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Relationship Manager - Series 65 Required Wealth Management | On-Site | Hauppauge, NY Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint. This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA. This is a full-time, on-site W-2 position based in Hauppauge, NY. Role Overview The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency. This is a client-facing role that plays a critical part in both the firm’s service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients. Key Responsibilities • Deliver white-glove service to clients with speed, accuracy, and professionalism, • Prepare for client meetings and proposals with exceptional attention to detail, • Draft and manage client communications via email, phone, and written correspondence, • Participate in client meetings, document notes (with AI support), and manage follow-ups, • Gather and organize information to support comprehensive financial planning, • Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.), • Maintain meticulous CRM documentation of all client communications, tasks, and appointments, • Assist with account maintenance, asset allocations, and quarterly reporting, • Serve as the first line of response for client inquiries across email and phone, • Build and deepen client relationships with empathy, connection, and professionalism, • Partner with operations to proactively resolve custodial issues and escalate when appropriate, • Adhere to all firm and industry supervisory and compliance requirements, • Participate in firm meetings, training, client events, and continuing education, • Service-oriented with a genuine interest in caring for clients, • Exceptionally organized, dependable, and detail-oriented, • Calm, professional, and effective in a fast-paced environment, • Process-driven with strong ownership and accountability, • Excellent time management and multitasking capabilities, • Comfortable using CRM and workflow tools (Salesforce preferred), • Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks, • 3–5 years of experience in financial services (RIA experience strongly preferred), • Strong working knowledge of Schwab custodial operations, • Series 65 required, • Bachelor’s degree strongly preferred, • CFP® certification or desire to pursue, • Strong understanding of client confidentiality and discretion, • Reports to: Lead Advisor, • Functional Area: Client Success / Operations, • Base Salary: $70,000 – $90,000, • Bonus: Performance-based, tied to individual and firm objectives, • Employment Type: Full-time W-2, • Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits, • Career Development: Clear progression and professional growth opportunities

Recognized as one of the Top Ten Employers in the 2025 Long Island Top Workplaces by the Long Island Press for the eighth consecutive year, Lewis Johs Avallone Aviles, LLP earned this distinction based entirely on confidential feedback from employees through an independent workplace survey. The firm has also been named to the 2026 edition of U.S. News & World Report – Best Lawyers “Best Law Firms” rankings for the 16th consecutive year in both Medical Malpractice Law and Personal Injury Litigation – Defendants. These recognitions reflect the firm’s continued commitment to professional excellence, collaboration, and providing a supportive environment where attorneys can grow and succeed. As our practice continues to expand, we are seeking Litigation Associates to join our General Liability Defense team. GENERAL LIABILITY LITIGATION RESPONSIBILITIES - We are looking for a candidate who is capable of independently handling a full case load for general liability, including transportation, premises and construction/Labor Law matters. The duties and responsibilities of the position include, but are not limited to - • managing a caseload, • covering court appearances, conducting and defending depositions, • meeting with experts, • attending inspections, • strong writing and analytical skills The ideal candidate will be a self-starting individual who thrives in a fast paced, friendly environment. Qualifications • Admitted to practice in NYS and in good standing, • Preferably 3+ years of relevant experience, • Demonstrated excellence in research, writing, and legal analysis, • Excellent communication/reporting skills. This is an excellent long-term career opportunity for the right individual who is eager to develop independence and responsibility in all aspects of cases and client relations. About Lewis Johs Avallone Aviles, LLP - Lewis Johs Avallone Aviles, LLP was established in 1993 and has continually grown to a 60+ attorney, multi practice firm. Our firm seeks candidates who share our passion to provide the highest level of service and to exceed our clients’ expectations. Benefits of a career at LJAA include: • Marketing and communications support to participate in panels, publish articles, and gain visibility, • Competitive benefits package is offered which includes: BCBS medical, dental, vision, flexible spending account, health savings account, 401k, paid holidays, paid time off and the option to enroll in additional voluntary ancillary benefits. We are conveniently located at exit 58 off of the Long Island Expressway on the corner of Veterans Memorial Highway and Motor Parkway in the pink glass building. ALL RESUMES WILL BE HELD CONFIDENTIALLY. Salary, commensurate with experience, as well as hybrid/remote opportunity, may be discussed further with potential candidates.

Job Title: Advanced Electronics / Computer Field (ET/FC) Category / Component: Enlisted • Active Overview The Advanced Electronics and Computer Field trains Sailors to maintain, operate, and repair some of the Navy's most sophisticated electronics and computing systems, including radar, communications, navigation, local area networks, weapons fire control, and Aegis combat systems. ETs and FCs form the backbone of a ship's Combat Systems department aboard carriers, cruisers, destroyers, and other surface combatants, as well as at repair and technical activities ashore. Key Responsibilities Serve as an Electronics Technician (ET) or Fire Controlman (FC) after training, based on performance and Navy needs; as an ET, maintain and repair radar, communication, and navigation equipment including transmitters, receivers, displays, and shipboard communications suites such as SATCOM and HF; as an FC, operate, maintain, and repair fire control radars, computers, large screen displays, local area networks, weapon control consoles, and automatic gun systems; troubleshoot complex electronic and electro mechanical faults using technical documentation, test equipment, and established procedures; maintain configuration control, documentation, and logs that support inspections, certifications, and combat system readiness. What to Expect Hands on technical work that blends classroom, computer based training, and intensive lab practice; frequent troubleshooting under time pressure to restore mission critical combat systems and communications; strict adherence to safety procedures, configuration control, technical documentation, and test routines; team based maintenance and watchstanding afloat and ashore, often on rotating shifts to support around the clock operations; progressive responsibility as you qualify on systems, earn Navy Enlisted Classifications, and advance in rate. Work Environment Assignments aboard surface combatants such as aircraft carriers, Aegis cruisers and destroyers, and amphibious ships, as well as at shore based repair and technical facilities; daily work in combat systems spaces, radar rooms, communications centers, electronics shops, and shipboard network spaces; a mix of lab style environments and shipboard spaces with noise, ladders, confined areas, and occasional exposure to heat or weather when working on topside equipment. Pathways, Training & Advancement Recruit Training followed by Apprentice Technical Training at Great Lakes, Illinois, covering basic electronics, circuitry, safety, digital theory, microcomputers, fiber optics, test equipment, and troubleshooting; strand training in either the Fire Controlman or Electronics Technician track, with FCs focusing on radar, ballistics, and fire control basics, and ETs focusing on communications suites and radar systems; follow on A School and platform or system specific C Schools, often with college credit recommended by the American Council on Education; accelerated advancement to E4 upon completion of initial school training and all advancement requirements, with continued promotion based on performance, time in rate, and professional development. Enlist under the Advanced Electronics and Computer Field program, with final placement into the Electronics Technician or Fire Controlman rating during initial training at Great Lakes, based on performance and Navy needs; maintain AECF eligibility throughout training in order to retain any accelerated advancement benefits; fleet conversion into ET or FC from another rating may be possible for qualified Sailors, subject to screening and community manning. Qualifications All Navy jobs require meeting general enlistment or commissioning standards, which typically include: Eligibility to serve in the United States Navy, which may involve United States citizenship or other legal residency and work status, depending on the program and current law and policy A high school diploma or equivalent for enlisted positions, and a bachelor's or qualifying professional degree for officer positions Meeting age limits that vary by program and are set in law and Navy policy. Some communities have more restrictive age ranges Meeting medical, vision, and dental standards, including body composition and physical fitness requirements, with some jobs requiring more demanding standards Meeting character and conduct standards, including background screening Achieving required test scores for your program, such as the Armed Services Vocational Aptitude Battery for enlisted roles or officer qualification tests for officer programs Eligibility for a security clearance when required for your rating or designator Additional qualifications can include specific skills, education, licensure, or experience that are unique to a job or community and will be reviewed with you by a recruiter. Additional qualifications for this job may include: Normal hearing and color perception to work safely with electronic displays and color coded wiring and schematics; strong arithmetic and computing aptitude, with the ability to learn digital theory and complex technical systems; physical strength and manual dexterity to handle equipment, tools, ladders, and shipboard environments. Education Education benefits are available through standard Navy programs such as Tuition Assistance, the Post-9/11 GI Bill, ACE-recommended college credit for Navy training, Navy COOL-funded certifications, USMAP apprenticeships, and other Navy College Program opportunities. Specific options depend on the Sailor's status, training, and current Navy policy. Pay, Benefits & Service Pay, benefits, and service commitments follow standard Navy Active and/or Reserve policies for this type of role, including basic pay, allowances when eligible, health coverage, and retirement options. Exact entitlements, special pays, and service obligations depend on program, component, years of service, and current law and Navy guidance. Incentives Incentives such as bonuses, special pays, and loan repayment may be available at times for specific ratings or communities, but they change frequently and cannot be guaranteed. Applicants must confirm current incentives and eligibility with an official Navy recruiter or authoritative Navy source. Notes and Disclaimers This description is a general overview of typical duties, training, and opportunities in this community. It does not replace official Navy instructions, policies, or contracts and does not guarantee specific assignments, training, incentives, or outcomes. Actual opportunities depend on Navy needs, individual performance, screening results, and current law and policy.

Job Title: Naval Aviation Officer (Pilot / Naval Flight Officer / AMDO) Category / Component: Officer • Both Overview Naval Aviation Officers serve as Pilots, Naval Flight Officers, and Aviation Maintenance Duty Officers who operate and support one of the world's most capable aviation forces. They lead crews that fly and fight from aircraft carriers and shore stations, manage advanced aircraft systems and tactics, and oversee the maintenance and readiness of the Navy's aviation fleet. Key Responsibilities Plan, brief, fly, and debrief missions in jets, helicopters, turboprops, and other tactical aircraft to conduct strike, air superiority, anti submarine warfare, maritime patrol, electronic warfare, airborne early warning, and search and rescue missions. As Pilots, operate aircraft from ships and shore, conduct carrier qualifications, and execute missions that require precise flying in demanding environments. As Naval Flight Officers, manage sensors, weapons, navigation, communications, and mission systems, direct tactics, and coordinate the aircrew and external forces. As Aviation Maintenance Duty Officers, lead and manage aircraft maintenance and material readiness, ensure safe and effective execution of maintenance programs, and coordinate the people, parts, and processes that keep squadrons mission capable. What to Expect Expect a high tempo, high technology aviation environment with a structured training pipeline followed by demanding fleet tours. Daily work blends flight operations, simulator events, mission planning, debriefs, and maintenance or readiness oversight. Officers assume significant responsibility early, leading aircrews, maintenance teams, and watch sections while maintaining personal proficiency and physical fitness. Deployments on aircraft carriers and with expeditionary squadrons alternate with shore tours focused on training, staff work, or further education. Work Environment Work primarily at Naval Air Stations, aboard aircraft carriers and other aviation capable ships, and at aviation training commands. Time is divided between cockpits, simulators, mission planning and briefing rooms, maintenance control spaces, and offices. Aviation Officers operate in a variety of climates and time zones, often working irregular hours and night operations to meet flight schedules and mission requirements. Pathways, Training & Advancement Officers normally complete a commissioning program through the United States Naval Academy, Naval Reserve Officers Training Corps, Officer Candidate School, or a collegiate officer program and then report to aviation training. Pilot and Naval Flight Officer candidates complete aviation indoctrination in Pensacola, followed by primary, intermediate, and advanced flight training at locations such as NAS Whiting Field, NAS Corpus Christi, and training commands in Florida and Texas. After earning Wings of Gold, they complete Fleet Replacement Squadron training in a specific aircraft before joining operational squadrons. Aviation Maintenance Duty Officers complete officer accession training and receive formal technical and managerial training in naval aviation maintenance before reporting to fleet maintenance billets. Throughout their careers, Naval Aviation Officers attend additional tactical, leadership, and maintenance management courses and may compete for graduate education, including opportunities at the Naval Postgraduate School. Officers typically access Naval Aviation through USNA, NROTC, Officer Candidate School, or collegiate programs, and are selected for Pilot, Naval Flight Officer, or Aviation Maintenance Duty Officer pipelines based on performance, aptitude, medical qualification, and the needs of the Navy. Prospective aviation officers are assigned to aviation training squadrons prior to commissioning or shortly after commissioning and begin primary flight or aviation maintenance training upon arrival. Navy Reserve aviation billets usually require prior qualification and experience as a Naval Aviator, Naval Flight Officer, or Aviation Maintenance Duty Officer rather than direct entry from civilian life. Qualifications All Navy jobs require meeting general enlistment or commissioning standards, which typically include: Eligibility to serve in the United States Navy, which may involve United States citizenship or other legal residency and work status, depending on the program and current law and policy A high school diploma or equivalent for enlisted positions, and a bachelor's or qualifying professional degree for officer positions Meeting age limits that vary by program and are set in law and Navy policy. Some communities have more restrictive age ranges Meeting medical, vision, and dental standards, including body composition and physical fitness requirements, with some jobs requiring more demanding standards Meeting character and conduct standards, including background screening Achieving required test scores for your program, such as the Armed Services Vocational Aptitude Battery for enlisted roles or officer qualification tests for officer programs Eligibility for a security clearance when required for your rating or designator Additional qualifications can include specific skills, education, licensure, or experience that are unique to a job or community and will be reviewed with you by a recruiter. Additional qualifications for this job may include: Applicants for aviation officer programs must meet general officer commissioning standards and also qualify for aviation duty or aviation maintenance duty. This includes completion of a Navy aviation medical exam and meeting vision, depth perception, and other physical standards as prescribed by current aviation medical guidance for Pilots and Naval Flight Officers. Strong academic performance, especially in technical or quantitative fields, competitive test scores, and demonstrated leadership potential are important for selection into aviation officer programs. Education Education benefits are available through standard Navy programs such as Tuition Assistance, the Post-9/11 GI Bill, ACE-recommended college credit for Navy training, Navy COOL-funded certifications, USMAP apprenticeships, and other Navy College Program opportunities. Specific options depend on the Sailor's status, training, and current Navy policy. Pay, Benefits & Service Pay, benefits, and service commitments follow standard Navy Active and/or Reserve policies for this type of role, including basic pay, allowances when eligible, health coverage, and retirement options. Exact entitlements, special pays, and service obligations depend on program, component, years of service, and current law and Navy guidance. Incentives Incentives such as bonuses, special pays, and loan repayment may be available at times for specific ratings or communities, but they change frequently and cannot be guaranteed. Applicants must confirm current incentives and eligibility with an official Navy recruiter or authoritative Navy source. Notes and Disclaimers This description is a general overview of typical duties, training, and opportunities in this community. It does not replace official Navy instructions, policies, or contracts and does not guarantee specific assignments, training, incentives, or outcomes. Actual opportunities depend on Navy needs, individual performance, screening results, and current law and policy.

Financial Solutions Advisor - Eastern Long Island Market Hampton Bays;Northport, New York; East Hampton, New York; Southampton, New York; Selden, New York; Smithtown, New York; East Setauket, New York; Holbrook, New York; Commack, New York; Patchogue, New York; Medford, New York To proceed with your application, you must be at least 18 years of age. Acknowledge () Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge () Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge () Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge () Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent **Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your "Know your Rights () " poster. View the LA County Fair Chance Ordinance () . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.