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Company Overview: Summit Financial LLC is a $30+ billion Registered Investment Advisory (RIA) firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. Consistently recognized for our expertise, Summit currently ranks in the top 50 of all RIA firms by Barron’s & Forbes and is one of the fastest growing RIAs in the country with over 160 advisors across 30 states and headquarters in Parsippany, New Jersey. Role Overview: We are seeking an Investment Analyst to support the continued growth and evolution of the Summit investment platform. Role & Responsibilities Investment Research & Due Diligence • Conduct quantitative and qualitative research on public and private investment strategies, including mutual funds, ETFs, SMAs, and alternative investments., • Support manager due diligence efforts by reviewing performance, risk, portfolio construction, and firm‑level factors; maintain and update due diligence files., • Assist in the development and refinement of Summit’s asset allocation models and investment criteria., • Monitor markets, macroeconomic trends, and investment themes to support internal research and commentary. Portfolio & Platform Support • Assist with portfolio construction, asset allocation, and tax‑aware portfolio design in support of advisors and client objectives., • Support ongoing oversight of models, strategies, and platform investments, including performance analysis and periodic reviews., • Serve as a resource to advisors on investment strategy implementation and the use of third‑party platforms and investment technology. Advisor Engagement & Communication • Serve as a direct point of contact for Summit advisors on investment‑related questions, portfolio construction support, and platform resources., • Communicate complex investment concepts clearly and confidently to a diverse audience, adapting messaging for advisor, client, and internal stakeholders., • Support advisors in client discussions by translating research, portfolio analytics, and market insights into practical, actionable guidance., • Participate in advisor meetings, training sessions, and ad‑hoc consultations alongside senior members of the Investment Team., • Collaborate closely with advisors to understand client objectives, constraints, and implementation considerations, helping tailor investment solutions within Summit’s platform., • Contribute to written communications—including market commentary, investment notes, and presentation materials—with a high standard of clarity, accuracy, and professionalism. Technology, Data & AI Enablement • Leverage investment research platforms (e.g., Morningstar, Bloomberg, portfolio analytics tools) to evaluate managers and portfolios., • Utilize AI‑enabled tools (e.g., research summarization, drafting, workflow automation, data validation) to improve efficiency, consistency, and insight generation across the investment process., • Maintain data integrity across custodians, reporting systems, and internal tools; assist in identifying process improvements through automation and technology. Qualifications & Experience • Bachelor’s degree in finance, economics, or a related field., • 3+ years of experience in asset management, investment research, or wealth management., • Strong understanding of financial markets, macroeconomic trends, and investment strategies., • Interest in pursuing or progress toward the CFA designation strongly preferred., • Experience with investment research and analytics platforms (e.g., Bloomberg, Morningstar)., • Advanced Excel and PowerPoint skills; comfort working with large datasets and presentation materials., • Demonstrated ability to apply emerging technologies, including AI‑driven research or workflow tools, in a professional setting. Professional Attributes • Strong quantitative and qualitative analytical skills., • Excellent written and verbal communication skills, with the ability to translate complex ideas clearly., • Highly organized with strong project‑management skills and attention to detail., • Ability to work independently while collaborating effectively across investment, operations, compliance, and technology teams., • Intellectual curiosity, sound judgment, and a desire to grow within a collaborative investment team environment. Why Summit • Exposure to a broad, open‑architecture investment platform spanning public and private markets., • Meaningful interaction with senior investment professionals and advisors., • Opportunity to help shape a modern, technology‑enabled investment platform within a growing RIA., • Collaborative, team‑oriented culture with a strong emphasis on research quality and advisor impact. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable law. We are committed to fostering an inclusive, diverse workplace where everyone feels valued and empowered.

General Manager — New Jersey MotorEnvy | Clifton, NJ | Full-Time | On-SiteCompensation: $50,000 – $150,000 base + performance bonus + equity participation About MotorEnvy MotorEnvy is not a dealership. We are not a rental company. We are not a traditional lease shop. We are a luxury vehicle subscription and acquisition platform built for clients who want the best — a McLaren 720S, a Mercedes G-Wagon, a Porsche 911 — without the friction, the depreciation, or the 36-month commitment that comes with conventional ownership. Our clients are high-net-worth individuals, executives, and enthusiasts who expect a concierge-level experience from first inquiry to white-glove delivery at their door. We source, finance, deliver, and manage exceptional vehicles across New York, New Jersey, Florida, and beyond. We are growing fast, our model is working, and the North East is one of our most important markets. We are now looking for the person who will run it. The Role This is a General Manager position — but if the word "manager" makes you think of someone who maintains what already exists, this is not the role for you. We have two talented junior salespeople in New Jersey and a market we know can be significantly larger. What we need is a leader who will build the operation, develop the team, and own the results. You will report directly to the CEO, operate with genuine autonomy, and be held to genuine accountability. There is no layer of middle management between you and the decisions that matter. What you will own: You will be responsible for the full commercial performance of MotorEnvy's North East market. That means driving revenue, managing the P&L, developing your sales team, and building the B2B partnerships — with exotic car clubs, concierge services, wealth managers, and high-net-worth networks — that will define how far this market can go. You will collaborate closely with our Florida team on marketing, campaigns, and strategy, and you will have a direct line to the CEO at all times. This is a role for someone who thinks about the business constantly — not because they have to, but because they cannot stop themselves. What You Will Do Lead and Develop the NJ Sales Team. You will be the day-to-day leader for two junior salespeople who need coaching, structure, and a standard to rise to. You will set the culture, model the behavior, and grow the team as the market grows. Drive Revenue and Own the P&L. You will be responsible for New Jersey's top-line revenue and bottom-line results. You will know the numbers cold, understand the levers, and make smart decisions about where to invest time and resources. Build B2B Partnerships. Some of the highest-leverage growth in this market will come from relationships — with luxury and exotic car clubs, private wealth managers, family offices, corporate travel programs, and lifestyle management services. You will identify, approach, and develop these partnerships personally. Manage the Client Experience. MotorEnvy's reputation is built on a concierge-level experience. You will ensure that every client interaction — from first inquiry to vehicle delivery to ongoing service — reflects that standard. Collaborate on Strategy. You will work closely with the CEO and the Florida team on marketing campaigns, inventory strategy, pricing, and market positioning. Your voice will matter in how the company grows. Who You Are You have spent meaningful time in the automotive world — at a luxury dealership, an independent brokerage, a leasing operation, or somewhere adjacent — and you have been quietly frustrated that the place you work does not run the way you know it could. You have the instincts, the relationships, and the drive. What you have been missing is the platform and the autonomy to use them fully. You do not need to be told what to do next. You see the opportunity, you make a plan, and you execute. You hold yourself to a high standard and you hold your team to one as well — not through pressure, but through example and expectation. You are comfortable with accountability because you are confident in your ability to deliver. You likely have: 5+ years of experience in automotive sales, sales management, or business development — with meaningful exposure to luxury, exotic, or premium segments A track record of growing revenue, building client relationships, or opening new channels — not just managing existing ones Experience leading or developing others, formally or informally An existing network in the New Jersey or tri-state area that you can activate quickly The financial literacy to understand a P&L and make decisions based on it A genuine passion for exceptional vehicles and the clients who love them What We Offer A real leadership role with real ownership. This is not a position where you execute someone else's playbook. You will build the playbook for New Jersey. Competitive compensation with meaningful upside. The base salary is competitive. The performance bonus is tied directly to market results — your results. And for the right candidate, there is a path to equity participation in the NJ market's growth. Direct access to the CEO. No bureaucracy. No politics. A founder who will invest in your success, get out of your way, and share meaningfully in what you build together. A brand worth representing. MotorEnvy has been featured in Road & Track, Motor Authority, NorthJersey.com, and beyond. Our clients trust us with their most significant automotive decisions. That reputation is yours to build on. A market with real runway. New Jersey is one of the wealthiest states in the country. The demand is there. The infrastructure is there. The team is there. What has been missing is the right leader. A Note on Who Should Apply We want to be honest about what this role is and is not. If you are looking for a stable, structured position with clear processes and predictable days, this is probably not the right fit. MotorEnvy is a growing company, and this market is in a build phase. There will be ambiguity. There will be challenges. There will be days where you have to figure things out without a manual. If that sounds like a problem, this is not the role for you. If that sounds like exactly the kind of environment where you do your best work — welcome. We have been looking for you. How to Apply Apply directly through LinkedIn, or reach out to us at info@motorenvy.com with a brief note on your background and why this resonates. We read every message. We respond to the ones that show us you have actually thought about it. We are not looking for a resume that checks boxes. We are looking for a person who sees what this could be. MotorEnvy is an equal opportunity employer. We evaluate candidates on the basis of their ability to do the job — nothing else. Keywords for LinkedIn Algorithm: General Manager | Automotive | Luxury Vehicles | Sales Leadership | Business Development | New Jersey | Exotic Cars | High Net Worth | Concierge Automotive | P&L Management | Team Leadership | Luxury Sales | Car Subscription | Vehicle Acquisition

Job DescriptionDescription: At Color Street and Innovative Cosmetic Concepts, we believe one brilliant idea can change everything. Our revolutionary, patented, real nail polish strips and ever-expanding line of premium beauty products empower beauty lovers around the globe and inspire our community of Independent Stylists to express themselves in full color! We are seeking a Principal Advisor — a hands-on, autonomous executive who will personally own and execute across a broad portfolio spanning finance, investments, real estate, and multi-entity management. This is not a coordination or delegation role; the right candidate brings at least 7–10 years of deep, cross-disciplinary expertise and operates with the judgment and independence needed to lead high-stakes financial, operational, and international matters directly on behalf of the Principal. Requirements: Executive Administration • Report to Principal on various business agenda items and advise Principal on key decisions, • Serve as the Principal’s primary liaison with management and key point of contact for business network, • Support business operations through collaboration with senior management and department leaders, • Review major contracts, help review key legal matters and coordinate with counsel as needed Finance & Accounting • Oversee finance and accounting functions, ensuring accuracy and compliance, • Review financial reports and perform financial analysis, • Manage cash flow and proactively identify and secure funding resources, • Identify and execute cost-saving initiatives Corporate Development • Drive business improvement initiatives and lead strategic planning and execution, • Evaluate and advance corporate development opportunities (e.g., strategic partnerships), • Monitor subsidiary performance and oversee reports and major decisions for international entities, • Lead transactions related to real property assets Investment Portfolio & Wealth Management • Monitor and manage commercial real estate investment holdings, • Serve as primary liaison with investment partners, advisors, and asset managers, • Evaluate and execute new investment opportunities on behalf of the Principal, • Oversee managing the Principal’s private wealth portfolio, and assist in tax and estate planning MINIMUM REQUIREMENTS: • Minimum 7–10 years of progressive experience spanning two or more of: corporate finance, corporate development, institutional finance transactions, commercial real estate finance, senior executive operations, private wealth management, family office, or principal advisory services, • Demonstrated ability to independently own and execute across finance, legal and operational matters without delegation, • Ability to think creatively and proactively find solutions to solve real business challenges, • Ability to work in a fast-paced environment and prioritize with a high sense of urgency, • Extraordinary ethical standards with a strong sense of ownership, • Strong financial acumen, including direct experience with financial reporting, cash management, and investment oversight, • Experience managing business entities, including cross-border and international operations, • Proven ability to work in high-trust, high-discretion environments with senior principals, • Exceptional analytical, organizational, and written communication skills, • Comfortable acting as proxy and representative for the Principal across a range of stakeholder interactions, • Bilingual Korean and English (strongly preferred)

This will be done with a consistent focus on relationship management, not portfolio management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Morgan Wealth Management is committed to serving clients acr

Private Client Investment Associate. As a Private Client Investment Associate in J. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.

Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Private Client Investment Associate. As a Private Client Investment Associate in J.

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment product and thought leadership platform along wit

Bilingual fluency: Spanish and English.

Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planni

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Morgan Wealth Management is committed to serving clients acr

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date i

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Morgan Wealth Management is committed to serving clients acr

Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date i

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

New Jersey regulatory agencies, including Waterfront Development, Coastal Zone Management, Coastal Area Facility Review Act (CAFRA), Natural Heritage Program (NHP), freshwater and coastal wetlands, watershed and land management (Land Resource Protection), stormwater management, New Jersey Pinelands

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

Patient Service Representative.The Patient Service Representative (PSR) is responsible for welcoming and providing exemplary customer service to all our incoming patients at CityMD.The person in this position is responsible for registering patients and coordinating with the rest of the team to provi

Medical Receptionist FT Endocrinology Clifton.Englewood Health, a leading healthcare system comprising Englewood Hospital and the Englewood Health Physician Network, is committed to delivering exceptional patient care across northern New Jersey.We are dedicated to fostering a supportive and inclusiv

Warehouse Worker - American Dream.The Warehouse Worker's main responsibilities include receiving and processing incoming products, preparing orders for transport, and performing inventory and quality control duties.This person ensures the warehouse is clean and organized, maintained in accordance wi