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Job Description Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Compensation: $100,000 - $150,000 commission based Responsibilities: • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required, • Bachelor’s degree in business administration, finance, or related field is required, • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed, • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital, • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred About Company We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.

Job Description Billings Analyst Melville, NY | Onsite Job Overview: We are seeking an Accounts Receivable Analyst to manage the issuance of customer invoices with accuracy, timeliness, and consistency. This role is crucial for maintaining the integrity of our accounts receivable ledger and ensuring that financial commitments are met promptly while fostering strong customer relationships. Key Responsibilities: • Accurately process customer invoices, ensuring proper coding, billing terms, and tax calculations., • Prepare and execute billing runs, conducting analysis to verify accuracy., • Maintain and reconcile the accounts receivable ledger, assisting with month-end closing activities., • Address customer inquiries and concerns, collaborating with other departments to resolve any issues., • Keep customer files and documentation organized and compliant with company policies., • Contribute to the development and implementation of improved procedures for the accounts receivable cycle., • Provide necessary documentation for audits and assist with ad hoc financial analysis as needed. Qualifications: • Bachelor’s degree in Accounting, Finance, or a related field., • 1 to 3 years of experience in accounts receivable or general accounting., • Proficient in billing and accounting software., • Strong numerical skills and keen attention to detail., • Excellent organizational, time management, and problem-solving abilities., • Ability to work independently as well as collaboratively within a team.

Job DescriptionSenior Financial Analyst Full-Time | Hybrid Base Salary: $85,000 - $95,000 (commensurate with experience) Under the supervision of the Director of FP&A, the Senior Financial Analyst will oversee 2 Financial Analysts and assist in the consolidating and analyzing of financial and operational data to provide insight and recommendations to improve financial performance. The Senior Financial Analyst creates models, summaries and reports to provide insight on current operations as well as risks and opportunities to the company. What You'll Do • Collaborates with other Finance team members and staff at Professional to produce accurate and effective analytics, • Updates, maintains & optimizes financial models including cash flow forecasting, revenue recognition, operational KPIs, etc., • Perform financial forecasting, reporting and operational metric tracking, • Create analytical models for decision support, • Create, maintain & optimize reporting within multiple BI systems, • Perform variance analysis and identify trends to budget and past performance to better help Management understand areas of financial risk and opportunity, • Work closely with Accounting to ensure accurate financial reporting, • Assist in the development and execution of the annual operating budget, • Increase productivity by developing automated reporting tools, • Work closely with department leaders as relates to ad hoc requests, • Assist Senior Management & Operators on how to read and interpret financial reports such as P&L statements in order to facilitate sound business decisions What You'll Bring • 4 to 6 years of finance or accounting experience is required, • Must have SQL experience, • Proven ability to lead and mentor a team, • Strong fluency in Excel formulas and functions, • Financial modelling skills are required, • Bachelor’s Degree in Accounting, Finance, or Economics is required, • Strong analytical & data gathering skills, • Proven ability to learn new technologies including budgeting software, business intelligence tool, etc., • Familiarity with data query/data management tools is preferred (Access, SQL, Business Objects), • Ability to streamline functions and passion to learn and grow, • Embraces diversity within the work environment and consistently deals with internal and external customers in a friendly and respectful manner; Supports teamwork and cooperation with work partners in daily activities Benefits • Rest, Reset & Recharge: 2 weeks PTO; Sick time in accordance with state and local requirements; plus 6 major holidays to unplug and focus on what matters most., • Plan Ahead: Company-matched 401(k) to help you build what’s next, available once eligibility requirements are met., • Commute Smart: Pre-tax transit and parking benefits through WageWorks — use up to $340/month for trains, subways, buses, ferries, vanpools, and parking (for in-office employees)., • Care for Your Crew: MetLife Pet Insurance with flexible plans, up to 90% reimbursement on eligible expenses, and 24/7 telehealth support via the PetMobile app., • Play More, Pay Less: Exclusive savings through PlumBenefits and LifeMart on travel, hotels, theme parks, sporting events, shows, electronics, food delivery, and more. Equal Opportunity Employer, including Disabled/Veterans. Benefits As a part of our team, you’re eligible for: Comprehensive Benefits: • Unmatched paid time off that includes Vacation, Sick, and Personal days!, • 401k Matching - It’s never too early to start thinking about retirement!, • Comprehensive health benefits (medical, dental, vision)

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives, • Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired, • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential, • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital, • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required Compensation $100,000 OTE About Eastern Advisory Group • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025., • Mission Driven - "Do good. Be good. Make good."

This role is pivotal in ensuring federal, state, and local payroll tax compliance while providing exceptional support to clients and internal teams.As a member of the Payroll Tax team, you will manage tax accounts, prepare filings, and conduct tax research.The ideal candidate holds a Bachelor's degr