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CRE Underwriter Location: Uniondale, NY The Opportunity Winston Staffing is seeking a high-caliber Commercial Real Estate (CRE) Underwriter to join the lending team for our client a leader in Commercial Banking . In this role, you will be the analytical bridge between opportunity and closing. We aren't looking for "form-fillers"—we are looking for credit professionals who can deconstruct complex financial scenarios and provide clear, risk-mitigated paths to approval for Multi-Family, Mixed-Use, and Construction projects. The Mission As an Underwriter, your goal is to drive the pipeline forward by delivering institutional-grade credit analysis. You will be responsible for the integrity of the bank’s portfolio by identifying risks that others might miss and ensuring every file is audit-ready and accurately modeled. Key Performance Objectives • High-Velocity Pipeline Management: Take ownership of a diverse pipeline, moving applications through the credit lifecycle with precision and speed to meet bank SLAs., • Advanced Financial Modeling: Develop "Bank Standard" income statements and global liquidity analyses. You will be expected to look past the tax return to find the true cash flow., • Risk Synthesis: Critically review 3rd-party reports (Appraisals, Environmental, Credit) and provide actionable recommendations that support the final credit decision., • Data Integrity: Maintain 100% accuracy within the Loan Origination System (LOS), ensuring that all supporting documentation is meticulously analyzed and filed., • Collaborative Advisory: Serve as a subject matter expert for Loan Administrators and Business Development Officers, resolving processing hurdles and clarifying credit policy. The Ideal Profile • Experience: 3+ years of dedicated CRE underwriting experience, specifically within the New York market., • Asset Class Expertise: Proven track record with Multi-Family, Underlying Co-Op, Mixed-Use, Retail, and Industrial properties., • Technical Toolbelt: Advanced Excel skills (v-lookups, pivot tables, complex modeling) and proficiency in professional credit writing., • Education: A Bachelor’s degree in Finance, Economics, or a related field (or equivalent real-world experience). Mindset: A "deal-mechanic" approach—you enjoy the puzzle of complex financials and take pride in the accuracy of your risk assessment

About MediSys Health Network & The Transformation Group+ (TTG) The Transformation Group+ (TTG) is a dedicated healthcare Managed Service Organization (MSO) and professional services firm. TTG’s team of healthcare specialists, analysts, and developers is united by a mission to strengthen healthcare operations through smart, reliable, and purpose‑driven technology. Our deep understanding of clinical and operational workflows allows us to build solutions that go beyond IT, helping providers deliver better care, improve outcomes, and work more efficiently. MediSys Health Network provides the financial foundation and long‑term stability for The Transformation Group+ (TTG). While your employment and benefits will be backed by MediSys — offering the job security — your day‑to‑day work will be with TTG, supporting a diverse portfolio of hospitals, clinics, and health networks. Work location Hybrid work schedule (3 days in office, 2 days remote) - first 90 days are on fully in office If located outside of the NYC/Long Island area, fully remote options are available. Travel may be required based upon client needs. Job Description The Transformation Group+ (TTG) is a healthcare‑specific Managed Services Organization (MSO) delivering high‑impact IT, security, and compliance services to provider organizations nationwide. We are seeking a Senior Information Security Director who can operate at the intersection of hands‑on engineering, strategic advisory, and leadership execution. This role is responsible for assessing, implementing, and managing comprehensive security programs for healthcare clients—spanning technical controls, governance, risk, compliance, and incident response. You will also support TTG’s internal security posture, ensuring our own environment reflects the standards we deliver to clients. The ideal candidate brings deep technical expertise, strong client‑facing communication skills, and the ability to translate complex security requirements into practical, scalable solutions. Responsibilities Client Advisory & Engagement • Lead security assessments for prospective and existing clients, identifying gaps, risks, and improvement opportunities across infrastructure, applications, cloud environments, and organizational processes., • Present findings and recommendations to technical and non‑technical stakeholders with clarity and confidence., • Implement, configure, and manage security controls across Active Directory, Azure, IAM, endpoint protection, network security, and cloud environments., • Oversee or support Epic Security administration, access governance, and template/role design., • Develop and execute vulnerability management processes, including scanning, remediation planning, and reporting., • Conduct ongoing risk assessments, threat/vulnerability analyses, and control evaluations aligned with healthcare regulatory requirements (e.g., HIPAA, HITECH) and industry frameworks., • Develop, maintain, and implement security policies, standards, and procedures for both TTG and client organizations., • Support audit readiness and audit response activities for internal and client environments., • Design and oversee security program components such as monitoring, logging, SIEM use cases, DLP, identity governance, and access review processes., • Drive continuous improvement initiatives across security operations, compliance workflows, and client service delivery., • Deliver or coordinate security awareness training and promote a culture of security across TTG and client organizations., • 7+ years of experience in Information Security, with a blend of engineering, consulting, and program leadership responsibilities., • Team player with strong collaboration skills, a positive attitude, and solution-oriented mindset., • Demonstrated ability to communicate complex concepts to business stakeholders, and lead client-facing meetings, operating as a service provider to deliver value., • Strong understanding of healthcare regulatory requirements and security frameworks (HIPAA, NIST CSF, CIS Controls, SOC 2, etc.)., • Hands‑on experience with IAM, Azure security, AD hardening, endpoint security, vulnerability management, and incident response., • Experience with Epic Security., • Industry‑standard certifications strongly preferred: CISSP, CISM, HCISPP, Security+, CEH, or equivalent., • Compensation, • The compensation for this role includes a salary or contract range of $150,000–$230,000. Candidates may be hired as either W‑2 employees or 1099 contractors, depending on the role and mutual preference. Additional benefits and perks may also be available, depending on the position and employment terms., • This range and total compensation reflect several factors, including skills, experience, training, certifications, and organizational needs.

Job Description As the Senior Director (In-House Counsel) you will be responsible for overseeing and directing the corporate compliance program. Providing legal guidance to the IPRO staff and serve as liaison on legal issues with IPRO contracted legal firms. Provide guidance/assistance for completion of all legal documents including contracts and other agreements. ESSENTIAL DUTIES INCLUDE BUT ARE NOT LIMITED TO: • Provide leadership in the daily operations of the Administrative Services Department, which includes Legal Affairs, Compliance and Contracts Program., • Contract Management: Draft, review and negotiate terms and conditions of legal documents such as leases, contracts, privacy, and security agreements, etc. within prescribed timeframes., • Regulatory Compliance: Ensure company operations comply with local, state, and federal laws. Assist in implementation of programs, policies, and business practices to ensure that all departments in the company are in compliance with applicable statutes and regulations., • Training: Develop and provide employee training on legal and compliance-related topics, policies, or procedures., • Risk Management: Identify legal risks for company products, services and operations and assist in development of corporate risk management strategies to mitigate them., • Investigations: Identify reported issues that require follow-up or investigation and conduct internal investigations of detected compliance issues., • Internal Auditing: Conduct periodic internal reviews or audits to ensure that company procedures are followed and to monitor effectiveness of implemented corrected actions., • Reporting: Maintain documentation of compliance activities, including but not limited to, complaints received and investigation outcomes. Conduct legal reviews for assigned contracts which may include compilation of applicable laws, regulatory guidance, literature reviews, and preparation of advisory reports., • Internal Advisor: Serve as a confidential point-of-contact for employees to communicate with staff, at all levels, to help them seek clarification on compliance issues or report irregularities/violations., • Outside Counsel Management: Coordinating with external law firms on specialized litigation or transactions. Manage outside counsel and Legal Department staff., • Corporate Governance: Support governance functions and Board-related activities. Provide staff support to the IPRO Board Compliance Committee and Board Cybersecurity Committee., • Policy Development. Responsible for updating, implementing and writing company-wide policies and procedures consistent with federal, state and local regulatory mandates., • Publishes and updates corporate policies and procedures pertaining to legal and compliance matters., • Proposal Development. Assist in the preparation of the federal, state and private Requests For Proposals including preparation of analyses of Conflict of Interest issues and compliance plans as well as review of nondisclosure/teaming agreements, contracts, subcontracts, and independent contractor agreements. QUALIFICATIONS: • Ability to plan, coordinate and complete many projects simultaneously., • Ability to proactively solve problems and contribute decision-making affecting corporate strategy., • Strong business acumen, excellent verbal and written communication skills., • Juris Doctor Degree from ABA-accredited law school, required., • Admission to New York State Bar, required. License must be active and in good standing., • Seven (7) years legal experience including three years experience in field of Government Contracting or Compliance, required. The salary range and/or hourly rate listed does not include other forms of compensation or benefits. IPRO is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or military status.

Job Description Now Hiring: CRE Underwriter Location: Uniondale, NY The Opportunity Winston Staffing is seeking two high-caliber Commercial Real Estate (CRE) Underwriters to join the lending team for our client a leader in Commercial Banking . In this role, you will be the analytical bridge between opportunity and closing. We aren't looking for "form-fillers"—we are looking for credit professionals who can deconstruct complex financial scenarios and provide clear, risk-mitigated paths to approval for Multi-Family, Mixed-Use, and Construction projects. The Mission As an Underwriter, your goal is to drive the pipeline forward by delivering institutional-grade credit analysis. You will be responsible for the integrity of the bank’s portfolio by identifying risks that others might miss and ensuring every file is audit-ready and accurately modeled. Key Performance Objectives • High-Velocity Pipeline Management: Take ownership of a diverse pipeline, moving applications through the credit lifecycle with precision and speed to meet bank SLAs., • Advanced Financial Modeling: Develop "Bank Standard" income statements and global liquidity analyses. You will be expected to look past the tax return to find the true cash flow., • Risk Synthesis: Critically review 3rd-party reports (Appraisals, Environmental, Credit) and provide actionable recommendations that support the final credit decision., • Data Integrity: Maintain 100% accuracy within the Loan Origination System (LOS), ensuring that all supporting documentation is meticulously analyzed and filed., • Collaborative Advisory: Serve as a subject matter expert for Loan Administrators and Business Development Officers, resolving processing hurdles and clarifying credit policy. The Ideal Profile • Experience: 3+ years of dedicated CRE underwriting experience, specifically within the New York market., • Asset Class Expertise: Proven track record with Multi-Family, Underlying Co-Op, Mixed-Use, Retail, and Industrial properties., • Technical Toolbelt: Advanced Excel skills (v-lookups, pivot tables, complex modeling) and proficiency in professional credit writing., • Education: A Bachelor’s degree in Finance, Economics, or a related field (or equivalent real-world experience)., • Mindset: A "deal-mechanic" approach—you enjoy the puzzle of complex financials and take pride in the accuracy of your risk assessment. Why Winston Staffing? When you partner with Winston Staffing, you gain access to the premier financial institutions in the New York market. This 5-month assignment offers a competitive hourly rate, a sophisticated work environment and the opportunity to work on high-profile New York real estate transactions. Ready to Apply? If you have a sharp eye for credit and a passion for the NYC real estate market, we want to hear from you.

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, and 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 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: $125,000+ plus commission training allowance bonus benefits Responsibilities: • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM, • 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, • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Required to effectively network to identify potential new clients We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.

Job DescriptionOur 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 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: $75,000 - $100,000 yearly Responsibilities: • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • 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, • 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 professional, • 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, • New 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 funds, • As 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 Qualifications: • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity, • Strong relationship management skills and/or experience required, • 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, • The desire for continuous learning As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

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, and 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 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: $60,000 - $100,000 yearly Responsibilities: • 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 professional, • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives, • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM, • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required, • Must have the ability to successfully network and prospect for new clients As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

Job Description Are you competitive? Do you have grit? Jump into the world of financial services by applying to join our growing team as an entry-level financial professional! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today! Benefits: • 401(k) with a 4% match, • Retirement plan, • Life and Disability Insurance, • Health Coverage: Medical/Pharmacy, Dental, Vision Compensation: $75,000+ at plan commission Responsibilities: • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs, • Tailor risk management strategies and client profiles to reflect each customer’s individual needs, • Stay updated about insurance industry changes that may affect customers in your portfolio, • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals, • Implement marketing strategies, including but not limited to cold calling and networking, to connect with potential clients while simultaneously maintaining a portfolio of current clients Qualifications: • Must be a superb communicator able to carefully analyze ideas like programs; experience working in customer service is beneficial, • Basic computer skills, including proficiency with the Microsoft Office Suite is required, • Experience using accounting or sales-related software is beneficial, • Candidates must have or be willing to get a license, • Willingness to learn about the industry, programs, and state and federal regulations that may impact policyholders About Company For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Job Description Our rapidly expanding insurance agency is looking for a full-time life insurance agent to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We’ll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you. Apply today! Compensation: $80,000 at plan commission Responsibilities: • Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible, • Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies, • Manage electronic and paper records and ensure all contracting paperwork is kept current, • Aid policyholders with the insurance claims process while supervising the progress of current insurance claims, • Candidates with an active Life & Health insurance license are strongly preferred, • Strong interpersonal and communication skills are a must, • Familiarity with the Microsoft Office suite, • Prior health insurance or life insurance experience a bonus, • Customer service or experience as a sales representative are highly valued For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Job Description The Organization: The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in 2019 and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running. You'll serve as the primary relationship manager for a select group of clients, delivering holistic financial advice while also contributing to the firm's continued growth. This is an in-person role based in Melville, NY. Whether you're coming in with a small existing book or none at all, your focus will be on deepening relationships and delivering exceptional service across the firm's established client base. Responsibilities: • Serve as the primary relationship manager for a select group of clients, developing a deep understanding of their values, goals, and priorities., • Develop and implement personalized financial plans tailored to each client's individual needs and objectives., • Deliver holistic financial advice across investments, retirement planning, estate considerations, tax strategies, and risk management., • Engage clients in clear, thoughtful conversations that simplify complex financial concepts into actionable strategies., • Proactively reach out to clients to provide guidance, reassurance, and timely updates through different life stages and market environments., • Conduct a thorough financial analysis to identify growth opportunities and mitigate risk., • Collaborate with internal specialists to create comprehensive, tailored financial plans., • Utilize financial software to track client progress and generate reports., • Stay current on financial services trends, tax regulations, and securities law. Qualifications: • 10+ years of experience as a Financial Advisor, Wealth Manager, or similar client-facing role at an RIA or wealth management firm., • 3+ years developing and managing relationships with high-net-worth clients., • Bachelor's degree in Finance, Economics, Business, or a related field (required); Master's degree a plus., • CFP, CFA, CPA, or similar professional designation strongly preferred., • Solid background in financial sales or a related advisory field., • Deep knowledge of estate planning, tax strategy, and wills & trusts., • Expertise in wealth management, investment management, cash management, and portfolio management., • Familiarity with accounting principles and CRM platforms., • Strong research, analytical, and mathematical skills., • Existing book of business a plus, but not required. Salary & Benefits: • 100k-200k (negotiable) and bonus., • 401(k) with company contributions, • Health, dental, and vision insurance, • Health savings account (HSA), • Life insurance, • Paid time off #INDM

Job Description 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. We are looking for you! New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. 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 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: $100,000 at plan earnings Responsibilities: • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs, • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • 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, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Must have the ability to successfully network and prospect for new clients, • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required, • Must have effective relationship management skills, • Experience in customer service or sales, ideally within the financial services industry, is helpful, but not necessary., • Strong communication skills, both verbal and written, to effectively convey financial concepts., • Self-motivated with a strong desire to learn and grow within the insurance and financial services field., • 401(k) with a 4% match., • Retirement plan., • Life and Disability Insurance. For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Investment Strategy & Advisory. Lead the evaluation of embedded finance opportunities and contribute to advisory on investment strategies. Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts.

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

We're currently looking for individuals across the country to take part in remote paid market research, including online 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 y

Experienced Medical Receptionist - Front Desk, Mineola, Long Island.For Premier Private Ophthalmology Office in Mineola, Long Island (11501), adjacent to Long Island Railroad, Mineola Station and NYU Winthrop University Hospital with affiliated practice in the NYC, East Village (close to Stuyvesant

Office Administrator Saratoga County, NY Fusco Personnel is actively recruiting for an Office Administrator for our client located in Saratoga County, NY.The Office Administrator is responsible for providing comprehensive administrative support to ensure the efficient operation of the office.This ro

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. Experience with internal banking processes (credit approval support, diligence tracking, coordination across risk/credit, legal, syndications/

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Veterinary Receptionist Join Our Pack!.Do you love people and pets? Are you the kind of person who can stay calm, organized, and upbeat while juggling ringing phones, wagging tails, and the occasional meow? If so, we'd love to meet you! We're a newly renovated, fast-growing veterinary hospital that

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Job Opportunity At Rallye Motor Company.The Rallye Motor Company, Long Island's premier luxury automotive group, has an immediate career opportunity in our Acura Service Business Development Center (BDC) at our Acura store located in Roslyn.If you are someone with full time availability and outstand

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Representative, Customer Service.Hourly Position Type Full Time.The Customer Service Representative (CSR) is responsible for delivering Modern Aviation's excellent service by providing exceptional, professional, and personalized support to private and corporate aviation customers.This role serves as

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.