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If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. • Previous success in building relationships, uncovering needs and recommending solutions, • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire, • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility, • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one, • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, • Being coachable, collaborative, and curious are your "go to" attributes, • Committed to delivering an outstanding customer experience with a passion for seeing others thrive, • Motivated by results and finding solutions, you take initiative and exceed customer expectations, • Extensive knowledge of investment solutions Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future, • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills, • You have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of _ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Series 07 - FINRA, Series 66 - FINRASales

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. • Previous success in building relationships, uncovering needs and recommending solutions, • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire, • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility, • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one, • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, • Being coachable, collaborative, and curious are your "go to" attributes, • Committed to delivering an outstanding customer experience with a passion for seeing others thrive, • Motivated by results and finding solutions, you take initiative and exceed customer expectations, • Extensive knowledge of investment solutions Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future, • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills, • You have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of _ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Series 07 - FINRA, Series 66 - FINRASales

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. • Previous success in building relationships, uncovering needs and recommending solutions, • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire, • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility, • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one, • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, • Being coachable, collaborative, and curious are your "go to" attributes, • Committed to delivering an outstanding customer experience with a passion for seeing others thrive, • Motivated by results and finding solutions, you take initiative and exceed customer expectations, • Extensive knowledge of investment solutions Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future, • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills, • You have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of _ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Series 07 - FINRA, Series 66 - FINRASales

Job Title: Oceanography Category / Component: Officer • Both Overview Oceanography (OCEANO) Officers, also called METOC, are the Navy's geophysical experts who understand and apply all facets of meteorology, oceanography, hydrography, bathymetry, geophysics, and precise time and astrometry. Their mission is to define and apply the physical environment, from the bottom of the ocean to the stars, to ensure the U.S. Navy has the freedom of action to deter aggression, maintain freedom of the seas, and win wars. Key Responsibilities Provide timely and relevant support to fleet and joint operations by leading the collection, processing, prediction, exploitation, and dissemination of environmental data. Ensure safety of navigation, access to denied waters, freedom to maneuver at will, and increase the lethality of Navy forces. Lead teams ranging from small 3-4 person deployable units to large commands of over 400 personnel. Serve as the one-of-one geophysical expert at an operational command. What to Expect Serve in a variety of challenging operational billets with increasing scope and responsibility, both at sea and ashore. The career path interweaves sea, shore, and educational tours. Sea duty may include leading small team detachments on U.S. and foreign vessels, serving as the embarked OCEANO Officer on an aircraft carrier or amphibious ship, or serving on a Strike Group or Joint Task Force staff. Shore tours include assignments at major production commands, forecast centers, headquarters, Joint commands, the Navy Data Center, and Naval Research Labs. Work Environment Assignments are worldwide, including Europe, Hawaii, Asia, and the Middle East. Work environments range from being at sea on surface combatants, survey vessels, aircraft carriers, and amphibious ships to being ashore at major production commands, forecast centers, headquarters, and research facilities. Pathways, Training & Advancement Initial training includes the 3-week Information Warfare Basic Course (IWBC) and the 7-week Basic Oceanography Accession Training (BOAT). Officers may also attend Division Officer Leadership Course (DIVOLC). Postgraduate education at the Naval Postgraduate School is required for officers at the LCDR level and senior, typically as mid-grade Lieutenants. Promotions to LTJG and LT occur at 2 and 4 years of service, with competitive promotion opportunities to LCDR, CDR, CAPT, and Flag Officer ranks. Requires a Baccalaureate degree, preferably in a technical field, with a cumulative GPA of 2.8 or greater. Must have completed a full college calculus series (I and II) with a minimum 'C' average, and a college-level calculus-based physics series (I and II) with a minimum 'B' average. A desired degree is in physics, physics-based oceanography, meteorology, hydrography, earth science, engineering, or mathematics. Qualifications All Navy jobs require meeting general enlistment or commissioning standards, which typically include: Eligibility to serve in the United States Navy as an Officer, including United States citizenship A bachelor's or qualifying professional degree 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 on the Officer Aptitude Rating exam 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: Must be qualified for sea duty, world-wide assignable, and eligible for a Top-Secret security clearance. 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.

Position Type: Regular At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. Youll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. Required Qualifications: • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program), • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: • 3+ years of Financial Services Industry Experience, • Strong written and verbal communication skills, • Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize, • Ability to identify new relationship development, • Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s), • Ability to uncover and meet client needs and effectively manage client expectations, • Ability to build and maintain good cross-enterprise working relationships, • Capability to become a Notary, • Strong candidates will also gain experience updating and compiling client information through Schwabs internal customer relationship management (CRM) tool, • Openness to manage local events, as needed In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. We offer a competitive _ that takes care of the whole you both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Life Insurance and Disability Income Insurance. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insu

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description At New York Life, we empower you to make a meaningful impact by helping individuals, families, and businesses secure their financial futures. As a Financial Planner, you'll be at the forefront of providing innovative insurance, investment, and retirement solutions. Your role will involve learning the ropes of financial services, ensuring you're well-equipped to guide clients toward achieving their monetary goals. In our collaborative and growth-oriented culture, you'll have the opportunity to develop professionally while doing what's right for clients and communities. If you have excellent communication skills, a knack for math and analytics, and a passion for smart decision-making, let's build the future together. Join us to grow your career and make a lasting impact—apply today! Compensation: $120,000 Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Network with and qualify with prospective clients and explain the features and merits of insurance, investments, and other planning needs., • Develop investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions., • Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts., • Develops long-term relationships with clients and underwriters., • Assist clients with concerns and service issues as needed., • Reach agreed-upon sales targets monthly. Qualifications: • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Interpersonal, communication, and presentation skills., • Driven, motivated, and coachable., • Be willing to help others., • New York Life will pay and cover all expenses for training and the exam., • Sales: 1 year (preferred). About Company We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.

Job Description Are you ready to make a meaningful impact while growing your career in the finance industry? At New York Life, we empower individuals, families, and businesses to secure their financial futures. As an entry-level insurance agent, you’ll be part of a team that values collaboration and professional growth. Your role will be to engage with clients, helping them navigate insurance sales with confidence and clarity. We’re looking for driven individuals with strong communication skills who are eager to learn and excel. If you’re organized, attentive to detail, and passionate about providing excellent customer service, this is your chance to shine. Join us and become an integral part of a supportive community where your contributions truly matter. Compensation: $120,000+ at plan earnings Responsibilities: • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs, • Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned 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, • Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales, • Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients Qualifications: • Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs, • Candidates must have or be willing to get an insurance license, • Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful, • Basic understanding of sales lead or accounting software is helpful, • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole, • Willingness to learn about investments, investment programs, and language for approaching clients and prospects when speaking on these services. Willing to get necessary licenses (SIE, Series 63, Series 7) About Company We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.

Job DescriptionPosition: Vice President of Financial Planning Location: Farmingdale, NY - mainly working remote and commuting to the office as needed. Must live in the metro NY area and have a reasonable commute to the office. Salary: 180k-210k plus bonus and incentive plan Summary: LHH Recruitment Solutions is partnering with a leading financial institution on Long Island to hire a Vice President of Financial Planning. This is a senior leadership role responsible for driving the growth, performance, and overall success of the organization's investment services program. Position Overview The Vice President of Financial Planning will serve as a key leader, responsible for executing a strategic vision focused on expanding advisor headcount, increasing revenue, and enhancing client engagement. This role will also ensure operational excellence, regulatory compliance, and the development of a high-performing advisory team. Key Responsibilities • Lead and execute a comprehensive sales and growth strategy to drive revenue, advisor productivity, and client engagement, • Establish performance metrics, accountability standards, and sales expectations for advisors and support teams, • Drive recruiting efforts to build a strong pipeline of experienced advisors and emerging talent, • Oversee onboarding programs to accelerate advisor productivity and integration, • Provide ongoing coaching and mentorship, focusing on business development, book-building, and relationship management, • Identify advisor book acquisition opportunities and support financial analysis for strategic growth decisions, • Partner cross-functionally with retail banking, marketing, and leadership teams to drive referrals and enhance the client experience, • Ensure all sales practices align with regulatory requirements and internal compliance standards, • Monitor KPIs, sales performance, forecasting, and production analytics to inform executive decision-makingQualifications, • FINRA Series 7, 63, and 24 licenses required, • Life, Accident & Health Insurance License required, • Strong leadership background within financial services, wealth management, or investment programs, • Proven ability to drive sales growth and develop high-performing teams, • Strong analytical, strategic thinking, and relationship management skills, • Proficiency in Microsoft Office and general business systemsAdditional Details, • Location: Long Island, NY, • Travel: Approximately 15%, • Full supervisory responsibility with direct leadership of advisory teamsPay Details: $180,000.00 to $210,000.00 per year Search managed by: Cara Kelly Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description We are seeking motivated and enthusiastic Entry Level Financial Advisors to join our team. In this role, you will support clients in making informed financial decisions and developing long-term wealth management strategies. You will receive comprehensive training and continuous mentorship to grow your expertise in financial planning and client service. Key responsibilities include understanding client needs, providing tailored financial advice, and maintaining strong client relationships. This is an excellent opportunity to launch your career in financial services with a supportive and dynamic company. Responsibilities: • Conduct client meetings to assess financial goals and needs., • Assist in creating and implementing personalized financial plans., • Provide guidance on investment options, retirement planning, and risk management., • Monitor client portfolios and recommend adjustments as necessary., • Build lasting relationships with clients through excellent communication and service. Participate in professional development and licensing programs. Requirements Qualifications and Skills: • Bachelor’s degree in Finance, Economics, Business, or a related discipline., • Strong analytical and problem-solving skills., • Excellent interpersonal and communication abilities., • Self-motivated with a passion for helping clients achieve their financial objectives., • Ability to work collaboratively within a team environment., • Commitment to obtaining necessary industry licenses (e.g., Series 7, Series 63)., • Previous experience in sales or customer service is advantageous but not mandatory.

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

You’ll be the lead on short-form series, responsible for everything from concept refinement and scripting to producing through pre-production to post. Work closely with the Development team to refine and pilot new ideas and transition pilots into current series. Series that create community and ea

Hawkwood are very excited to be partnering with a YC-backed AI startup (recent Series A) that is building a platform to help companies understand their customers faster and more deeply through AI-powered research.

Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.Job responsibilities include high touch client service, establishing new accounts, trade processing and trade allocations, interfacing regularly with Trading, Compliance.Faci

This role requires the ability to work lawfully in the U.Does this sound like you? If so, consider starting your career at Spectrum as a professional Customer Service Representative on our billing team.At Spectrum, we keep our customers connected by delivering Internet, Voice, and Video solutions to

ALDI is looking for enthusiastic part-time cashiers and stockers.As a cashier, you’ll provide friendly, efficient checkout service, while as a stocker, you’ll help keep shelves stocked and organized to ensure a great shopping experience.Each role plays an important part in maintaining smooth sto

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.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

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.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

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.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Customer Service Representative - State Farm Agent Team Member.As a Customer Service Representative - State Farm Agent Team Member with Diane McGrath - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency.Your att

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.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Sales And Customer Service Associate.At Opulence Management, we strive to connect communities with each conversation.More than campaigns and quotas, our work with Frontier Communications is about connection.Our work involves helping families stream their favorite shows, entrepreneurs run businesses

You are applying for work with a franchisee of Taco Bell, not Taco Bell Corp.If hired, the franchisee will be your only employer.Franchisees are independent business owners who set their own wage and benefit programs that can vary among franchisees.The Team Member is the first face that customers se

At Smashburger, we don't just make burgerswe create crave-worthy moments that keep guests coming back for more.We're driven by a shared commitment to excellence, working as one team and taking bold action to deliver unforgettable experiences.Here, you'll be part of a group that works hard and genuin

To Go Specialist/Cashier Opportunity.Do you want to be part of an fantastic team? All Team Members will learn about their role and our brand utilizing modern online training program! We'll provide you the training all you need to do is bring a great attitude and a love of great food! Submit that onl

Customer Service Representative.This is a temporary remote position.Candidates who are selected should be prepared to travel to the PW office in the future when directed.If the distance candidates would have to commute is more than one hour, we will not consider them for the role.We are mainly focus

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.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Customer Service Representative.Position: Customer Service Representative.Compensation: $20 per hour, bi-weekly pay.The Customer Service Representative fields external customer questions, complaints and shipment tracking inquiries while demonstrating the highest degree of courtesy, integrity and pro

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.Use a customer-focus

Bilingual Customer Service Representative - Spanish.Location: MANHASSET, NY, 11030.Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Bilingual (Spanish) Customer Service Representative - State Farm Agent Team Member.Insurance experience not re

Customer Service Representative.This job is located at 10 East Sunrise Hwy, Freeport, NY.PLS Overview: Why PLS? Because You Deserve Better! PLS which stands for People Location Service is a leading retail provider of financial services.The "P" comes first, because our customers are at the center

Customer Service/Sales | Home Depot.Position Purpose: Customer Service/Sales associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance.These associates learn about products using our tools, and provide information to customers in order t

Airline Customer Service Representative in JFK Airport.Hallmark Aviation has earned a reputation for providing best-in-class service for some of the world's leading airlines.We focus heavily on employee happiness and employee engagement.Our team of highly skilled and engaging agents is what drives o

Customer Service Representative- $21/hr.Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative.As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul