functions to improve efficiency, reduce costs, and enhance investor reporting.We're seeking a Tax & Accounting Associate to take ownership of tax prepara

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 Description At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning. As a Financial Services Representative, you will work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their financial portfolios. We were awarded “Top Long Island Workplaces from 2018 to 2024” by Newsday/ Dan’s Paper. This position is located in East Hills, Long Island, New York. Financial Services Representative Responsibilities: • Build and maintain strong relationships with clients, understanding their financial goals, objectives, and risk tolerance by conducting a needs analysis, • Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, fee-based financial planning and wealth management solutions. We have a Financial Planning Team in-house to assist you **, • Conduct portfolio reviews and analyses to ensure alignment with clients’ objectives and risk tolerance, making appropriate adjustments as needed, • Stay updated on industry trends, market conditions, and regulatory changes to provide clients with up-to-date and relevant information, • Collaborate with internal teams, such as the investment director and insurance specialists, to develop customized solutions, • Guide clients through a fact-finding process, and account opening, and assist with necessary paperwork and documentation, • Provide ongoing client support and address inquires related to account activity, performance, and general financial matters, • Excellent interpersonal skills, • Bachelor’s degree is preferred, or experience in a similar role in the financial services industry, • Results-orientated with a track record of achieving sales and business goals, • Commission, Allowances, and Bonuses, • Approximate expected first year earnings range from $90k to $130k***, • Health Insurance, Health Savings Account, Flexible Spending Account, Dental Insurance, Vision Insurance, 401 (k) & Match, • Blue Ocean Wealth Solutions, LLC will place you with a Sr. Financial Executive to share lead generation programs and existing client relationships, • State of the Art office with modern technology capabilities and teamwork culture, • Willing to obtain the Life & Accident and Health License and Series 7 & 66., • On-site Firm Weekly Series 7 training Study Group, • Flexibility to offer non-proprietary insurance through 3rd Party Relationships, • Internal localized Support from the Executive Leadership Team, • Initial 6-month Executive Training Program and personalized development thereafter #LI-BOWS1 We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time. *Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. *The average expected first year earnings range is an approximate figure based on historical performance. 401 (k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

Job Description About Us: We are a fast-growing real estate investment firm focused on commercial and industrial assets. We are vertically integrating our tax and accounting functions to improve efficiency, reduce costs, and enhance investor reporting. We’re seeking a Tax & Accounting Associate to take ownership of tax preparation while assisting with broader accounting functions in the off-season. Key Responsibilities: ✅ Tax Preparation & Compliance (Primary Role) • Prepare and file partnership (1065), corporate (1120/1120S), and individual tax returns (1040) related to real estate holdings., • Handle REIT, 1031 exchange, depreciation schedules, and cost segregation tax filings., • Ensure compliance with federal, state, and local tax laws and file quarterly estimated tax payments., • Work on K-1s, tax provisions, and investor reporting., • Assist with monthly/quarterly financial statements, reconciliations, and general ledger maintenance., • Support budgeting, forecasting, and cash flow analysis for real estate assets., • Work with the asset management team to track expenses, revenue, and capital improvements., • Prepare reports for investors and external auditors., • 3-7 years of tax experience, preferably in real estate, private equity, or a CPA firm with real estate clients., • CPA or EA preferred but not required., • Strong knowledge of partnership taxation, depreciation, and real estate-specific tax rules., • Familiarity with QuickBooks, Yardi, CCH Axcess Tax, or similar accounting/tax software., • Detail-oriented with the ability to meet deadlines in a fast-paced environment., • Proactive, organized, and willing to take ownership of tax and accounting functions.

Job Description Eagle Rock Properties, headquartered in New York, is a full-service real estate firm offering investment management, property management, and construction management services. With a team of over 275 professionals, we specialize in rental apartment communities across the Northeast and Mid-Atlantic regions of the United States. Under the leader of our executives- who have owned and managed properties for more than 30 years, Eagle Rock Properties has emerged as a pioneering force in the industry. Job Summary: We are seeking a detail-oriented Escrow Specialist to handle the review and return of security deposits held in Escrow following tenant move-outs and refund holding fees. This role ensures compliance with state and local regulations regarding deposit deductions and timelines. You will work closely with property managers to ensure refunds are completed in a timely. Detailed training will be provided. Responsibilities: • Refund tenant holding fee on a daily basis, • Process tenant security deposit refunds after move-out., • Review move-in/move-out inspections and apply any allowed deductions (damage, cleaning, etc.), • Communicate with property managers about deposit outcomes as needed., • Keep accurate records of all refund transactions., • Issue and track refunds or charges in property management or accounting software., • Handle tenant billing corrections or adjustments (late fees, credits, etc.)., • File and maintain accurate records of move-out reports and refund documentation (physical and/or digital)., • Prepare and review monthly and daily reports, • Communicate effectively with property management teams regarding deposit status, • Strong attention to detail and organization., • Good communication and basic math skills., • Comfortable using email, spreadsheets, and property management software., • 1–2 years of experience in property management, office administration, or billing., • Basic understanding of security deposit laws (or willingness to learn)., • Strong attention to detail and organizational skills.

Job Description SimpleCITI Companies SimpleCITI Companies is a nationwide commercial real estate and specialty finance firm specializing in acquiring, managing, developing, leasing, and financing assets in major cities. As a private equity company for real estate, we leverage automation to enhance efficiency and manage an extensive portfolio that includes industrial and residential properties. We are dedicated to advancing the real estate industry through innovation and excellence. We are currently seeking motivated and enthusiastic interns to join our team at SimpleCITI Companies. As an intern, you will have the opportunity to gain valuable hands-on experience in the commercial real estate and specialty finance industries. Your role will involve assisting with various tasks and projects, including: • Supporting the team with administrative tasks, such as data entry, document management, printing, and copying, • Participating in capital raising efforts & macroeconomic research for new investment ventures taken by SimpleCITI, • Facilitating new leases for prospective tenants using CRM databases, • Assisting the firm with recruiting new employees & contract workers through the use of Workable HR software, • Attending meetings and shadowing team members to gain exposure to different aspects of the business, • Currently enrolled in an Associates/Bachelors degree program in Finance, Economics, Business, or a related field, • Excellent written and verbal communication skills, • Proficient in Microsoft Office Suite, • Detail-oriented with strong organizational skills, • Ability to work independently and as part of a team, • Self-motivated and eager to learn