Trabajos investment en Oceanside, New YorkCrear alertas

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies (M-F) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role. Required Qualifications: • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program), • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment), • A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: • 2 years of experience in the financial services industry, • Ability to leverage Business development experience, • Passion for gaining knowledge of brokerage/banking products and services, • Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job Description 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 Required education: • High school diploma or equivalent

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 $3,900 Sign-on Bonus* Entry-Level Sales Representative Power is where hustle meets purpose. It’s where leadership opportunities, life-enhancing benefits, and award-winning culture come together. Why? Because our people are our most important asset. And there’s no better investment than their happiness and growth. Our diverse, inclusive, and military-friendly culture has been recognized by Fortune Magazine as the #13 Best Company to Work for and #1 Best Workplace in Construction in the nation, and made the Military Times’ Best for Vets list. 90% of our sales leaders began their careers in entry-level sales positions, proving that Power is a meritocracy - the harder you work, the further you’ll go. The Sales Role Hiring Immediately - As a full-time sales representative, we’re preparing you to succeed in more than just your current position. You will be trained in all of our products and be able to deliver interactive sales presentations that will teach communication skills, negotiation tactics, strategic planning and problem solving. This role will provide you the foundational education and experience needed for all future career growth. The Responsibilities • Delivery of interactive sales presentations on eco-friendly, green products and services to customers, • Participation in ongoing sales training and coaching camps on a weekly basis, • Highly developed communication skills, • Ability to speak publicly with confidence and poise, • Self-motivated, discipline, and career oriented, • Open-minded with a passion for learning a wide-range of skills that will carry through a variety of career paths, • Naturally outgoing individual who thrives in human interaction, • $3,900 Sign-on bonus*, • Hourly Rate plus uncapped commission and bonuses, • Full medical, dental, life, and disability insurance plans that can be tailored to you and your family’s specific needs, • Subsidized child care and fertility benefits, • Paid parental leave, • Free health screenings & rewards for participation in wellness programs, • A comprehensive 401(k) retirement savings program, matched by Power, • Ample paid vacation and holidays, • An employee-relief fund, • Monthly opportunities for performance-based rewards, such as luxury vacations, high-end electronics, gift cards, and tickets to concerts and events, • Year-round events and activities, including an all expenses-paid music festival in Cancun, Mexico for you and a significant other, • Access to the latest technology, such as laptops, and tablets that will help you reach your sales goals faster and more efficiently, • Year-round volunteer opportunities, • Personal development - We provide books, courses and opportunity to attend leadership conferences, • Veterans encouraged to apply, • Melville, NY (Long Island), • Queens, NY, • Riverhead, NY *Power offers a $3,900 sign-on bonus, which will be paid weekly in $325 increments over the course of twelve weeks of initial training. The full sign-on bonus is contingent on successfully completing the twelve weeks of initial training. Power Home Remodeling Group is an equal opportunity employer, and we are committed to hiring a diverse and talented workforce. If you have a disability or special need that requires accommodation, please submit the accommodation request to Company DescriptionWhat makes Power one of Glassdoor’s Best Places to Work and Fortune’s #13 Best Company to Work For? Is it our unlimited earning potential and opportunities? Our commitment to improve the communities we live and work in? Our award-winning events? While these help boost our success, Power’s X-factor is an unwavering commitment to prioritize customer satisfaction and employee happiness above profit. Not what you expected from a home remodeling company? We didn’t think so. After all, exceeding expectations is what we do best. We’re rapidly expanding across the U.S. and hiring for roles in sales, marketing, tech, operations, and customer service. If you’re looking to join a team of caring, hardworking, and passionate individuals doing what they love, learn more about us below and apply today!What makes Power one of Glassdoor’s Best Places to Work and Fortune’s #13 Best Company to Work For? Is it our unlimited earning potential and opportunities? Our commitment to improve the communities we live and work in? Our award-winning events?\r\n\r\nWhile these help boost our success, Power’s X-factor is an unwavering commitment to prioritize customer satisfaction and employee happiness above profit. Not what you expected from a home remodeling company? We didn’t think so. After all, exceeding expectations is what we do best.\r\n\r\nWe’re rapidly expanding across the U.S. and hiring for roles in sales, marketing, tech, operations, and customer service. If you’re looking to join a team of caring, hardworking, and passionate individuals doing what they love, learn more about us below and apply today!

Job Description $3,900 Sign-on Bonus* Sales Representative Power is where hustle meets purpose. It’s where leadership opportunities, life-enhancing benefits, and award-winning culture come together. Why? Because our people are our most important asset. And there’s no better investment than their happiness and growth. Our diverse, inclusive, and military-friendly culture has been recognized by Fortune Magazine as the #13 Best Company to Work for and #1 Best Workplace in Construction in the nation, and made the Military Times’ Best for Vets list. 90% of our sales leaders began their careers in entry-level sales positions, proving that Power is a meritocracy - the harder you work, the further you’ll go. The Sales Role Hiring Immediately - As a full-time sales representative, we’re preparing you to succeed in more than just your current position. You will be trained in all of our products and be able to deliver interactive sales presentations that will teach communication skills, negotiation tactics, strategic planning and problem solving. This role will provide you the foundational education and experience needed for all future career growth. The Responsibilities • Delivery of interactive sales presentations on eco-friendly, green products and services to customers, • Participation in ongoing sales training and coaching camps on a weekly basis, • Highly developed communication skills, • Ability to speak publicly with confidence and poise, • Self-motivated, discipline, and career oriented, • Open-minded with a passion for learning a wide-range of skills that will carry through a variety of career paths, • Naturally outgoing individual who thrives in human interaction, • $3,900 Sign-on bonus*, • Hourly Rate plus uncapped commission and bonuses, • Full medical, dental, life, and disability insurance plans that can be tailored to you and your family’s specific needs, • Subsidized child care and fertility benefits, • Paid parental leave, • Free health screenings & rewards for participation in wellness programs, • A comprehensive 401(k) retirement savings program, matched by Power, • Ample paid vacation and holidays, • An employee-relief fund, • Monthly opportunities for performance-based rewards, such as luxury vacations, high-end electronics, gift cards, and tickets to concerts and events, • Year-round events and activities, including an all expenses-paid music festival in Cancun, Mexico for you and a significant other, • Access to the latest technology, such as laptops, and tablets that will help you reach your sales goals faster and more efficiently, • Year-round volunteer opportunities, • Personal development - We provide books, courses and opportunity to attend leadership conferences, • Veterans encouraged to apply, • Melville, NY (Long Island), • Queens, NY, • Riverhead, NY *Power offers a $3,900 sign-on bonus, which will be paid weekly in $325 increments over the course of twelve weeks of initial training. The full sign-on bonus is contingent on successfully completing the twelve weeks of initial training. Power Home Remodeling Group is an equal opportunity employer, and we are committed to hiring a diverse and talented workforce. If you have a disability or special need that requires accommodation, please submit the accommodation request to Company DescriptionWhat makes Power one of Glassdoor’s Best Places to Work and Fortune’s #13 Best Company to Work For? Is it our unlimited earning potential and opportunities? Our commitment to improve the communities we live and work in? Our award-winning events? While these help boost our success, Power’s X-factor is an unwavering commitment to prioritize customer satisfaction and employee happiness above profit. Not what you expected from a home remodeling company? We didn’t think so. After all, exceeding expectations is what we do best. We’re rapidly expanding across the U.S. and hiring for roles in sales, marketing, tech, operations, and customer service. If you’re looking to join a team of caring, hardworking, and passionate individuals doing what they love, learn more about us below and apply today!What makes Power one of Glassdoor’s Best Places to Work and Fortune’s #13 Best Company to Work For? Is it our unlimited earning potential and opportunities? Our commitment to improve the communities we live and work in? Our award-winning events?\r\n\r\nWhile these help boost our success, Power’s X-factor is an unwavering commitment to prioritize customer satisfaction and employee happiness above profit. Not what you expected from a home remodeling company? We didn’t think so. After all, exceeding expectations is what we do best.\r\n\r\nWe’re rapidly expanding across the U.S. and hiring for roles in sales, marketing, tech, operations, and customer service. If you’re looking to join a team of caring, hardworking, and passionate individuals doing what they love, learn more about us below and apply today!

Job Description We are seeking a highly motivated Industrial Acquisitions Analyst to join our growing real estate investment team. This entry-level position is perfect for a recent graduate or early-career professional who is passionate about industrial real estate and eager to build expertise in acquisitions. The role offers significant growth potential and hands-on experience in all aspects of the acquisition process. The successful candidate will play a crucial role in our deal sourcing efforts, with primary responsibilities centered around cold calling brokers, building relationships, and identifying investment opportunities in the industrial real estate market. This position requires someone who is comfortable with high-volume outreach and persistent follow-up, as these activities form the foundation of our acquisition strategy. Requirements This is a straightforward position with clearly defined daily tasks. Our advanced AI systems handle the complex financial modeling and market analysis, allowing you to focus on the essential relationship-building activities that drive our success. Primary Daily Activities: -Make phone calls to industrial real estate brokers - We provide you with contact lists and call scripts to get started -Follow up on leads and maintain relationships - Simple conversations to stay connected with your broker network -Update our CRM system - Easy data entry to track conversations, new listings, and broker contact information -Forward promising deals - When brokers share opportunities, you simply pass them along to senior team members for evaluation What Makes This Role Simple: -AI handles all financial analysis - No complex Excel modeling or calculations required -Pre-built systems and processes - We provide templates, scripts, and step-by-step guidance -Simple technology - Basic CRM data entry and phone calls are the main technical requirements -Clear daily structure - Your tasks are straightforward: call brokers, update records, repeat

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 We are looking for an experienced Chief Financial Officer (CFO) to oversee all of iRocket’s financial management, focused on financial planning, forecasting, KPI reporting, cost analysis, investor presentations, and capital raising. This position requires the ability to maintain accurate P&L reporting and analysis in a design and manufacturing environment, as well as speaking to prospective investors. The CFO will report directly to the CEO of iRocket and work closely with the Board and Executive Team. Responsibilities • Drive the company's financial planning, • Perform risk management by analyzing the organization’s liabilities and investments, • Decide on investment strategies by considering cash and liquidity risks, • Control and evaluate the organization’s fundraising plans and capital structure, • Ensure cash flow is appropriate for the organization’s operations, • Supervise all finance personnel (controllers, treasurers etc.), • Manage vendor relationships, • Prepare reliable current and forecasting reports, • Set up and oversee the company’s finance IT system, • Ensure compliance with the law and company’s policies, • Proven experience as CFO, finance officer or relevant role (7-10 years of experience), • Excellent knowledge of data analysis and forecasting methods, • Ability to strategize and solve problems, • Strong leadership and organizational skills, • Excellent communication and people skills, • An analytical mind, comfortable with numbers, • CPA is a strong advantage, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Wellness Resources, • Stock Option Plan

Industrial Acquisitions Analyst 📍 Garden City, NY (In-office 4 days/week) We’re seeking a highly motivated Industrial Acquisitions Analyst to join a growing real estate investment team focused on acquiring industrial assets across the U.S. This role is ideal for a recent graduate or early-career professional who’s eager to learn, work hard, and grow within a high-performing acquisitions platform. About the Role You’ll be on the front lines of our deal sourcing efforts — building relationships with brokers, identifying new investment opportunities, and helping fuel the firm’s growth in the industrial real estate market. This is a tech-forward, process-driven role that emphasizes relationship-building over complex modeling. Our proprietary systems and AI tools handle the heavy lifting behind financial analysis, allowing you to focus on the conversations that matter. What You’ll Do • Make daily outreach calls to industrial real estate brokers (we provide contact lists and call scripts), • Build and maintain relationships with brokers to uncover new opportunities, • Track conversations and listings in our CRM system, • Forward qualified deals to senior team members for underwriting and evaluation Why This Role Stands Out • Clear and structured workflow — focused on consistency and relationship-building, • Hands-on mentorship — learn directly from experienced acquisition professionals, • AI-enhanced operations — our tools handle the analysis so you can focus on sourcing, • Defined growth path — opportunity to progress into acquisitions and asset management roles Ideal Candidate • 0–2 years of professional experience (real estate, finance, or sales background preferred), • Strong communication and organizational skills, • Confident on the phone — comfortable with high-volume outreach, • Motivated, persistent, and eager to learn Compensation & Structure 🏢 Location: Garden City, NY | In-office 4 days per week ✈️ Travel: None required If you’re passionate about real estate, thrive in a structured, fast-paced environment, and want to build a career in acquisitions — this is your chance to get in on the ground floor of a firm that’s scaling quickly and investing heavily in people and technology.

Job Description SimpleCITI Companies, Hiring for Graphic Designer 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 creative, detail-driven Graphic Designer to elevate our brand presence across all materials and communications. From pitch decks to investor brochures, this role is responsible for ensuring visual consistency and high-quality design throughout every client-facing and internal document. You’ll work closely with company leadership to design and produce materials that reflect the sophistication and clarity of our platform. Branding & Visual Identity • Create and refine logos, wordmarks, and visual identity systems for SimpleCITI and its subsidiaries, • Ensure brand guidelines are consistently applied across all materials and platforms, • Develop visual assets for use on websites, signage, social media, and email marketing Print & Digital Collateral Design • Design investor materials including offering memoranda (OMs), brochures, and one-pagers, • Create booklets, presentations, and pitch decks that support company growth initiatives, • Develop business cards, letterheads, and branded templates for internal teams, • Build clean, interactive PDF forms for lease applications, onboarding, and compliance, • Assist with the layout and design of employee handbooks and internal guides Execution & Production • Prepare and export final design files for print, digital, or web platforms, • Work with external printers, developers, and vendors to ensure quality results, • Organize design files and templates for internal access and re-use Collaboration & Innovation • Collaborate with leadership across departments to translate business needs into design deliverables, • Suggest creative improvements to existing materials and explore new design formats, • Stay up to date on industry design trends and real estate presentation standards Requirements • 2–5 years of experience in graphic design, branding, or marketing communications, • Proficiency in Adobe Creative Suite (Photoshop, InDesign, Illustrator) and Canva, • Experience designing professional materials in real estate, finance, or corporate sectors preferred, • Ability to manage multiple projects with speed, accuracy, and attention to detail, • Strong visual sense, layout skills, and an eye for typography and color, • Organized, communicative, and comfortable taking initiative Bonus: • Advanced Adobe Creative Suite skills and experience with motion graphics or animation, • Experience with PowerPoint, Figma, or basic HTML/CSS, • Experience with commercial real estate or private equity marketing materials, • Photography, video editing, or motion graphics skills

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, • 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 Bassett Furniture – Design Sales Opportunity Do you love interior design? Do you have an eye for color and fashion? Would you like to help customers see their dream rooms become a reality? If you are a positive and motivated professional with a passion for design, possess exceptional selling skills, and a love for building customer relationships, then Bassett Furniture has the opportunity for you! Job Description Our Bassett Design Consultants are responsible for building meaningful and long-term customer relationships. They have comprehensive knowledge ranging from furniture construction to design trends. They use “relationship selling” techniques through interior design consultations and makeovers to maximize selling opportunities. Our design consultants take joy in the design process! Job Qualifications • · Passion for design, • · Highly driven to meet or exceed sales goals, • · Discern and coordinate colors and textures, • · Excellent communication and interpersonal skills, • · Friendly outgoing personality, • · Positive outlook, • · Self-motivated to clientele, • · Computer proficiency, • · Desire to learn, • · Proven track record of success in sales, • · Polished image, • · Career-minded professionalism, • · Willingness to work weekends and holidays., • · Desire to work in a commissioned sales environment., • · Dedicated to being a supportive team member., • · Capable of thriving in a varied paced retail environment., • · Ability to drive to customers’ residences and businesses for makeovers., • · Adept at conducting virtual appointments and live chats., • · Creating, presenting, and selling product and design solutions., • · Engaging customers to determine their needs according to taste, lifestyle, and investment range. Training The Bassett Brand is brought to life by the people who shape the customers’ experience. Our training programs are designed to help each associate create a meaningful career at Bassett. As part of our in-depth training program, you’ll learn: product knowledge, sales techniques, design skills, and how to build a base of loyal clients. You’ll do this though comprehensive on-line classes, videos, hands-on activities, and one-on-one coaching. We provide continuing opportunities to learn throughout your career at Bassett. Our most successful sales people have a creative personality and passion for design. Bassett offers Interior Design certification training. Through our one-on-one coaching and educational development, we will help you build relationships with customers to help them reflect their own personal sense of style. We’ll also show you how to effectively use our complimentary design service as a powerful tool for developing customer relationships and providing opportunity for increased sales. Opportunity With our generous commission-based compensation plan, your income is limited only by the amount of effort you apply. In addition to your commission compensation (paid on written business), there are other bonus opportunities. The potential income for our experienced Bassett Design Consultants averages $70,000-$105,000/year. With our corporate top writers making up to 135,000/year. Benefits • · Paid training, • · Health/Dental/Vision coverage, • · Disability, • · Life Insurance, • · 401(k) plan, • · Tuition assistance, • · Paid time off, • · Generous Employee Discounts, • · Work in a State-of-the Art Showroom, • · Opportunity for growth and advancement What sets Bassett apart? Bassett’s blend of style, comfort and value has been trusted for more than a century (since 1902!) and makes it one of the most recognizable furniture brands in America. We’ve taken our craftsmanship and built a reputation of quality custom furniture. We are passionate about developing fashionable and innovative furnishings at a great value, as well as offering a number of exceptional services to meet customers’ needs. We are proud of our long-standing heritage but, at the same time, squarely focused on innovating furniture retailing in the next 100 years. Take steps now towards building a meaningful career with a growing company. Apply to join the design team at Bassett today! Bassett Furniture Industries is an equal opportunity and affirmative action employer and does not discriminate against any applicant for employment because of race, color, religion, sex, national origin, disability, age, veterans status or other protected category. Bassett is dedicated to ensuring that qualified applicants are employed and that employees are treated consistently during employment, without regard to their race, color, religion, sex, national origin, disability, age, veterans status or other protected category. EEO/AA-M/F/V/D IND1P #LI-RS1 #ZR

Job Description About Us What began in 1968 in a 7,500 square foot building with 22 employees has evolved into one of the nation's largest automobile dealership groups. With over 400 employees and twelve franchises, we sell and service our products...one customer at a time. Our nationally award winning service and sales departments are constantly undergoing training with our various manufacturers. In addition, our investment in the newest technology for our service departments makes even the most complicated electronic repairs, very routine Our facilities are constantly being upgraded and improved, with eight buildings either new or refurbished. Two new dealership facilities are currently on our drawing board. We are here for the long term. When it comes to selection, service, price and reputation, you can't do better than Len Stoler. What We Offer * Great Health and Dental Insurance • 401k plan, • 5 day work week, • Paid vacation, • Chance for advancement with a family owned and growing company Responsibilities * Process documents for state registration, follow the proper paperwork and ensure that tax and title documents are also completed. * Check for completeness and signatures on all required parts of forms. Additionally, vehicle title clerks may check for accuracy of vehicle sale and purchase prices. * Maintain titles and MSO’s for inventory. * Prepare title work for sold vehicles and submit to DMV. * Enter used vehicle purchases into inventory. * Call banks for title and lien releases * Issue & transfer plates Qualifications * High School Diploma or equivalent * Automotive experience preferred but willing to train for the right candidate * Highly organized and eagerness to improve * Experience of Verifi preferred but not required * Willingness to take initiative * Computer literacy, quality writing and grammar skills * Ability to handle multiple tasks easily * Ability to provide quality customer service * Work with all levels of employee * Clean driving record and valid driver’s license * Able to work well under pressure in fast-paced environment We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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 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 DescriptionCompany Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are. Who We Are We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included. As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few! Job Description Your Career The Solutions Consultant is the evolution of the traditional Sales Engineering role, aligning how we best serve our customers in understanding their environment, providing solution guidance and ensuring value realization in their investment with Palo Alto Networks. As a Solutions Consultant you provide technical leadership and expertise and guidance in your customer’s security transformation journey. You will play a key role in defining technical solutions that secure a customer’s key business imperatives and ensuring value realization of their investment with Palo Alto Networks. You evangelize our industry leadership in on-prem, cloud, and security operations services that establish PANW as your customer’s cybersecurity partner of choice. Your Impact Curiosity is core to the Solutions Consultant role, and you see complex problems as opportunities to learn and deliver innovative solutions! You define your impact by: * Meeting and exceeding sales quotas by building and implementing strategic, technical account plans that target cross-platform solutions. * Understands Key customer business requirements and has the ability to position, demonstrate and create high level designs across the entire PANW portfolio solutions creating business value for customers. * Ability to drive customer adoption of Palo Alto Networks Platform. Building customer relationships by helping customers achieve increased productivity, operational efficiency, security efficacy, and greater flexibility to innovate. * Conducting discovery to understand and articulate the key technical, operational, and commercial imperatives of your prospects and customers * Working closely with Professional Services, Customer Success and Specialist teams to ensure overall customer implementation and adoption of solutions. * Demonstrating strong communication skills, influencing through effective presentations and customer-specific demos, and conducts technical engagements and workshops that are clear and impactful, simplifying complex ideas for various audiences * Leading successful technical validation efforts based on best practices to ensure technical win in assigned opportunities. * Demonstrates Cross functional leadership driving collaboration and orchestrating supporting resources (Specialists, Channel Resources, Customer Support) to ensure a one-team approach that demonstrates a cohesive strategy. * Promoting end-to-end solutions that include PANW and/or partner professional services to ensure customers realize business value sooner * Understanding the competitive landscape and effectively differentiating PANW's leadership in the cybersecurity space * Continuously investing in yourself to develop technical and professional skills that drive your ever-increasing contributions to success of our customers while actively participating within the Solutions Consultant community and at industry events * Identifying technical stakeholders and cultivating relationships with key personas to build and drive a security architecture transformation roadmap Qualifications Your Experience * 3+ years experience in pre-sales/sales engineering or graduate of Palo Alto Networks Academy Program * Foundational knowledge of one or more of Networking, Security Operations, Cloud and Application Security * Experience in delivering cybersecurity solutions that solve technical challenges and influence new business initiatives is preferred * Influencing and gaining buy-in from key stakeholders, either in a customer-facing or internal role; prior experience in a pre-sales role is ideal * Creating and delivering technical presentations, workshops, or technical validation engagements * Experience in selling, designing, implementing, or managing one or more of the following solutions: Network Security, SASE, SaaS, CNAPP and/or SOC Transformation Technologies * Partnering with Customer Support functions to ensure successful implementation and adoption of sold solutions * Understanding of sales processes with multiple buying centers and multi-product solutions are preferred * This is a field sales position where travel requirements may be required to support in person customer meetings, please discuss with the recruiter on the specifics for this position. * Proficient in English Additional Information The Team Our Solutions Consultant team members work hand-in-hand with large organizations around the world to keep their digital environments protected. We educate, inspire,and empower our potential clients in their journey to transform their security architectures. You are empowered with unmatched systems and tools and a team built on joint success. You won’t find someone at Palo Alto Networks that isn’t committed to your success – with everyone pitching in to assist when it comes to solutions selling, learning, and development. Our Solutions Consulting community is driven by the mission to be our customers’ cybersecurity partner of choice, protecting their digital way of life. Our Commitment We’re trailblazers that dream big, take risks, and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at . Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary + commission target (for sales/commissioned roles) is expected to be between $175,000 - $216,000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here. Our Commitment We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at . Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines.

Job Description The Liability Claims Specialist manages within company best practices lower-level, non-complex and non-problematic liability claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel. This is an Onsite role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: • Receives claims, confirms policy coverage and acknowledgment of the claim, • Adheres to client and carrier guidelines and participates in claims review as needed, • Assists other claims professionals with more complex or problematic claims as necessary, • Requires regular and consistent attendance, • Complies with all safety rules and regulations during working hours in conjunction with the Injury and Illness Prevention Program (“IIPP”), • Additional projects and duties as assigned KNOWLEDGE & SKILLS: • Excellent written and verbal communication skills, • Ability to learn rapidly to develop knowledge and understanding of claims practice, • Ability to identify, analyze and solve problems, • Computer proficiency and technical aptitude with the ability to utilize MS Office including Excel spreadsheets, • Strong interpersonal, time management and organizational skills, • Ability to meet or exceed performance competencies, • Ability to work both independently and within a team environment EDUCATION & EXPERIENCE: • Bachelor's degree or a combination of education and related experience, • Minimum of 1 year of industry experience and claims management preferred, • State Certification as an Experienced Examiner PAY RANGE: CorVel uses a market based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time. For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process. Pay Range: $51,807 – $83,551 A list of our benefit offerings can be found on our CorVel website: CorVel Careers | Opportunities in Risk Management In general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first. About CorVel CorVel, a certified Great Place to Work® Company, is a national provider of industry-leading risk management solutions for the workers’ compensation, auto, health and disability management industries. CorVel was founded in 1987 and has been publicly traded on the NASDAQ stock exchange since 1991. Our continual investment in human capital and technology enable us to deliver the most innovative and integrated solutions to our clients. We are a stable and growing company with a strong, supportive culture and plenty of career advancement opportunities. Over 4,000 people working across the United States embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!). A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off. CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. #LI-Onsite

Job DescriptionSimpleCITI Companies, Hiring for SimpleEQUITIES* SimpleCITI Companies specializes in Commercial Real Estate ("CRE") and Specialty Finance. Our portfolio includes 7 Operating and 3 Holding Companies as follows: OPERATING COMPANIES • SimpleEQUITIES*: Private Equity Real Estate- Hiring Entity, • SimpleADVISORY: Advisory Services to SimpleEQUITIES and it's Funds, • SimpleMANAGE: CRE Property Management to SimpleEQUITIES and other property owners, • SimpleBRICKS: CRE Development for SimpleMANAGE and other property owners, • SimpleSPACES: Shared Warehouse Spaces, • SimpleAID: Litigation Funding, • SimpleAXCS: Family Office Passive Investments, • SimpleCORE: Family Office Legacy Commercial Real Estate We are currently seeking a highly experienced and results-driven Director of Equity Capital Markets (ECM) with a deep understanding of capital markets and private equity real estate. In this role, you will be responsible for leading and expanding our capital markets division. Your key responsibilities will be to form and build out direct relationships to: • Institutional LP Investors: Pension funds, insurance companies, endowments/foundations, commercial banks, sovereign funds, private equity funds, hedge funds, and mutual funds., • Retail Investors: Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals. You will need to possess extensive relationships of these contacts, be proficient in capital markets-specific outreach and CRM software, build and manage the requisite team, and attend roadshows, including LP investor presentations, conferences, and trade shows. As the Director of Equity Capital Markets (ECM), you will play a critical role in expanding our investor base and growing our presence in new markets. • Forge Elite Connections: Cultivate and solidify relationships with top-tier Institutional LP Investors, including pension funds, insurance giants, endowments/foundations, commercial banks, sovereign funds, private equity funds, hedge funds, and mutual funds., • Command Retail Markets: Build and nurture strong bonds with Retail Investors, including Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals., • Lead Capital Power Moves: Spearhead capital raising initiatives, driving the fundraising process from inception to successful closure, ensuring robust capital inflow., • Master CRM Excellence: Oversee the development and optimization of a cutting-edge CRM system to manage investor relationships and streamline outreach efforts., • Build a Powerhouse Team: Recruit, inspire, and lead a dynamic, high-performing team dedicated to capital markets and investor relations., • Dominate the Stage: Represent the company with authority and charisma at roadshows, LP investor presentations, conferences, and trade shows, captivating new investors and elevating the company’s profile., • Strategic Synergy: Collaborate with senior leadership to align bold capital market strategies with the company’s ambitious business objectives and growth trajectory. Requirements • Education: Bachelor’s degree in Finance, Economics, Business, or a related field. MBA or advanced degree with distinction highly preferred., • Proven Expertise: Minimum of 10 years of stellar experience in capital markets, private equity, or a related field, with a proven track record of securing substantial capital., • Strategic Relationships: An expansive, high-caliber network within Institutional LP Investors and Retail Investors, with a knack for building and sustaining powerful relationships., • Technical Mastery: Proficient in state-of-the-art capital markets outreach and CRM software, with razor-sharp analytical and strategic planning skills., • Inspirational Leadership: Exceptional leadership abilities, demonstrated through the successful creation and management of high-octane teams., • Compelling Communication: Superior verbal and written communication skills, with the talent to engage and captivate diverse investor audiences. Grow your financial package with your results-driven performance and success Competitive Salary | $100,000 - $300,000 Free Coffee & Beverages Full Service Cafeteria & Starbucks Excellent Networking Opportunities & Exposure to Commerical Real Estate Rapidly Expanding Company

Job Description SimpleCITI Companies, Hiring for Residential Credit Analyst 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: SimpleCREDIT is seeking a detail-oriented and execution-driven Residential Credit Analyst to join our growing credit team. In this high-impact role, you will evaluate, structure, and manage short-term bridge and construction loans across residential transitional assets including ground-up development, rehab, and small multifamily projects. You’ll work directly with the founder and capital partners, applying institutional-level discipline to credit analysis while operating with the speed and flexibility of a boutique lender. This is an opportunity to shape the credit infrastructure of a next-generation private lending platform. Loan Evaluation & Underwriting • Analyze borrower profiles, market conditions, project budgets, and exit strategies, • Underwrite loans for rehab, rental, and ground-up residential projects, • Conduct detailed financial modeling, including pro formas, comp analysis, and budget reviews, • Evaluate creditworthiness and collateral strength using LTV, LTC, ARV, and other key metrics, • Draft concise investment memoranda for internal and capital partner review Due Diligence & Structuring • Order and review appraisals, title reports, insurance, contractor profiles, and other third-party reports, • Recommend loan terms and structures aligned with SimpleCREDIT’s risk parameters and credit box, • Collaborate with legal counsel to ensure compliance with underwriting standards and documentation, • Assist in setting covenants and draw schedules for construction and rehab loans Closing & Process Execution • Coordinate closing activities with borrowers, legal teams, title companies, and internal stakeholders, • Ensure timely, accurate documentation and information flow from term sheet to funding, • Maintain loan files, data integrity, and communication logs throughout the loan lifecycle Platform Development & Internal Ops • Help build and refine underwriting SOPs, loan grading systems, and credit workflows, • Identify operational inefficiencies and suggest process improvements, • 2–6 years of experience in private lending, real estate credit, or fix-and-flip underwriting, • Proficient in Excel with ability to build models from scratch, • Deep understanding of credit metrics: LTV, LTC, ARV, DSCR, etc., • Experience reviewing appraisals, title reports, scopes of work, and borrower financials, • Strong written communication skills and ability to clearly articulate credit decisions, • Highly organized, proactive, and execution-oriented, • Bonus: Experience with LendingPad, Liquid Logics, or other LOS/LMS systems, • Bonus: Familiarity with NY/NJ/CT/PA markets or licensure as MLO or real estate agent

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. The Leasing Consultant, under the direction of the Community Manager, is responsible for maximizing property occupancy by generating qualified traffic, networking within the local community, scheduling appointments, promoting resident retention and providing or coordinating exceptional customer service. The position is entry-level, but we would be willing to train the right candidate. Responsibilities: • Greeting prospective residents and provide them with property tours, • Process lease applications and qualify residents, • Coordinate with the marketing team to place online ads and ensure signage is correctly positioned, • Support the Community Manager with general office maintenance by answering phones and performing other administrative task, • Maintain an up-to-date market study of primary competitors, • Provide high quality customer service to residents and prospective residents, • Effectively showcase the features and benefits of the apartments and communities, • Identify strengths & weakness of alternative sales approach; overcome objections and create excitement, • Accurately prepare all lease-related documents, • 1-2 years of high-quality customer service experience, • Prior leasing & lease-up experience preferred, • Strong communication & marketing skills, • Professional and positive attitude, • College Degree preferred, • Proficient in Microsoft Office Suite, Outlook, • Must be able to work weekends and have a reliable way to get to work 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 REAL ESTATE PROPERTY ACCOUNTANT Location: Mineola, Long Island, NY Anna Parson at Robert Half is seeking a sharp Property Accountant to join a Real Estate client. The Property Accountant role is ideal for someone with strong attention to detail and experience managing financial operations for real estate properties, including budgeting, forecasting, and reporting. The successful Property Accountant will play a key role in ensuring accurate accounting and financial reporting for the assigned portfolio of Residential Properties. As the Property Accountant you will: • Oversee property accounting functions, ensuring accurate and timely financial reporting., • Manage month-end close processes, including journal entries and reconciliations., • Conduct variance analysis on general ledger accounts to identify discrepancies and trends., • Utilize Yardi software to maintain and update property financial records., • Implement accrual accounting practices to ensure compliance with regulatory standards., • Prepare budgets and forecasts to support property management and investment strategies., • Generate investor reports and provide insights into financial performance., • Collaborate with cross-functional teams to streamline accounting processes and improve efficiency., • Monitor cash flow and ensure proper allocation of funds across properties., • Provide detailed financial analysis to support decision-making for stakeholders. This role offers the opportunity to join a well-established corporate team with a collaborative, family feel! Contact Anna Parson at Robert Half for immediate and confidential consideration or apply now!!! • Minimum of 3 years of experience in property accounting or a related field., • Proficiency in Yardi software for property management and accounting., • Strong understanding of month-end close processes and accrual accounting., • Experience with general ledger management and variance analysis., • Proven ability to prepare budgets, forecasts, and financial reports., • Excellent analytical skills and attention to detail., • Effective communication and collaboration abilities to work with teams and stakeholders., • Bachelor’s degree in Accounting, Finance, or a related field preferred.

The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers.

Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. As a Senior Wealth Advisor, you will partner closely with a d

We are seeking a highly motivated Industrial Acquisitions Analyst to join our growing real estate investment team. This entry-level position is perfect for a recent graduate or early-career professional who is passionate about industrial real estate and eager to build expertise in acquisitions. The

Institutional Sales Manager (LATAM/EU/APAC). We work closely with a wide range of market participants, including individual traders, high-frequency trading (HFT) and proprietary trading firms, hedge funds, asset managers and family offices, market makers and brokers, investment banks, and more.

External Wholesaler Opportunity.SimpleCITI Companies, Hiring for SimpleEQUITIES*.SEC RIA-advised funds in the RIA distribution channel.Backed by a 125-year family office legacy, we offer innovative investment solutions.In this hybrid role, you'll lead product approvals, build strong RIA relationship

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 ex

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

We are seeking a highly motivated Industrial Acquisitions Analyst to join our growing real estate investment team.

Job Description SimpleCITI Companies — Hiring for Property Manager 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: We are seeking a full-time property manager to join our team. The property manager will be responsible for overseeing the day-to-day operations of our real estate properties, including handling maintenance orders and administering leases. The position requires strong organizational skills and the ability to manage multiple tasks effectively. Key Responsibilities: • Oversee the day-to-day operations of various real estate properties., • Handle maintenance requests and ensure timely resolution of issues., • Administer leases, including lease renewals and terminations., • Coordinate property inspections and ensure properties are in good condition., • Manage tenant relationships and address tenant concerns promptly., • Ensure compliance with local, state, and federal regulations., • Maintain accurate records of property operations and tenant interactions., • Assist with budgeting and financial reporting related to property management., • Collaborate with team members to support overall property management objectives. Qualifications: • Proven experience in property management or a related field., • Strong organizational and multitasking skills., • Excellent communication and interpersonal skills., • Ability to work independently and as part of a team., • Proficiency in Yardi property management software., • Knowledge of local, state, and federal property regulations., • Strong problem-solving skills and attention to detail.

Job Description We are seeking a Financial Advisor/Investment Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: • Advise clients on investment strategies and other financial decisions, • Assess clients' assets, liabilities and overall financial conditions, • Prepare presentations that recommend various financial products, • Review and communicate portfolio performances to clients, • Previous experience in banking, financing, or other related fields, • Familiarity with investment products and services, • Ability to build rapport with clients, • Strong analytical and critical thinking skills, • Excellent written and verbal communication skillsCompany DescriptionMcDonnaugh Securities LLC is a fast-growing minority owned Broker/Dealer and Registered Investment Advisor. McDonnaugh Securities LLC has its principal offices in NYC and Long Island New York. Our mission is to build a regional boutique financial service company with Independent Representatives/Financial Advisors which will provide investment advice and wealth management solutions to high-net-worth and Business clients.McDonnaugh Securities LLC is a fast-growing minority owned Broker/Dealer and Registered Investment Advisor. McDonnaugh Securities LLC has its principal offices in NYC and Long Island New York. Our mission is to build a regional boutique financial service company with Independent Representatives/Financial Advisors which will provide investment advice and wealth management solutions to high-net-worth and Business clients.

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

Job Responsibilities** + Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products + Develop investment policy statements and advise on asset allocation + Closes sales of complex investment prod

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. Fund Formation & Investment Legal Support. Track legal deadlines, filings, and compliance workflows.

A waiver is available if unemployed and primarily responsible for supporting a household, or if eligible for Medicaid, SSI, Public Assistance, or Job Training Partnership Act/Workforce Investment Act eligibility; active-duty military and veterans are exempt. Performs entry-level professional librari

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $80,000 - $120,000 yearly Responsibilities: • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM, • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professionalQualifications:, • Must have the ability to successfully network and prospect for new clients, • Must possess uncompromising integrity and the ability to communicate complex ideas, • Strong relationship management skills and/or experience requiredAbout Company About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

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 SimpleCITI Companies, Hiring for SimpleEQUITIES* We’re looking for a motivated External Wholesaler to drive sales of our SEC RIA-advised funds in the RIA distribution channel. Backed by a 125-year family office legacy, we offer innovative investment solutions. In this hybrid role, you'll lead product approvals, build strong RIA relationships, and balance in-office work with client-facing travel to expand our reach. Key Responsibilities External Responsibilities: • Develop and maintain relationships with RIAs, family offices, and institutional investors., • Present and promote the company’s real estate and specialty finance investment products and services through in-person and virtual meetings, webinars, and conferences., • Execute sales strategies to meet or exceed targets for product adoption and AUM growth., • Conduct market analysis to identify new opportunities and maintain awareness of competitors and industry trends., • Serve as the primary point of contact for external clients, addressing questions, concerns, and providing ongoing support. Internal Responsibilities: • Collaborate with internal teams to ensure alignment between sales strategies and operational capabilities., • Assist in developing marketing materials, sales decks, and product briefs tailored to specific client needs., • Coordinate closely with the compliance team to ensure all sales activities meet regulatory standards., • Support internal training initiatives to educate staff on product offerings and sales strategies. Qualifications: • Proven track record in wholesaling investment products, preferably within the RIA, real estate, or specialty finance sectors., • Established relationships with RIAs are required., • 3+ Years of Experience, • Deep understanding of real estate investment vehicles (e.g., REITs, private equity funds, 1031 exchanges) and specialty finance products., • Exceptional communication and presentation skills with the ability to convey complex concepts clearly and persuasively., • Strong organizational skills and the ability to balance external and internal responsibilities effectively., • Proficiency in CRM tools and data analysis to track client interactions and sales performance., • Bachelor’s degree in finance, business, or a related field. Advanced degrees or certifications (e.g., CFA, CAIA, Series 7, 63, 65/66) are preferred.

Job Description SimpleCITI Companies, Hiring for Chief Growth Officer (Pre-Settlement Funding) Overview: 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: • SimpleCREDIT (Private Lending & Legal Finance), • SimpleADVISORY (Investment Advisory), • SimpleMANAGE (Back Office & Ops Support), • SimpleEQUITIES (Private Investment Platform) You’ll be responsible for building and scaling an AI-enhanced growth engine across marketing, CRM, automation, and revenue operations. This role demands more than just overseeing teams—it requires hands-on execution, deep technical fluency with AI tools, and a performance-driven mindset. Growth Strategy & Funnel Execution • Own end-to-end growth: paid media, digital funnels, intake workflows, CRM, automation, and monetization, • Design and optimize AI-powered lead intake systems across personal injury, MVA, medmal, and other plaintiff-side verticals, • Build and manage CRM systems (e.g., GoHighLevel, HubSpot, Salesforce) with automated drip campaigns, SMS, voice drops, and AI agents, • Launch and manage performance campaigns across Meta, Google, YouTube, TikTok, and other acquisition channels, • Leverage advanced tools such as ChatGPT, Claude, AutoGPT, Zapier, Clay, Instantly, and Smartlead to automate scoring, outreach, and follow-ups, • Track and improve KPIs: lead quality, approval rate, CAC, LTV, IRR, and qualified deal volume, • Lead the design and deployment of AI-based workflows for real-time lead engagement, routing, and decisioning, • Build internal tooling for dynamic scoring, follow-up, and pipeline optimization, • Continuously iterate on CTAs, landing pages, offers, and conversion flows using AI-driven insights, • 5+ years in growth, DTC lending, plaintiff funding, or legal fintech, • Proven experience scaling performance marketing with ROI clarity, • Deep familiarity with AI tools and frameworks used in customer acquisition and funnel automation, • Proficient in CRM and marketing automation platforms like GoHighLevel, Iterable, ActiveCampaign, etc., • Experience in pre-settlement funding or legal intake, • Understanding of how case quality and type influence underwriting and funding, • Bonus: Experience building AI agents for lead engagement via chat, SMS, or phone

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Health insurance, • Opportunity for advancement, • Paid time off Role Overview Are you a goal-driven professional with a passion for financial planning and insurance sales? As an Insurance and Financial Services Representative, youll play a vital role in helping clients secure their futures through customized insurance and investment strategies. In this consultative role, youll build lasting relationships, assess client needs, and deliver solutions that align with their goalswhether thats retirement planning, wealth building, or protecting their assets. This position offers the chance to grow your career while making a meaningful difference in your community. Key Responsibilities • Develop and manage a portfolio of clients across both insurance and financial service lines, • Provide tailored recommendations for life, health, and financial products based on client goals, • Conduct financial reviews to support retirement planning, investment management, and asset protection, • Stay up to date on industry trends, product changes, and compliance requirements, • Prospect and cultivate new client relationships to drive growth and revenue, • Achieve individual and agency sales targets through consultative selling and high-quality service Qualifications • Strong communication, consultative sales, and relationship-management skills, • Self-motivated with professionalism, integrity, and a client-first mindset, • Ability to explain complex financial concepts clearly and simply, • Active insurance license (Life & Health required; Property & Casualty a plus) Why Join Us • Competitive base salary plus commission and performance bonuses, • Ongoing training, development, and mentorship in a supportive team environment, • Access to a strong book of business and high-quality leads, • A career that delivers financial rewards while helping clients achieve peace of mind

Job Description An opportunity to join our fast-track PARTNER program - get promoted from Financial Advisor to Partner in 6 months to a year! Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests. New York Life is dedicated to prudent financial management, high-quality products, and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products, including stocks, bonds, and over 13,000 mutual funds. We are looking for motivated, self–starters who would like to: • Become a partner within their first year and build a team of financial advisors, • Build their career with significant income potential, • Manage their own work schedule and establish an attractive work/life balance, • Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets, • Experience a lifetime of learning and professional development, • Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates, • Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding, • Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations, • Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy, • Help create competitive quotes when it is time to issue renewals or make updates to a current policyQualifications:, • Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.), • Must have active insurance license in your state or must be willing to get licensed in 90 days, • Relevant insurance experience as an insurance agent or other position is helpful but not required, training will be provided if your talents are a good match, • Must have very strong follow up, written and verbal communication skills and problem-solving skills, • We are looking for candidates with an Associates or Bachelor’s degree but will consider those with relevant insurance industry experience, as well, • MBA or previous management/team-building experience (Required), • Organized, detail-oriented, and excellent time management skills, • Ambitious, disciplined leaders who demonstrate the utmost professionalism, • Relationship building and networking abilities, exemplary interpersonal skills, • Coachable and the ability to work in a team-based environment, • J.D. (attorney) or M.B.A. is a Strong plus, • Sales experience is not required, but is a plus, • FINRA Series 6, 7, 63, 65, or 66, a plus (company will pay for sponsorship for the right candidate), • Life & Health Insurance License not required (company will pay for sponsorship), • Financial Industry background is a plus; however, financial or insurance sales experience is not required, • Personal Transportation will be required for this position, • Must be a U.S. Citizen or a Permanent residentAbout Company About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We’re proud of our financial strength.5 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For

Job Description Are you a leader who has the following traits? • Competitive, • Business-minded, • Coachable, • Communicative, • Self-disciplined What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your career. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensures that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. Benefits include medical, dental, vision, life, and disability, as well as a 401(k) and pension. Compensation: $60,000 - $150,000 Responsibilities: • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives, • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional, • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan, • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial productsQualifications:, • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity, • Required to effectively network to identify potential new clients, • Relationship management skills are required, • Sales experience is a plusAbout Company New York Life is a Fortune 100 company

If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.

The Investment Accounting group's specific responsibilities include reconciliation of transactional data from various sub-ledgers (Clearwater, Investran, and LMS) to the general ledger and ultimately AIG's financial statements as well as all related external reporting for investments (10Q/K, Financi