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Investment Management on Long Island is seeking a Director of Marketing for a full-time position! Responsibilities: • Manage overall marketing efforts of the firm, • Build integrated marketing programs that support the distribution of our mutual funds, ETFs, and separately managed accounts (SMAs), • Build and champion the firm's brand identity, value proposition, and messaging across all channels and audiences., • Create and maintain a robust library of sales materials including pitch books, one-pagers, due diligence materials, and competitive analyses for mutual funds, ETFs, and SMAs., • Design and execute wholesaler enablement programs to improve field effectiveness and consistency of messaging., • Build, mentor, and lead a high-performing marketing team including internal staff, agencies, and freelance vendors., • Manage media and public relations strategy, including industry press, trade publications, and conference opportunities., • Lead award submissions, industry recognition opportunities, and Morningstar/ratings profile management., • Translate complex investment strategies and product capabilities into clear, compelling narratives for advisor and institutional audiences. Qualifications: • 10+ years of progressive marketing experience, • 5+ years in asset management, wealth management, or financial services., • Proven managerial experience, • Proven expertise marketing to financial advisors, RIAs, broker-dealers, or institutional consultants., • MBA or advanced degree in Marketing, Finance, or related field; CFA or CIMA a plus., • Deep familiarity with investment product types including mutual funds, ETFs, and separately managed accounts., • Experience at a boutique or mid-sized investment manager with direct distribution through intermediary channels., • Familiarity with CRM integrations, Seismic, HubSpot, Power Bi and marketing analytics platforms., • Working knowledge of the SMA/UMA platform landscape and model delivery ecosystems (e.g., Envestnet, Orion, SEI)., • Prior experience working directly with portfolio managers on thought leadership and investment content.

Investment Operations Associate About Point Wealth Management: At Point Wealth Management, a team within Northwestern Mutual, our purpose is clear: "With the guidance of our team, our clients can make decisions that are aligned with what they value most. As our firm delivers on this promise, our team gets to live lives they are proud of, do work that excites and challenges them, and serve their clients, their families and their communities in powerful ways." We are an experienced Wealth Management team serving high net worth individuals, business owners, and families. Our clients value our relationship-oriented approach that enables them to make educated decisions with efficiency and confidence. Our office is in Melville, NY. Role Overview: We're seeking a detail-oriented Investment Operations Associate to join our growing team. This role is crucial in supporting our advisors and ensuring smooth operations for our clients' accounts. At Point Wealth Management, we believe in nurturing talent and providing opportunities for growth. As an Investment Operations Associate, you'll have the chance to expand your skills, obtain additional certifications, and advance your career within our supportive team environment. Key Responsibilities: • Process new accounts and client requests, ensuring all documentation is complete and approved., • Facilitate various money movements including ACATs, Wires, ACHs, Journals, and Check Requests., • Review daily activity and reconcile client accounts to ensure accuracy., • Assist in client meetings as needed, providing support and expertise., • Respond to client inquiries regarding accounts, policies, and procedures., • Manage the client experience, providing proactive communication throughout the onboarding process., • Participate in special projects related to investment research and tax mitigation strategies., • Contribute to the team's thought leadership through research and content creation., • Participate in client education initiatives and seminars., • Collaborate with other departments to enhance cross-functional efficiencies. Qualifications & Skills: • Bachelor's degree in Finance or related field, • 1+ years of investment operations and analysis experience, • FINRA Series 7 and 63 or 66 (preferred, not required), • Proficiency in Microsoft Office Suite, • Strong analytical and problem-solving skills, • Detail-oriented with a focus on client service, • Excellent verbal and written communication skills, • Ability to work independently and prioritize tasks in a fast-paced environment Preferred: • NY Life and Health Insurance License (or willingness to obtain within 3 months) What We Offer: • Full-time, in-office position (9:00 am – 5:00 pm, Monday-Friday), • Competitive salary, • Performance-based bonus (eligible after 3 months), • 401(k) with company match, • Comprehensive health, dental, and vision insurance, • Group long-term disability insurance, • Paid time off, • Professional development opportunities and significant potential for growth, • Support for obtaining additional certifications (e.g., Series 7, CFA, CFP), • Collaborative team environment with regular team-building activities, • Chance to build relationships with high-net-worth clients, • Exposure to advanced areas such as alternative investments, • Work-life balance and a culture that values your ideas and contributions How to Apply: Please visit our website (_) to learn more about our team. Qualified candidates should submit their resume and a brief cover letter explaining why they're excited about this opportunity. Join us in our mission to deliver exceptional wealth management services while growing professionally in a dynamic and rewarding environment. Point Wealth Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Financial Data AnalysisEmbedded FinanceInvestment Strategy & AdvisoryPredictive Analytics & VisualizationAbout micro1micro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale.Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI. Job Title: Financial Analyst Job Type: Full-time or Part-time, Contract Location: Remote Job Summary Are you a skilled Financial Analyst looking for your next opportunity? Join our dynamic talent pool and gain access to exciting roles with top-tier clients. Be the first to hear about new openings and work with innovative teams that value financial excellence in data-driven analysis. Key Responsibilities • Analyze complex financial data to identify key trends and provide actionable insights for strategic decision-making., • Lead the evaluation of embedded finance opportunities and contribute to advisory on investment strategies., • Develop predictive financial models and dynamic visualizations using up-to-date analytics platforms., • Conduct thorough market and industry research, synthesizing information from diverse sources to inform business recommendations., • Communicate findings and strategic recommendations clearly in both written reports and verbal presentations to stakeholders., • Stay ahead of the latest trends in the Asian economy, embedded finance, and digital financial solutions., • Collaborate with cross-functional teams to translate analytical results into business outcomes. Required Skills and Qualifications • Bachelor’s degree in Finance, Economics, or related field., • Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a leading finance institution., • Strong proficiency in financial data analysis, predictive analytics, and visualization tools (e.g., Power BI, Tableau, Python or R)., • Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts., • Exceptional written and verbal communication skills, with a keen eye for detail and clarity., • Advanced online research capabilities and ability to synthesize diverse financial information rapidly., • Experience working in or with Asia, with a solid understanding of regional financial markets and economic drivers. Preferred Qualifications • Previous experience at an MBB (McKinsey, BCG, Bain) firm or a major financial institution., • Familiarity with digital finance platforms and emerging fintech trends in the Asian market., • Based in Asia, or extensive prior exposure to the Asian economic landscape.

In-House Real Estate Paralegal | Owner-Operator | Strong Work Life Balance An established real estate investment and property management firm in Nassau County is seeking an experienced Paralegal to support their in-house leasing function. This role will work very closely with one of the Principals who is known to be a warm, engaging, and down-to-earth collaborator. This firm has incredibly low turnover, 9am-5pm hours, and a strong work life balance -- perfect for candidates that want to work close to home on Long Island without having to commute into NYC! Responsibilities • Support the full lifecycle of commercial real estate transactions, from initial business terms through finalized documentation and post-execution follow-up., • Work cross-functionally with asset management, leasing, operations, and outside advisors to facilitate tenant-related legal and administrative matters across the portfolio., • Prepare, organize, and maintain a variety of transactional and property records while ensuring accuracy, completeness, and adherence to internal procedures., • Assist with the coordination of third-party approvals, lender requirements, and property compliance items tied to leasing activity and financings., • Manage document flow, signature processes, and tracking of key obligations, deadlines, and outstanding items associated with active deals., • Conduct reviews of agreements and supporting materials to identify inconsistencies, missing information, or items requiring follow-up., • Serve as an internal resource on lease administration matters, helping address questions related to contractual obligations and documentation standards., • Help streamline legal and operational processes by maintaining organized systems, templates, and reporting tools related to the leasing function. Experience • 4+ years of real estate paralegal experience, commercial experience is highly preferred, • Paralegal certificate or formal paralegal training required, • Strong experience reviewing and abstracting commercial leases, • Proficiency with lease administration and property management systems, MRI or Yardi, • Advanced skills in Microsoft Office, including Word, Excel, and Outlook, • Excellent written and verbal communication skills with strong attention to detail, • Ability to manage multiple priorities independently within a deadline-driven environment Salary: $80k-100k plus bonus, benefits, and other perks! The above salary range represents Advice’s good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: mangeloni@adviceny.com If this particular role isn’t the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel *Celebrating over 40 years as New York’s trusted boutique executive recruiting & staffing firm

Overview Premier Long Island law firm, Ruskin Moscou Faltischek, P.C., seeks an experienced Real Estate Partner to join our Real Estate practice group. Candidates must have a deep understanding of complex commercial real estate and related finance transactions, including acquisitions, dispositions, mortgages, equity investment and leases. This is an outstanding opportunity to join one of Long Island’s most respected full-service firms and work alongside a collaborative team of experienced attorneys serving a sophisticated client base. A portable book of business of $500,000 or more is strongly preferred. Why RMF • A proven record of successfully integrating lateral partners and experienced attorneys., • A strong firm foundation with excellent business development and support staff., • A collaborative, team-oriented environment., • Exceptional resources to handle complex Commercial Real Estate transactions., • A platform designed to support and grow your practice. Responsibilities • Advise clients on a wide range of real estate transactions focusing on acquisitions and leasing., • Draft, review and negotiate commercial real estate contracts., • Conduct thorough due diligence on corporate documents, deeds, mortgages, titles, and surveys., • Oversee transactions from inception to closing., • Develop and grow a personal book of business, leveraging the firm’s platform and resources., • Build and maintain strong, trusted client relationships., • Lead and supervise attorneys and support staff., • Collaborate with practice groups to provide comprehensive client service. Requirements • J.D. from an ABA-accredited law school with strong academic credentials., • Admission to the New York State Bar., • 10+ years of Real Estate experience, with a focus on transactional work., • Extensive knowledge of structuring and closing Real Estate acquisitions., • Ability to drive business development., • Supervisory experience., • Excellent written and verbal communication skills, time management and organizational skills, and a strong work ethic. The firm offers a comprehensive package including a competitive base salary and performance-based bonus program. Target Hiring Range: $200,000 – $300,000. Actual compensation will be determined by a wide range of factors including, but not limited to, experience, education/training, book of business, and relevant skills. In addition, the firm offers other benefits including generous paid time off, hybrid work option, reimbursement for bar association dues and attorney registration fees, health care, dental and vision insurance, access to flexible spending accounts, and 401(k) plan with employer match. About the Firm Ruskin Moscou Faltischek, P.C. is a preeminent Long Island law firm. Founded in 1968, the firm has consistently evolved and expanded to meet our clients’ changing needs. As specialized as we are diverse, we have built cornerstone groups that represent all major practice areas of law including: corporate & securities, financial services, commercial litigation, health care, real estate, employment, and trusts & estates. Our clientele is diverse, sophisticated and includes large and mid-sized corporations, privately held businesses, institutions and individuals. With more than 60 attorneys, superior knowledge of the law, polished business acumen and proven credentials, Ruskin Moscou Faltischek has earned a reputation for excellence and success. It is this ongoing achievement that makes us an acknowledged leader among our peers and the preferred choice among Long Island business leaders. Ruskin Moscou Faltischek, P.C. is proud to be an Equal Opportunity Employer.

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

Job Description Job details $50,000 - $125,000 a year Job type • Full-time Full job description Job Title: Financial Advisor (Wealth Management) Why Join Us? Stop searching for a job and start a career in Wealth Management. At Aegis Capital, we provide the platform, the mentorship, and the products—you provide the drive. We offer a conflict-free environment where your growth is directly tied to your ambition. The Perks: • Base Salary: competitive bonus structure., • Licensing Sponsorship: We pay for and guide you through your FINRA Series 7 & 63 or 66., • Direct Mentorship: Work daily with Senior Advisors managing $100M+ in assets., • Learn from Senior VP’s & Managing Director’s: With over 28 + years of experience, • No Glass Ceiling: Clear, merit-based path to Senior Adviser status. What You’ll Do: • Work with Senior Reps to build customized investment portfolios., • Master market dynamics with investment and retirement strategies., • Upon registration, proactively engage with prospective clients to grow the firm’s reach. Who Fits Best: • You are competitive, coachable, and possess a performance driven mentality., • You have a background in sales, business development, or client services., • You want to earn your FINRA licenses and dominate the finance industry. Skills & Certifications: While we welcome candidates with a Series 7, Series 63, or Series 66, we also provide a sponsorship path for those have need to or have completed their SIE (Securities Industry Essentials) exam. Hiring is contingent on passing a background check and all employees must follow all firm policies and supervisory procedures. Candidates must become registered with the firm. Apply now to start your transition into Wealth Management. www.aegiscap.com Job Type: Full-time Pay: $50,000.00 - $125,000.00 per year Ability to Commute: • Melville, NY 11747 (Preferred) Ability to Relocate: • Melville, NY 11747: Relocate before starting work (Preferred) Work Location: In person

Job Description SimpleCITI Companies — Hiring for Real Estate Asset Manager SimpleCITI is hiring a Real Estate Asset Manager to oversee performance across a growing portfolio of commercial and industrial properties. This role is responsible for executing business plans, optimizing asset value, and maximizing investor returns. The ideal candidate has strong financial acumen, excellent communication skills, and the ability to manage property-level teams while driving strategic outcomes. Core Responsibilities: • Own the asset-level business plan from acquisition through disposition or refinance, • Review monthly financials, budgets, rent rolls, and capital expenditures, • Monitor KPIs such as NOI, DSCR, IRR, and occupancy, • Oversee and coordinate with third-party property managers and leasing brokers, • Approve budgets, leasing decisions, and major CapEx initiatives, • Conduct hold/sell/refinance analyses and coordinate execution, • Prepare quarterly investor updates and reporting materials, • Collaborate with acquisitions, development, and property management teams, • Maintain a firm grasp on market trends, submarket comps, and leasing dynamics Requirements • 3–7 years of experience in real estate asset management, acquisitions, or portfolio management, • Strong understanding of CRE financial modeling, leasing structures, and investment analysis, • Proficient in Excel and comfortable reviewing financial statements, • Highly organized, analytical, and able to manage multiple assets across different markets, • Excellent communication skills, both written and verbal, • Experience with industrial or last-mile logistics assets, • Familiarity with tools like Yardi, Argus, CoStar, or RealPage, • Background in managing value-add or opportunistic investment strategies

Job Description SimpleINSURE is a commercial insurance brokerage, an affiliate of SimpleCiti Companies, a real estate operating platform with holdings across the country. The firm centralizes insurance procurement, risk management, and claims coordination across an established portfolio of real estate assets, operating entities, and affiliated investment vehicles. Responsibilities • Place and manage commercial insurance programs for affiliated real estate assets, funds, and operating entities, • Develop new business relationships with sponsors, co-investors, family offices, and commercial real estate operators, • Prepare and submit applications, negotiate terms, and bind coverage across all commercial lines, • Build and maintain relationships with wholesale intermediaries including Amwins, RT Specialty, and CRC, • Conduct portfolio-wide coverage reviews to identify gaps and optimization opportunities, • Manage the full policy lifecycle including new business, renewals, endorsements, audits, and cancellations, • Coordinate with back-office service teams on COIs, policy checking, and endorsement processing, • Oversee claims reporting, documentation, and advocacy, • Manage lender insurance compliance and evidence of insurance requests, • Maintain accurate records in the agency management system Requirements • Active New York State Property & Casualty Broker or Producer License, • Minimum 5 years of commercial lines production and account management experience, • Demonstrated experience placing commercial real estate, industrial, or multifamily insurance, • Working knowledge of commercial property, general liability, umbrella, builders risk, and environmental lines, • Experience with wholesale and surplus lines submission and placement, • Proficiency with agency management systems (EZLynx, HawkSoft, Applied Epic, or AMS360) and ACORD workflows, • Ability to manage production and coordinate service operations independently, • Non-resident licenses in Florida and Pennsylvania preferred, or willingness to obtain within 90 days, • Experience with management liability lines (D&O, EPLI, cyber, fiduciary) a plus, • Construction insurance experience including builders risk and wrap-up programs a plus

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 leadership 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. 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, • Working weekends and participating in the emergency on-call rotation Qualifications: • 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, • The ability to exert 25 to 50 pounds of force frequently, and/or 10 to 20 pounds of force constantly, climb stairs, use ladders and work in varying weather conditions Requirements: • 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, • EPA Certification (Type I & II or Universal) recommended Required Education: • High school diploma or equivalent, • Trade school and/or military training or industry designation (CAMT or CAMT II) Eagle Rock 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 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 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, • Structure and Discipline ...and the following qualifications: • 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, • A passion for investing and for people Who We Are:Our client advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. Specializing in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.The firm is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. 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 DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Investment Management on Long Island is seeking a Director of Marketing for a full-time position!. Manage overall marketing efforts of the firm. Build integrated marketing programs that support the distribution of our mutual funds, ETFs, and separately managed accounts (SMAs).

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: • 100k-200k (negotiable) and bonus., • 401(k) with company contributions, • Health, dental, and vision insurance, • Health savings account (HSA), • Life insurance, • Paid time off #INDM

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 300 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. We are seeking a detail-oriented and highly organized Accounts Payable Specialist to join our accounting team. The ideal candidate will play a critical role in supporting our accounts payable operations by ensuring accurate and timely processing of invoices and maintaining strong vendor relationships. This position requires the ability to manage a high volume of work efficiently and with strong attention to detail. Key Responsibilities: • Process accounts payable invoices in accordance with established procedures and guidelines, • File invoices accurately and maintain organized records in compliance with company standards, • Review and reconcile vendor statements to ensure timely and accurate payment processing, • Prepare and audit invoices to ensure accuracy prior to issuing payments, • Manage a high volume of transactions while maintaining accuracy and efficiency Qualifications and Preferred Skills: • Minimum of 1-2 years of experience in accounts payable or a similar accounting role, • Solid understanding of basic accounting principles and reconciliation processes, • Proficient in Microsoft Office Suite, particularly Excel, Outlook, and Word, • Experience with AvidXchange Pay, Ops Technology, Real Page Spend Management or similar accounts payable systems is a plus, • Strong communication, organizational, and interpersonal skills, • High attention to detail with a focus on accuracy and efficiency, • Flexible and adaptable to shifting priorities and evolving business needs What We Offer: • Competitive salary, • Medical and prescription insurance, • Dental and Vision insurance, • 401(k) retirement plan, • Paid vacation time, • On-the-job training and development, • Opportunities for internal advancement 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 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 leadership 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. Position Overview: Eagle Rock Management is seeking a detail-oriented and experienced in-house Payroll Processor to join our corporate team on a part-time basis. This role is ideal for someone looking for a flexible daytime schedule, with consistent hours. Work hours are designed to support strong work-life balance. Key Responsibilities: • Process high-volume, multi-state payroll in-house, ensuring accuracy and timeliness, • Utilize ADP Workforce Now for payroll processing, reporting, and employee data management, • Review and verify payroll data, including hours, deductions, bonuses, and commissions, • Ensure compliance with federal, state, and local payroll regulations, • Handle payroll adjustments, corrections, and reconciliations, • Respond to employee payroll inquiries in a timely and professional manner, • Maintain confidentiality and integrity of sensitive payroll information Qualifications: • Proven experience processing high-volume payroll in-house, • Hands-on experience with ADP Workforce Now (required), • Strong attention to detail and accuracy, • Knowledge of payroll laws and regulations, • Excellent organizational and time management skills, • Ability to work independently and meet deadlines Why Join Us? • Flexible part-time schedule (approximately 9 AM – 3 PM), • Supportive and collaborative corporate environment, • Ideal role for individuals seeking work-life balance 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 About Us: 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 350 professionals, we specialize in rental apartment communities across the Northeast and Mid-Atlantic regions of the United States. Under the leadership 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: The successful candidate will play a key role in the implementation, migration, security, and support of both our on-premises and cloud-based services. The candidate will collaborate with senior IT and executive staff on all security and cloud-based initiatives. Responsibilities • Implement and maintain Microsoft 365 security and compliance configurations across Intune, Entra ID, and related services., • Serve as Tier 2 / escalation support for complex and high-impact technical issues., • Administer and optimize SharePoint, OneDrive, Teams, and Exchange Online environments., • Develop and enforce device, application, and configuration policies through Intune and Entra ID., • Manage data governance, classification, discovery, and protection using Microsoft Purview tools., • Implement and manage modern authentication standards including FIDO2, passkeys, and Conditional Access policies., • Ensure alignment with organizational IT standards, policies, and security baselines., • Maintain and publish clear, detailed documentation for configurations, policies, and operational procedures., • Contribute to continuous security hardening and improvement of Microsoft Secure Score. Requirements • 5+ years of experience in IT systems and Microsoft 365 administration., • 5+ years of experience with Active Directory, Entra ID, Intune, PowerShell, and automation., • Strong grasp of cybersecurity fundamentals and best practices especially NIST-CSF., • Demonstrated ability to lead or contribute to migration projects (AD → Entra ID, SMB → SharePoint)., • Familiar with migration to phish resistant MFA technologies, passkeys/FIDO2., • Experience with SAML / OAuth2 / FIDO2 / Passkey authentication and Conditional Access policies., • Familiarity with NIST CSF controls., • Proven problem-solving skills, attention to detail, and proactive mindset., • Excellent communication and collaboration abilities. Preferred Certifications: • CompTIA (Sec+, CySA, Cloud+), • Microsoft (MS-102, MD-102, SC-300, AZ-104)

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: The firm is seeking a Branch Senior Operations Specialist to join their Private Client Branch office in Jericho, NY. This role is critical to the branch running smoothly and efficiently in meeting service excellence standards. This position will report to the National Branch Operations Administrator with secondary reporting to the Branch Manager. Responsibilities: • Process money movements of funds in accordance in accordance with firm policies and procedure, • Handles client disbursements and delivery, • Process cancellations and corrections of orders, • Works with the Branch Control Officer to ensure compliance with the Firm’s policies and procedures, • Resolves client service issues, • Trains and manages operational support staff, • Acts as liaison between the Branch and all Firm infrastructure areas, • Assist with Audit preparations, • Support client onboarding, • Provides any special support for sales force as requested by Branch Manager Qualifications • At least 2+ years of brokerage/financial services experience along with some management experience, • FINRA Registrations: SIE and Series 99 or Series 7 and 63, • Strong attention to detail and accuracy, • Ability to navigate multiple computer systems, applications, and utilize search tools to find information, • Excellent verbal, written, and interpersonal communication skills, • Effective organizational, multi-tasking, and prioritizing skills, • Able to work independently, proactively and innovatively while exercising sound judgment, • Intelligent, enthusiastic self-starter with proven ability to work closely with Financial Advisors and other team members, • High ethical standards, • Excellent time management skills and anticipates potential issues, • Strong working knowledge of Microsoft Office suite Compensation: For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description The Company: 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 Staff Accountant will support the organization’s accounting operations through month-end and year-end close processes, reconciliations, financial reporting support, and maintaining accurate financial records. This individual will play a key role in ensuring compliance, improving processes, and supporting the overall financial health of the organization. This is an in-person role based in Melville, NY. Responsibilities • Maintain and reconcile general ledger accounts, • Prepare and post journal entries for month-end and year-end close, • Perform bank, credit card, and balance sheet reconciliations, • Prepare accruals, prepaid expenses, fixed asset schedules, depreciation, and amortization entries, • Support accounts payable and accounts receivable activities, including invoice processing, payment tracking, and reconciliations, • Assist with monthly financial statements, management reporting, and variance analysis, • Maintain accurate financial records, schedules, and supporting documentation, • Support tax filings, audits, and requests from external advisors, • Ensure compliance with U.S. GAAP, company policies, and regulatory requirements, • Identify opportunities for process improvement, internal controls, automation, and system enhancements Qualifications Education & Experience • Bachelor’s degree in Accounting, Finance, or related field required, • CPA or CPA-eligible status preferred, • Approximately 2–3 years of progressive accounting experience, • Experience with month-end close, journal entries, reconciliations, and general ledger accounting, • Public accounting experience or relevant industry experience is a plus Skills & Competencies • Strong understanding of U.S. GAAP, • Experience with accounting software or ERP systems such as QuickBooks, NetSuite, SAP, or similar platforms, • Advanced Excel skills including pivot tables, XLOOKUP/VLOOKUP, and formulas, • Strong analytical, organizational, and problem-solving abilities, • Excellent written and verbal communication skills, • Ability to manage multiple deadlines and priorities in a fast-paced environment, • High attention to detail, accuracy, and follow-through, • Collaborative and proactive team player who exercises sound judgment and professionalism when handling confidential information Compensation & Benefits • $70,000-85,000 Salary, • 401(k) with company contributions, • Health, dental, and vision insurance, • Health savings account (HSA), • Life insurance, • Paid time off #INDM

A leading investment advisory firm in Melville, NY is seeking a Family Office Accounting Manager.In this role, you will manage accounting functions for ultra-high net-worth clients, oversee cashflow planning, and lead a team.Ideal candidates will have a bachelor's degree in a related field, over 7 y

An investment advisory firm is looking for a.Family Office Accounting Manager.Manage and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients.Liaise and develop strong working relationships with internal service team members.Develop an

We’re partnering with a leading, highly respected investment firm to find a standout. Exposure to a top-tier investment platform.

Our client, a dynamic investment firm, is seeking a polished and proactive Receptionist to support their Midtown office. Assist with firm events and administrative projects.

Westco Financial Group, located in Lynbrook, NY, is seeking an Executive Assistant to the Chief Investment Officer.

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 online 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

Meadowbrook Dentistry is a digital smile design clinic located in Plainview, Long Island, NY, specializing in cosmetic, restorative, and family dentistry.Our practice offers a range of services including veneers, Invisalign, and dental implants to help patients achieve healthy and beautiful smiles.W

Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer.

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

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

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

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

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