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Job DescriptionJob Title: Summer 2026 Internship Program Location: New York, New York (In Person) Paid Internship About Simon Quick Advisors Simon Quick Advisors is a wealth management and investment consulting firm that advises high net worth individuals and families. Simon Quick Advisors is an independent registered investment advisor (RIA) offering customized integrated financial planning and investment solutions. The firm has offices in Morristown, NJ, New York, NY, and Los Angeles, CA, Chattanooga, TN, Palm Beach, FL, and Denver, CO. Why Work at Simon Quick Advisors? Simon Quick Advisors’ culture and company philosophy are founded on a set of fundamental values that influence the choices we make and the actions we take. Our core values encompass integrity & honesty, mutual trust & respect, ownership & accountability, and humility. We provide opportunity, nurture talent, develop our people and reward achievement. You will be joining a culture that promotes functional excellence and teamwork, a passion for learning, and values employee input to help shape the future of the firm. Program Description Interns have exposure to all aspects of the business, with a focus on client service and investment research. Interns provide support where it is most needed and are trained as generalists rather than hired for a specific role. Simon Quick Advisors primarily seeks interns who have an interest in business, particularly finance, and wish to have a career focused in investing and/or financial planning. Duties & Responsibilities • Daily administrative support including scanning documents, filing statements, answering phones or other general office-related tasks., • Work with our client service team to prepare portfolio analytics and presentation materials for client and prospect meetings., • Attend client calls that cover topics including market outlook, portfolio performance, and financial planning, • Create manager profiles in proprietary database and liaise with investor relations departments if necessary., • Take detailed notes on manager calls and attend investment research team meetings., • Generate research surrounding macro events affecting the investment community.Attributes, • Foster a positive atmosphere within the office and with clients., • Display team-oriented, collaborative spirit., • Present professional behavior, appearance, and etiquette at all times., • Ability to work under multiple managers in a dynamic environment., • Ability to work at a high level of independence.Qualifications, • Rising Senior graduating December 2026 or May 2027, • Proficient with Microsoft Office, particularly Excel, Outlook, PowerPoint, and Word., • Highly self-motivated individual who can work independently as well as on a team., • Strong organizational, time management, and written/oral communication skills., • Strong attention to detail., • Knowledge of investing and financial markets is helpful but not required. Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Powered by JazzHR wmTWxqwMHB

Job DescriptionSalary: The Opportunity An exciting opportunity has become available to be part of our fast-growing team and to be a key part of the Client Solutions function. This role provides an outstanding opportunity to join a growing global integrated marketing advisory and will provide an ambitious individual with valuable experience for progression and development. The Company mediasense is a global, independent advisor that brings the clarity, connection and confidence modern marketers need to fuel growth. We help marketers eliminate waste and maximize the impact of their most significant investments at scale. Our ambition is to define and own an entirely new category recognized as the worlds most trusted, independent and impactful marketing advisor. We do this by elevating how clients operate, how agencies deliver, how platforms perform, and how all parts of the ecosystem connect. Because progress doesnt happen in isolation, it takes alignment, intelligence, and trust. Thats what we enable. Thats what we stand for. Thats Unified Marketing Intelligence. mediasense is designed around how we help marketers optimize and transform through best-in-class structure and governance (Organization), partners and platforms (Ecosystem), governance and controls (Assurance), and measurement and effectiveness (Science). We have the proven ability to effectively support large, complex organizations and deliver multiple projects simultaneously. As evidenced through our strong track record with clients, we pride ourselves on the consistent high quality of service delivery and the ability to accelerate transformation and growth. mediasense and has over 200 employees across London, New York, Singapore and New Delhi. For more information, visit The Role This role is for a Consultant, based in New York. Our Client Consultants play a key role within our Client Solutions team, helping our clients navigate the complexities in modern marketing through supporting with the winning and delivering of projects across these areas: • Organisation: e.g. marketer operating model and organisation design, • Ecosystem: e.g. helping marketers select their agency partners and other vendors The role itself will involve a range of activities including: • Support the Client Solutions and Client Strategy leads in maintaining and growing important client relationships, • Presentation: creating and conveying mediasense work to client stakeholders of all levels, including analysis, visualization, storytelling, and persuasion, • Conduct market research and agency assessments to inform strategic client recommendations, • Collaborate with Client Services (analytics) teams to ingest and analyse client and agency data to develop key insights and report them to our clients, • Manage project activities including data collection, stakeholder interviews, and performance measurement, • Ensure on-time delivery of projects including timeline development, proactive scheduling, documentation and file management, • Support project contracting and budgeting while working closely with Finance for accurate and on-time invoicing and receivables, • Develop client relationships to identify new opportunities to help our clients, • Identify training and upskilling opportunities for more junior staff while working with senior leads to develop new training materials and processes The Candidate The ideal candidate will have the following: • 6-8 + years of experience in agency or consulting roles with strong knowledge of the marketing and advertising world . (Previous experience in pitches and audit programs is a plus but not required.), • Self-starter: motivated to roll up their sleeves and help clients navigate through complex internal and external challenges, • Strategic and creative thinker: skilled at uncovering insights, patterns, and presenting recommendations, • Relationship management: confident presenter who can manage clients, mitigate risks, and navigate difficult conversations on scope, timing, effort, etc., • Multi-tasker: well under pressure and thrives with independence, • Leadership: able to motivate internal teams to collaborate on shared deliverables, • Stakeholder management: able to manage people (up and down, internal and external), comfortable working with senior leaders and strong personalities, • Communication (oral and written): able to simplify the complex and inspire action, • Strategic awareness: able to draw conclusions and make recommendations with conviction, • Intellectual curiosity: inquisitive by nature, approaching all tasks with curiosity and enthusiasm

Job Description Our client, a leader who's pivotal in shaping the future of wealth management through Fintech, is seeking a Senior Wealth Advisor with a transferable book of business for their growing team. In this dynamic role, you'll actively manage high-net-worth client relationships and portfolios while also nurturing new client leads. Collaborating with Product Development and M&A teams, you'll influence the direction of the advisor technology platform, recruit top talent, and facilitate staff training. Senior Wealth Advisor Responsibilities: • Develop and manage relationships with high-net-worth clients while cultivating new business opportunities., • Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more., • Design and implement tailored long-term investment strategies, adjusting portfolios as needed., • Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services., • Influence product development by sharing insights on advisor and client needs., • 10+ years of experience in investment advisory with a proven book of business., • Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)., • Excitement about the fintech industry and the opportunity to shape its future., • Competitive compensation package, including revenue participation and equity., • Comprehensive medical, dental, and vision plans., • Unlimited PTO and paid company holidays., • Solo 401(k) retirement plan., • Stunning NYC office with top-notch amenities., • Daily meals and snacks are provided.

Job DescriptionOverview The Franchise Business Consultant (FBC) serves as a strategic partner to franchise owners, supporting business growth, operational excellence, and profitability. This role is responsible for analyzing business performance, providing actionable recommendations, and implementing strategies that drive revenue, customer satisfaction, and strong financial results. The ideal candidate possesses strong business acumen, consultative communication skills, and a proven ability to influence and guide franchise operators toward measurable success. Key Responsibilities Strategic Business Advising • Serve as a trusted advisor to franchise owners, offering insights on operational best practices, financial performance, and business planning., • Analyze financial metrics, including P&L statements, revenue, and margins, to uncover opportunities for improvement., • Advise on staffing, inventory management, and customer service initiatives to improve efficiency and consistency across franchise locations., • Collaborate with corporate teams to ensure franchisees meet brand standards and compliance requirements., • Leverage performance platforms and data tools to inform decision-making and track business health., • Guide franchisees through strategies for scaling from single-unit to multi-unit ownership or expanding existing operations.Qualifications, • Minimum of 5 years of experience in franchise operations, business consulting, or a related field., • Expertise in financial management, including P&L analysis, budgeting, and forecasting., • Demonstrated success developing and executing strategies that deliver measurable business growth., • Strong communication, influencing, and relationship management skills., • Ability to travel up to 60% as needed across assigned markets.

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. About Sia Experience - Creative Sia Experience is the full-service creative agency within Sia. In the SiaX-Creative business line, we combine creative, CX, marketing, and deep AI expertise with industry leading knowledge to deliver impactful, growth-focused solutions for our clients. By bringing together agencies known for creating standout work for leading brands, Sia is building SiaX into a premier player in the creative and digital agency space—pairing the speed, creativity, and independence of top boutique shops with the reach and resources of a global network. At SiaX we’re nimble, deeply collaborative, and known for delivering high-impact work with lean teams. As strategic partners to our clients, we focus on building brands and delivering growth for clients that are aiming to break through creative barriers and accelerate digital transformation. It’s an exciting time to join us. SiaX has long been the agency behind some of the world’s biggest brands—now we’re expanding, becoming one of the most recognizable names for companies that demand bold, business-driving creative. We’re shaping SiaX into the go-to agency of the future. This is your chance to be part of that growth, working alongside top-tier creatives and agency leaders to continuously evolve what a modern, full-service agency can be. Opportunities like this don’t come around often—if you want in on the next level, this is it. Job Description About the Role SiaX is looking for a Paid Media Strategist to drive the strategy and execution of paid campaigns across search, social, display, video, and app environments. This role goes beyond channel execution — it requires critical thinking, proactive problem-solving, and the ability to connect paid media performance directly to business growth. You’ll partner closely with Growth, Creative, Analytics, and Account teams to ensure campaigns are not just optimized, but continuously evolving through innovation, A/B testing, and strategic foresight. Your Impact * Strategic Growth Partner: Lead the strategy and execution of paid search campaigns across Google Ads, Microsoft Ads, and app ecosystems, aligning media investment with client business goals and full-funnel performance. * Optimization Expert: Build and manage granular campaign structures — including keyword segmentation, ad copy testing, and bidding strategy — to maximize efficiency and return on spend. * Automation Architect: Collaborate with Ad Tech and Product teams to implement smart bidding strategies, feed-based automations, and scripts that scale performance and reduce manual optimization. * Conversion & Tracking Owner: Partner with Analytics and Tech to ensure data integrity through clean tagging, conversion tracking, and attribution modeling across GA4, GTM, and CRM integrations. * Performance Analyst: Translate campaign data into actionable insights — identifying trends, explaining performance drivers, and forecasting growth opportunities. * Cross-Functional Collaborator: Work alongside Creative, SEO, and Account teams to ensure paid search efforts complement broader digital marketing initiatives. * Continuous Innovator: Stay ahead of algorithm updates, automation advancements, and beta opportunities across Google and Microsoft to keep campaigns at the leading edge. What Success Looks Like * Campaigns consistently exceed KPIs for ROI, CPA, and conversion volume across Google and Microsoft ecosystems. * Budget pacing, bid automation, and targeting frameworks operate seamlessly, maintaining efficiency and accuracy at scale. * Conversion tracking and reporting deliver clear, actionable insights tied directly to business outcomes. * Search strategies evolve continually through structured testing, data analysis, and platform innovation. * Clients and internal stakeholders view you as a trusted advisor who connects media performance to real business growth. * Documentation, testing roadmaps, and optimization playbooks establish replicable best practices for the broader team. Qualifications * 5+ years of experience managing paid search campaigns, ideally within an agency or performance marketing environment. * Deep platform expertise across Google Ads, Microsoft Ads, YouTube, and app ecosystems (Apple Search Ads, Google UAC, etc.). * Strong understanding of keyword architecture, query mapping, bidding models, and conversion tracking. * Proven experience managing multi-million-dollar paid search budgets with accountability for CPA, ROAS, and ROI performance. * Proficiency in automation tools and scripts (e.g., SA360, Skai, Marin, or in-house API-based solutions). * Advanced analytical skills with the ability to translate campaign data into meaningful insights and business recommendations. * Experience designing and executing A/B tests across ad copy, landing pages, and bidding strategies. * Familiarity with GA4, Google Tag Manager, attribution modeling, and feed-based automation. Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary range at $130,000-$150,000, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).

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Job Description Job Title: Financial / Investment Advisor Location: Midtown Manhattan, NYC Company: Dominari Securities – A Fast-Growing Financial Services Firm About Us: Dominari Securities is an innovative and rapidly expanding financial services firm located in the heart of Midtown Manhattan. We specialize in wealth management, investment strategies, and comprehensive financial planning for individuals and businesses. With a client-centric approach and cutting-edge technology, we empower our team to make a real difference in the financial success of our clients. We are looking for a seasoned Financial / Investment Advisor with an established book of business to join our dynamic team and grow with us. Position Overview: We are seeking an experienced Financial / Investment Advisor with a proven track record and a book of business to join our rapidly growing firm. This is an exciting opportunity for an advisor who is eager to take their career to the next level, work with high-net-worth clients, and expand their client base within a supportive, forward-thinking environment. Key Responsibilities: • Client Relationship Management: Build, maintain, and deepen relationships with existing clients while identifying opportunities to expand your client base., • Financial Planning & Investment Strategy: Provide comprehensive financial planning services, including investment strategies, retirement planning, estate planning, and tax-efficient strategies., • Advisory Leadership: Serve as a trusted advisor, providing personalized advice based on clients' goals, risk tolerance, and financial objectives., • New Business Development: Actively prospect new clients, leveraging your existing network, firm resources, and new opportunities., • Collaboration: Work closely with our team of financial planners, analysts, and other professionals to deliver integrated financial solutions., • Stay Informed: Keep up to date on market trends, financial products, regulatory changes, and economic events that may impact client portfolios. Qualifications: • 5+ years of experience in financial advisory, wealth management, or investment management., • A proven book of business with the ability to bring in new clients and assets., • Comprehensive knowledge of financial planning, investment management, tax strategies, and estate planning., • Relevant licences (Series 7, Series 66, Series 63, Series 65, CFP, etc.)., • Strong communication, relationship-building, and presentation skills., • A passion for client service and delivering superior financial solutions., • Self-starter with the ability to thrive in a fast-paced, growth-oriented environment., • A team-oriented mindset with a focus on collaboration and achieving shared goals. Why Join Us: • Growth Opportunities: Be part of a fast-growing, entrepreneurial firm with ample room for professional development and career advancement., • Compensation: Competitive base salary with performance-based incentives, bonuses, and a generous benefits package., • Supportive Environment: Access to state-of-the-art tools, resources, and a collaborative team of experts to support your success., • Prime Location: Work from our centrally located office in the heart of Midtown Manhattan, offering easy access to all major business districts. How to Apply: If you are an experienced Financial Advisor with a passion for helping clients achieve financial success and a desire to grow with a cutting-edge financial services company, we would love to hear from you. Please submit your resume and a brief cover letter outlining your experience and why you're the right fit for this exciting opportunity. Dominari Securities is an equal opportunity employer and is committed to fostering a diverse and inclusive work environment.

Job Description Shape Your Financial Future: Become a Trusted Advisor Embarking on a career as a financial advisor at Northwestern Mutual is a distinctive opportunity to build your own business while guiding clients towards achieving their financial objectives. Here's what you can expect in this role: • Client Acquisition & Relationship Building: Expand your client network by establishing new connections, maintaining a robust referral network, and delivering exceptional client service., • Personalized Financial Planning: Develop comprehensive, customized financial plans that cater to each client's unique needs., • Plan Management: Oversee and adjust clients' financial plans to ensure they reach their financial goals., • Lifelong Support: Cultivate lasting relationships with clients, offering support through various life stages., • Planning Experience, • Asset & Income Protection, • Education Funding, • Investment & Advisory Services, • Trust Services, • Retirement Solutions We offer multiple avenues to build your practice, whether it's opening your own office, joining a sophisticated team, or advancing as an advisor. Training & Licensing Northwestern Mutual is renowned for its superior sales force training. We are dedicated to your continuous professional development with a curriculum designed to support your first three years including a mentor dedicated to your growth and development. You'll learn from industry experts, develop client acquisition skills, and leverage our network of experienced financial advisors. We support your path to becoming a financial advisor by assisting with insurance licensing, such as Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63, with pre-payment or reimbursement for tuition and books. Compensation & Benefits Earnings Potential: • Skyrocket Your Earnings: Unlock Over 150% Enhanced, Uncapped Commissions!, • Average annual earnings of $61K-$119K for advisors in their first three years (2018-2023 avg.) Ideal Candidates This role is suited for individuals with: • A bachelor’s degree (all disciplines welcome), • Entrepreneurial ambitions and a client-focused mindset, • Success in relationship-building or client-facing roles, • Strong time-management and communication skills, • Motivation, drive, and critical thinking abilities With over 165 years of expertise, Northwestern Mutual offers a personalized and integrated financial planning experience. We leverage our advisors' proficiency with a digital approach to ensure clients achieve consistent success in their financial journeys. As independent contractors, our Financial Advisors enjoy entrepreneurial benefits while contributing to an inclusive and collaborative workplace. Why Choose Us • Ranked among the Top 5 U.S. Independent Broker-Dealers, • Recognized for financial strength and quality products/services, • Fortune 500® and Forbes accolades for diversity and equality, • Recipient of the 2024 Training APEX Award Take the Next Step Make a meaningful impact on your clients' financial lives while aligning your career with your personal aspirations. Ready to embark on this rewarding journey? Join us at Northwestern Mutual and transform your professional future. Apply today to start your journey as a Financial Advisor! Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com Company DescriptionThe mission of Northwestern Mutual is to serve our clients by helping them achieve financial security and peace of mind. Values: Our values are built on trust, integrity, respect, collaboration, and excellence. We strive to provide a sense of security and confidence to our clients and partners through an unwavering commitment to our mission and values. We are dedicated to delivering innovative solutions and personalized advice to help our clients achieve their financial goals and live life to the fullest. 1. Competitive compensation and benefits: Northwestern Mutual offers competitive salaries and an extensive benefits package including medical, dental, vision, disability, life and long-term care insurance, flexible spending accounts, retirement plans, and more., 2. Professional development: Northwestern Mutual offers a variety of professional development opportunities, including mentorship programs, continuing education, leadership development workshops, and more., 3. Work-life balance: Northwestern Mutual offers a flexible schedule, telecommuting options, and generous vacation and time off policies., 4. Generous bonus potential: Northwestern Mutual has a bonus program that rewards employees for outstanding performance and encourages high productivity., 5. Workplace culture: Northwestern Mutual promotes a collaborative and engaging workplace culture with a strong focus on team building.The mission of Northwestern Mutual is to serve our clients by helping them achieve financial security and peace of mind. Values: Our values are built on trust, integrity, respect, collaboration, and excellence. We strive to provide a sense of security and confidence to our clients and partners through an unwavering commitment to our mission and values. We are dedicated to delivering innovative solutions and personalized advice to help our clients achieve their financial goals and live life to the fullest.\r\n\r\n1. Competitive compensation and benefits: Northwestern Mutual offers competitive salaries and an extensive benefits package including medical, dental, vision, disability, life and long-term care insurance, flexible spending accounts, retirement plans, and more. \r\n2. Professional development: Northwestern Mutual offers a variety of professional development opportunities, including mentorship programs, continuing education, leadership development workshops, and more. \r\n3. Work-life balance: Northwestern Mutual offers a flexible schedule, telecommuting options, and generous vacation and time off policies. \r\n4. Generous bonus potential: Northwestern Mutual has a bonus program that rewards employees for outstanding performance and encourages high productivity. \r\n5. Workplace culture: Northwestern Mutual promotes a collaborative and engaging workplace culture with a strong focus on team building.

Job Description WHO WE ARE Crossmedia is the global media independent. We're committed to doing media and business the right way, guided by the principles of TRUST, REASON and the pursuit of HAPPINESS. Crossmedia US was founded in NY in 2000 and is one of the largest minority-owned full-service media planning & buying agencies in the nation. We are 500+ Crossmedians worldwide with big ambitions to continue to grow with soul. We focus on what media agencies should do: create innovative connections between brands and people regardless of channel or budget. And, we do it in an honest way. We are and always have been a values-based organization. We earn our clients TRUST by ensuring media transparency in our business model and objectivity in decision-making. We apply REASON & logic to finding solutions to our clients' greatest business challenges. The pursuit of HAPPINESS matters to us. Big time. We invest in each colleagues' professional & personal wellbeing and growth. It's why we have countless initiatives, clubs & cultural events dedicated to our people and why we have been the top ranked media agency named to Ad Age's Best Places to Work for the past six years in a row. Our client roster includes US Bank, Invesco, Newell Brands, NASCAR, Planet Fitness, Teremana, American Cancer Society, Ricola, Supercuts, Edible Arrangements, Illva Saronno, Zalando, Airbus and more. YOUR ROLE We are looking for a passionate, collaborative, and adaptable Group Director, Audience & Insights to join Redbox, Crossmedia's analytics and business intelligence team. This role is focused on deriving audience insights using a breadth of data sources to shape and inform go to market audience approaches. You will play a pivotal role ensuring: • Clear audience segmentation and recommendations that drive growth and business outcomes for our clients, • Audience insights and frameworks are effectively socialized across teams, • Effective audience data strategies; an ability to tie the strategic audience to an addressable one through data strategy RESPONSIBILITIES Proven track record of implementing strategic audience and data recommendations for client success. A strategic problem solver, adept at building strong relationships with clients and stakeholders at all levels. Combines deep analytical expertise, leadership experience, and a strong understanding of audience behavior, segmentation, and measurement to connect data strategies directly to media planning strategy. Leadership & Strategic Impact • Develops and implements end-to-end audience strategies aligned with client objectives and business goals., • Insights, segmentation, activation frameworks and audience measurement plans., • Will partner closely with the Strategy team to elevate observations/themes into strategic insights., • Partners with client leadership to translate audience insights into actionable recommendations for media planning, strategy, and customer engagement., • Acts as a senior advisor on audience measurement, data strategy, and analytics solutions., • Leads and grows high-performing audience analytics teams, providing mentorship, coaching, and career development., • Utilizes data-driven insights to derive audience recommendations and guide strategic decision-making., • Oversees development and maintenance of audience segmentation, data targeting strategies, and audience measurement frameworks., • Experience using both syndicated and dynamic platforms to identify trends and derive audience insights., • Proficient across all data types (0PD/1P/2P/3P) and can effectively communicate data strategies to media clients., • Has experience working directly with 3P data providers to gather insights and create custom audiences for activation., • Knowledgeable and skilled across a range of platforms: e.g., DSPs, DMPs, Social platforms, Syndicated tools (YouGov/MRI), Identity platforms (LiveRamp TransUnion, Experian, etc.), Google Marketing Cloud, Site Analytics, and Data Clean Rooms., • Familiarity with modeling techniques to have informed conversations with clients around the use of their 1P/CRM data., • Experience with predictive analytics, machine learning, or AI-driven audience insight., • Aligns audiences to channel frameworks encompassing goals, messaging, and measurement parameters., • Fosters collaboration across planners, strategists, data analyst, and measurement teams to integrate audience insights fully into campaign planning and optimization., • Can simplify complex audience and data conversations clearly to both technical and non-technical stakeholders., • Proven ability to manage and inspire mid-sized teams., • Adept at developing talent and upskilling junior team members., • Confident presenter and communicator to clients of all levels., • Strong time management with a proactive mindset always pushing work forward without the need for oversight., • Can remain calm and balance multiple projects., • Solutions focused with the ability to resolve complex challenges., • 9+ years of experience in audience/data roles, analytics, data science, or a related field, ideally within an agency., • Familiarity with privacy regulations and data governance., • Proficiency in analytics tools a bonus (e.g., SQL, Python/R, Tableau/Power BI, Google Analytics, Adobe Analytics)., • Experience with addressable media and advanced measurement techniques (e.g., MMM, attribution modeling)., • Familiarity with privacy regulations and data governance., • Leadership skills and relationship builde, • Proven track record managing team members, • Deep understanding of 0PD/1P/2P/3P data, audience segmentation, modeling techniques, and measurement frameworks., • Strong client-facing experience, translating complex data into actionable insights and influencing business strategy CROSSMEDIA BENEFITS Our principles of Trust, Reason, and the Pursuit of Happiness are brought to life through benefits that recognize and support the diversity and physical, emotional, and professional well-being of our people, including: • Flexibility to work in hybrid manner with in-office and work from home options (depending on role)., • Open/Flexible PTO with US & UK specific policies, • Sponsored healthcare options and agency-wide physical & mental health support, • 401k with company match (USA), and generous Pension (UK), • Paid sabbatical at significant milestone anniversaries, • Generous paid parental leave policy, • Life milestone recognition & support, • The Pursuit of Happiness Fund devoted to helping Crossmedians find their happy (be it travel, enrichment class, fitness membership or professional development), • Cell phone/tech reimbursement, • Student Loan payment plan (US), • Tuition reimbursement, • Learning & Development and training programs, • And burgers – lots and lots of burgers COMMITMENT TO DIVERSITY AND INCLUSION Diversity is in our DNA. As a minority-owned company, our commitment to an inclusive environment has long been embedded into agency practices and at every level. Almost one third of senior leadership identifies as a person of color and over half of our executive leadership are women. We have active mentoring & internship programs that create opportunities for underrepresented groups. Internal agency programming is anchored by XMEquity365, a permanent, year-round initiative fostering acknowledgement and support of marginalized communities within five pillars – Excellence, Voices, Education, Giving & Representation. Crossmedia is committed to providing equal employment opportunities and creating a diverse and inclusive company culture and that does not discriminate against candidates and employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other basis prohibited by applicable federal, state, or local law. All job requirements are subject to possible revision to reflect changes in the position requirements, business necessities and/or to reasonably accommodate individuals with disabilities. Essential and other job functions are subject to modification. This job description in no way states or implies that these are the only duties to which will be required in this position. Employees will be required to follow other job-related duties as requested by their supervisor/manager (within guidelines and compliance with laws in the US and UK ). Continued employment remains on an "at-will" basis." Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions in compliance with the American with Disabilities Act of 1990 (US based) Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: • Prolonged periods of sitting at a desk and working on a computer. Must be able to remain in a stationary position 50% of the time., • Ability to stand, bend, and reach, • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer., • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

Job Description At Northwestern Mutual - The Big Apple, we aim to impact lives today and for generations, helping clients achieve their financial goals and build lasting relationships. At Northwestern Mutual, we believe in empowering you to build your own business from the ground up, with the support of seasoned mentors and a structured, award-winning training program. At Northwestern Mutual - The Big Apple, we have a long-standing history of helping individuals and families across the greater New York area achieve their financial dreams—whether it’s sending children to college, purchasing homes, planning for retirement, or securing their financial future. Our reputation for providing comprehensive financial solutions and exceptional service has earned the trust of New Yorkers, and we continue to be a reliable partner in their financial journeys. Joining our team means becoming part of a legacy of success—where you will have the resources, guidance, and freedom to create your own path to success. You'll not only be working in one of the most dynamic and vibrant cities in the world, but you’ll also be joining a company that’s been recognized for its financial stability and leadership in the industry. With our top-tier support system, expert mentoring, and access to cutting-edge technology, you’ll have everything you need to grow your business and make a lasting impact on your clients’ lives. Our thriving office is located: 300 Madison St. New York NY 10017 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Milan Suri - Managing Director • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual. As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Education: A bachelor's degree is strongly preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Company DescriptionAt Northwestern Mutual - The Big Apple, we are dedicated to helping individuals and families in the greater New York area achieve their financial goals. As a subsidiary of Northwestern Mutual, a FORTUNE 500® company, we provide a wide range of financial services and personalized planning to help clients secure their futures. With a legacy of success, we are committed to empowering you to build your own business, supported by top-tier mentoring, a proven training program, and the resources to succeed. Join us and be part of a trusted leader in the financial industry, with limitless potential for personal and professional growth.At Northwestern Mutual - The Big Apple, we are dedicated to helping individuals and families in the greater New York area achieve their financial goals. As a subsidiary of Northwestern Mutual, a FORTUNE 500® company, we provide a wide range of financial services and personalized planning to help clients secure their futures. With a legacy of success, we are committed to empowering you to build your own business, supported by top-tier mentoring, a proven training program, and the resources to succeed. Join us and be part of a trusted leader in the financial industry, with limitless potential for personal and professional growth.

Job DescriptionSalary: 150,000 - 250,000 The Lead Financial Advisor is a pivotal role within our advisory team, collaborating with Senior Lead Advisors to refine and enhance comprehensive financial strategies for both new and existing clients. This position demands a high degree of expertise and independence, allowing the Lead Financial Advisor to make strategic decisions that align with client goals and the firm's objectives. You will be responsible for cultivating strong client relationships, managing complex financial portfolios, and delivering exceptional service and solutions that exceed client expectations. The Lead Financial Advisor also plays a key role in mentoring junior advisors and fostering a collaborative team environment. Core Responsibilities • Conduct in-depth consultations with advisory clients, performing comprehensive fact-finding and regular portfolio reviews to ensure alignment with their financial goals., • Build and maintain a robust network with Centers of Influence and high-quality vendors (Attorneys, Accountants, Real Estate Brokers, etc.) to generate referrals and enhance client offerings., • Undertake proactive client relationship management, ensuring regular contact and communication aligned with segmentation systems., • Oversee and streamline the new client onboarding process, ensuring a seamless transition and high-quality client experience., • Provide exceptional client service by preparing for meetings, managing planning updates, executing portfolio changes, and implementing strategic recommendations., • Address and resolve complex advisory- related service issues through effective correspondence and communication with clients., • Lead comprehensive financial planning efforts, coordinating asset management, estate planning, tax strategies, and risk management tailored to individual client needs., • Manage client assets effectively, integrating financial planning and wealth management strategies while maximizing investment performance and mitigating risks., • Gather, organize, and maintain meticulous electronic case files, preparing reports, letters, and correspondence as needed., • Identify and actively participate in relevant industry organizations that enhance visibility and networking opportunities., • Utilize LinkedIn and other platforms to identify and proactively outreach to potential clients, expanding the client base., • Attend and lead client and team meetings, with a focus on raising $10+ million in Assets under Management and $200,000 in premium from new client relationships within the first two years., • Ensure rigorous standards for new client generation and revenue production are met consistently., • Adhere strictly to compliance and industry regulations. Qualifications • 10-12 years of experience in the financial services industry, with a strong emphasis on client service, financial planning, and sales., • Series 7., • Familiarity with leading and mentoring other advisors and collaborating with executive leadership on company initiatives., • Expertise in quickly establishing the role as the trusted advisor to high-net-worth (HNW) and ultra-high- net-worth (UHNW) clients, running a majority of meetings solo., • Proven success in recommending and "closing" new business, both insurance and investments., • Have one or more of the following designations, • Primary: CFP(R), CPWA, RICP, • Secondary: ChFC, CIMA, CFA Preferred Masters degree in Business Administration or a related field.

Job Description ON BOARD EXPERIENTIAL MARKETING On Board Experiential (OBE) is an award-winning, full-service, experience-led agency that creates meaningful brand experiences worldwide. We work out of our homes and physical offices in San Francisco, Los Angeles, and NYC, or wherever our adventures take us! Our clients include Nike, Meta, JPMorgan Chase, The Infatuation, Stripe, and OpenAI, to name a few. We know, "Cool, cool, but what's it like to work at OBE?" We thought you'd never ask. Event Marketer has recognized OBE as one of the best places to work in events and well, we couldn't agree more. The most important part of our business is our people. They are hardworking, brave and make magic happen on the regular. But under each majestic exterior is a human deserving of a healthy work-life balance. That's why we believe in recovery days, happy hours, friendly but competitive fitness challenges and company offsites. We conduct open meetings to facilitate discussions that heal, inspire, and bring us closer. We encourage each other to bring our whole selves to work. We want to hear about your lived experiences and unique perspectives. We don't just want you to be unapologetically you: it's part of the job description. SUMMARY OF POSITION The Account Director is a leadership position within the Account Team, delivering an exceptional level of service and execution of programs on behalf of our clients. Positioned as a mentor and manager for team members in the department and agency, the Account Director is responsible for generating and expanding our client accounts and relationships. This position requires a comprehensive understanding of our clients' business needs and a competitive landscape. They provide end to end project management on high profile large scale complex programs, offering creative and strategic solutions to deliver on program KPIs. This position is accountable for financial and operational performance, managing program budgets and resource utilization. The Account Director ensures that programs and marketing strategies successfully promote client brands, products, and services in accordance with client objectives and initiatives. In addition, this role carries a specialized focus on building and managing restaurant and hospitality relationships, curating culinary partnerships, and integrating hospitality-driven experiences into client programs. ESSENTIAL JOB FUNCTIONS • Demonstrate thought leadership with insightful analysis of client objectives and develop innovative solutions that successfully deliver clients' message and enhance the brand presence., • Collaborate with creative strategy to conduct research and develop insights for brand and audience analysis, as the foundation to build concept development., • Drive and / or supervise client activations to ensure proper planning, development and execution with the utmost professionalism and accountability., • Develop and manage program SOWs ensuring resources, budgets, timelines, and deliverables stay aligned with terms of contract and client commitments., • Critically evaluate and offer solutions to optimize client budgets and internal resource management., • Provide ongoing monitoring and guidance of expenses and actual costs for approved program budgets. Lead honest and challenging conversations with clients at times of budget misalignment., • Provide ongoing monitoring and guidance of creative deliverables, ensuring client review and approvals as needed in partnership with program Creative lead. Lead honest and challenging conversations with clients at times of creative misalignment., • Manage multiple projects simultaneously and/or supervise other account personnel, such as Account Managers, Account Coordinators, Interns, and external teams., • Provide mentorship and candid real time feedback to direct reports, cross functional team members as needed and appropriate., • Actively listen and empower others to lead conversations, motivate others and share confidence in others with authenticity., • Recognize the audience needs with varying tones and approach, ability to read the room and address immediately and honestly., • Ability to self-navigate through conflict resolution, and the ability to recognize when to seek support, strong self-awareness of own energy and contribution., • In collaboration with Leadership and Executive team, guide teams through conflict resolution, and the ability to recognize when to seek support., • Drive new business development, including identifying new opportunities with new and existing clients. Lead RFPs process with cross functional team., • Continually strive to identify new opportunities to enhance the agency's services and lines of business., • Build and maintain trusted relationships with restaurants, chefs, and hospitality groups across key markets, with a focus on New York City and East Coast regions., • Curate and manage restaurant partnerships and activations for experiential programs, ensuring seamless integration into client initiatives., • Serve as an advisor on restaurant operations and industry trends, collaborating closely with creative and experiential teams to deliver elevated guest experiences., • Oversee restaurant partner communications, from prospecting through onboarding and execution., • Track partnership satisfaction post-activation and identify opportunities for long-term growth., • Maintain a pulse on hospitality industry news, trends, and emerging talent to inform client and agency strategies. DESIRED SKILLS AND EXPERIENCE EDUCATION / EXPERIENCE • Minimum 5 years of experience in marketing, promotions, and events within a marketing agency, preferably experiential marketing, • Must have significant client service with on-site and/or virtual event experience., • Digital, interactive, and/or online branding and program experience, • Brand management experience a plus., • BA/BS in marketing, business administration, communications, or related field; MBA degree is a plus., • Strong communication skills with ability to connect with others authentically while equally honoring and respecting diverse perspectives., • Ability to build trust and respect through active coaching, communication, and listening., • Exceptional track record growing and managing client relationships with key stakeholders, and executive decision makers., • Demonstrated track record of developing and mentoring account team personnel., • Forward thinking and excellent problem-solving skills, with the ability to pro-actively anticipate obstacles and issues, properly communicate to appropriate parties, and create solutions on a timely basis., • Ability to continuously seek and identify areas of organic growth and expansion of services offered to clients., • Must have experience managing financials and forecasts., • Established network within the restaurant and hospitality community, particularly in NYC and East Coast markets., • Natural curiosity—the drive to always be learning and growing, professionally and personally., • High energy and flexibility in working non-traditional hours as needed (some nights and weekends as deadlines dictate)., • Ability to lift up to 25 pounds and stay on your feet for extended periods of time., • Willingness to work a hybrid schedule (up to 4 days in office) and travel up to 50% of the time., • Comfortable attending industry events, dining out as part of relationship development, and representing the agency at high-profile hospitality experiences Compensation Range: $100,000 - $150,000 annually. This is the pay range OBE believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on level of experience, relevant skills, professional certifications, market pay, and demand for the role. OBE reserves the right to modify this pay range at any time. For this role, Benefits include: medical/dental/vision insurance, employer paid basic life and personal accident insurance. Also included: Annual Profit Sharing/Bonus Plan based on the company's performance and your individual performance, 401(k), Healthcare Flexible Spending Account, Dependent Care Flexible Spending Account, PTO, STD/LTD insurance benefits. On Board Experiential is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Job Description Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor. About the Firm: • Transforms advisors into fintech entrepreneurs., • Emphasizes automation and efficiency to enhance client interactions., • Grows by acquiring and enhancing traditional wealth management firms., • Founded by seasoned entrepreneurs with extensive VC-backed experience., • Supported by top VC firms and industry executives. Role: • Shape the future of wealth management through a fintech perspective., • Manage high-net-worth client relationships and portfolios., • Collaborate with Product Development and M&A teams., • Develop new client relationships and support business development., • Analyze client data and provide comprehensive financial advice., • Design and implement long-term investment strategies., • Advise on investment, tax, retirement, estate planning, and more., • Collaborate with third-party service providers., • Influence the development of advisor technology platforms., • Assist in recruiting top wealth managers and training new staff. Requirements: • 10+ years in investment advisory., • Active client book., • Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent), • Passion for ownership and impact., • Interest in fintech., • Ability to thrive in a fast-paced environment. Nice to have: • Experience at a tech company., • Analytical or technical degree (BS or MS)., • Experience with high-net-worth clients., • Expertise in financial planning., • Proficient with financial planning software., • Strong organizational, analytical, and communication skills. Benefits: • Top-tier medical, dental, and vision plans., • Unlimited PTO and company holidays., • Solo 401(k)., • NYC office with stunning views., • Competitive compensation with revenue participation and equity., • Office meals and snacks., • Teledoc access., • Discounts on various health services. This role offers a unique opportunity to significantly impact the wealth management industry through technology and innovation. This is a remote-first company and Advisors may be located anywhere in the US.

Job Description Medicare Benefit Advisor Travel Required Must reside in NY, NJ or CT. Bilingual Cantonese/Mandarin COME WORK FOR THE LEADING, LOCAL MANAGED CARE COMPANY - VILLAGECARE! VillageCareMAX is looking for a motivated individual for this Full Time role as the Medicare Benefit Advisor. The Medicare Benefit Advisor is part of the VCMAX Business Development Team, and will be responsible for keeping the organization visible through new community and provider based referral sources. Some of your responsibilities will include: • Identify new business opportunities for the Medicare product lines to create referral pipelines and organization collaboration., • Maintain referral source accounts through profiling and strategic account reviews, understanding key needs of the account, and developing a written plan for the organization to meet the needs of the new potential referral source., • Serve as a liaison between all referral sources under the Benefit Advisors management, and VCMAX intake and operations department to ensure highest quality of service. Must reside in NY, NJ or CT. There are many benefits to working for VillageCare. If you are someone who likes being part of a team, enjoys a highly competitive benefits package from world leading carriers and competitive compensation, than we would love to speak with you! VillageCare is an Equal Opportunity Employer. Job Posted by ApplicantPro

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as an Insurance Agent with Northwestern Mutual - The Big Apple! Why Current and Former Athletes Can Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual., • Passionate About? Being a mom and cherishing time with her 2-year-old daughter. Loves the outdoorswhether it's kayaking or camping. Avid reader who enjoys business books around leadership and romance novels.Key Responsibilities: As an Insurance Agent, you will work directly with clients to understand their financial protection needs and provide personalized solutions through life, disability, and other insurance products. Your role will focus on helping individuals and families build financial security by designing and implementing tailored risk management strategies. You will regularly review and update client insurance plans to reflect life changes and evolving goals, ensuring their continued protection. This position may also offer a pathway toward becoming a Financial Advisor, once additional state insurance and FINRA securities licenses are obtained. Career advancement support and training may be provided to help you grow into a broader financial planning capacity over time. You will be expected to build a strong client base through referrals, community involvement, and professional networking. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business. • Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals – Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion., • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: • An Associate's degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • A Winning Mindset – Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you., • A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing – An Associate's degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • A Commitment to Growth – Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship., • 3+ years of experience in a professional sales environment in financial services normally required.

Job Description Harrison Gray Search is proud to partner with a revolutionary financial institution that combines the expertise of seasoned advisors with cutting-edge technology to provide a comprehensive, personalized wealth management experience. About Our Client: They are a rapidly expanding, technology-focused wealth management firm committed to delivering a modern, client-centric financial planning experience. By integrating seasoned financial advisors with advanced technology, they provide personalized, comprehensive solutions to help clients reach their financial objectives. Their leadership team brings extensive expertise from the wealth management, fintech, and technology industries, positioning the firm at the forefront of innovation. Supported by top-tier investors, they are dedicated to equipping advisors with the tools and resources necessary to build and scale successful practices. Joining this organization means becoming part of a dynamic, forward-thinking team that prioritizes collaboration, excellence, and a commitment to reshaping the future of wealth management. For ambitious professionals passionate about client success, they offer a unique opportunity to grow a practice with cutting-edge support and minimal administrative burdens. About the Role: As a Senior Financial Advisor, you will have the autonomy to build and expand your client relationships while leveraging best-in-class technology to enhance efficiency and service. Their platform enables you to focus on what matters most—guiding clients toward financial success—without being weighed down by administrative burdens. Your primary responsibilities will include identifying prospective clients, demonstrating the unique advantages of the platform, and providing expert financial advice. With a strong foundation of operational support and advanced prospecting tools, you will be well-positioned to grow your book of business and deliver exceptional client experiences. RESPONSIBILITIES • Turn prospects into clients and clients into raving fans, • Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients, • Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals REQUIREMENTS • Proven track record of success in acquiring new wealth management relationships, • Consistently demonstrated ambition, drive, and grit, • Expert, current knowledge of investment products and services across personal finance, • Ability to convey financial advice with empathy, understanding, humility, and confidence, • Passion for building a better personal finance experience, • Series 65 or equivalent; clean U4, • Existing transferable Client Base PREFERRED QUALIFICATIONS • CFA or CFP certification Transitions: Our client makes bringing over your existing client base a seamless experience. They’ll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, they’ll hold your hand every step of the way to ensure a smooth transition for your practice and your clients. Compensation: Their compensation plan is designed to attract and reward the best with top-of-the-industry payouts and equity. This opportunity is fully remote within the United States.

Job Description Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Are you securities or insurance licensed? If not, you are ineligible to apply. How many years experience do you have in the Financial Services industry? If none, you are ineligible to apply. Do you have a bachelors degree? If not, you are ineligible to apply. Job Responsibilities: • Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives, • Analyze customer financial situations and provide tailored financial services and insurance products, • Develop customized financial plans for clients that are tailored to their specific goals and objectives, • Monitor markets, research financial products, and stay updated with new developments in the financial sector, • Provide customer service to current and potential MassMutual customers Desired Qualifications: • Bachelor’s degree in a related field such as finance, accounting, or economics, • Resident insurance license, Life & Health, • Minimum of 1 year of experience working in the financial services industry, • Strong customer service, communication, and presentation skills, • Excellent verbal and written communication skills, • Good knowledge of risk management and investment strategies Nice-to-haves: • Series 6 or 7, • CFP certification, • Knowledge and proficiency in the use of CRM software and financial data analysis tools, • Strong organizational and time management skills, • Ability to multitask and prioritize, • Proficiency in MS Office

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $90,000 - $100,000 Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client, • Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer., • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance., • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance., • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry., • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations., • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.Qualifications:, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport., • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship., • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions., • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives., • Education: a bachelor's degree in finance, business, economics, or a related field is preferred., • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.About Company Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.

Job Description Joining Henley & Partners As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. Why choose Henley & Partners? Here's what sets us apart: • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options., • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients., • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged., • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge., • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry. As a Client Advisor you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities: • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners., • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads., • Provide expert advice on residency & citizenship planning to help clients achieve their objectives., • Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks., • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey., • Achieve a high success rate in converting sales leads into H&P clients., • Meet and exceed annual sales targets for assigned jurisdictions., • Actively expand the existing contact database to identify new opportunities for value creation., • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects., • Keep detailed and effective notes on prospect and customer interactions using our CRM system., • Undergraduate degree in business, economics, marketing, or related disciplines., • Masters or advanced degree are considered an advantage., • +3 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management., • Knowledge and experience with HNWIs is highly appreciated., • Strong international networks for business development., • Multilingual and territorial-specific experience considered an advantage., • Exceptional communication skills to engage with industry stakeholders., • Collaborative approach to build positive relationships and influence others., • Excellent negotiation and persuasion skills, including tact and diplomacy., • Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems., • Base salary of USD 80-100K per year depending on experience;, • Performance-based commission structure;, • Comprehensive health, dental, and vision insurance;, • 15 days of PTO; If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today. At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: Powered by JazzHR uzvBgPV6z3

Job Description Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City, Melville, New York and New Jersey. Overview As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. Forest Hills Financial Group (FHFG) is looking for self-motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. You possess… • A passion for helping others and making a positive impact in your community., • An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms., • A lifelong learner mentality with a desire to continue growing., • Self‐motivation, a confident personality, high integrity, and a strong desire to succeed. What you’ll be doing… • Developing and maintaining a base of clients who value your input and guidance., • Working with clients to understand their goals, concerns, and current financial information., • Analyzing information to create a strategy with appropriate products and services., • Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. What we provide… • Tools and technology to help you appropriately gather, manage, and service your clients., • Development and training—locally, virtually, and nationally—to support your educational needs., • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients., • Mentorship and joint-work opportunities., • Superior service and support., • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities., • The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. Benefits * Life Insurance * Flexible schedule * Vision Insurance * 401(k)matching * Flexible spending account * Health insurance * Dental insurance * Retirement plan Requirements • Must be a US citizen or permanent resident, • A four‐year college degree (Preferred), • Obtain appropriate licensing Pay: Commission Bonus Who we are… Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-155774 (Exp. 5/25)

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Strategic Thinking & Problem-Solving Corporate professionals are skilled at analyzing complex situations, making data-driven decisions, and developing strategiescritical abilities for helping clients build financial plans., • Client & Relationship Management Experience in corporate settings often involves working with clients, vendors, and stakeholders, which translates well into building and maintaining long-term relationships in financial services., • Performance & Goal Orientation Success in corporate roles requires setting and achieving goals, managing KPIs, and driving resultstraits that align perfectly with the performance-based nature of financial services., • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual., • Passionate About? Being a mom and cherishing time with her 2-year-old daughter. Loves the outdoorswhether it's kayaking or camping. Avid reader who enjoys business books around leadership and romance novels.Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognitionKey Responsibilities of a Financial Advisor:, • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Experience: Previous experience in financial services or insurance is not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).About Us: At Northwestern Mutual - The Big Apple, we are committed to helping clients achieve their financial goals and build lasting relationships. With a history of empowering individuals and families across New York, we provide comprehensive financial solutions and exceptional service. As part of our team, youll receive expert mentoring, access to cutting-edge resources, and the freedom to build your own successful business in one of the worlds most dynamic cities. Join us and make a lasting impact on your clients' financial futures. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $50,000 - $75,000 at plan earnings Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendationsQualifications:, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed You: • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Lifelong student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent We: • Provide a framework to help you attain all licensing and education needed to progress through the career, • Support your learning through joint work and a team environment, • Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry, • Provide a roadmap for your success with our experienced team of leaders Learn more about this exciting opportunity. The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents, and may be eligible for paid leave. About Company Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.

Job Description Marchay is a curated, membership-based travel service and community for some of the world’s most sophisticated travelers. Recognized by leading publications as a premier luxury travel service, Marchay provides a complete, high-touch solution for managing members’ high-end travel needs. A key benefit of membership is dedicated, unbiased service from a highly experienced travel team. Marchay offers unlimited, bespoke trip planning and execution, access to pre-vetted private homes and villas, and preferred partner benefits at over 1,200 luxury hotels worldwide. Role Description As a Senior Travel Advisor, you will lead a team of Travel Advisors while managing high-touch client relationships and overseeing the execution of complex luxury travel arrangements. This role requires exceptional client relations paired with meticulous execution of detailed travel planning — deep industry expertise, strategic problem-solving, and strong leadership skills — acting as a mentor, problem-solver, and trusted resource for both clients and team members. Please note that this is not an entry-level role and significant previous travel advisor experience is required. Requirements RESPONSIBILITIES: • Team Thinking: Spearhead your team’s research on destinations, activities, dining experiences, etc., • Execution & Planning: Handle execution of all trip booking details from hotels to transfers to reservations and more and build detailed and comprehensive travel itineraries, • Maintaining Relationships: Work directly with hotels, villa suppliers, DMCs and local fixers globally, • Passion for Travel: Tap your love for travel; provide targeted travel intelligence and advice tailored to each specific member's needs, • Proactivity & Creativity: Seek out solutions off the books when needed, • Team Leadership & Mentorship: Guide and mentor Travel Advisors, ensuring excellence in execution and service, • Member Relationship Management: Maintain and deepen relationships with an exceptional group of high-end travelers as your clients, acting as their trusted travel expert, • Crisis Management & Problem Solving: Step in for high-stakes situations, handling escalations and resolving emergencies with confidence, • Strategic Oversight: Seamlessly integrate into any trip planning scenario, providing expertise across teams when needed, • Location: While this role is remote, you are based in North America and are willing to work Eastern Time Zone hours, • Education: Bachelor's degree is required, • Industry Leader: Minimum 4+ years in luxury travel planning, with experience managing clients and teams, • Highly Strategic: Capable of handling 50-60 trips at once, prioritizing efficiently while maintaining quality, • Tech Savvy: Experience with industry tools, such as Sabre GDS, Axus for itinerary-building, and Salesforce as a CRM, • Product Knowledge: You have excellent taste and deep industry knowledge. You understand the nuances (e.g., the difference between the Connaught and the Berkeley in London), • Mentor & Coach: Adept at guiding Travel Advisors, fostering their growth and independence, • Problem-Solver: Comfortable navigating complex, high-pressure scenarios and handling escalations with ease, • Competitive Compensation: Annual salary with a performance-based, discretionary bonus, • Comprehensive Benefits: Fully covered medical, dental, and vision insurance, • 401(k) Plan: Access to our retirement savings program, • Generous Time Off: Ample PTO plus company holidays to recharge and reset, • Career Growth: Opportunity to develop toward a senior finance leadership role, with increasing ownership of P&L, budgeting, and strategic decision-making over time, • Flexibility: Remote work environment with the ability to manage your schedule effectively, • Innovative Market Leader: Join a forward-thinking company with a proven track record, backed by the influence, resources, and stability to keep breaking new ground Kindly note that while we are not actively hiring, we are always accepting applications on a rolling basis. If we think you're a strong fit for our team, we will be sure to reach out!

Job Description We are seeking driven, client-centric professionals to become part of our team as Financial Advisors. This role provides a unique opportunity to build a meaningful advisory practice supported by individualized coaching, structured mentorship, and immersive, real-world experience in delivering impactful financial advice. As a Financial Advisor, you will: • Protection Planning: Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being., • Develop Investment Strategies: Create and manage personalized investment solutions tailored to each client’s financial goals, risk profile, and long-term vision., • Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies., • Address clients’ full financial picture, including income protection, family security, wealth-building, tax strategies, and legacy planning. Insurance-Based Solutions • Evaluate client risk exposure and recommend appropriate insurance products, including life, disability, and long-term care., • Design insurance strategies that support both personal and business planning (e.g., buy-sell, key person, executive bonus plans)., • Write, place, and manage life insurance policies in alignment with compliance and suitability standards. Investment Advisory Services • Offer investment solutions including brokerage accounts, advisory platforms, annuities, and retirement products., • Guide clients through asset allocation decisions, portfolio construction, and long-term investment strategies., • Leverage firm platforms such as Envestnet, NFS, or others to manage wealth in coordination with protection planning. Client Relationship Management • Act as a primary point of contact for a book of clients, delivering regular reviews and high-touch service. Collaboration and Case Development • Participate in firm-level joint work or teaming opportunities to deliver more comprehensive solutions. Compliance • Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines. Continuous Professional Development • Pursue advanced designations (e.g., CFP®, ChFC®, CLU®) to enhance client service and professional credibility.Qualifications:, • Bachelor's degree in finance or related field, • SIE, Series 6/7, Series 63/65 or Series 66, • Self-motivated, • Excellent interpersonal skillsAbout Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description Building a Brand Starts with a Story FIRST is a leading global brand experience agency serving clients in various industries, including financial services, technology, new & traditional media, aerospace, healthcare, and professional services. FIRST has received numerous accolades, including being listed among the 2025 Most Innovative Marketing Agencies of the Year by Chief Marketer, named Top Agency of the Year 2024 by Event Marketer, highlighted as a Global Agency of the Year, over 100 Employees by C&IT, and listed among the "200 Top Marketing Agencies" in 2024, 2023, & 2022 by Chief Marketer. Learn more at What You Would Get To Do: The Senior Account Director supports FIRST's vision to be one of the world's most respected global brand experience agencies. This leadership role drives strategic growth, service excellence, and long-term partnership success across enterprise-level clients. Acting as a senior advisor and trusted partner, the Senior Account Director collaborates with senior stakeholders to understand evolving business goals and translate them into impactful, insight-driven strategies that enhance brand engagement and deliver measurable results. With strong commercial acumen, this individual is accountable for the financial health and sustainable growth of their portfolio, ensuring profitability through strategic foresight, value creation, and a deep understanding of client business dynamics. The ideal candidate is a client-focused, strategic leader who inspires confidence, fosters collaboration, and embodies the FIRST commitment to service excellence, partnership integrity, and forward-thinking brand experiences. Your Contributions • Lead the strategic direction, development, and overall success of account(s), working across global teams to drive results and innovative ideas, • Act as the primary point of contact for client stakeholders, fostering trust and ensuring alignment across programs and priorities, • Responsible for developing and executing annual account plans, growth strategies, and client engagement initiatives, • Lead quarterly business reviews and strategic touchpoints to reinforce value and strengthen the client relationship. Develop and support executive-level reporting, data insights, and strategic planning, contributing to business reviews and leadership decision-making, • Monitor client satisfaction trends and proactively address issues, risks, and opportunities for improvement and growth, • Oversee contract lifecycle management, including scope changes, contract renewals, SOWs, Work Orders, addendums, and procurement interactions, • Responsible for oversight of the scope of work and for the account achieving contract compliance and performance requirements (KPIs, SLAs, reports required); ensuring the account delivers on expectations and remains within the bounds of the contract, • Support invoicing workflows, annual budgeting, and monthly reconciliation processes, including scalable services and travel and expenses, in collaboration with Account Operations, • In collaboration with Business Analytics / Commercials, responsible for accurate and timely forecasting of contracted pipeline activity, • Develop a thorough understanding of the client's business, industry and keep abreast of external issues and events that could impact client objectives, • Lead all new business opportunities within the account(s), from initial discovery through to proposal submission and contracting, • Build and manage a pipeline of organic growth opportunities, identifying areas where FIRST can expand services and add strategic value, • This role is best suited to a candidate with 10+ years of experience in client services, account management, or program leadership within a global agency, brand experience, or events environment, • Proven experience managing large-scale, global accounts with complex programs and multiple stakeholders, • Strong commercial acumen with a track record of managing budgets, financial reporting, and contract negotiations, • Strategic thinker with the ability to balance long-term vision and immediate priorities, • Able to operate both at a high-level and within the details of operations, financials, and reporting, • Proficiency with CRM and financial tools such as Salesforce and budget trackers, • Strong ability to interpret data and reporting, synthesize insights, and craft a compelling narrative in collaboration with internal teams., • Medical, Dental & Vision which includes the option of a high deductible health plan (HDHP) with a health savings account (HSA), • 401 (k), • Five Flexible Spending Accounts Options, • Generous Paid Time Off Allowance, • Employee Assistance Program (EAP), • Life, Disability & Pet Coverages, • Wellness Stipend, • Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more, • Aura Identity Theft Protection, • Discretionary Bonus Structure #LI-HYBRID #LI-JB1 FIRST is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. FIRST is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We stand firm: FIRST will not tolerate discrimination or harassment based on any of these characteristics. If any candidate feels that they are unable to meet the requirements of the role, please get in touch to discuss adjustments or other suitable roles.

Job Description Join Us Today: If you are seeking a rewarding career with industry-leading benefits, professional growth opportunities, and a culture that values its people, we invite you to apply today. At FDE, we are committed to supporting our Team Members in becoming their best selves. This commitment is reflected in our competitive compensation, benefits, and development programs, as well as our vision of being the employer of choice in every community we serve. About Us Factory Direct Enterprises LLC is a leading licensee of Ashley, the number one selling furniture brand in the world and the top retailer of furniture and bedding in the United States. Compensation and Benefits We offer one of the most competitive compensation packages in the furniture industry: • Commission-based salary ranging from $40,000 to $90,000 per year, based on performance, • Annual bonus structure tied to individual performance and company success, • Weekly commission and bonus opportunities on written sales, • Presidents and Premier Programs that offer additional weekly bonus incentives, • Paid, comprehensive two-week training through the Ashley Sales Academy, • 401(k) retirement plan with company match, • Paid time off, holiday pay, and your birthday off, • Medical, dental, and vision insurance starting as low as $25 per week, • Employee discounts on furniture and accessories, • Referral bonuses up to $1,000 for recommending successful candidates Our Culture and Team Member Programs: FDE maintains a culture of recognition, service, and growth. We actively invest in the well-being of our team and welcome employee feedback through programs like Peakon Surveys. Our Ashley Cares initiatives support our employees and communities, including: • Hope to Dream: A portion of mattress sales funds beds for children in need, • Give a Day: Paid volunteer day annually with an approved non-profit organization, • Corporate Chaplains: Confidential support for personal challenges such as grief, family needs, and stress, • Life Resources: Quarterly educational events focusing on financial literacy, health, and wellness, • Team Member Relief Fund: Financial assistance during unexpected life events, • SmartDollar: A free financial wellness platform to help manage budgets and plan for the future Position Overview: Home Furnishings Advisor The Home Furnishings Advisor is responsible for delivering a unique and personalized guest experience. You will act as a representative of our brand, guiding customers through their home furnishing journey. As a subject matter expert, you will leverage your product knowledge and customer service skills to drive sales and ensure customer satisfaction. Key Responsibilities: Sales and Customer Experience • Sell a wide range of Ashley home furnishings, accessories, and warranties using the Ashley Sales Approach, • Welcome and engage with every guest professionally and attentively, • Deliver compelling product presentations and offer complete solutions including protection plans and financing, • Build and maintain customer relationships through proactive communication during and after the sales process Post-Sales Administration • Accurately complete post-sale documentation and ensure order details meet customer expectations, • Provide all necessary paperwork to the Customer Service Department, • Enter accurate customer information into the UPs system, including contact details for future follow-up, • Record advertising efforts and maintain a lead database using customer information forms Showroom Presentation • Support store appearance through regular floor recovery and adherence to safety and cleanliness standards, • Ensure every customer has a professional and welcoming in-store experience Professional Development • Use company-provided tools and training to enhance sales performance, • Stay informed about product updates and company initiatives, • Participate in sales meetings, training sessions, and one-on-one coaching Performance Expectations: You will be evaluated on a variety of key performance indicators including: • Total sales volume and sales per guest, • Bedding sales, close rate, protection plan sales, and average transaction value, • Number of credit applications submitted, • Net gross margin and guest satisfaction (Net Promoter Score), • Total Piece Exception Rate and related inventory accuracy metrics Additional Duties: • Assist with cashiering or merchandise tasks as needed, • Participate in inventory and other operational processes, • Travel to other store locations for training or meetings as required Schedule Requirements: • Must be available to work at least 40 hours per week, including weekends, • Additional hours may be required during holiday or peak seasons, • Regular attendance at the assigned store is required, • Two days off per week are scheduled except during holiday periods Qualifications: • Highly motivated with a positive attitude and strong interpersonal skills, • Previous sales experience is helpful but not required, • Comfortable in a performance-driven, customer-focused retail environment, • Strong attention to detail and commitment to delivering exceptional service Job Type: Full-time Benefits: Health insurance, dental insurance, vision insurance, life insurance, paid time off, 401(k) with employer match, employee discount

Job Description About Us ISMG is a leading B2B media and intelligence organization, serving the cybersecurity and enterprise technology space with a collaborative ecosystem of industry news, strategic education, and professional advisory services. We've recently launched CXO Advisor, a pioneering consultative practice designed to help mid-size companies tackle their most complex cybersecurity leadership challenges. The Opportunity We are seeking a Client Acquisition Lead to play a foundational role in driving business growth, shaping go-to-market strategies, and scaling what will become a major force in the executive advisory space. This is a unique opportunity to help build a new business from the ground up, with the backing of a trusted global media and events organization. You'll lead early client acquisition efforts and lay the groundwork for a high-performing business development team as the practice expands. This role is ideal for a high-performing sales professional with an entrepreneurial mindset and experience in consulting, staffing, executive search, or advisory services — someone eager to be part of a new business build and make a meaningful impact on the future of cybersecurity leadership. What You'll Do Business Development & Sales: • Drive net-new business development for executive cybersecurity consulting services (CXO advisory, fractional leadership, and strategic projects)., • Build and actively manage a high-quality pipeline of enterprise and mid-market prospects., • Close complex, high-value consulting and service deals with CISOs, CIOs, and other cybersecurity decision-makers., • Develop tailored proposals that address clients’ unique security challenges., • Represent ISMG at top-tier cybersecurity industry events to build market visibility and relationships.Operational Strategy & Team Leadership:, • Build and lead the Client Acquisition team – hiring, onboarding, and mentoring high-performing Account Executives., • Design and iterate the sales strategy, sales playbooks, and scalable processes to accelerate growth., • Establish and monitor key sales metrics, forecasts, and performance dashboards., • 5-7+ years of sales experience within consulting, staffing, executive search, professional services, advisory services, or similar high-touch fields., • Experience in and/or solid knowledge of cybersecurity and information technology industries, presence in the cybersecurity community is strongly preferred., • Demonstrated success selling high-value services with a consistent track record of exceeding quotas., • Strong executive presence and experience engaging with high-level technology leaders., • Outstanding relationship development and long-term account nurturing capabilities., • Proven experience hiring, managing, and scaling sales teams and infrastructure., • Strategic thinker who can influence positioning, pricing, and delivery models., • Shape a game-changing cybersecurity consulting practice backed by a global industry leader., • Fast-track to sales leadership with future long-term ownership opportunities., • Competitive base, uncapped commissions, and team-based incentives as you grow the organization., • 📍Location: Manhattan, NY (on-site, Mon–Fri). hMIoJGDTGQ

Job Description Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $80,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-CM1 Powered by JazzHR z63aFIb0ZD

Job DescriptionAbout San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally. • Privately owned, well capitalized and strong balance sheet for our size, • Experienced senior management team, • Over $1 Billion of Customer Assets under management, • In-house CIO, • Top Tier Clearing, Custody and Technology, • Highly Competitive Payouts (80% to 90%+ for independents) & Incentives, • Onboarding Incentives including upfront forgivable transition loans, • BD, RIA, and Insurance Platforms, • We will consider both W2 and 1099 affiliations, • Custody & Clearing with RBC & Schwab, • We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications:, • 5+ years of proven success, • Series 7 (6) and 63 licenses are required, • Self-starter with a strong work ethic and ability to work independently Powered by JazzHR qJlZ8E1EPj

Job Description If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life – and that of everyone you touch. As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business. With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you: • The Lenox brand represents a caring, creative, and passionate family of professionals. It’s important that your values align to ours – trust, teamwork and accountability., • Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind, • Follow a well-defined career path that integrates education with mentorship and teaming opportunities, • Transparency, honesty, and clarity as the fundamental ingredients of partnership, • A culture of innovation that embraces growth and the changes that come with it, • Flexibility to design the life you want, backed by the security of a large, established company like ours How will you build your practice? You will… • Establish networks and cultivate referrals, • Develop and maintain long-term relationships with clients, • Provide financial solutions through fact gathering and needs analysis, • Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates Who do you need to be? • A strong relationship-builder who takes a client-first approach, • A proven networker and marketer (alt: “connector of people”), • A dedicated worker: independent, self-motivated and goal oriented

Job DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development At Northwestern Mutual - The Big Apple, we have a long-standing history of helping individuals and families across the greater New York area achieve their financial dreamswhether its sending children to college, purchasing homes, planning for retirement, or securing their financial future. Our reputation for providing comprehensive financial solutions and exceptional service has earned the trust of New Yorkers, and we continue to be a reliable partner in their financial journeys. Joining our team means becoming part of a legacy of successwhere you will have the resources, guidance, and freedom to create your own path to success. You'll not only be working in one of the most dynamic and vibrant cities in the world, but youll also be joining a company thats been recognized for its financial stability and leadership in the industry. With our top-tier support system, expert mentoring, and access to cutting-edge technology, youll have everything you need to grow your business and make a lasting impact on your clients lives. Our thriving office is located: 300 Madison St. New York NY 10017 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Milan Suri - Managing Director • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is strongly preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionSalary: $80-$90K base + Commission and Bonus ($90K-120K OTE) ABOUT US K&L Wine Merchants is widely recognized as one of the leading independent wine retailers in the United States. We offer a world-class selection of wine, spirits, and beer at five retail locations and through our website. We are a growth-minded company made up of a tight-knit team dedicated to providing excellent, knowledgeable service to our loyal customers. If you are seeking an exciting career and an all-access pass to the business and culture of wine and spirits, K&L Wine Merchants is the perfect match! BENEFITS • Medical/Dental/Vision insurance - K&L pays 100% of individual premium., • FSA/HSA availability to support healthcare and dependent care expenses., • 401k plan, with company contribution., • 3 weeks of paid time off per year time off accrual increases at 5 years of service., • 8 paid holidays., • Generous product discount., • Weekly staff tasting and sales training; exposure to world-class products and producers., • Opportunities to advance in the wine and spirits industry. WHAT WERE LOOKING FOR Our ideal Private Client Advisor is responsible for serving the companys top-producing clients by providing high-touch, personalized service to an assigned client list. The Private Client Advisor will proactively curate product sets and product offers tailored to clients interests and needs. As Private Client Advisor, you willdemonstratea deep, up to date knowledge of wine regions, varietals, and vintages with an emphasis on top-tier producers and collectible wines. If you are a self-starter with strong customer service skills, market awareness, adaptability to new technologies, and a willingness to be accountable for results, we want to hear from you! PRINCIPAL RESPONSIBILITIES • Actively cultivate, engage, and support top-producing clients., • Provide an engaging and personalized shopping experience by presenting custom product sets and product offers in alignment with clients needs and preferences., • Exhibit high-touch customer service skills across communication platforms phone, email, in person., • Routinely convert orders, maintain account productivity, and close sales., • Consistently meet or exceed sales goals., • Initiate regular contact with clients to build and maintain strong relationships., • Successfully leveragewarm leads to grow client list., • Effectively manage client objectives, expectations, and timelines., • Identifiyselling opportunities through an ongoing evaluation of the inventory within the framework given by supervisor., • Leveragedomestic and international suppliers to curate tailored product selections for clients., • Create compelling sales offers for individual clients and contribute to content development for shared promotional offers., • Develop and maintainextensive knowledge of wine regions, varietals, and vintages with an emphasis on top tier producers, rare, and collectible wines., • Generate and manage orders across fulfillment channels: pre-arrival, auction, will call, local delivery, shipping, personal sommelier, wine club, and locker transactions. REQUIREMENTS • Outstanding customer service and account management skills., • Excellent written, verbal, and interpersonal communication skills; engaging phone presence., • Skillful problem solving and critical thinking abilities., • Strong time management and organizational skills., • Ability to work well independently and as part of a team., • Experienced in Office 365 and Tableau., • Ability to work early/late or varied days on occasion based on business needs., • Professional certification (WSET, CMS, CSW, CWE) or equivalent knowledge derived through work experience., • Bachelors degree preferred. PHYSICAL AND ENVIRONMENTAL REQUIREMENTS • Ability to perform desk-based work for all or the majority of an 8-hour shift., • Ability to concentrate on individual tasks and make and receive phone calls in an open plan office environment., • Dexterity to enter and retrieve data using a computer keyboard and to operate standard office equipment., • Ability to lift and carry up to 50 lbs. on occasion., • Ability to load, unload, and operate a hand truck safely. Join us at K&L Wine Merchants and be a part of a unique journey in the world of wine and spirits, where your expertise and passion will help shape the future of our company and the experiences of our loyal customers. K&L Wine Merchants is an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, marital or veteran status, sexual orientation, disability, or any other status protected by law

Job DescriptionAbout OxeonAt Oxeon, relationships are the foundation of everything we build. The value we place on relationships and our ability to connect people from across the industry is what shapes every partnership, investment and introduction we make. As a mission-driven and people centered organization, we believe that the building blocks of healthcare starts with Oxeon – a place that brings together the best people and leaders in the field. This building-blocks mentality is ingrained in our logo and in who we are. We are inherently people-connectors and company builders, committed to catalyzing a better future for our industry through the relationships we forge. Derived from the Greek word for “relationships,” Oxeon is committed to uniting leaders and ideas to reimagine a healthcare system that every person can trust. About our FirmOur unique business model and culture attract driven professionals who are endlessly curious and determined to make an impact. We build deeply trusted relationships with each other and our clients. This environment creates an exceptional opportunity for accelerated development — cultivating the next generation of healthcare leaders. We hold ourselves to six core values: Intellectual Curiosity, Emotional Intelligence (EQ), Ownership, Resilience, Collaboration and Spirit of Generosity. These values guide our every action — from the way we hire, to how we invest, to how we serve our clients. Perhaps most importantly, we have a lot of fun together. As part of our team, you might be asked to take over as office DJ, don a costume for Spirit Week, or teach us about your favorite hobby. We encourage laughter and celebration in our everyday work. About the RoleAs the Recruiter, Internal Talent at Oxeon, you will be a vital part of our People Team, reporting directly to the Head of People. Your work is a direct extension of our core mission: to catalyze lasting impact across healthcare by empowering the people who can improve outcomes. You will be instrumental in building our team and shaping our future. Day-to-day, you will be on the front lines, acting as a trusted advisor to our hiring managers and a people-connector for every candidate. Your focus will be on the full recruitment lifecycle—from strategically sourcing talent and managing our passive candidate pipeline in a hands-on way, to ensuring a seamless, high-touch experience for every person who engages with us. By building authentic relationships and embodying the Oxeon Way, you will directly contribute to our mission by ensuring we attract, hire, and retain the top-tier professionals who are essential to building the category-defining companies that will transform healthcare for generations to come.Role Responsibilities • Full-Life Cycle Recruitment: Manage all open requisitions, including partnering on job description design and creation, sourcing, candidate screening, interview scheduling, and offer management., • Talent Pipeline Management: Proactively source and engage passive candidates, maintaining a robust talent pipeline for current and future needs. Manage candidate relationships and communication in a CRM-type system., • Hiring Manager Partnership: Collaborate with hiring managers to understand their needs, refine job requirements, and ensure a seamless and efficient hiring process., • Onboarding & Handoff: Partner with the People team to ensure a smooth transition from offer acceptance to the first day., • Internal Process Ownership, Development & Training: Ensure internal team that supports hiring is well trained in interviewing without bias, providing feedback and candidate ID. Owns point in time and ongoing training., • Employer Branding: Collaborate with the marketing and People Team to champion and execute our employer branding strategy, leveraging platforms like LinkedIn and our careers page to authentically communicate our mission and culture to prospective talent., • HR & L&D Contribution: When not actively recruiting, lead and support learning and development initiatives, such as creating and delivering manager training on effective interviewing and performance management. Assist the HR team with other projects as needed.Requirements for the Role, • Experience: 3-7 years of professional recruiting experience, with a strong preference for a background in professional services or a related field., • Expertise: Experience in executive search and sourcing for senior-level candidates is a significant bonus., • Skills: Proven ability to manage a diverse slate of requisitions and proficiency with recruitment tools and applicant tracking systems (ATS) or CRMs. Experience with Ashby or implementing an ATS is a bonus., • Attributes: Proactive, organized, results-oriented, and a collaborative team player., • Demonstrated EQ and dynamic communication skills needed to quickly build trusting collaborative relationships., • High-energy individual who has a track record of being a strong communicator and positive, collaborative colleague., • Professional or client services experience preferred.What You Can Expect From Us, • A flexible, hybrid work model. We spend time in-person in the New York office 3 days per week (Tuesday-Thursday) and are flexible on Mondays and Fridays. Additionally, everyone has additional “work from anywhere” days, where they can choose to work remotely for extended periods of time., • Quality time together. We spend time together at bi-weekly all hands, annual offsites and events throughout the year to build culture, have fun, foster learning and development, and deepen relationships with one another., • Equity interest. We are relationship- and long-term results-oriented in all we do. We align firm and employee compensation with equity and team performance. Consistent with the shift from fee-for-service to value-based care, this approach invests us fully in the success of our clients and portfolio companies. Every Oxeon employee receives equity in Oxeon investments from day one., • Great compensation and benefits. We offer competitive compensation, 100% employer paid medical and dental insurance for you and your family (we are a healthcare company after all!), paid parental leave, 401k, great snacks, and a fun, flexible open-office environment., • Opportunity to give back. We believe in giving back to the community and helping those in need, which is why every employee is given opportunities to volunteer and a generous annual philanthropic match to support and learn from causes important to them.Salary Expectations, • Base range: $105,000 - $150,000., • Bonus range: This role is eligible for an annual bonus of 10%-15%, based on individual and company performance., • Equity: Cash distributions are variable based on tenure and fund performance.What We’d Like From You: Apply here to let us know why you’re interested. We’re excited to hear more about your story and goals. -- Oxeon is interested in every qualified candidate who is eligible to work in the United States; however, we are not able to sponsor visas at this time. Oxeon is committed to Diversity, Equity and Inclusion in both our internal operations and across our external business and network. We’re an equal opportunity employer committed to providing employees with a work environment free of discrimination and harassment. Applicants are considered for employment regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity, gender expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or any other class protected by applicable laws. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.